Marketwise MKTW Institutional Ownership

NASDAQ MKTW

$18.27 +0.10 (+0.55%)

At close: Sep 9, 2026 · 4:00 PM EDT

Institutions by Trading Activity

52 Institutions

Increased 32 61.5%

Unchanged 8 15.4%

Reduced 12 23.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

33.31%

▲+0.44 pp QoQ

Shares Held by Institutions

880.35K

of 2.64Mn outstanding

▲+12.47% QoQ

Shares Outstanding

2.64Mn

1.76Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+97.60K

accumulated since last quarter

Value of Holdings

$16.41Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Marketwise, Inc. (NASDAQ:MKTW) showed up in the 13F filings of 52 institutional investors as of June 2026.

These investors held 33.3% of outstanding shares in June 2026, up from 32.9% in March 2026.
Their total shares held in MKTW increased 12.47% from the prior quarter, while the number of investors in Marketwise increased 18.18% year over year.
Among the 52 funds, 32 bought more Marketwise shares, 12 sold down, and 8 held their ground.
Combined, these investors held 880.35K shares in MKTW for June 2026, up by 97.6K shares quarter on quarter, and down 302.79K shares year over year.
As of June 30, 2026, Barclays Plc held the largest stake in Marketwise with 152.68K shares, accounting for 5.78% of total shares outstanding.
The most significant purchases of MKTW for the quarter ending June 2026 came from BlackRock, Inc. (23.93K), AQR CAPITAL MANAGEMENT LLC (18.39K), Vident Advisory, LLC (12.09K), BASS SID R (10.41K), Copeland Capital Management, LLC (7.54K).
Top sellers of MKTW stock for the quarter ending June 2026 included Phraction Management LLC (6.0K), EverSource Wealth Advisors, LLC (2.37K), RENAISSANCE TECHNOLOGIES LLC (1.38K), RHUMBLINE ADVISERS (932), BNP PARIBAS FINANCIAL MARKETS (571).
Business Quant data shows the 10 biggest positions in Marketwise as of June 2026 are held by Barclays Plc (152.68K), BlackRock, Inc. (145.95K), BASS SID R (145.52K), Phraction Management LLC (92.32K), VANGUARD CAPITAL MANAGEMENT LLC (63.97K), GEODE CAPITAL MANAGEMENT, LLC (55.62K), State Street Corp (32.94K), AQR CAPITAL MANAGEMENT LLC (32.08K), RENAISSANCE TECHNOLOGIES LLC (25.8K), MTM Investment Management, LLC (23.74K).

Form 13F Holdings

52 Institutional Holders

Report period 30 Jun, 2026

Total shares held 880.35K

Of outstanding 33.31%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Barclays Plc	0000312069	152,675	5.78%	▲875	+0.58%	$2.72Mn
2	BlackRock, Inc.	0002012383	145,952	5.52%	▲23,927	+19.61%	$2.60Mn
3	BASS SID R	0001242829	145,524	5.51%	▲10,408	+7.70%	$2.60Mn
4	Phraction Management LLC	0001907803	92,316	3.49%	▼6,000	-6.10%	$1.65Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	63,973	2.42%	▲25	+0.04%	$1.14Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	55,625	2.10%	▲6,383	+12.96%	$992.42K
7	State Street Corp	0000093751	32,943	1.25%	▲5,176	+18.64%	$587.70K
8	AQR CAPITAL MANAGEMENT LLC	0001167557	32,083	1.21%	▲18,386	+134.23%	$572.36K
9	RENAISSANCE TECHNOLOGIES LLC	0001037389	25,799	0.98%	▼1,375	-5.06%	$460.25K
10	MTM Investment Management, LLC	0001831416	23,735	0.90%	▲4,531	+23.59%	$423.43K
11	Northern Trust Corp	0000073124	15,928	0.60%	▲2,717	+20.57%	$284.16K
12	Formidable Asset Management, LLC	0001592613	14,999	0.57%	0	0.00%	$272.23K
13	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	14,496	0.55%	▲4,542	+45.63%	$258.61K
14	VANGUARD FIDUCIARY TRUST CO	0000933478	12,393	0.47%	▲323	+2.68%	$221.09K
15	Vident Advisory, LLC	0001744347	12,090	0.46%	▲12,090	0.00%	$215.69K
16	Copeland Capital Management, LLC	0001541743	7,545	0.29%	▲7,545	0.00%	$134.60K
17	Russell Investments Group, Ltd.	0001692234	7,370	0.28%	▲4,583	+164.44%	$131.48K
18	Morgan Stanley	0000895421	4,346	0.16%	▲1,679	+62.95%	$77.53K
19	FMR LLC	0000315066	3,267	0.12%	▲22	+0.68%	$58.28K
20	UBS Group AG	0001610520	2,718	0.10%	▼4	-0.15%	$48.49K

Showing 1 to 20 of 52 holders