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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 583 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 211 | $104 | 0.00% | −573−73.1% | Reduced |
| Nisa Investment Advisors, LLC | 300 | $148 | 0.00% | +300 | New |
| True Wealth Design, LLC | 356 | $176 | 0.00% | +356 | New |
| EverSource Wealth Advisors, LLC | 466 | $230 | 0.00% | +466 | New |
| Sterling Capital Management LLC | 630 | $311 | 0.00% | +525+500.0% | Added |
| Ameritas Investment Partners, Inc. | 1,277 | $630 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,690 | $835 | 0.00% | +1,690 | New |
| Legal & General Group Plc | 3,002 | $1.48K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 3,600 | $1.78K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,905 | $1.93K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,876 | $3.00K | 0.00% | −969−16.6% | Reduced |
| Citadel Advisors LLC | 8,948 | $4.42K | 0.00% | −45,371−83.5% | Reduced |
| CWM, LLC | 9,734 | $5.00K | 0.00% | +7,661+369.6% | Added |
| Ethic Inc. | 10,162 | $5.13K | 0.00% | +10,162 | New |
| Abel Hall, LLC | 10,678 | $5.27K | 0.00% | +10,678 | New |
| Aaron Wealth Advisors | 12,114 | $5.98K | 0.00% | +12,114 | New |
| New York State Common Retirement Fund | 12,736 | $6.29K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 14,106 | $6.96K | 0.00% | +525+3.9% | Added |
| Group One Trading, L.P. | 14,688 | $7.25K | 0.00% | −20,034−57.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,411 | $7.28K | 0.00% | +14,411 | New |
| Squarepoint Ops LLC | 14,949 | $7.38K | 0.00% | +14,949 | New |
| Price T Rowe Associates Inc | 16,037 | $8.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 18,340 | $9.00K | 0.00% | +14,727+407.6% | Added |
| Tower Research Capital LLC (TRC) | 18,673 | $9.22K | 0.00% | −1,645−8.1% | Reduced |
| Corebridge Financial, Inc. | 19,430 | $9.59K | 0.00% | −67−0.3% | Reduced |
| Bank of America Corp | 20,566 | $10.1K | 0.00% | −21,416−51.0% | Reduced |
| Wells Fargo & Company | 23,130 | $11.4K | 0.00% | +765+3.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,173 | $11.4K | 0.00% | +1,014+4.6% | Added |
| SG Americas Securities, LLC | 23,740 | $12.0K | 0.00% | +142+0.6% | Added |
| Alliancebernstein L.P. | 27,350 | $13.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 28,967 | $14.3K | 0.00% | −2,774−8.7% | Reduced |
| Rhumbline Advisers | 42,715 | $21.1K | 0.00% | +13,302+45.2% | Added |
| Nuveen, LLC | 42,753 | $21.1K | 0.00% | +42,753 | New |
| FMR LLC | 45,943 | $22.7K | 0.00% | +32,569+243.5% | Added |
| BNP Paribas Arbitrage, SA | 53,118 | $26.2K | 0.00% | −1,961−3.6% | Reduced |
| Goldman Sachs Group Inc | 63,258 | $31.2K | 0.00% | −83,759−57.0% | Reduced |
| UBS Group AG | 64,714 | $32.0K | 0.00% | +41,529+179.1% | Added |
| Susquehanna International Group, LLP | 68,279 | $33.7K | 0.00% | +13,017+23.6% | Added |
| JPMorgan Chase & Co | 80,141 | $39.6K | 0.00% | −67,087−45.6% | Reduced |
| Morgan Stanley | 91,076 | $45.0K | 0.00% | −35,421−28.0% | Reduced |
| Charles Schwab Investment Management Inc | 97,783 | $48.3K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 150,000 | $51.8K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 121,661 | $60.1K | 0.00% | +91,282+300.5% | Added |
| XTX Topco Ltd | 122,184 | $60.3K | 0.00% | +77,335+172.4% | Added |
| Bank of New York Mellon Corp | 122,784 | $60.6K | 0.00% | −1,223−1.0% | Reduced |
| Militia Capital Partners, LP | 143,232 | $70.7K | 0.03% | +143,232 | New |
| SkyView Investment Advisors, LLC | 199,204 | $98.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 268,090 | $132.3K | 0.00% | −32,985−11.0% | Reduced |
| Phraction Management LLC | 275,081 | $135.8K | 0.05% | +275,081 | New |
| Williams & Novak, LLC | 275,340 | $139.0K | 0.14% | −12,160−4.2% | Reduced |
| MTM Investment Management, LLC | 280,250 | $141.6K | 0.05% | +93,987+50.5% | Added |
| Gsa Capital Partners LLP | 348,130 | $172.0K | 0.02% | +348,130 | New |
| Renaissance Technologies LLC | 356,800 | $176.1K | 0.00% | +5,400+1.5% | Added |
| Formidable Asset Management, LLC | 491,558 | $242.6K | 0.04% | −19,000−3.7% | Reduced |
| Royce & Associates LP | 500,000 | $246.8K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 531,352 | $262.3K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 924,317 | $456.3K | 0.00% | +82,775+9.8% | Added |
| Barclays PLC | 1,290,045 | $636.8K | 0.00% | +330,568+34.5% | Added |
| Vanguard Group Inc | 1,448,684 | $715.7K | 0.00% | −6,777−0.5% | Reduced |
| BlackRock, Inc. | 2,689,777 | $1.33M | 0.00% | −53,737−2.0% | Reduced |
| 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 |