MarketwiseMKTW
13F holders, Q2 2026 (June 30)50holders −2
8new positions
8sold out
2famous investors
$17.84avg. 13F price*
At the end of Q2 2026, 50 institutions reported holding Marketwise Inc. (MKTW) in their 13F filings, down 2 from Q1 2026. 8 opened new positions and 8 sold out. The largest holders were Barclays PLC ($2.7M), BlackRock, Inc. ($2.6M) and Bass Sid R ($2.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Marketwise Inc.
- CUSIP
- 57064P206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $377K |
| Exits | 8 | $657K |
All 13F filers, Q1 2026 → Q2 2026: 108,805 shares bought and 44,928 shares sold, net +63,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Barclays PLC | 0.00% | Add +0.6% | 152,675 | $2.7M |
| BlackRock, Inc. | 0.00% | Add +19.6% | 145,952 | $2.6M |
| Bass Sid R | 100.00% | Add +7.7% | 145,524 | $2.6M |
| Phraction Management LLC | 0.42% | Reduce -6.1% | 92,316 | $1.6M |
| Vanguard Capital Management LLC | 0.00% | Add +0.0% | 63,973 | $1.1M |
| Geode Capital Management, LLC | 0.00% | Add +13.0% | 55,625 | $992K |
| State Street Corp. | 0.00% | Add +18.6% | 32,943 | $588K |
| AQR Capital Management | 0.00% | Add +134.3% | 32,085 | $572K |
| Renaissance Technologies | 0.00% | Reduce -5.1% | 25,799 | $460K |
| MTM Investment Management, LLC | 0.12% | Add +23.6% | 23,735 | $423K |
| Northern Trust Corp. | 0.00% | Add +20.6% | 15,928 | $284K |
| Formidable Asset Management, LLC | 0.04% | No change | 14,999 | $272K |
| Vanguard Portfolio Management LLC | 0.00% | Add +45.6% | 14,496 | $259K |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +2.7% | 12,393 | $221K |
| Vident Advisory, LLC | 0.00% | New | 12,090 | $216K |
| Copeland Capital Management, LLC | 0.00% | New | 7,545 | $135K |
| Russell Investments Group, Ltd. | 0.00% | Add +164.4% | 7,370 | $131K |
| Morgan Stanley | 0.00% | Add +63.0% | 4,346 | $78K |
| FMR LLC | 0.00% | Add +0.7% | 3,267 | $58K |
| UBS Group AG | 0.00% | Reduce -0.1% | 2,718 | $48K |
| Rhumbline Advisers | 0.00% | Reduce -33.5% | 1,847 | $33K |
| Wells Fargo & Company | 0.00% | Add +182.9% | 1,839 | $33K |
| Royal Bank of Canada | 0.00% | Add +334.0% | 1,428 | $25K |
| Acadian Asset Management LLC | 0.00% | New | 1,400 | $24K |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.7% | 1,039 | $18K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.9% | 1,010 | $18K |
| Citigroup Inc. | 0.00% | Add +1145.7% | 1,009 | $18K |
| Arax Advisory Partners | 0.00% | Add +12416.7% | 751 | $13K |
| New York State Common Retirement Fund | 0.00% | No change | 636 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -44.3% | 604 | $11K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 554 | $10K |
| BNP Paribas Financial Markets | 0.00% | Reduce -57.8% | 417 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +1.6% | 328 | $6K |
| Legal & General Group Plc | 0.00% | No change | 150 | $3K |
| SBI Securities Co., Ltd. | 0.00% | New | 107 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +31.3% | 63 | $1K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 63 | $1K |
| Allworth Financial LP | 0.00% | Add +520.0% | 62 | $1K |
| Essential Partners LLC | 0.00% | Reduce -7.8% | 47 | $838 |
| Sterling Capital Management LLC | 0.00% | Reduce -50.8% | 32 | $571 |
| California State Teachers Retirement System | 0.00% | Reduce -76.4% | 25 | $446 |
| Group One Trading LLC | 0.00% | No change | 20 | $357 |
| True Wealth Design, LLC | 0.00% | Add +26.7% | 19 | $339 |
| IFP Advisors, Inc | 0.00% | Add +300.0% | 16 | $285 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 15 | $268 |
| Rothschild Investment LLC | 0.00% | New | 13 | $232 |
| Farther Finance Advisors, LLC | 0.00% | New | 10 | $177 |
| Summit Securities Group LLC | 0.00% | New | 7 | $125 |
| Fortitude Family Office, LLC | 0.00% | New | 5 | $89 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 1 | $18 |
"% of holder's portfolio" is MKTW's weight in each manager's 13F, not the share of Marketwise Inc. the manager owns.