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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $19 | 0.00% | +1 | New |
| Root Financial Partners, LLC | 2 | $37 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 3 | $56 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $75 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 6 | $112 | 0.00% | +5+500.0% | Added |
| Allworth Financial LP | 10 | $188 | 0.00% | +10 | New |
| True Wealth Design, LLC | 15 | $281 | 0.00% | −3−16.7% | Reduced |
| Nisa Investment Advisors, LLC | 15 | $281 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 20 | $374 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 37 | $693 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $899 | 0.00% | +5+11.6% | Added |
| Essential Partners LLC | 51 | $955 | 0.00% | +35+218.8% | Added |
| Federated Hermes, Inc. | 58 | $1.09K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 63 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 65 | $1.22K | 0.00% | −65−50.0% | Reduced |
| Citigroup Inc | 81 | $1.52K | 0.00% | +37+84.1% | Added |
| California State Teachers Retirement System | 106 | $1.98K | 0.00% | −14−11.7% | Reduced |
| Legal & General Group Plc | 150 | $2.81K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 194 | $3.63K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 323 | $6.00K | 0.00% | +126+64.0% | Added |
| Royal Bank of Canada | 329 | $7.00K | 0.00% | −296−47.4% | Reduced |
| Meeder Asset Management Inc | 502 | $9.40K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 554 | $10.4K | 0.00% | +554 | New |
| New York State Common Retirement Fund | 636 | $11.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 650 | $12.2K | 0.00% | −1,549−70.4% | Reduced |
| BNP Paribas Arbitrage, SA | 988 | $18.5K | 0.00% | +441+80.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,030 | $19.3K | 0.00% | +34+3.4% | Added |
| CWM, LLC | 1,078 | $20.2K | 0.00% | +311+40.5% | Added |
| Tower Research Capital LLC (TRC) | 1,085 | $20.3K | 0.00% | +825+317.3% | Added |
| JPMorgan Chase & Co | 1,418 | $27.6K | 0.00% | −901−38.9% | Reduced |
| Jones Financial Companies LLLP | 1,836 | $35.1K | 0.00% | +1,836 | New |
| Morgan Stanley | 2,667 | $49.9K | 0.00% | −1,753−39.7% | Reduced |
| UBS Group AG | 2,722 | $51.0K | 0.00% | +2,391+722.4% | Added |
| Rhumbline Advisers | 2,779 | $52.0K | 0.00% | +8+0.3% | Added |
| Russell Investments Group, Ltd. | 2,787 | $52.2K | 0.00% | +740+36.2% | Added |
| FMR LLC | 3,245 | $60.7K | 0.00% | −224−6.5% | Reduced |
| Deutsche Bank AG | 7,419 | $138.9K | 0.00% | +4,159+127.6% | Added |
| Vanguard Portfolio Management LLC | 9,954 | $186.3K | 0.00% | +9,954 | New |
| Vanguard Fiduciary Trust Co | 12,070 | $225.9K | 0.00% | +12,070 | New |
| Northern Trust Corp | 13,211 | $247.3K | 0.00% | +517+4.1% | Added |
| AQR Capital Management LLC | 13,697 | $256.4K | 0.00% | +13,697 | New |
| Formidable Asset Management, LLC | 14,999 | $280.8K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 19,204 | $359.5K | 0.11% | +352+1.9% | Added |
| Royce & Associates LP | 25,000 | $468.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 27,174 | $508.7K | 0.00% | +7,275+36.6% | Added |
| State Street Corp | 27,767 | $519.8K | 0.00% | −970−3.4% | Reduced |
| Geode Capital Management, LLC | 49,242 | $921.9K | 0.00% | −263−0.5% | Reduced |
| Vanguard Capital Management LLC | 63,948 | $1.20M | 0.00% | +63,948 | New |
| Phraction Management LLC | 98,316 | $1.84M | 0.48% | −13,754−12.3% | Reduced |
| BlackRock, Inc. | 122,025 | $2.28M | 0.00% | −2,891−2.3% | Reduced |
| Bass Sid R | 135,116 | $2.53M | 100.00% | +116+0.1% | Added |
| Barclays PLC | 151,800 | $2.84M | 0.00% | −831−0.5% | Reduced |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,472−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −2,567−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Innovative Advisory Group, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |