MarketwiseMKTW

13F holders, Q1 2025 (March 31)
58holders −2
11new positions
12sold out
3famous investors
$0.49avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions11$375K
Exits12$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.