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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, Q1 2026

Institutional positions in Marketwise, Inc. as of Mar 31, 2026. 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
52
+3 vs. Q4 2025
Shares held
816.5K
+75.2K (+10.1%) vs. Q4 2025
Total value
$15.3M
+$4.15M (+37.3%) vs. Q4 2025
New holders
10
17 more added
Sold out
7
13 more reduced

1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 52 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 heldQ1 2026: $15.3M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q4 2025.

Institutions holding MKTW in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Barclays PLC151,800$2.84M0.00%−831−0.5%Reduced
Bass Sid R135,116$2.53M100.00%+116+0.1%Added
BlackRock, Inc.122,025$2.28M0.00%−2,891−2.3%Reduced
Phraction Management LLC98,316$1.84M0.48%−13,754−12.3%Reduced
Vanguard Capital Management LLC63,948$1.20M0.00%+63,948New
Geode Capital Management, LLC49,242$921.9K0.00%−263−0.5%Reduced
State Street Corp27,767$519.8K0.00%−970−3.4%Reduced
Renaissance Technologies LLC27,174$508.7K0.00%+7,275+36.6%Added
Royce & Associates LP25,000$468.0K0.00%00.0%Unchanged
MTM Investment Management, LLC19,204$359.5K0.11%+352+1.9%Added
Formidable Asset Management, LLC14,999$280.8K0.04%00.0%Unchanged
AQR Capital Management LLC13,697$256.4K0.00%+13,697New
Northern Trust Corp13,211$247.3K0.00%+517+4.1%Added
Vanguard Fiduciary Trust Co12,070$225.9K0.00%+12,070New
Vanguard Portfolio Management LLC9,954$186.3K0.00%+9,954New
Deutsche Bank AG7,419$138.9K0.00%+4,159+127.6%Added
FMR LLC3,245$60.7K0.00%−224−6.5%Reduced
Russell Investments Group, Ltd.2,787$52.2K0.00%+740+36.2%Added
Rhumbline Advisers2,779$52.0K0.00%+8+0.3%Added
UBS Group AG2,722$51.0K0.00%+2,391+722.4%Added
Morgan Stanley2,667$49.9K0.00%−1,753−39.7%Reduced
Jones Financial Companies LLLP1,836$35.1K0.00%+1,836New
JPMorgan Chase & Co1,418$27.6K0.00%−901−38.9%Reduced
Tower Research Capital LLC (TRC)1,085$20.3K0.00%+825+317.3%Added
CWM, LLC1,078$20.2K0.00%+311+40.5%Added
Mirae Asset Global ETFs Holdings Ltd.1,030$19.3K0.00%+34+3.4%Added
BNP Paribas Arbitrage, SA988$18.5K0.00%+441+80.6%Added
Wells Fargo & Company650$12.2K0.00%−1,549−70.4%Reduced
New York State Common Retirement Fund636$11.9K0.00%00.0%Unchanged
Vanguard Global Advisers, LLC554$10.4K0.00%+554New
Meeder Asset Management Inc502$9.40K0.00%00.0%Unchanged
Royal Bank of Canada329$7.00K0.00%−296−47.4%Reduced
Harbor Capital Advisors, Inc.323$6.00K0.00%+126+64.0%Added
Steward Partners Investment Advisory, LLC194$3.63K0.00%00.0%Unchanged
Legal & General Group Plc150$2.81K0.00%00.0%Unchanged
California State Teachers Retirement System106$1.98K0.00%−14−11.7%Reduced
Citigroup Inc81$1.52K0.00%+37+84.1%Added
Sterling Capital Management LLC65$1.22K0.00%−65−50.0%Reduced
Ameritas Investment Partners, Inc.63$1.18K0.00%00.0%Unchanged
Federated Hermes, Inc.58$1.09K0.00%00.0%Unchanged
Essential Partners LLC51$9550.00%+35+218.8%Added
EverSource Wealth Advisors, LLC48$8990.00%+5+11.6%Added
Optiver Holding B.V.37$6930.00%00.0%Unchanged
Group One Trading, L.P.20$3740.00%00.0%Unchanged
True Wealth Design, LLC15$2810.00%−3−16.7%Reduced
Nisa Investment Advisors, LLC15$2810.00%00.0%Unchanged
Allworth Financial LP10$1880.00%+10New
SRS Capital Advisors, Inc.6$1120.00%+5+500.0%Added
IFP Advisors, Inc4$750.00%+4New
Sunbelt Securities, Inc.3$560.00%00.0%Unchanged
Root Financial Partners, LLC2$370.00%+2New
Caitong International Asset Management Co., Ltd1$190.00%+1New
Gsa Capital Partners LLP0$00.00%−17,472−100.0%Sold out
Bank of America Corp0$00.00%−2,567−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−436−100.0%Sold out
Innovative Advisory Group, LLC0$00.00%−180−100.0%Sold out
Amalgamated Bank0$00.00%−62−100.0%Sold out
Torren Management, LLC0$00.00%−16−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−5−100.0%Sold out
Vanguard Group Inc––––Not filed