MarketwiseMKTW

13F holders, Q1 2024 (March 31)
64holders
3famous investors
$1.73avg. 13F price*

At the end of Q1 2024, 64 institutions reported holding Marketwise Inc. (MKTW) in their 13F filings. The largest holders were Greenhaven Road Investment Management, L.P. ($7.6M), BlackRock Inc. ($3.2M) and Royce & Associates LP ($2.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Marketwise Inc.
CUSIP
57064P107
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 64Q1 2024Q2 2024: 56Q2 2024Q3 2024: 60Q3 2024Q4 2024: 60Q4 2024Q1 2025: 58Q1 2025Q2 2025: 1Q2 2025Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions10$1.0M
Exits5$200K

Ownership 64 holders

Greenhaven Road Investment Management, L.P. 3.35% No change 4,396,616 $7.6M
BlackRock Inc. 0.00% Reduce -4.0% 1,837,168 $3.2M
Royce & Associates LP 0.02% No change 1,211,400 $2.1M
Vanguard Group Inc. 0.00% Add +1.8% 872,398 $1.5M
Formidable Asset Management, LLC 0.21% Add +63.3% 738,022 $1.3M
Geode Capital Management, LLC 0.00% Add +5.9% 670,467 $1.2M
State Street Corp. 0.00% Add +2.0% 523,717 $911K
Renaissance Technologies 0.00% Add +40.1% 496,321 $859K
Phraction Management LLC 0.18% New 250,000 $433K
Northern Trust Corp. 0.00% Add +2.9% 244,701 $423K
SkyView Investment Advisors, LLC 0.06% New 199,204 $345K
Bank of New York Mellon Corp 0.00% Reduce -3.2% 167,176 $289K
Morgan Stanley 0.00% Reduce -13.6% 156,472 $271K
Eschler Asset Management LLP 0.17% No change 110,851 $258K
Citadel Advisors 0.00% Add +33.4% 114,805 $199K
Allianz Asset Management GmbH 0.00% No change 150,000 $185K
Millennium Management 0.00% Add +12.8% 101,448 $176K
Penn Mutual Asset Management 0.47% Add +8.6% 82,500 $143K
Charles Schwab Investment Management Inc. 0.00% No change 72,420 $125K
JPMorgan Chase & Co. 0.00% Add +105.5% 61,398 $106K
Barclays PLC 0.00% Reduce -59.8% 58,019 $100K
Fiducient Advisors LLC 0.02% New 50,000 $87K
Susquehanna International Group, LLP 0.00% Add +319.8% 49,379 $85K
Jane Street Group, LLC 0.00% Add +22.0% 43,679 $76K
Nuveen Asset Management, LLC 0.00% No change 42,753 $74K
Invesco Ltd. 0.00% Reduce -11.4% 42,734 $74K
UBS Group AG 0.00% Add +14.1% 40,265 $70K
Rhumbline Advisers 0.00% Add +3.3% 38,889 $67K
Deutsche Bank AG 0.00% Reduce -1.5% 38,650 $67K
Man Group plc 0.00% New 34,543 $60K
Marshall Wace, LLP 0.00% Add +163.5% 30,043 $52K
MTM Investment Management, LLC 0.02% New 25,000 $43K
Occudo Quantitative Strategies LP 0.01% Reduce -16.9% 23,817 $41K
Simplex Trading, LLC 0.00% Add +647.3% 23,481 $40K
Heron Bay Capital Management 0.01% Reduce -19.8% 19,229 $33K
Alliancebernstein L.P. 0.00% Add +13.5% 18,580 $32K
Bank of America Corp. 0.00% Reduce -52.5% 18,160 $31K
Panagora Asset Management Inc. 0.00% New 18,051 $31K
Deuterium Capital Management, LLC 0.06% Reduce -1.0% 18,019 $31K
American International Group, Inc. 0.00% Reduce -0.8% 15,890 $27K
Goldman Sachs Group Inc. 0.00% Reduce -12.6% 14,080 $24K
Group One Trading LLC 0.00% Add +19.6% 13,310 $23K
Harbor Investment Advisory, LLC 0.00% No change 13,000 $22K
SG Americas Securities, LLC 0.00% Reduce -30.2% 12,909 $22K
New York State Common Retirement Fund 0.00% No change 12,702 $22K
Oliver Lagore Vanvalin Investment Group 0.01% Add +32.2% 12,462 $22K
Squarepoint Ops LLC 0.00% New 11,881 $21K
Wells Fargo & Company 0.00% Add +14.8% 11,367 $20K
Virtu Financial LLC 0.00% New 11,188 $19K
Cresset Asset Management, LLC 0.00% No change 10,893 $19K
Citigroup Inc. 0.00% Add +26.4% 6,044 $10K
Steward Partners Investment Advisory, LLC 0.00% No change 3,954 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -7.1% 3,501 $6K
California State Teachers Retirement System 0.00% Reduce -38.9% 3,241 $6K
Legal & General Group Plc 0.00% No change 3,002 $5K
FMR LLC 0.00% Add +14.4% 2,558 $4K
Russell Investments Group, Ltd. 0.00% Add +155.8% 2,185 $4K
Ameritas Investment Partners, Inc. 0.00% No change 1,277 $2K
Amalgamated Bank 0.00% Reduce -83.2% 583 $1K
Royal Bank of Canada 0.00% Reduce -93.5% 758 $1K
Nisa Investment Advisors, LLC 0.00% No change 148 $258
Avior Wealth Management, LLC 0.00% New 3 $5
Cwm, LLC 0.00% New 6 $0
Capital Advisors, Ltd. LLC 0.00% No change 173 $0

"% of holder's portfolio" is MKTW's weight in each manager's 13F, not the share of Marketwise Inc. the manager owns.