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Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in Marketwise, Inc. as of Jun 30, 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
45
−17 vs. Q1 2025
Shares held
883.3K
+305.6K (+52.9%) vs. Q1 2025Converted for a 1-for-20 split
Total value
$13.8M
+$8.09M (+142.3%) vs. Q1 2025
New holders
8
21 more added
Sold out
25
10 more reduced

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 45 institutions
Q1 2021: 0 institutionsQ2 2021: 1 institutionQ3 2021: 44 institutionsQ4 2021: 46 institutionsQ1 2022: 53 institutionsQ2 2022: 55 institutionsQ3 2022: 63 institutionsQ4 2022: 55 institutionsQ1 2023: 53 institutionsQ2 2023: 56 institutionsQ3 2023: 51 institutionsQ4 2023: 59 institutionsQ1 2024: 64 institutionsQ2 2024: 56 institutionsQ3 2024: 60 institutionsQ4 2024: 60 institutionsQ1 2025: 62 institutionsQ2 2025: 45 institutionsQ3 2025: 49 institutionsQ4 2025: 50 institutionsQ1 2026: 52 institutionsQ2 2026: 51 institutions
Value heldQ2 2025: $13.8M
Q1 2021: $0Q2 2021: $6.02MQ3 2021: $100.5MQ4 2021: $89.0MQ1 2022: $49.3MQ2 2022: $38.4MQ3 2022: $28.1MQ4 2022: $18.1MQ1 2023: $11.5MQ2 2023: $16.9MQ3 2023: $12.8MQ4 2023: $33.5MQ1 2024: $22.9MQ2 2024: $16.0MQ3 2024: $9.18MQ4 2024: $6.41MQ1 2025: $5.69MQ2 2025: $13.8MQ3 2025: $11.6MQ4 2025: $12.4MQ1 2026: $15.3MQ2 2026: $15.9M
Institutions holding MKTW and their total value by quarter
QuarterHoldersValue
Q2 202651$15.9M
Q1 202652$15.3M
Q4 202550$12.4M
Q3 202549$11.6M
Q2 202545$13.8M
Q1 202562$5.69M
Q4 202460$6.41M
Q3 202460$9.18M
Q2 202456$16.0M
Q1 202464$22.9M
Q4 202359$33.5M
Q3 202351$12.8M
Q2 202356$16.9M
Q1 202353$11.5M
Q4 202255$18.1M
Q3 202263$28.1M
Q2 202255$38.4M
Q1 202253$49.3M
Q4 202146$89.0M
Q3 202144$100.5M
Q2 20211$6.02M
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q1 2025.

Institutions holding MKTW in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SBI Securities Co., Ltd.2$400.00%−9−81.0%ReducedConverted for a 1-for-20 split
IFP Advisors, Inc0$400.00%0New
Nisa Investment Advisors, LLC15$2970.00%00.0%UnchangedConverted for a 1-for-20 split
Essential Partners LLC17$3360.00%+17New
Northwestern Mutual Wealth Management Co19$3760.00%+19New
True Wealth Design, LLC27$5350.00%+9+51.7%AddedConverted for a 1-for-20 split
Sterling Capital Management LLC31$6130.00%−1−1.6%ReducedConverted for a 1-for-20 split
Federated Hermes, Inc.35$6930.00%+35New
EverSource Wealth Advisors, LLC49$9700.00%+26+110.3%AddedConverted for a 1-for-20 split
Amalgamated Bank29$1.00K0.00%−0−0.5%ReducedConverted for a 1-for-20 split
Ameritas Investment Partners, Inc.63$1.25K0.00%−1−1.3%ReducedConverted for a 1-for-20 split
California State Teachers Retirement System139$2.75K0.00%00.0%UnchangedConverted for a 1-for-20 split
Legal & General Group Plc150$2.97K0.00%00.0%UnchangedConverted for a 1-for-20 split
Innovative Advisory Group, LLC180$3.56K0.00%00.0%UnchangedConverted for a 1-for-20 split
Steward Partners Investment Advisory, LLC194$3.84K0.00%−1−0.6%ReducedConverted for a 1-for-20 split
BNP Paribas Arbitrage, SA272$5.38K0.00%−2,384−89.8%ReducedConverted for a 1-for-20 split
New York State Common Retirement Fund636$12.6K0.00%00.0%UnchangedConverted for a 1-for-20 split
Harbor Investment Advisory, LLC650$12.9K0.00%+650New
Group One Trading, L.P.668$13.2K0.00%−66−9.0%ReducedConverted for a 1-for-20 split
CWM, LLC899$18.0K0.00%+412+84.7%AddedConverted for a 1-for-20 split
Citigroup Inc936$18.5K0.00%−512−35.4%ReducedConverted for a 1-for-20 split
Wells Fargo & Company1,400$27.7K0.00%+244+21.1%AddedConverted for a 1-for-20 split
Russell Investments Group, Ltd.1,408$27.9K0.00%+1,408New
Tower Research Capital LLC (TRC)2,095$41.5K0.00%+1,161+124.4%AddedConverted for a 1-for-20 split
