MarketwiseMKTW

13F holders, Q4 2025 (December 31)
50holders +1
3new positions
4sold out
1famous investor
$15.02avg. 13F price*

At the end of Q4 2025, 50 institutions reported holding Marketwise Inc. (MKTW) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 4 sold out. The largest holders were Barclays PLC ($2.3M), Bass Sid R ($2.0M) and BlackRock, Inc. ($1.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Marketwise Inc.
CUSIP
57064P206
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2025: 3Q1 2025Q2 2025: 44Q2 2025Q3 2025: 49Q3 2025Q4 2025: 50Q4 2025Q1 2026: 52Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$14K
Exits4$373K

All 13F filers, Q3 2025 → Q4 2025: 22,000 shares bought and 35,294 shares sold, net −13,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

Barclays PLC 0.00% Add +7.0% 152,631 $2.3M
Bass Sid R 100.00% — 135,000 $2.0M
BlackRock, Inc. 0.00% Add +1.9% 124,916 $1.9M
Phraction Management LLC 0.48% No change 112,070 $1.7M
Vanguard Group Inc. 0.00% Add +1.2% 84,595 $1.3M
Geode Capital Management, LLC 0.00% Reduce -2.4% 49,505 $744K
State Street Corp. 0.00% Add +5.2% 28,737 $432K
Royce & Associates LP 0.00% No change 25,000 $376K
Renaissance Technologies 0.00% Add +4.7% 19,899 $299K
MTM Investment Management, LLC 0.09% Reduce -13.2% 18,852 $283K
Gsa Capital Partners LLP 0.02% Add +12.1% 17,472 $262K
Formidable Asset Management, LLC 0.03% No change 14,999 $225K
Northern Trust Corp. 0.00% Add +2.6% 12,694 $191K
Morgan Stanley 0.00% Add +10.1% 4,420 $66K
FMR LLC 0.00% Add +14.2% 3,469 $52K
Deutsche Bank AG 0.00% No change 3,260 $49K
Rhumbline Advisers 0.00% Reduce -12.2% 2,771 $42K
Bank of America Corp. 0.00% Add +35.8% 2,567 $39K
JPMorgan Chase & Co. 0.00% Reduce -21.6% 2,319 $35K
Wells Fargo & Company 0.00% Add +52.5% 2,199 $33K
Russell Investments Group, Ltd. 0.00% Add +60.7% 2,047 $31K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 996 $15K
Cwm, LLC 0.00% Reduce -5.2% 767 $12K
New York State Common Retirement Fund 0.00% No change 636 $10K
Royal Bank of Canada 0.00% Reduce -31.9% 625 $9K
BNP Paribas Financial Markets 0.00% Add +24.6% 547 $8K
Meeder Asset Management Inc. 0.00% New 502 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% New 436 $7K
UBS Group AG 0.00% Reduce -94.9% 331 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -76.6% 260 $4K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.5% 197 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 194 $3K
Innovative Advisory Group, LLC 0.00% No change 180 $3K
Legal & General Group Plc 0.00% No change 150 $2K
Sterling Capital Management LLC 0.00% No change 130 $2K
California State Teachers Retirement System 0.00% Reduce -14.3% 120 $2K
Amalgamated Bank 0.00% Add +113.8% 62 $1K
Ameritas Investment Partners, Inc. 0.00% No change 63 $946
Federated Hermes, Inc. 0.00% No change 58 $871
Citigroup Inc. 0.00% Reduce -77.3% 44 $661
EverSource Wealth Advisors, LLC 0.00% Reduce -14.0% 43 $646
Optiver Holding B.V. 0.00% Add +2.8% 37 $556
Group One Trading LLC 0.00% Reduce -9.1% 20 $300
True Wealth Design, LLC 0.00% Reduce -28.0% 18 $271
Torren Management, LLC 0.00% — 16 $241
Essential Partners LLC 0.00% Reduce -23.8% 16 $240
Nisa Investment Advisors, LLC 0.00% No change 15 $225
PNC Financial Services Group, Inc. 0.00% New 5 $75
Sunbelt Securities, Inc. 0.00% No change 3 $45
Arax Advisory Partners 0.00% Reduce -98.5% 1 $15

"% of holder's portfolio" is MKTW's weight in each manager's 13F, not the share of Marketwise Inc. the manager owns.