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