Marketwise, Inc.
MKTW- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001805651
No open-market purchases or sales by Marketwise, Inc. insiders were filed in the last 90 days; 51 institutions reported holding it in 13F filings for Q2 2026, worth $15.9M in total; no superinvestor holds it.
Q2 2026 vs. Q1 2026
How the institutions holding Marketwise, Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 52 | 2 | 51 | +1 |
| Shares | 816.5K | 1.08K | 889.3K | +73.8K (+9.1%) |
| Value | $15.3M | $20.2K | $15.9M | +$600.5K (+3.9%) |
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Marketwise, Inc. at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Vident Advisory, LLC | 12,090 | $215.7K | 0.00% |
| SkyView Investment Advisors, LLC | 9,959 | $178.0K | 0.14% |
| Copeland Capital Management, LLC | 7,545 | $134.6K | 0.00% |
| Acadian Asset Management LLC | 1,400 | $24.0K | 0.00% |
| SBI Securities Co., Ltd. | 107 | $1.91K | 0.00% |
| Rothschild Investment LLC | 13 | $232 | 0.00% |
| Farther Finance Advisors, LLC | 10 | $177 | 0.00% |
| Clear Street Markets LLC | 7 | $125 | 0.00% |
| Fortitude Family Office, LLC | 5 | $89 | 0.00% |
Sold out (8)
Institutions that held Marketwise, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Royce & Associates LP | 25,000 | $468.0K |
| Deutsche Bank AG | 7,419 | $138.9K |
| Jones Financial Companies LLLP | 1,836 | $35.1K |
| Meeder Asset Management Inc | 502 | $9.40K |
| Steward Partners Investment Advisory, LLC | 194 | $3.63K |
| Federated Hermes, Inc. | 58 | $1.09K |
| Optiver Holding B.V. | 37 | $693 |
| Root Financial Partners, LLC | 2 | $37 |
Not filed for Q2 2026 yet (2)
Institutions that held Marketwise, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 1,078 | $20.2K |
| Sunbelt Securities, Inc. | 3 | $56 |