Vault-13

MARKETWISE INC MKTW

COM NEW CL A · Common Stock · CUSIP 57064P206

51 institutional holders -1 vs Q1 2026
879,217879.2k shares reported held*
$15.7mreported value*
9 new 23 added 11 reduced 8 sold out net bought ≈ $1.1m (+64.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $17.84.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q1 25: 3Q2 25: 45Q3 25: 48Q4 25: 49Q1 26: 52Q2 26: 5151Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20253
Q2 202545
Q3 202548
Q4 202549
Q1 202652
Q2 202651

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q2 25: 42 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 21 bought or addedQ3 25: 20 cut or sold outQ3 25Q4 25: 19 bought or addedQ4 25: 20 cut or sold outQ4 25Q1 26: 23 bought or addedQ1 26: 19 cut or sold outQ1 26Q2 26: 32 bought or addedQ2 26: 19 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025423
Q3 20252120
Q4 20251920
Q1 20262319
Q2 20263219

Biggest buyers

BlackRock, Inc. Added +23,927+23.9k
AQR CAPITAL MANAGEMENT LLC Added +18,388+18.4k
Vident Advisory, LLC New +12,090+12.1k
BASS SID R Added +10,408+10.4k
Copeland Capital Management, LLC New +7,545+7.5k
GEODE CAPITAL MANAGEMENT, LLC Added +6,383+6.4k
STATE STREET CORP Added +5,176+5.2k
Russell Investments Group, Ltd. Added +4,583+4.6k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +4,542+4.5k
MTM Investment Management, LLC Added +4,531+4.5k

Biggest sellers

ROYCE & ASSOCIATES LP Sold out -25,000-25.0k
DEUTSCHE BANK AG\ Sold out -7,419-7.4k
Phraction Management LLC Reduced -6,000-6.0k
JONES FINANCIAL COMPANIES LLLP Sold out -1,836-1.8k
RENAISSANCE TECHNOLOGIES LLC Reduced -1,375-1.4k
RHUMBLINE ADVISERS Reduced -932-932
BNP PARIBAS FINANCIAL MARKETS Reduced -571-571
MEEDER ASSET MANAGEMENT INC Sold out -502-502
Tower Research Capital LLC (TRC) Reduced -481-481
JPMORGAN CHASE & CO Reduced -379-379

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Monument & Cathedral Holdings, LLC 13D · may seek influence +2.6 pts · filed 2026-02-17
Stated purposeItem 4 is hereby amended and supplemented by adding the following: On October 28, 2025, Monument (collectively with its affiliates, "M&C") delivered a letter to the board of directors of the Issuer (the "Board"), which contained a proposal (the "Proposal") to acquire all of the outstanding equity interests of each of the Issuer and Marketwise, LLC (collectively, "Marketwise" or the "Company") that are not owned directly or indirectly by M&C, for cash consideration of $17.25 per share (the "Proposed Transaction"). The Reporting Persons continue to believe the Proposal represents an extremely attractive value to the Issuer's shareholders for the reasons set forth in the Proposal. However, after nearly four months of minimal substantive engagement from the special committee of independent d… Full filing
74.3% +2.6 pts 7.0m≈ $124.6m 2026-02-17
BARCLAYS PLC 13G · institution new · filed 2025-08-12 5.6% new 149.0k≈ $2.7m 2025-08-12
BlackRock, Inc. 13G · institution +0.5 pts · filed 2026-07-29 5.5% +0.5 pts 145.8k≈ $2.6m 2026-07-29
Pinkney Partners, L.P. 13G · passive investor new · filed 2026-03-27 5.5% new 135.0k≈ $2.4m 2026-03-27

