MarketwiseMKTW

13F holders, Q3 2024 (September 30)
60holders +4
9new positions
6sold out
3famous investors
$0.67avg. 13F price*

At the end of Q3 2024, 60 institutions reported holding Marketwise Inc. (MKTW) in their 13F filings, up 4 from Q2 2024. 9 opened new positions and 6 sold out. The largest holders were Greenhaven Road Investment Management, L.P. ($2.4M), BlackRock, Inc. ($1.5M) and Vanguard Group Inc. ($969K). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions9$98K
Exits6$187K

All 13F filers, Q2 2024 → Q3 2024: 1,384,939 shares bought and 1,570,441 shares sold, net −185,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Greenhaven Road Investment Management, L.P. 1.00% Reduce -17.9% 3,522,682 $2.4M
BlackRock, Inc. 0.00% — 2,301,313 $1.5M
Vanguard Group Inc. 0.00% Add +45.7% 1,450,176 $969K
Royce & Associates LP 0.01% Reduce -7.3% 1,123,100 $751K
Geode Capital Management, LLC 0.00% Add +4.1% 818,814 $547K
Formidable Asset Management, LLC 0.06% Reduce -13.6% 566,290 $378K
State Street Corp. 0.00% Add +0.4% 531,352 $355K
Renaissance Technologies 0.00% Reduce -11.5% 491,600 $329K
Cerity Partners LLC 0.00% Add +1124.7% 442,400 $296K
Northern Trust Corp. 0.00% Add +21.5% 304,546 $204K
SkyView Investment Advisors, LLC 0.02% No change 199,204 $133K
Phraction Management LLC 0.04% Reduce -33.1% 167,187 $112K
Bank of New York Mellon Corp 0.00% Reduce -11.7% 157,450 $105K
Williams & Novak, LLC 0.10% Add +95.4% 152,300 $102K
Citadel Advisors 0.00% Reduce -44.5% 148,271 $99K
Morgan Stanley 0.00% Add +59.9% 138,157 $92K
MTM Investment Management, LLC 0.03% Add +1.5% 130,443 $80K
Allianz Asset Management GmbH 0.00% No change 150,000 $70K
Squarepoint Ops LLC 0.00% Reduce -18.5% 102,006 $68K
Charles Schwab Investment Management Inc. 0.00% No change 97,783 $65K
Goldman Sachs Group Inc. 0.00% Add +203.4% 74,097 $50K
JPMorgan Chase & Co. 0.00% Add +118.4% 70,768 $47K
Millennium Management 0.00% Reduce -14.6% 64,525 $43K
Barclays PLC 0.00% Add +260.4% 51,689 $35K
Rhumbline Advisers 0.00% Add +9.6% 45,862 $31K
Nuveen Asset Management, LLC 0.00% No change 42,753 $29K
Engineers Gate Manager LP 0.00% New 30,816 $21K
Citigroup Inc. 0.00% Add +225.4% 28,031 $19K
Bank of America Corp. 0.00% Add +2.3% 27,390 $18K
Alliancebernstein L.P. 0.00% Add +6.3% 27,350 $18K
ExodusPoint Capital Management, LP 0.00% New 25,076 $17K
Fiducient Advisors LLC 0.00% New 25,000 $17K
Jane Street Group, LLC 0.00% Reduce -54.5% 23,751 $16K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 20,606 $14K
Cresset Asset Management, LLC 0.00% No change 20,000 $13K
Ground Swell Capital, LLC 0.02% New 18,488 $12K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +13.3% 18,441 $12K
UBS Group AG 0.00% Add +54.8% 18,382 $12K
Deuterium Capital Management, LLC 0.02% No change 18,019 $12K
Susquehanna International Group, LLP 0.00% New 17,362 $12K
Wells Fargo & Company 0.00% Add +3.6% 16,885 $11K
T. Rowe Price Associates Inc. 0.00% New 16,037 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -19.6% 14,443 $10K
Invesco Ltd. 0.00% Reduce -87.6% 13,181 $9K
Harbor Investment Advisory, LLC 0.00% No change 13,000 $9K
New York State Common Retirement Fund 0.00% No change 12,736 $9K
SG Americas Securities, LLC 0.00% New 12,536 $8K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -71.0% 5,284 $4K
Royal Bank of Canada 0.00% Add +32.3% 4,794 $3K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.2% 3,905 $3K
FMR LLC 0.00% Reduce -14.6% 3,202 $2K
Legal & General Group Plc 0.00% No change 3,002 $2K
California State Teachers Retirement System 0.00% No change 2,792 $2K
Ameritas Investment Partners, Inc. 0.00% No change 1,277 $853
Nisa Investment Advisors, LLC 0.00% New 867 $579
Sterling Capital Management LLC 0.00% — 105 $70
Group One Trading LLC 0.00% Reduce -90.2% 104 $69
Earned Wealth Advisors, LLC 0.00% New 29 $19
Amalgamated Bank 0.00% No change 583 $0
Cwm, LLC 0.00% Add +47.4% 572 $0

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