MarketwiseMKTW
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 44 institutions reported holding Marketwise Inc. (MKTW) in their 13F filings, up 41 from Q1 2025. 9 opened new positions and 1 sold out. The largest holders were Barclays PLC ($3.0M), BlackRock, Inc. ($2.5M) and Phraction Management LLC ($2.2M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $625K |
| Exits | 1 | $8K |
All 13F filers, Q1 2025 → Q2 2025: 241,521 shares bought and 30,557 shares sold, net +210,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Barclays PLC | 0.00% | Add +131.2% | 149,131 | $3.0M |
| BlackRock, Inc. | 0.00% | Reduce -7.0% | 125,007 | $2.5M |
| Phraction Management LLC | 0.75% | Add +714.8% | 112,070 | $2.2M |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 73,514 | $1.5M |
| Geode Capital Management, LLC | 0.00% | Add +7.0% | 49,461 | $979K |
| State Street Corp. | 0.00% | Add +3.0% | 27,372 | $542K |
| Royce & Associates LP | 0.01% | No change | 25,000 | $495K |
| Renaissance Technologies | 0.00% | Add +3.7% | 18,499 | $366K |
| Gsa Capital Partners LLP | 0.02% | Add +0.9% | 17,563 | $348K |
| Formidable Asset Management, LLC | 0.05% | New | 14,999 | $291K |
| Northern Trust Corp. | 0.00% | Add +4.0% | 13,937 | $276K |
| Raymond James Financial Inc. | 0.00% | New | 11,438 | $226K |
| AQR Capital Management | 0.00% | Add +85.7% | 11,293 | $223K |
| Royal Bank of Canada | 0.00% | Add +2984.5% | 7,520 | $149K |
| Morgan Stanley | 0.00% | Add +40.7% | 6,409 | $127K |
| UBS Group AG | 0.00% | Add +36.2% | 4,408 | $87K |
| Deutsche Bank AG | 0.00% | New | 3,260 | $65K |
| FMR LLC | 0.00% | Add +36.1% | 3,127 | $62K |
| Rhumbline Advisers | 0.00% | Add +25.5% | 2,681 | $53K |
| Bank of America Corp. | 0.00% | Add +150.1% | 2,572 | $51K |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.1% | 2,561 | $51K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +124.4% | 2,095 | $41K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,408 | $28K |
| Wells Fargo & Company | 0.00% | Add +21.1% | 1,400 | $28K |
| Citigroup Inc. | 0.00% | Reduce -35.4% | 936 | $19K |
| Cwm, LLC | 0.00% | Add +84.7% | 899 | $18K |
| Group One Trading LLC | 0.00% | Reduce -9.0% | 668 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | New | 650 | $13K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 636 | $13K |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.8% | 272 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 194 | $4K |
| Innovative Advisory Group, LLC | 0.00% | No change | 180 | $4K |
| Legal & General Group Plc | 0.00% | No change | 150 | $3K |
| California State Teachers Retirement System | 0.00% | Reduce -0.4% | 139 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -1.3% | 63 | $1K |
| Amalgamated Bank | 0.00% | Reduce -0.5% | 29 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -89.5% | 49 | $970 |
| Federated Hermes, Inc. | 0.00% | New | 35 | $693 |
| Sterling Capital Management LLC | 0.00% | New | 31 | $613 |
| True Wealth Design, LLC | 0.00% | Add +51.7% | 27 | $535 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 19 | $376 |
| Essential Partners LLC | 0.00% | — | 17 | $336 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 15 | $297 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -99.0% | 2 | $40 |
"% of holder's portfolio" is MKTW's weight in each manager's 13F, not the share of Marketwise Inc. the manager owns.