JPMorgan Chase & Co2,561$50.7K0.00%−1,446−36.1%ReducedConverted for a 1-for-20 split
Bank of America Corp2,572$50.9K0.00%+1,544+150.1%AddedConverted for a 1-for-20 split
Rhumbline Advisers2,681$53.0K0.00%+545+25.5%AddedConverted for a 1-for-20 split
FMR LLC3,127$61.9K0.00%+830+36.1%AddedConverted for a 1-for-20 split
Deutsche Bank AG3,260$64.5K0.00%+3,260New
UBS Group AG4,408$87.2K0.00%+1,172+36.2%AddedConverted for a 1-for-20 split
Morgan Stanley6,409$126.8K0.00%+1,855+40.7%AddedConverted for a 1-for-20 split
Royal Bank of Canada7,520$149.0K0.00%+7,276+2,984.5%AddedConverted for a 1-for-20 split
AQR Capital Management LLC11,293$223.5K0.00%+5,210+85.6%AddedConverted for a 1-for-20 split
Raymond James Financial Inc11,438$226.4K0.00%+11,438New
Northern Trust Corp13,937$275.8K0.00%+533+4.0%AddedConverted for a 1-for-20 split
Gsa Capital Partners LLP17,563$348.0K0.02%+157+0.9%AddedConverted for a 1-for-20 split
Renaissance Technologies LLC18,499$366.1K0.00%+659+3.7%AddedConverted for a 1-for-20 split
Formidable Asset Management, LLC206,558$386.0K0.06%+181,980+740.4%AddedConverted for a 1-for-20 split
Royce & Associates LP25,000$494.8K0.01%00.0%UnchangedConverted for a 1-for-20 split
State Street Corp27,372$541.7K0.00%+804+3.0%AddedConverted for a 1-for-20 split
Geode Capital Management, LLC49,461$978.9K0.00%+3,245+7.0%AddedConverted for a 1-for-20 split
Vanguard Group Inc73,514$1.45M0.00%+1,080+1.5%AddedConverted for a 1-for-20 split
Phraction Management LLC112,070$2.22M0.71%+98,316+714.8%AddedConverted for a 1-for-20 split
BlackRock, Inc.125,007$2.47M0.00%−9,482−7.1%ReducedConverted for a 1-for-20 split
Barclays PLC149,131$2.95M0.00%+84,629+131.2%AddedConverted for a 1-for-20 split
MTM Investment Management, LLC0$00.00%−14,013−100.0%Sold outConverted for a 1-for-20 split
Williams & Novak, LLC0$00.00%−13,767−100.0%Sold outConverted for a 1-for-20 split
SkyView Investment Advisors, LLC0$00.00%−9,960−100.0%Sold outConverted for a 1-for-20 split
Militia Capital Partners, LP0$00.00%−7,162−100.0%Sold outConverted for a 1-for-20 split
Bank of New York Mellon Corp0$00.00%−6,139−100.0%Sold outConverted for a 1-for-20 split
XTX Topco Ltd0$00.00%−6,109−100.0%Sold outConverted for a 1-for-20 split
Allianz Asset Management GmbH0$00.00%−7,500−100.0%Sold outConverted for a 1-for-20 split
Charles Schwab Investment Management Inc0$00.00%−4,889−100.0%Sold outConverted for a 1-for-20 split
Susquehanna International Group, LLP0$00.00%−3,414−100.0%Sold outConverted for a 1-for-20 split
Goldman Sachs Group Inc0$00.00%−3,163−100.0%Sold outConverted for a 1-for-20 split
Nuveen, LLC0$00.00%−2,138−100.0%Sold outConverted for a 1-for-20 split
Alliancebernstein L.P.0$00.00%−1,368−100.0%Sold outConverted for a 1-for-20 split
SG Americas Securities, LLC0$00.00%−1,187−100.0%Sold outConverted for a 1-for-20 split
Mirae Asset Global ETFs Holdings Ltd.0$00.00%−1,159−100.0%Sold outConverted for a 1-for-20 split
Corebridge Financial, Inc.0$00.00%−972−100.0%Sold outConverted for a 1-for-20 split
Simplex Trading, LLC0$00.00%−917−100.0%Sold outConverted for a 1-for-20 split
Price T Rowe Associates Inc0$00.00%−802−100.0%Sold outConverted for a 1-for-20 split
Squarepoint Ops LLC0$00.00%−747−100.0%Sold outConverted for a 1-for-20 split
Allspring Global Investments Holdings, LLC0$00.00%−721−100.0%Sold outConverted for a 1-for-20 split
Invesco Ltd.0$00.00%−705−100.0%Sold outConverted for a 1-for-20 split
Aaron Wealth Advisors0$00.00%−606−100.0%Sold outConverted for a 1-for-20 split
Abel Hall, LLC0$00.00%−534−100.0%Sold outConverted for a 1-for-20 split
Ethic Inc.0$00.00%−508−100.0%Sold outConverted for a 1-for-20 split
Citadel Advisors LLC0$00.00%−447−100.0%Sold outConverted for a 1-for-20 split
Coldstream Capital Management Inc0$00.00%−85−100.0%Sold outConverted for a 1-for-20 split