MARKETWISE INC MKTW
COM NEW CL A · Common Stock · CUSIP 57064P206
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersBaltimore, MD
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 3 |
| Q2 2025 | 45 |
| Q3 2025 | 48 |
| Q4 2025 | 49 |
| Q1 2026 | 52 |
| Q2 2026 | 51 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2025 | 42 | 3 |
| Q3 2025 | 21 | 20 |
| Q4 2025 | 19 | 20 |
| Q1 2026 | 23 | 19 |
| Q2 2026 | 32 | 19 |
Biggest buyers
| BlackRock, Inc. | Added | +23.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +18.4k |
| Vident Advisory, LLC | New | +12.1k |
| BASS SID R | Added | +10.4k |
| Copeland Capital Management, LLC | New | +7.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +6.4k |
| STATE STREET CORP | Added | +5.2k |
| Russell Investments Group, Ltd. | Added | +4.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +4.5k |
| MTM Investment Management, LLC | Added | +4.5k |
Biggest sellers
| ROYCE & ASSOCIATES LP | Sold out | -25.0k |
| DEUTSCHE BANK AG\ | Sold out | -7.4k |
| Phraction Management LLC | Reduced | -6.0k |
| JONES FINANCIAL COMPANIES LLLP | Sold out | -1.8k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.4k |
| RHUMBLINE ADVISERS | Reduced | -932 |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -571 |
| MEEDER ASSET MANAGEMENT INC | Sold out | -502 |
| Tower Research Capital LLC (TRC) | Reduced | -481 |
| JPMORGAN CHASE & CO | Reduced | -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.
| Holder | Stake |
|---|---|
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% |
| BARCLAYS PLC 13G · institution new · filed 2025-08-12 | 5.6% |
| BlackRock, Inc. 13G · institution +0.5 pts · filed 2026-07-29 | 5.5% |
| Pinkney Partners, L.P. 13G · passive investor new · filed 2026-03-27 | 5.5% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $16.9k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $592.3k | 1 | $377.2k | — |
| Q2 2026 | 1 | $2.1m | 0 | — | — |
| Q3 2026 | 0 | — | 3 | $152.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-01 | Mickels Erik Chief Finacial Officer | Sold | $76.0k4.0k shares |
| 2026-07-01 | Galsim Marco Chief Information Officer | Sold | $63.0k3.3k shares |
| 2026-07-01 | Forney Scott Daniel General Counsel | Sold | $13.6k711 shares |
| 2026-05-22 | Stansberry Frank Porter Director | Bought | $178.8k10.0k shares |
| 2026-05-20 | Stansberry Frank Porter Director | Bought | $345.9k20.1k shares |
| 2026-05-18 | Stansberry Frank Porter Director | Bought | $59.8k3.6k shares |
| 2026-05-15 | Stansberry Frank Porter Director | Bought | $18411 shares |
| 2026-05-14 | Stansberry Frank Porter Director | Bought | $362.4k20.0k shares |
| 2026-05-12 | Stansberry Frank Porter Director | Bought | $185.0k10.0k shares |
| 2026-05-11 | Stansberry Frank Porter Director | Bought | $188.9k10.0k shares |
| 2026-05-08 | Stansberry Frank Porter Director | Bought | $785.7k41.4k shares |
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
| Manager | Shares | Change |
|---|---|---|
| BARCLAYS PLC 0.00% of their portfolio | 152.7k $2.7m | Added +875 |
| BlackRock, Inc. 0.00% of their portfolio | 146.0k $2.6m | Added +23.9k |
| BASS SID R 100.00% of their portfolio | 145.5k $2.6m | Added +10.4k |
| Phraction Management LLC 0.40% of their portfolio | 92.3k $1.6m | Reduced -6.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 64.0k $1.1m | Added +25 |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 55.6k $992.4k | Added +6.4k |
| STATE STREET CORP 0.00% of their portfolio | 32.9k $587.7k | Added +5.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 32.1k $572.4k | Added +18.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 25.8k $460.3k | Reduced -1.4k |
| MTM Investment Management, LLC 0.12% of their portfolio | 23.7k $423.4k | Added +4.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 15.9k $284.2k | Added +2.7k |
| Formidable Asset Management, LLC 0.04% of their portfolio | 15.0k $272.2k | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 14.5k $258.6k | Added +4.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 12.4k $221.1k | Added +323 |
| Vident Advisory, LLC 0.00% of their portfolio | 12.1k $215.7k | New |
| Copeland Capital Management, LLC 0.00% of their portfolio | 7.5k $134.6k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 7.4k $131.5k | Added +4.6k |
| MORGAN STANLEY 0.00% of their portfolio | 4.3k $77.5k | Added +1.7k |
| FMR LLC 0.00% of their portfolio | 3.3k $58.3k | Added +22 |
| UBS Group AG 0.00% of their portfolio | 2.7k $48.5k | Reduced -4 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 1.8k $32.9k | Reduced -932 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.8k $32.8k | Added +1.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.4k $25.0k | Added +1.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 1.4k $24.0k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0k $18.3k | Reduced -379 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 1.0k $18.0k | Reduced -20 |
| CITIGROUP INC 0.00% of their portfolio | 1.0k $18.0k | Added +928 |
| Arax Advisory Partners 0.00% of their portfolio | 751 $13.4k | Added +745 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 636 $11.3k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 604 $10.8k | Reduced -481 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 554 $9.9k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 417 $7.4k | Reduced -571 |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 328 $6.0k | Added +5 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 220 $3.9k | New |
| Legal & General Group Plc 0.00% of their portfolio | 150 $2.7k | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 107 $1.9k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 63 $1.1k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 63 $1.1k | Added +15 |
| Allworth Financial LP 0.00% of their portfolio | 62 $1.1k | Added +52 |
| Essential Partners LLC 0.00% of their portfolio | 47 $838 | Reduced -4 |
| Sterling Capital Management LLC 0.00% of their portfolio | 32 $571 | Reduced -33 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 25 $446 | Reduced -81 |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 20 $357 | Unchanged |
| True Wealth Design, LLC 0.00% of their portfolio | 19 $339 | Added +4 |
| IFP Advisors, Inc 0.00% of their portfolio | 16 $285 | Added +12 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 15 $268 | Unchanged |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 13 $232 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 10 $177 | New |
| SUMMIT SECURITIES GROUP LLC 0.00% of their portfolio | 7 $125 | New |
| Fortitude Family Office, LLC 0.00% of their portfolio | 5 $89 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 1 $18 | Unchanged |