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, Q2 2026
Institutional positions in Marketwise, Inc. as of Jun 30, 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
- 51
- +1 vs. Q1 2026
- Shares held
- 889.3K
- +73.8K (+9.1%) vs. Q1 2026
- Total value
- $15.9M
- +$600.5K (+3.9%) vs. Q1 2026
- New holders
- 9
- 23 more added
- Sold out
- 8
- 11 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $89 | 0.00% | +5 | New |
| Clear Street Markets LLC | 7 | $125 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 10 | $177 | 0.00% | +10 | New |
| Rothschild Investment LLC | 13 | $232 | 0.00% | +13 | New |
| Nisa Investment Advisors, LLC | 15 | $268 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $285 | 0.00% | +12+300.0% | Added |
| True Wealth Design, LLC | 19 | $339 | 0.00% | +4+26.7% | Added |
| Group One Trading, L.P. | 20 | $357 | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 25 | $446 | 0.00% | −81−76.4% | Reduced |
| Sterling Capital Management LLC | 32 | $571 | 0.00% | −33−50.8% | Reduced |
| Essential Partners LLC | 47 | $838 | 0.00% | −4−7.8% | Reduced |
| Allworth Financial LP | 62 | $1.11K | 0.00% | +52+520.0% | Added |
| Ameritas Investment Partners, Inc. | 63 | $1.12K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $1.13K | 0.00% | +15+31.3% | Added |
| SBI Securities Co., Ltd. | 107 | $1.91K | 0.00% | +107 | New |
| Legal & General Group Plc | 150 | $2.68K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 328 | $6.00K | 0.00% | +5+1.5% | Added |
| BNP Paribas Arbitrage, SA | 417 | $7.44K | 0.00% | −571−57.8% | Reduced |
| Vanguard Global Advisers, LLC | 554 | $9.88K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 604 | $10.8K | 0.00% | −481−44.3% | Reduced |
| New York State Common Retirement Fund | 636 | $11.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 751 | $13.4K | 0.00% | +745+12,416.7% | Added |
| Citigroup Inc | 1,009 | $18.0K | 0.00% | +928+1,145.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,010 | $18.0K | 0.00% | −20−1.9% | Reduced |
| JPMorgan Chase & Co | 1,039 | $18.3K | 0.00% | −379−26.7% | Reduced |
| Acadian Asset Management LLC | 1,400 | $24.0K | 0.00% | +1,400 | New |
| Royal Bank of Canada | 1,428 | $25.0K | 0.00% | +1,099+334.0% | Added |
| Wells Fargo & Company | 1,839 | $32.8K | 0.00% | +1,189+182.9% | Added |
| Rhumbline Advisers | 1,847 | $32.9K | 0.00% | −932−33.5% | Reduced |
| UBS Group AG | 2,718 | $48.5K | 0.00% | −4−0.1% | Reduced |
| FMR LLC | 3,267 | $58.3K | 0.00% | +22+0.7% | Added |
| Morgan Stanley | 4,346 | $77.5K | 0.00% | +1,679+63.0% | Added |
| Russell Investments Group, Ltd. | 7,370 | $131.5K | 0.00% | +4,583+164.4% | Added |
| Copeland Capital Management, LLC | 7,545 | $134.6K | 0.00% | +7,545 | New |
| SkyView Investment Advisors, LLC | 9,959 | $178.0K | 0.14% | +9,959 | New |
| Vident Advisory, LLC | 12,090 | $215.7K | 0.00% | +12,090 | New |
| Vanguard Fiduciary Trust Co | 12,393 | $221.1K | 0.00% | +323+2.7% | Added |
| Vanguard Portfolio Management LLC | 14,496 | $258.6K | 0.00% | +4,542+45.6% | Added |
| Formidable Asset Management, LLC | 14,999 | $272.2K | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 15,928 | $284.2K | 0.00% | +2,717+20.6% | Added |
| MTM Investment Management, LLC | 23,735 | $423.4K | 0.12% | +4,531+23.6% | Added |
| Renaissance Technologies LLC | 25,799 | $460.3K | 0.00% | −1,375−5.1% | Reduced |
| AQR Capital Management LLC | 32,085 | $572.4K | 0.00% | +18,388+134.2% | Added |
| State Street Corp | 32,943 | $587.7K | 0.00% | +5,176+18.6% | Added |
| Geode Capital Management, LLC | 55,625 | $992.4K | 0.00% | +6,383+13.0% | Added |
| Vanguard Capital Management LLC | 63,973 | $1.14M | 0.00% | +250.0% | Added |
| Phraction Management LLC | 92,316 | $1.65M | 0.40% | −6,000−6.1% | Reduced |
| Bass Sid R | 145,524 | $2.60M | 100.00% | +10,408+7.7% | Added |
| BlackRock, Inc. | 145,952 | $2.60M | 0.00% | +23,927+19.6% | Added |
| Barclays PLC | 152,675 | $2.72M | 0.00% | +875+0.6% | Added |
| Royce & Associates LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −7,419−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |