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