MarketwiseMKTW
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 49 institutions reported holding Marketwise Inc. (MKTW) in their 13F filings, up 5 from Q2 2025. 8 opened new positions and 4 sold out. The largest holders were Barclays PLC ($2.4M), BlackRock, Inc. ($2.0M) and Phraction Management LLC ($1.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $571K |
| Exits | 4 | $240K |
All 13F filers, Q2 2025 → Q3 2025: 49,758 shares bought and 37,322 shares sold, net +12,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Barclays PLC | 0.00% | Reduce -4.3% | 142,670 | $2.4M |
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 122,545 | $2.0M |
| Phraction Management LLC | 0.57% | No change | 112,070 | $1.9M |
| Vanguard Group Inc. | 0.00% | Add +13.8% | 83,627 | $1.4M |
| Geode Capital Management, LLC | 0.00% | Add +2.6% | 50,745 | $839K |
| State Street Corp. | 0.00% | Reduce -0.2% | 27,323 | $452K |
| Royce & Associates LP | 0.00% | No change | 25,000 | $413K |
| MTM Investment Management, LLC | 0.11% | New | 21,713 | $359K |
| Renaissance Technologies | 0.00% | Add +2.7% | 18,999 | $314K |
| Gsa Capital Partners LLP | 0.02% | Reduce -11.3% | 15,580 | $258K |
| Formidable Asset Management, LLC | 0.04% | No change | 14,999 | $248K |
| Northern Trust Corp. | 0.00% | Reduce -11.2% | 12,371 | $204K |
| Susquehanna International Group, LLP | 0.00% | New | 11,571 | $191K |
| AQR Capital Management | 0.00% | Reduce -2.9% | 10,965 | $181K |
| UBS Group AG | 0.00% | Add +47.8% | 6,516 | $108K |
| Morgan Stanley | 0.00% | Reduce -37.3% | 4,016 | $66K |
| Deutsche Bank AG | 0.00% | No change | 3,260 | $54K |
| Rhumbline Advisers | 0.00% | Add +17.8% | 3,157 | $52K |
| FMR LLC | 0.00% | Reduce -2.9% | 3,038 | $50K |
| JPMorgan Chase & Co. | 0.00% | Add +15.4% | 2,956 | $49K |
| Bank of America Corp. | 0.00% | Reduce -26.5% | 1,890 | $31K |
| Wells Fargo & Company | 0.00% | Add +3.0% | 1,442 | $24K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.5% | 1,274 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.1% | 1,109 | $18K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 952 | $16K |
| Royal Bank of Canada | 0.00% | Reduce -87.8% | 918 | $14K |
| Cwm, LLC | 0.00% | Reduce -10.0% | 809 | $13K |
| New York State Common Retirement Fund | 0.00% | No change | 636 | $11K |
| BNP Paribas Financial Markets | 0.00% | Add +61.4% | 439 | $7K |
| Citigroup Inc. | 0.00% | Reduce -79.3% | 194 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 194 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 200 | $3K |
| Innovative Advisory Group, LLC | 0.00% | No change | 180 | $3K |
| Legal & General Group Plc | 0.00% | No change | 150 | $2K |
| California State Teachers Retirement System | 0.00% | Add +0.7% | 140 | $2K |
| Sterling Capital Management LLC | 0.00% | Add +319.4% | 130 | $2K |
| Arax Advisory Partners | 0.00% | New | 69 | $1K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 63 | $1K |
| Federated Hermes, Inc. | 0.00% | Add +65.7% | 58 | $959 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.0% | 50 | $827 |
| Optiver Holding B.V. | 0.00% | New | 36 | $595 |
| True Wealth Design, LLC | 0.00% | Reduce -7.4% | 25 | $414 |
| Group One Trading LLC | 0.00% | Reduce -96.7% | 22 | $364 |
| Essential Partners LLC | 0.00% | Add +23.5% | 21 | $347 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 15 | $248 |
| Sunbelt Securities, Inc. | 0.00% | New | 3 | $50 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $33 |
| Clearstead Advisors, LLC | 0.00% | New | 1 | $17 |
| Amalgamated Bank | 0.00% | No change | 29 | $0 |
"% of holder's portfolio" is MKTW's weight in each manager's 13F, not the share of Marketwise Inc. the manager owns.