Marketwise, Inc.
MKTW- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001805651
In the last 90 days, Marketwise, Inc. insiders filed 0 open-market purchases and 3 sales; 51 institutions reported holding it in 13F filings for Q2 2026, worth $15.9M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Marketwise, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 62
- +4 vs. Q4 2024
- Shares held
- 11.6M
- +247.6K (+2.2%) vs. Q4 2024
- Total value
- $5.69M
- −$702.5K (−11.0%) vs. Q4 2024
- New holders
- 13
- 17 more added
- Sold out
- 9
- 18 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MKTW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 51 | $15.9M |
| Q1 2026 | 52 | $15.3M |
| Q4 2025 | 50 | $12.4M |
| Q3 2025 | 49 | $11.6M |
| Q2 2025 | 45 | $13.8M |
| Q1 2025 | 62 | $5.69M |
| Q4 2024 | 60 | $6.41M |
| Q3 2024 | 60 | $9.18M |
| Q2 2024 | 56 | $16.0M |
| Q1 2024 | 64 | $22.9M |
| Q4 2023 | 59 | $33.5M |
| Q3 2023 | 51 | $12.8M |
| Q2 2023 | 56 | $16.9M |
| Q1 2023 | 53 | $11.5M |
| Q4 2022 | 55 | $18.1M |
| Q3 2022 | 63 | $28.1M |
| Q2 2022 | 55 | $38.4M |
| Q1 2022 | 53 | $49.3M |
| Q4 2021 | 46 | $89.0M |
| Q3 2021 | 44 | $100.5M |
| Q2 2021 | 1 | $6.02M |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,689,777 | $1.33M | 0.00% | −53,737−2.0% | Reduced |
| Vanguard Group Inc | 1,448,684 | $715.7K | 0.00% | −6,777−0.5% | Reduced |
| Barclays PLC | 1,290,045 | $636.8K | 0.00% | +330,568+34.5% | Added |
| Geode Capital Management, LLC | 924,317 | $456.3K | 0.00% | +82,775+9.8% | Added |
| State Street Corp | 531,352 | $262.3K | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 500,000 | $246.8K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 491,558 | $242.6K | 0.04% | −19,000−3.7% | Reduced |
| Renaissance Technologies LLC | 356,800 | $176.1K | 0.00% | +5,400+1.5% | Added |
| Gsa Capital Partners LLP | 348,130 | $172.0K | 0.02% | +348,130 | New |
| MTM Investment Management, LLC | 280,250 | $141.6K | 0.05% | +93,987+50.5% | Added |
| Williams & Novak, LLC | 275,340 | $139.0K | 0.14% | −12,160−4.2% | Reduced |
| Phraction Management LLC | 275,081 | $135.8K | 0.05% | +275,081 | New |
| Northern Trust Corp | 268,090 | $132.3K | 0.00% | −32,985−11.0% | Reduced |
| SkyView Investment Advisors, LLC | 199,204 | $98.0K | 0.01% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 143,232 | $70.7K | 0.03% | +143,232 | New |
| Bank of New York Mellon Corp | 122,784 | $60.6K | 0.00% | −1,223−1.0% | Reduced |
| XTX Topco Ltd | 122,184 | $60.3K | 0.00% | +77,335+172.4% | Added |
| AQR Capital Management LLC | 121,661 | $60.1K | 0.00% | +91,282+300.5% | Added |
| Allianz Asset Management GmbH | 150,000 | $51.8K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 97,783 | $48.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 91,076 | $45.0K | 0.00% | −35,421−28.0% | Reduced |
| JPMorgan Chase & Co | 80,141 | $39.6K | 0.00% | −67,087−45.6% | Reduced |
| Susquehanna International Group, LLP | 68,279 | $33.7K | 0.00% | +13,017+23.6% | Added |
| UBS Group AG | 64,714 | $32.0K | 0.00% | +41,529+179.1% | Added |
| Goldman Sachs Group Inc | 63,258 | $31.2K | 0.00% | −83,759−57.0% | Reduced |
| BNP Paribas Arbitrage, SA | 53,118 | $26.2K | 0.00% | −1,961−3.6% | Reduced |
| FMR LLC | 45,943 | $22.7K | 0.00% | +32,569+243.5% | Added |
| Nuveen, LLC | 42,753 | $21.1K | 0.00% | +42,753 | New |
| Rhumbline Advisers | 42,715 | $21.1K | 0.00% | +13,302+45.2% | Added |
| Citigroup Inc | 28,967 | $14.3K | 0.00% | −2,774−8.7% | Reduced |
| Alliancebernstein L.P. | 27,350 | $13.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 23,740 | $12.0K | 0.00% | +142+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,173 | $11.4K | 0.00% | +1,014+4.6% | Added |
| Wells Fargo & Company | 23,130 | $11.4K | 0.00% | +765+3.4% | Added |
| Bank of America Corp | 20,566 | $10.1K | 0.00% | −21,416−51.0% | Reduced |
| Corebridge Financial, Inc. | 19,430 | $9.59K | 0.00% | −67−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 18,673 | $9.22K | 0.00% | −1,645−8.1% | Reduced |
| Simplex Trading, LLC | 18,340 | $9.00K | 0.00% | +14,727+407.6% | Added |
| Price T Rowe Associates Inc | 16,037 | $8.00K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,949 | $7.38K | 0.00% | +14,949 | New |
| Allspring Global Investments Holdings, LLC | 14,411 | $7.28K | 0.00% | +14,411 | New |
| Group One Trading, L.P. | 14,688 | $7.25K | 0.00% | −20,034−57.7% | Reduced |
| Invesco Ltd. | 14,106 | $6.96K | 0.00% | +525+3.9% | Added |
| New York State Common Retirement Fund | 12,736 | $6.29K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 12,114 | $5.98K | 0.00% | +12,114 | New |
| Abel Hall, LLC | 10,678 | $5.27K | 0.00% | +10,678 | New |
| Ethic Inc. | 10,162 | $5.13K | 0.00% | +10,162 | New |
| CWM, LLC | 9,734 | $5.00K | 0.00% | +7,661+369.6% | Added |
| Citadel Advisors LLC | 8,948 | $4.42K | 0.00% | −45,371−83.5% | Reduced |
| Royal Bank of Canada | 4,876 | $3.00K | 0.00% | −969−16.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,905 | $1.93K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 3,600 | $1.78K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,002 | $1.48K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,690 | $835 | 0.00% | +1,690 | New |
| Ameritas Investment Partners, Inc. | 1,277 | $630 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 630 | $311 | 0.00% | +525+500.0% | Added |
| EverSource Wealth Advisors, LLC | 466 | $230 | 0.00% | +466 | New |
| True Wealth Design, LLC | 356 | $176 | 0.00% | +356 | New |
| Nisa Investment Advisors, LLC | 300 | $148 | 0.00% | +300 | New |
| SBI Securities Co., Ltd. | 211 | $104 | 0.00% | −573−73.1% | Reduced |
| Amalgamated Bank | 583 | $0 | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,792 | – | – | 00.0% | Unchanged |
| Greenhaven Road Investment Management, L.P. | 0 | $0 | 0.00% | −688,665−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −110,851−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −85,005−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −47,254−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −37,096−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −18,019−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,943−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −11,046−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |