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, Q4 2025
Institutional positions in Marketwise, Inc. as of Dec 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
- 50
- +1 vs. Q3 2025
- Shares held
- 825.9K
- +121.7K (+17.3%) vs. Q3 2025
- Total value
- $12.4M
- +$766.6K (+6.6%) vs. Q3 2025
- New holders
- 5
- 16 more added
- Sold out
- 4
- 16 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 152,631 | $2.29M | 0.00% | +9,961+7.0% | Added |
| Bass Sid R | 135,000 | $2.03M | 100.00% | +135,000 | New |
| BlackRock, Inc. | 124,916 | $1.88M | 0.00% | +2,371+1.9% | Added |
| Phraction Management LLC | 112,070 | $1.68M | 0.45% | 00.0% | Unchanged |
| Vanguard Group Inc | 84,595 | $1.27M | 0.00% | +968+1.2% | Added |
| Geode Capital Management, LLC | 49,505 | $743.6K | 0.00% | −1,240−2.4% | Reduced |
| State Street Corp | 28,737 | $431.6K | 0.00% | +1,414+5.2% | Added |
| Royce & Associates LP | 25,000 | $375.5K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 19,899 | $298.9K | 0.00% | +900+4.7% | Added |
| MTM Investment Management, LLC | 18,852 | $283.2K | 0.09% | −2,861−13.2% | Reduced |
| Gsa Capital Partners LLP | 17,472 | $262.0K | 0.02% | +1,892+12.1% | Added |
| Formidable Asset Management, LLC | 14,999 | $225.3K | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 12,694 | $190.7K | 0.00% | +323+2.6% | Added |
| Morgan Stanley | 4,420 | $66.4K | 0.00% | +404+10.1% | Added |
| FMR LLC | 3,469 | $52.1K | 0.00% | +431+14.2% | Added |
| Deutsche Bank AG | 3,260 | $49.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 2,771 | $41.6K | 0.00% | −386−12.2% | Reduced |
| Bank of America Corp | 2,567 | $38.6K | 0.00% | +677+35.8% | Added |
| JPMorgan Chase & Co | 2,319 | $34.8K | 0.00% | −637−21.5% | Reduced |
| Wells Fargo & Company | 2,199 | $33.0K | 0.00% | +757+52.5% | Added |
| Russell Investments Group, Ltd. | 2,047 | $30.7K | 0.00% | +773+60.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 996 | $15.0K | 0.00% | +44+4.6% | Added |
| CWM, LLC | 767 | $12.0K | 0.00% | −42−5.2% | Reduced |
| New York State Common Retirement Fund | 636 | $9.55K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 625 | $9.00K | 0.00% | −293−31.9% | Reduced |
| BNP Paribas Arbitrage, SA | 547 | $8.22K | 0.00% | +108+24.6% | Added |
| Meeder Asset Management Inc | 502 | $7.54K | 0.00% | +502 | New |
| Pinnacle Wealth Planning Services, Inc. | 436 | $6.55K | 0.00% | +436 | New |
| UBS Group AG | 331 | $4.97K | 0.00% | −6,185−94.9% | Reduced |
| Tower Research Capital LLC (TRC) | 260 | $3.90K | 0.00% | −849−76.6% | Reduced |
| Harbor Capital Advisors, Inc. | 197 | $3.00K | 0.00% | −3−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 194 | $2.91K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 180 | $2.70K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 150 | $2.25K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 130 | $1.95K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 120 | $1.80K | 0.00% | −20−14.3% | Reduced |
| Amalgamated Bank | 62 | $1.00K | 0.00% | +33+113.8% | Added |
| Ameritas Investment Partners, Inc. | 63 | $946 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 58 | $871 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 44 | $661 | 0.00% | −150−77.3% | Reduced |
| EverSource Wealth Advisors, LLC | 43 | $646 | 0.00% | −7−14.0% | Reduced |
| Optiver Holding B.V. | 37 | $556 | 0.00% | +1+2.8% | Added |
| Group One Trading, L.P. | 20 | $300 | 0.00% | −2−9.1% | Reduced |
| True Wealth Design, LLC | 18 | $271 | 0.00% | −7−28.0% | Reduced |
| Torren Management, LLC | 16 | $241 | 0.00% | +16 | New |
| Essential Partners LLC | 16 | $240 | 0.00% | −5−23.8% | Reduced |
| Nisa Investment Advisors, LLC | 15 | $225 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5 | $75 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 3 | $45 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $15 | 0.00% | −68−98.6% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,571−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −10,965−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |