Marketwise MKTW Institutional Ownership

NASDAQ MKTW

$18.47 +0.18 (+0.98%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

53 Institutions

Increased 33 62.3%

Unchanged 8 15.1%

Reduced 12 22.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

5.69%

▲+0.62 pp QoQ

Shares Held by Institutions

890.31K

of 15.65Mn outstanding

▲+8.72% QoQ

Shares Outstanding

15.65Mn

14.76Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+71.43K

accumulated since last quarter

Value of Holdings

$16.44Mn

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

Updated Oct 11, 2026

Marketwise, Inc. (NASDAQ:MKTW) had 53 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 5.69% of outstanding shares in Q2 2026, up from 5.07% the quarter before.
Total shares held in Marketwise rose 8.72% versus Q1 2026, while the number of holders rose 26.19% versus Q2 2025.
Among the 53 holders of Marketwise, 33 added to their positions, 12 reduced their stakes and 8 left their positions unchanged.
Combined, institutional investors held 890.31K shares of MKTW as of Q2 2026, up 71.42K from the prior quarter and up 205K from a year earlier.
Barclays PLC held the largest position in MKTW at 152.68K shares as of June 30, 2026, or 0.98% of shares outstanding.
Holders that added the most shares of Marketwise in Q2 2026 were BlackRock, Inc. (+23.93K shares), AQR Capital Management LLC (+18.39K shares), Sid R. Bass (+10.41K shares), Geode Capital Management, LLC (+6.38K shares) and State Street Corp (+5.18K shares).
On the other side, among holders that kept a position in Marketwise, the largest reductions in Q2 2026 came from Phraction Management LLC (-6K shares), EverSource Wealth Advisors, LLC (-2.37K shares), Renaissance Technologies LLC (-1.38K shares), Rhumbline Advisers (-932 shares) and BNP Paribas Financial Markets (-571 shares).
According to Business Quant data, the leading holders of MKTW for Q2 2026 were Barclays PLC (152.68K shares), BlackRock, Inc. (145.95K shares), Sid R. Bass (145.52K shares), Phraction Management LLC (92.32K shares), Vanguard Capital Management LLC (63.97K shares), Geode Capital Management, LLC (55.62K shares), State Street Corp (32.94K shares), AQR Capital Management LLC (32.08K shares), Renaissance Technologies LLC (25.8K shares) and MTM Investment Management, LLC (23.73K shares).

Form 13F Holdings

53 Institutional Holders

Report period 30 Jun, 2026

Total shares held 890.31K

Of outstanding 5.69%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Barclays Plc	0000312069	152,675	0.98%	▲875	+0.58%	$2.72Mn
2	BlackRock, Inc.	0002012383	145,952	0.93%	▲23,927	+19.61%	$2.60Mn
3	BASS SID R	0001242829	145,524	0.93%	▲10,408	+7.70%	$2.60Mn
4	Phraction Management LLC	0001907803	92,316	0.59%	▼6,000	-6.10%	$1.65Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	63,973	0.41%	▲25	+0.04%	$1.14Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	55,625	0.36%	▲6,383	+12.96%	$992.42K
7	State Street Corp	0000093751	32,943	0.21%	▲5,176	+18.64%	$587.70K
8	AQR CAPITAL MANAGEMENT LLC	0001167557	32,083	0.20%	▲18,386	+134.23%	$572.36K
9	RENAISSANCE TECHNOLOGIES LLC	0001037389	25,799	0.16%	▼1,375	-5.06%	$460.25K
10	MTM Investment Management, LLC	0001831416	23,735	0.15%	▲4,531	+23.59%	$423.43K
11	Northern Trust Corp	0000073124	15,928	0.10%	▲2,717	+20.57%	$284.16K
12	Formidable Asset Management, LLC	0001592613	14,999	0.10%	0	0.00%	$272.23K
13	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	14,496	0.09%	▲4,542	+45.63%	$258.61K
14	VANGUARD FIDUCIARY TRUST CO	0000933478	12,393	0.08%	▲323	+2.68%	$221.09K
15	Vident Advisory, LLC	0001744347	12,090	0.08%	▲12,090	0.00%	$215.69K
16	SkyView Investment Advisors, LLC	0001848237	9,959	0.06%	▲9,959	0.00%	$178
17	Copeland Capital Management, LLC	0001541743	7,545	0.05%	▲7,545	0.00%	$134.60K
18	Russell Investments Group, Ltd.	0001692234	7,370	0.05%	▲4,583	+164.44%	$131.48K
19	Morgan Stanley	0000895421	4,346	0.03%	▲1,679	+62.95%	$77.53K
20	FMR LLC	0000315066	3,267	0.02%	▲22	+0.68%	$58.28K

Showing 1 to 20 of 53 holders