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.
Holders of 5% or more of MKTW
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Marketwise, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Monument & Cathedral Holdings, LLC | 13D/A | 74.30%6.98M shares | +2.60 ppfrom 71.70% | Oct 29, 20252 filings | Feb 17, 2026 | SEC |
| Stansberry Frank Porter | 13D/A | 58.29%3.08M shares | – | Mar 23, 20261 filing | Mar 23, 2026 | SEC |
| Barclays PLC | 13G | 5.62%149.0K shares | New | Aug 12, 20251 filing | Aug 12, 2025 | SEC |
| BlackRock, Inc. | 13G | 5.50%145.8K shares | +0.53 ppfrom 4.97% | Jul 18, 20254 filings | Jul 29, 2026 | SEC |
| Pinkney Partners, L.P. | 13G | 5.50%135.0K shares | New | Mar 27, 20261 filing | Mar 27, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
18 Schedule 13D and 13G filings on Marketwise, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 17, 20269:15 AM ET | Kelly Jared M | 13G/A | 4.70%138.3K shares | –Below 5% | Apr 7, 2026 | SEC |
| Jul 29, 20263:19 PM ET | BlackRock, Inc. | 13G | 5.50%145.8K shares | +0.53 ppfrom 4.97% | Jun 30, 2026 | SEC |
| Apr 27, 20264:12 PM ET | BlackRock, Inc. | 13G/A | 4.97%121.8K shares | −0.23 ppfrom 5.20%Below 5% | Mar 31, 2026 | SEC |
| Apr 23, 20264:01 PM ET | Robert Dale Lynch | 13G/A | –4 shares | – | Apr 3, 2025 | SEC |
| Mar 27, 20262:58 PM ET | Pinkney Partners, L.P. | 13G | 5.50%135.0K shares | New | Nov 3, 2025 | SEC |
| Mar 23, 20264:31 PM ET | Stansberry Frank Porter | 13D/A | 58.29%3.08M shares | – | Mar 19, 2026 | SEC |
| Feb 17, 20266:27 PM ET | Monument & Cathedral Holdings, LLCand 3 others | 13D/A | 74.30%6.98M shares | +2.60 ppfrom 71.70% | Feb 17, 2026 | SEC |
| Jan 21, 202612:30 PM ET | BlackRock, Inc. | 13G | 5.20%124.7K shares | +0.50 ppfrom 4.70% | Dec 31, 2025 | SEC |
| Oct 29, 20259:08 PM ET | Monument & Cathedral Holdings, LLCand 3 others | 13D/A | 71.70%6.98M shares | – | Oct 28, 2025 | SEC |
| Aug 12, 20256:25 PM ET | Barclays PLC | 13G | 5.62%149.0K shares | New | Jun 30, 2025 | SEC |
| Jul 18, 202511:42 AM ET | BlackRock, Inc. | 13G/A | 4.70%125.0K shares | –Below 5% | Jun 30, 2025 | SEC |
| Feb 14, 20254:46 PM ET | Greenhaven Road Investment Management, L.P.and 4 others | 13D/A | 0.00%0 shares | –Below 5% | Aug 12, 2024 | SEC |
| Mar 19, 2021 | Weiss Asset Management LP | 13GOld format | – | New | – | SEC |
| Feb 16, 2021 | Aristeia Capital LLC | 13GOld format | – | New | – | SEC |
| Feb 16, 2021 | Woodline Partners LP | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2021 | RP Investment Advisors LP | 13GOld format | – | New | – | SEC |
| Feb 12, 2021 | Magnetar Financial LLC | 13GOld format | – | New | – | SEC |
| Jan 15, 2021 | Integrated Core Strategies (US) LLC | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Marketwise, Inc. shares.
No Form 144 notices for Marketwise, Inc. are on file.