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MarketWise (MKTW) Institutional Ownership

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$19.79 +0.03 (+0.15%)
Closing price 04:00 PM Eastern
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$19.74 -0.04 (-0.23%)
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Institutional Ownership Changes (13F Filings) for MarketWise (NASDAQ:MKTW)

Current
Institutional Ownership
Percentage
23.04%
Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$26.91M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$73.70M
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MKTW Institutional Buying and Selling by Quarter

MarketWise Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Russell Investments Group Ltd.1,408$28K0.0%N/A0.009%
8/12/2025 JPMorgan Chase & Co.2,561$51K0.0%-96.8%0.016%
8/8/2025 Geode Capital Management LLC49,461$979K0.0%-94.6%0.305%
7/21/2025 Phraction Management LLC112,070$2.22M0.7%-59.3%0.691%
7/16/2025 Formidable Asset Management LLC206,558$4.09M0.6%-58.0%1.273%
6/27/2025Goldman Sachs Group Inc.63,258$31K0.0%-57.0%0.390%
6/10/2025Militia Capital Partners LP71,616$35K0.0%N/A0.441%
6/6/2025Militia Capital Partners LP71,616$35K0.0%N/A0.441%
5/16/2025Goldman Sachs Group Inc.63,258$31K0.0%-57.0%0.390%
5/16/2025AQR Capital Management LLC121,661$60K0.0%+300.5%0.750%
5/8/2025 XTX Topco Ltd122,184$60K0.0%+172.4%0.753%
5/5/2025 Formidable Asset Management LLC491,558$243K0.0%-3.7%3.030%
5/1/2025 MTM Investment Management LLC280,250$142K0.1%+50.5%1.727%
4/29/2025 Bank of New York Mellon Corp122,784$61K0.0%-1.0%0.757%
4/28/2025 Phraction Management LLC275,081$136K0.0%N/A1.695%
2/19/2025 Formidable Asset Management LLC510,558$290K0.0%-9.8%0.157%
2/17/2025Eschler Asset Management LLP110,851$63K0.1%N/A0.034%
2/17/2025BNP Paribas Financial Markets55,079$31K0.0%N/A0.017%
2/14/2025Jane Street Group LLC85,005$48K0.0%+257.9%0.026%
2/14/2025Two Sigma Securities LLC47,254$27K0.0%N/A0.015%
2/14/2025Greenhaven Road Investment Management L.P.688,665$391K0.1%-80.5%0.212%
2/13/2025 XTX Topco Ltd44,849$25K0.0%N/A0.014%
2/13/2025Barclays PLC959,477$545K0.0%+1,756.2%0.296%
2/13/2025Renaissance Technologies LLC351,400$199K0.0%-28.5%0.108%
2/12/2025 Geode Capital Management LLC841,542$478K0.0%+2.8%0.259%
2/12/2025 JPMorgan Chase & Co.147,228$84K0.0%+108.0%0.045%
2/10/2025 Royce & Associates LP500,000$284K0.0%-55.5%0.154%
2/4/2025 Bank of New York Mellon Corp124,007$70K0.0%-21.2%0.038%
1/29/2025 MTM Investment Management LLC186,263$106K0.0%+42.8%0.057%
1/23/2025 Williams & Novak LLC287,500$163K0.2%+88.8%0.089%
12/26/2024 JPMorgan Chase & Co.70,768$47K0.0%+118.4%0.022%
11/19/2024Barclays PLC51,689$34K0.0%+260.4%0.016%
11/16/2024 Geode Capital Management LLC818,814$547K0.0%+4.1%0.259%
11/15/2024Barclays PLC51,689$34K0.0%+260.4%0.016%
11/6/2024 Phraction Management LLC167,187$112K0.0%-33.1%0.053%
11/6/2024 Royce & Associates LP1,123,100$751K0.0%-7.3%0.355%
10/8/2024 Williams & Novak LLC152,300$102K0.1%+95.4%0.046%
8/14/2024Squarepoint Ops LLC125,174$145K0.0%+953.6%0.038%
8/9/2024Renaissance Technologies LLC555,400$644K0.0%+11.9%0.169%
7/26/2024 MTM Investment Management LLC128,570$149K0.1%+414.3%0.039%
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7/26/2024 Bank of New York Mellon Corp178,261$207K0.0%+6.6%0.054%
7/15/2024 Dynamic Advisor Solutions LLC77,940$90K0.0%N/A0.024%
7/12/2024 Williams & Novak LLC77,940$90K0.1%N/A0.024%
5/10/2024 Fiducient Advisors LLC50,000$86K0.0%N/A0.015%
