MarketwiseMKTW
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 58 institutions reported holding Marketwise Inc. (MKTW) in their 13F filings, down 2 from Q4 2024. 11 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($1.3M), Vanguard Group Inc. ($716K) and Barclays PLC ($637K). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Marketwise Inc.
- CUSIP
- 57064P107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $375K |
| Exits | 12 | $592K |
All 13F filers, Q4 2024 → Q1 2025: 1,566,085 shares bought and 1,450,191 shares sold, net +115,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 2,689,777 | $1.3M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 1,448,684 | $716K |
| Barclays PLC | 0.00% | Add +34.5% | 1,290,045 | $637K |
| Geode Capital Management, LLC | 0.00% | Add +9.8% | 924,317 | $456K |
| State Street Corp. | 0.00% | No change | 531,352 | $262K |
| Royce & Associates LP | 0.00% | No change | 500,000 | $247K |
| Formidable Asset Management, LLC | 0.04% | Reduce -3.7% | 491,558 | $243K |
| Renaissance Technologies | 0.00% | Add +1.5% | 356,800 | $176K |
| Gsa Capital Partners LLP | 0.02% | New | 348,130 | $172K |
| MTM Investment Management, LLC | 0.05% | Add +50.5% | 280,250 | $142K |
| Williams & Novak, LLC | 0.14% | Reduce -4.2% | 275,340 | $139K |
| Phraction Management LLC | 0.05% | New | 275,081 | $136K |
| Northern Trust Corp. | 0.00% | Reduce -11.0% | 268,090 | $132K |
| SkyView Investment Advisors, LLC | 0.01% | No change | 199,204 | $98K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.0% | 122,784 | $61K |
| XTX Topco Ltd | 0.00% | Add +172.4% | 122,184 | $60K |
| AQR Capital Management | 0.00% | Add +300.5% | 121,661 | $60K |
| Allianz Asset Management GmbH | 0.00% | No change | 150,000 | $52K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 97,783 | $48K |
| Morgan Stanley | 0.00% | Reduce -28.0% | 91,076 | $45K |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.6% | 80,141 | $40K |
| Militia Capital Partners, LP | 0.03% | New | 71,616 | $35K |
| Susquehanna International Group, LLP | 0.00% | Add +23.6% | 68,279 | $34K |
| UBS Group AG | 0.00% | Add +179.1% | 64,714 | $32K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -57.0% | 63,258 | $31K |
| California State Teachers Retirement System | 0.00% | No change | 2,792 | $28K |
| BNP Paribas Financial Markets | 0.00% | Reduce -3.6% | 53,118 | $26K |
| FMR LLC | 0.00% | Add +243.5% | 45,943 | $23K |
| Nuveen, LLC | 0.00% | — | 42,753 | $21K |
| Rhumbline Advisers | 0.00% | Add +45.2% | 42,715 | $21K |
| Citigroup Inc. | 0.00% | Reduce -8.7% | 28,967 | $14K |
| Alliancebernstein L.P. | 0.00% | No change | 27,350 | $14K |
| SG Americas Securities, LLC | 0.00% | Add +0.6% | 23,740 | $12K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 23,173 | $11K |
| Wells Fargo & Company | 0.00% | Add +3.4% | 23,130 | $11K |
| Bank of America Corp. | 0.00% | Reduce -51.0% | 20,566 | $10K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.3% | 19,430 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -8.1% | 18,673 | $9K |
| Simplex Trading, LLC | 0.00% | Add +407.6% | 18,340 | $9K |
| Squarepoint Ops LLC | 0.00% | New | 14,949 | $7K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 14,411 | $7K |
| Group One Trading LLC | 0.00% | Reduce -57.7% | 14,688 | $7K |
| Invesco Ltd. | 0.00% | Add +3.9% | 14,106 | $7K |
| New York State Common Retirement Fund | 0.00% | No change | 12,736 | $6K |
| Aaron Wealth Advisors LLC | 0.00% | New | 12,114 | $6K |
| Abel Hall, LLC | 0.00% | New | 10,678 | $5K |
| Ethic Inc. | 0.00% | New | 10,162 | $5K |
| Cwm, LLC | 0.00% | Add +369.6% | 9,734 | $5K |
| Citadel Advisors | 0.00% | Reduce -83.5% | 8,948 | $4K |
| Royal Bank of Canada | 0.00% | Reduce -16.6% | 4,876 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,905 | $2K |
| Innovative Advisory Group, LLC | 0.00% | No change | 3,600 | $2K |
| Legal & General Group Plc | 0.00% | No change | 3,002 | $1K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,690 | $835 |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,277 | $630 |
| True Wealth Design, LLC | 0.00% | New | 356 | $176 |
| Nisa Investment Advisors, LLC | 0.00% | New | 300 | $148 |
| 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.