MarketwiseMKTW
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 56 institutions reported holding Marketwise Inc. (MKTW) in their 13F filings, down 8 from Q1 2024. 5 opened new positions and 15 sold out. The largest holders were Greenhaven Road Investment Management, L.P. ($5.0M), BlackRock Inc. ($2.5M) and Royce & Associates LP ($1.4M). 4 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $260K |
| Exits | 15 | $916K |
All 13F filers, Q1 2024 → Q2 2024: 1,450,230 shares bought and 887,014 shares sold, net +563,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Greenhaven Road Investment Management, L.P. | 2.42% | Reduce -2.4% | 4,293,312 | $5.0M |
| BlackRock Inc. | 0.00% | Add +18.9% | 2,184,812 | $2.5M |
| Royce & Associates LP | 0.01% | No change | 1,211,400 | $1.4M |
| Vanguard Group Inc. | 0.00% | Add +14.1% | 995,507 | $1.2M |
| Geode Capital Management, LLC | 0.00% | Add +17.3% | 786,519 | $912K |
| Formidable Asset Management, LLC | 0.12% | Reduce -11.2% | 655,614 | $763K |
| Renaissance Technologies | 0.00% | Add +11.9% | 555,400 | $644K |
| State Street Corp. | 0.00% | Add +1.1% | 529,452 | $614K |
| Citadel Advisors | 0.00% | Add +132.9% | 267,373 | $310K |
| Northern Trust Corp. | 0.00% | Add +2.4% | 250,641 | $291K |
| Phraction Management LLC | 0.12% | No change | 250,000 | $290K |
| SkyView Investment Advisors, LLC | 0.04% | No change | 199,204 | $231K |
| Bank of New York Mellon Corp | 0.00% | Add +6.6% | 178,261 | $207K |
| MTM Investment Management, LLC | 0.06% | Add +414.3% | 128,570 | $149K |
| Squarepoint Ops LLC | 0.00% | Add +953.6% | 125,174 | $145K |
| Allianz Asset Management GmbH | 0.00% | No change | 150,000 | $124K |
| Invesco Ltd. | 0.00% | Add +149.3% | 106,521 | $124K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +35.0% | 97,783 | $113K |
| Morgan Stanley | 0.00% | Reduce -44.8% | 86,399 | $100K |
| Williams & Novak, LLC | 0.08% | New | 77,940 | $90K |
| Dynamic Advisor Solutions LLC | 0.00% | New | 77,940 | $90K |
| Millennium Management | 0.00% | Reduce -25.5% | 75,592 | $88K |
| Jane Street Group, LLC | 0.00% | Add +19.4% | 52,161 | $61K |
| Nuveen Asset Management, LLC | 0.00% | No change | 42,753 | $50K |
| Rhumbline Advisers | 0.00% | Add +7.6% | 41,844 | $49K |
| Cerity Partners LLC | 0.00% | New | 36,123 | $42K |
| JPMorgan Chase & Co. | 0.00% | Reduce -47.2% | 32,404 | $38K |
| Bank of America Corp. | 0.00% | Add +47.4% | 26,774 | $31K |
| Alliancebernstein L.P. | 0.00% | Add +38.4% | 25,720 | $30K |
| Goldman Sachs Group Inc. | 0.00% | Add +73.4% | 24,419 | $28K |
| Virtu Financial LLC | 0.00% | Add +101.6% | 22,552 | $26K |
| Corebridge Financial, Inc. | 0.00% | — | 20,734 | $24K |
| Cresset Asset Management, LLC | 0.00% | Add +83.6% | 20,000 | $23K |
| Two Sigma Securities, LLC | 0.00% | New | 19,492 | $23K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +46.1% | 18,204 | $21K |
| Panagora Asset Management Inc. | 0.00% | Add +0.7% | 18,170 | $21K |
| Deuterium Capital Management, LLC | 0.04% | No change | 18,019 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +413.2% | 17,968 | $21K |
| Wells Fargo & Company | 0.00% | Add +43.4% | 16,295 | $19K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 16,270 | $19K |
| Barclays PLC | 0.00% | Reduce -75.3% | 14,342 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 13,000 | $15K |
| New York State Common Retirement Fund | 0.00% | Add +0.3% | 12,736 | $15K |
| AQR Capital Management | 0.00% | New | 12,555 | $15K |
| UBS Group AG | 0.00% | Reduce -70.5% | 11,875 | $14K |
| Russell Investments Group, Ltd. | 0.00% | Add +396.1% | 10,839 | $13K |
| Citigroup Inc. | 0.00% | Add +42.5% | 8,614 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,954 | $5K |
| FMR LLC | 0.00% | Add +46.6% | 3,749 | $4K |
| Royal Bank of Canada | 0.00% | Add +378.2% | 3,625 | $4K |
| Legal & General Group Plc | 0.00% | No change | 3,002 | $3K |
| California State Teachers Retirement System | 0.00% | Reduce -13.8% | 2,792 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,277 | $1K |
| Group One Trading LLC | 0.00% | Reduce -92.0% | 1,063 | $1K |
| Amalgamated Bank | 0.00% | No change | 583 | $1K |
| Cwm, LLC | 0.00% | Add +6366.7% | 388 | $0 |
"% of holder's portfolio" is MKTW's weight in each manager's 13F, not the share of Marketwise Inc. the manager owns.