Marketwise, Inc. (MKTW) Institutional Ownership

Institutions by Trading Activity

2,598,000Shares Outstanding

825,698Shares held by institutions

$14,003,838Value of institutional holdings

31.78%Institutional ownership %

-0.39%Shares Changed QoQ

48No. of institutional investors

Marketwise, Inc. (NASDAQ:MKTW) appears in 47 institutional 13F filings for the quarter ending December 2025.

These investors held 26.6% of outstanding shares in December 2025, down from 27.3% in September 2025.
They increased total shares held in Marketwise by 0.64% from the prior quarter, while the number of investors in MKTW decreased 21.67% year over year.
Of these 47 holders, 19 added to their stakes in Marketwise, 16 trimmed positions, and 12 made no changes.
Institutional investors collectively held 690.7K shares in Marketwise as of December 2025, up by 4.42K shares quarter on quarter, and down 10.86Mn shares year over year.
As of December 31, 2025, Phraction Management LLC held the largest stake in Marketwise with 98.32K shares, accounting for 3.78% of total shares outstanding.
Top purchasers of MKTW stock for the quarter ending December 2025 included IFP Advisors, Inc (4), Root Financial Partners, LLC (2).
Leading sellers of Marketwise shares for the quarter ending December 2025 were Phraction Management LLC (13.75K), Sterling Capital Management LLC (65), True Wealth Design, LLC (3).
Per Business Quant data, the top 6 holders of Marketwise for the quarter ending December 2025 are Phraction Management LLC (98.32K), Formidable Asset Management, LLC (15.0K), Sterling Capital Management LLC (65), True Wealth Design, LLC (15), IFP Advisors, Inc (4), Root Financial Partners, LLC (2).

825,698 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Barclays Plc	31 Dec, 2025	152,631	-132,709	-46.51%	$2,292,518.00
BASS SID R	31 Dec, 2025	135,000	135,000	0.00%	$2,027,700.00
BASS SID R	31 Dec, 2025	135,000	135,000	0.00%	$2,027,700.00
BASS SID R	31 Dec, 2025	135,000	135,000	0.00%	$2,027,700.00
BASS SID R	31 Dec, 2025	135,000	135,000	0.00%	$2,027,700.00
BASS SID R	31 Dec, 2025	135,000	135,000	0.00%	$2,027,700.00
BlackRock, Inc.	31 Dec, 2025	124,916	2,371	1.93%	$1,876,238.00
Phraction Management LLC	31 Dec, 2025	112,070	0	0.00%	$1,683,291.00
VANGUARD GROUP INC	31 Dec, 2025	84,595	968	1.16%	$1,270,616.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	49,505	-1,240	-2.44%	$743,615.00
State Street Corp	31 Dec, 2025	28,737	1,414	5.18%	$431,630.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	25,000	0	0.00%	$375,500.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	19,899	900	4.74%	$298,883.00
MTM Investment Management, LLC	31 Dec, 2025	18,852	-2,861	-13.18%	$283,159.00
GSA CAPITAL PARTNERS LLP	31 Dec, 2025	17,472	1,892	12.14%	$262.00
Formidable Asset Management, LLC	31 Dec, 2025	14,999	0	0.00%	$225,285.00
Northern Trust Corp	31 Dec, 2025	12,694	323	2.61%	$190,664.00
Morgan Stanley	31 Dec, 2025	4,420	404	10.06%	$66,388.00
FMR LLC	31 Dec, 2025	3,469	431	14.19%	$52,104.00
DEUTSCHE BANK AG\	31 Dec, 2025	3,260	0	0.00%	$48,965.00

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