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, Q3 2025
Institutional positions in Marketwise, Inc. as of Sep 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
- 49
- +4 vs. Q2 2025
- Shares held
- 704.2K
- −179.1K (−20.3%) vs. Q2 2025
- Total value
- $11.6M
- −$2.14M (−15.5%) vs. Q2 2025
- New holders
- 8
- 13 more added
- Sold out
- 4
- 17 more reduced
Compare with Q2 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 142,670 | $2.36M | 0.00% | −6,461−4.3% | Reduced |
| BlackRock, Inc. | 122,545 | $2.03M | 0.00% | −2,462−2.0% | Reduced |
| Phraction Management LLC | 112,070 | $1.85M | 0.53% | 00.0% | Unchanged |
| Vanguard Group Inc | 83,627 | $1.38M | 0.00% | +10,113+13.8% | Added |
| Geode Capital Management, LLC | 50,745 | $838.9K | 0.00% | +1,284+2.6% | Added |
| State Street Corp | 27,323 | $451.6K | 0.00% | −49−0.2% | Reduced |
| Royce & Associates LP | 25,000 | $413.3K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 21,713 | $358.9K | 0.11% | +21,713 | New |
| Renaissance Technologies LLC | 18,999 | $314.1K | 0.00% | +500+2.7% | Added |
| Gsa Capital Partners LLP | 15,580 | $258.0K | 0.02% | −1,983−11.3% | Reduced |
| Formidable Asset Management, LLC | 14,999 | $247.9K | 0.04% | −191,559−92.7% | Reduced |
| Northern Trust Corp | 12,371 | $204.5K | 0.00% | −1,566−11.2% | Reduced |
| Susquehanna International Group, LLP | 11,571 | $191.3K | 0.00% | +11,571 | New |
| AQR Capital Management LLC | 10,965 | $181.3K | 0.00% | −328−2.9% | Reduced |
| UBS Group AG | 6,516 | $107.7K | 0.00% | +2,108+47.8% | Added |
| Morgan Stanley | 4,016 | $66.4K | 0.00% | −2,393−37.3% | Reduced |
| Deutsche Bank AG | 3,260 | $53.9K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,157 | $52.2K | 0.00% | +476+17.8% | Added |
| FMR LLC | 3,038 | $50.2K | 0.00% | −89−2.8% | Reduced |
| JPMorgan Chase & Co | 2,956 | $48.9K | 0.00% | +395+15.4% | Added |
| Bank of America Corp | 1,890 | $31.2K | 0.00% | −682−26.5% | Reduced |
| Wells Fargo & Company | 1,442 | $23.8K | 0.00% | +42+3.0% | Added |
| Russell Investments Group, Ltd. | 1,274 | $21.1K | 0.00% | −134−9.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,109 | $18.3K | 0.00% | −986−47.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 952 | $15.7K | 0.00% | +952 | New |
| Royal Bank of Canada | 918 | $14.0K | 0.00% | −6,602−87.8% | Reduced |
| CWM, LLC | 809 | $13.0K | 0.00% | −90−10.0% | Reduced |
| New York State Common Retirement Fund | 636 | $10.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 439 | $7.26K | 0.00% | +167+61.4% | Added |
| Citigroup Inc | 194 | $3.21K | 0.00% | −742−79.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 194 | $3.21K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| Innovative Advisory Group, LLC | 180 | $2.98K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 150 | $2.48K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 140 | $2.31K | 0.00% | +1+0.7% | Added |
| Sterling Capital Management LLC | 130 | $2.15K | 0.00% | +99+319.4% | Added |
| SRS Capital Advisors, Inc. | 69 | $1.14K | 0.00% | +69 | New |
| Ameritas Investment Partners, Inc. | 63 | $1.04K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 58 | $959 | 0.00% | +23+65.7% | Added |
| EverSource Wealth Advisors, LLC | 50 | $827 | 0.00% | +1+2.0% | Added |
| Optiver Holding B.V. | 36 | $595 | 0.00% | +36 | New |
| True Wealth Design, LLC | 25 | $414 | 0.00% | −2−7.4% | Reduced |
| Group One Trading, L.P. | 22 | $364 | 0.00% | −646−96.7% | Reduced |
| Essential Partners LLC | 21 | $347 | 0.00% | +4+23.5% | Added |
| Nisa Investment Advisors, LLC | 15 | $248 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $50 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 2 | $33 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $17 | 0.00% | +1 | New |
| Amalgamated Bank | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −11,438−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |