MarketwiseMKTW
13F holders, Q1 2026 (March 31)52holders +2
6new positions
7sold out
2famous investors
$18.72avg. 13F price*
At the end of Q1 2026, 52 institutions reported holding Marketwise Inc. (MKTW) in their 13F filings, up 2 from Q4 2025. 6 opened new positions and 7 sold out. The largest holders were Barclays PLC ($2.8M), Bass Sid R ($2.5M) and BlackRock, Inc. ($2.3M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $292K |
| Exits | 7 | $311K |
All 13F filers, Q4 2025 → Q1 2026: 32,927 shares bought and 44,252 shares sold, net −11,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Barclays PLC | 0.00% | Reduce -0.5% | 151,800 | $2.8M |
| Bass Sid R | 100.00% | Add +0.1% | 135,116 | $2.5M |
| BlackRock, Inc. | 0.00% | Reduce -2.3% | 122,025 | $2.3M |
| Phraction Management LLC | 0.51% | Reduce -12.3% | 98,316 | $1.8M |
| Vanguard Capital Management LLC | 0.00% | — | 63,948 | $1.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.5% | 49,242 | $922K |
| State Street Corp. | 0.00% | Reduce -3.4% | 27,767 | $520K |
| Renaissance Technologies | 0.00% | Add +36.6% | 27,174 | $509K |
| Royce & Associates LP | 0.00% | No change | 25,000 | $468K |
| MTM Investment Management, LLC | 0.11% | Add +1.9% | 19,204 | $360K |
| Formidable Asset Management, LLC | 0.04% | No change | 14,999 | $281K |
| AQR Capital Management | 0.00% | New | 13,697 | $256K |
| Northern Trust Corp. | 0.00% | Add +4.1% | 13,211 | $247K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 12,070 | $226K |
| Vanguard Portfolio Management LLC | 0.00% | — | 9,954 | $186K |
| Deutsche Bank AG | 0.00% | Add +127.6% | 7,419 | $139K |
| FMR LLC | 0.00% | Reduce -6.5% | 3,245 | $61K |
| Russell Investments Group, Ltd. | 0.00% | Add +36.1% | 2,787 | $52K |
| Rhumbline Advisers | 0.00% | Add +0.3% | 2,779 | $52K |
| UBS Group AG | 0.00% | Add +722.4% | 2,722 | $51K |
| Morgan Stanley | 0.00% | Reduce -39.7% | 2,667 | $50K |
| Jones Financial Companies LLLP | 0.00% | New | 1,836 | $35K |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.9% | 1,418 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +317.3% | 1,085 | $20K |
| Cwm, LLC | 0.00% | Add +40.5% | 1,078 | $20K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.4% | 1,030 | $19K |
| BNP Paribas Financial Markets | 0.00% | Add +80.6% | 988 | $18K |
| Wells Fargo & Company | 0.00% | Reduce -70.4% | 650 | $12K |
| New York State Common Retirement Fund | 0.00% | No change | 636 | $12K |
| Vanguard Global Advisers, LLC | 0.00% | — | 554 | $10K |
| Meeder Asset Management Inc. | 0.00% | No change | 502 | $9K |
| Royal Bank of Canada | 0.00% | Reduce -47.4% | 329 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +64.0% | 323 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 194 | $4K |
| Legal & General Group Plc | 0.00% | No change | 150 | $3K |
| California State Teachers Retirement System | 0.00% | Reduce -11.7% | 106 | $2K |
| Citigroup Inc. | 0.00% | Add +84.1% | 81 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -50.0% | 65 | $1K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 63 | $1K |
| Federated Hermes, Inc. | 0.00% | No change | 58 | $1K |
| Essential Partners LLC | 0.00% | Add +218.8% | 51 | $955 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.6% | 48 | $899 |
| Optiver Holding B.V. | 0.00% | No change | 37 | $693 |
| Group One Trading LLC | 0.00% | No change | 20 | $374 |
| True Wealth Design, LLC | 0.00% | Reduce -16.7% | 15 | $281 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 15 | $281 |
| Allworth Financial LP | 0.00% | New | 10 | $188 |
| Arax Advisory Partners | 0.00% | Add +500.0% | 6 | $112 |
| IFP Advisors, Inc | 0.00% | New | 4 | $75 |
| Sunbelt Securities, Inc. | 0.00% | No change | 3 | $56 |
| Root Financial Partners, LLC | 0.00% | New | 2 | $37 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $19 |
"% of holder's portfolio" is MKTW's weight in each manager's 13F, not the share of Marketwise Inc. the manager owns.