MarketwiseMKTW

13F holders, Q4 2024 (December 31)
60holders
9new positions
11sold out
3famous investors
$0.57avg. 13F price*

At the end of Q4 2024, 60 institutions reported holding Marketwise Inc. (MKTW) in their 13F filings, unchanged from Q3 2024. 9 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($1.6M), Vanguard Group Inc. ($827K) and Barclays PLC ($545K). 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 Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$202K
Exits11$599K

All 13F filers, Q3 2024 → Q4 2024: 2,270,648 shares bought and 4,714,522 shares sold, net −2,443,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

BlackRock, Inc. 0.00% Add +19.2% 2,743,514 $1.6M
Vanguard Group Inc. 0.00% Add +0.4% 1,455,461 $827K
Barclays PLC 0.00% Add +1756.3% 959,477 $545K
Geode Capital Management, LLC 0.00% Add +2.8% 841,542 $478K
Greenhaven Road Investment Management, L.P. 0.15% Reduce -80.5% 688,665 $391K
State Street Corp. 0.00% No change 531,352 $302K
Formidable Asset Management, LLC 0.05% Reduce -9.8% 510,558 $290K
Royce & Associates LP 0.00% Reduce -55.5% 500,000 $284K
Renaissance Technologies 0.00% Reduce -28.5% 351,400 $199K
Northern Trust Corp. 0.00% Reduce -1.1% 301,075 $171K
Williams & Novak, LLC 0.16% Add +88.8% 287,500 $163K
SkyView Investment Advisors, LLC 0.02% No change 199,204 $113K
MTM Investment Management, LLC 0.04% Add +42.8% 186,263 $106K
JPMorgan Chase & Co. 0.00% Add +108.0% 147,228 $84K
Goldman Sachs Group Inc. 0.00% Add +98.4% 147,017 $83K
Morgan Stanley 0.00% Reduce -8.4% 126,497 $72K
Bank of New York Mellon Corp 0.00% Reduce -21.2% 124,007 $70K
Eschler Asset Management LLP 0.15% New 110,851 $63K
Allianz Asset Management GmbH 0.00% No change 150,000 $59K
Charles Schwab Investment Management Inc. 0.00% No change 97,783 $55K
Jane Street Group, LLC 0.00% Add +257.9% 85,005 $48K
Susquehanna International Group, LLP 0.00% Add +218.3% 55,262 $31K
BNP Paribas Financial Markets 0.00% New 55,079 $31K
Citadel Advisors 0.00% Reduce -63.4% 54,319 $31K
Two Sigma Securities, LLC 0.00% New 47,254 $27K
XTX Topco Ltd 0.00% New 44,849 $25K
Nuveen Asset Management, LLC 0.00% No change 42,753 $24K
Bank of America Corp. 0.00% Add +53.3% 41,982 $24K
HRT Financial LP 0.00% New 37,096 $21K
Group One Trading LLC 0.00% Add +33286.5% 34,722 $20K
Citigroup Inc. 0.00% Add +13.2% 31,741 $18K
AQR Capital Management 0.00% New 30,379 $17K
Rhumbline Advisers 0.00% Reduce -35.9% 29,413 $17K
Alliancebernstein L.P. 0.00% No change 27,350 $16K
UBS Group AG 0.00% Add +26.1% 23,185 $13K
SG Americas Securities, LLC 0.00% Add +88.2% 23,598 $13K
Wells Fargo & Company 0.00% Add +32.5% 22,365 $13K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +20.2% 22,159 $13K
Tower Research Capital LLC (TRC) 0.00% Add +40.7% 20,318 $12K
Corebridge Financial, Inc. 0.00% Reduce -5.4% 19,497 $11K
Deuterium Capital Management, LLC 0.03% No change 18,019 $10K
Virtu Financial LLC 0.00% New 15,943 $9K
T. Rowe Price Associates Inc. 0.00% No change 16,037 $9K
Invesco Ltd. 0.00% Add +3.0% 13,581 $8K
FMR LLC 0.00% Add +317.7% 13,374 $8K
Harbor Investment Advisory, LLC 0.00% No change 13,000 $7K
New York State Common Retirement Fund 0.00% No change 12,736 $7K
ProShare Advisors LLC 0.00% New 11,046 $6K
Royal Bank of Canada 0.00% Add +21.9% 5,845 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 3,905 $2K
Innovative Advisory Group, LLC 0.00% — 3,600 $2K
Simplex Trading, LLC 0.00% New 3,613 $2K
Legal & General Group Plc 0.00% No change 3,002 $2K
California State Teachers Retirement System 0.00% No change 2,792 $2K
Cwm, LLC 0.00% Add +262.4% 2,073 $1K
Ameritas Investment Partners, Inc. 0.00% No change 1,277 $725
SBI Securities Co., Ltd. 0.00% — 784 $445
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -94.5% 289 $164
Sterling Capital Management LLC 0.00% No change 105 $60
Amalgamated Bank 0.00% No change 583 $0

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