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 1 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 3 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20251$16.9k0——
Q3 20250—0——
Q4 20250—0——
Q1 20261$592.3k1$377.2k—
Q2 20261$2.1m0——
Q3 20260—3$152.7k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-07-01 Mickels Erik Chief Finacial Officer Sold 3,973 $19.14 $76.0k4.0k shares -5%
2026-07-01 Galsim Marco Chief Information Officer Sold 3,294 $19.14 $63.0k3.3k shares -8%
2026-07-01 Forney Scott Daniel General Counsel Sold 711 $19.14 $13.6k711 shares -3%
2026-05-22 Stansberry Frank Porter Director Bought 10,000 $17.88 $178.8k10.0k shares +3%
2026-05-20 Stansberry Frank Porter Director Bought 20,100 $17.21 $345.9k20.1k shares +6%
2026-05-18 Stansberry Frank Porter Director Bought 3,623 $16.50 $59.8k3.6k shares +1%
2026-05-15 Stansberry Frank Porter Director Bought 11 $16.71 $18411 shares +<1%
2026-05-14 Stansberry Frank Porter Director Bought 20,000 $18.12 $362.4k20.0k shares +6%
2026-05-12 Stansberry Frank Porter Director Bought 10,000 $18.50 $185.0k10.0k shares +3%
2026-05-11 Stansberry Frank Porter Director Bought 10,000 $18.89 $188.9k10.0k shares +3%
2026-05-08 Stansberry Frank Porter Director Bought 41,375 $18.99 $785.7k41.4k shares +16%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 152,675152.7k $2.7m $2.7m 0.00% Added +875 +875
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 145,952146.0k $2.6m $2.6m 0.00% Added +23.9k +23,927
3 BASS SID R 100.00% of their portfolio FORT WORTH, TX 145,524145.5k $2.6m $2.6m 100.00% Added +10.4k +10,408
4 Phraction Management LLC 0.40% of their portfolio COLCHESTER, CT 92,31692.3k $1.6m $1.6m 0.40% Reduced -6.0k -6,000
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 63,97364.0k $1.1m $1.1m 0.00% Added +25 +25
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 55,62555.6k $992.4k $992.4k 0.00% Added +6.4k +6,383
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 32,94332.9k $587.7k $587.7k 0.00% Added +5.2k +5,176
8 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 32,08532.1k $572.4k $572.4k 0.00% Added +18.4k +18,388
9 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 25,79925.8k $460.3k $460.3k 0.00% Reduced -1.4k -1,375
10 MTM Investment Management, LLC 0.12% of their portfolio SPARTANBURG, SC 23,73523.7k $423.4k $423.4k 0.12% Added +4.5k +4,531
11 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 15,92815.9k $284.2k $284.2k 0.00% Added +2.7k +2,717
12 Formidable Asset Management, LLC 0.04% of their portfolio CINCINNATI, OH 14,99915.0k $272.2k $272.2k 0.04% Unchanged
13 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 14,49614.5k $258.6k $258.6k 0.00% Added +4.5k +4,542
14 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 12,39312.4k $221.1k $221.1k 0.00% Added +323 +323
15 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 12,09012.1k $215.7k $215.7k 0.00% New
16 Copeland Capital Management, LLC 0.00% of their portfolio Conshohocken, PA 7,5457.5k $134.6k $134.6k 0.00% New
17 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 7,3707.4k $131.5k $131.5k 0.00% Added +4.6k +4,583
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,3464.3k $77.5k $77.5k 0.00% Added +1.7k +1,679
19 FMR LLC 0.00% of their portfolio BOSTON, MA 3,2673.3k $58.3k $58.3k 0.00% Added +22 +22
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,7182.7k $48.5k $48.5k 0.00% Reduced -4 -4
21 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 1,8471.8k $32.9k $32.9k 0.00% Reduced -932 -932
22 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,8391.8k $32.8k $32.8k 0.00% Added +1.2k +1,189
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,4281.4k $25.0k $25.0k 0.00% Added +1.1k +1,099
24 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 1,4001.4k $24.0k $24.0k 0.00% New
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,0391.0k $18.3k $18.3k 0.00% Reduced -379 -379
26 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 1,0101.0k $18.0k $18.0k 0.00% Reduced -20 -20
27 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,0091.0k $18.0k $18.0k 0.00% Added +928 +928
28 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 751751 $13.4k $13.4k 0.00% Added +745 +745
29 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 636636 $11.3k $11.3k 0.00% Unchanged
30 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 604604 $10.8k $10.8k 0.00% Reduced -481 -481
31 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 554554 $9.9k $9.9k 0.00% Unchanged
32 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 417417 $7.4k $7.4k 0.00% Reduced -571 -571
33 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 328328 $6.0k $6.0k 0.00% Added +5 +5
34 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 220220 $3.9k $3.9k 0.00% New
35 Legal & General Group Plc 0.00% of their portfolio London, X0 150150 $2.7k $2.7k 0.00% Unchanged
36 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 107107 $1.9k $1.9k 0.00% New
37 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 6363 $1.1k $1.1k 0.00% Unchanged
38 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6363 $1.1k $1.1k 0.00% Added +15 +15
39 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6262 $1.1k $1.1k 0.00% Added +52 +52
40 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 4747 $838 $838 0.00% Reduced -4 -4
41 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 3232 $571 $571 0.00% Reduced -33 -33
42 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 2525 $446 $446 0.00% Reduced -81 -81
43 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 2020 $357 $357 0.00% Unchanged
44 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 1919 $339 $339 0.00% Added +4 +4
45 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1616 $285 $285 0.00% Added +12 +12
46 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1515 $268 $268 0.00% Unchanged
47 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1313 $232 $232 0.00% New
48 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1010 $177 $177 0.00% New
49 SUMMIT SECURITIES GROUP LLC 0.00% of their portfolio NEW YORK, NY 77 $125 $125 0.00% New
50 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 55 $89 $89 0.00% New
51 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 11 $18 $18 0.00% Unchanged