4/25/2024 MTM Investment Management LLC25,000$43K0.0%N/A0.008%
3/25/2024Quadrature Capital Ltd16,624$46K0.0%N/A0.005%
2/15/2024Greenhaven Road Investment Management L.P.4,396,616$1.20M0.5%-3.4%1.343%
2/14/2024Penn Mutual Asset Management LLC75,960$207K0.2%N/A0.023%
2/7/2024 Formidable Asset Management LLC451,823$1.23M0.3%-36.7%0.138%
1/26/2024 Harbor Investment Advisory LLC13,000$35K0.0%N/A0.004%
1/12/2024 SG Americas Securities LLC18,499$51K0.0%+30.2%0.006%
1/12/2024 Heron Bay Capital Management23,978$65K0.0%N/A0.007%
11/22/2023Cannell Capital LLC747,079$1.20M0.3%-34.6%0.228%
11/9/2023 Formidable Asset Management LLC713,822$1.14M0.2%+50.3%0.218%
10/24/2023 Bank of New York Mellon Corp171,744$275K0.0%-59.3%0.052%
8/15/2023Cannell Capital LLC1,142,263$2.29M0.5%N/A0.350%
8/15/2023Castle Creek Arbitrage LLC38,375$77K0.0%-31.9%0.012%
8/4/2023 American International Group Inc.15,255$31K0.0%+85.7%0.005%
7/27/2023 Virtu Financial LLC14,230$28K0.0%N/A0.004%
7/24/2023 Allspring Global Investments Holdings LLC33,934$68K0.0%+1,822.6%0.010%
7/18/2023 Allspring Global Investments Holdings LLC33,934$68K0.0%+1,822.6%0.010%
5/16/2023Greenhaven Road Investment Management L.P.412,577$732K0.4%-90.5%0.127%
5/12/2023 Deuterium Capital Management LLC18,019$33K0.1%N/A0.006%
5/9/2023 Formidable Asset Management LLC467,822$750K0.2%+18.7%0.144%
5/8/2023Praetorian Capital Management LLC367,858$681K0.5%-28.0%0.113%
2/10/2023 Rovida Advisors Inc.105,824$178K0.1%-78.1%0.033%
2/7/2023 Formidable Asset Management LLC394,249$656K0.1%-4.3%0.121%
11/16/2022Greenhaven Road Investment Management L.P.4,355,844$9.93M6.0%+74.2%1.340%
11/15/2022Eschler Asset Management LLP110,851$253K0.6%+6.1%0.034%
11/15/2022 Formidable Asset Management LLC411,749$967K0.2%+277.8%0.127%
11/14/2022Taconic Capital Advisors LP61,637$141K0.0%N/A0.019%
11/8/2022 Allianz Asset Management GmbH150,000$258K0.0%-70.0%0.047%
11/8/2022New York State Common Retirement Fund12,641$29K0.0%-53.2%0.004%
11/7/2022Jump Financial LLC13,986$32K0.0%N/A0.004%
11/3/2022 Privium Fund Management B.V.23,079$53K0.0%N/A0.007%
11/3/2022 Royce & Associates LP1,211,400$2.76M0.0%+473.0%0.380%
10/25/2022 Janney Montgomery Scott LLC94,097$215K0.0%N/A0.029%
10/25/2022Raymond James & Associates16,977$39K0.0%N/A0.005%
8/16/2022 Formidable Asset Management LLC108,995$392K0.1%-73.0%0.034%
8/16/2022 Corton Capital Inc.41,759$150K0.1%-49.0%0.013%
8/16/2022Delphia USA Inc.43,281$156K0.1%-23.6%0.014%
8/15/2022Eschler Asset Management LLP104,476$376K0.8%-16.4%0.033%
8/8/2022 Phraction Management LLC114,850$413K0.3%N/A0.036%
5/17/2022Highline Capital Management L.P.1,060,853$5.01M6.1%-21.0%0.332%
5/13/2022Cohanzick Management LLC104,466$493K0.1%+43.1%0.033%
5/9/2022Qube Research & Technologies Ltd28,610$135K0.0%N/A0.009%
5/5/2022 Royce & Associates LP211,400$998K0.0%+13.4%0.066%
5/4/2022 Wolverine Asset Management LLC11,459$54K0.0%+252.3%0.004%
5/4/2022 Formidable Asset Management LLC402,994$1.90M0.4%+612.1%0.126%
4/26/2022Sciencast Management LP60,342$261K0.1%N/A0.019%
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2/15/2022Schonfeld Strategic Advisors LLC1,468,900$11.08M0.1%+44.5%0.464%
2/14/2022Divisadero Street Capital Management LP436,281$3.29M2.7%N/A0.138%
2/8/2022CIBC Asset Management Inc13,158$125K0.0%N/A0.004%
2/7/2022 Royce & Associates LP186,400$1.41M0.0%+272.8%0.059%
2/7/2022 Formidable Asset Management LLC56,595$404K0.1%-30.6%0.018%
2/3/2022 Phraction Management LLC89,850$677K0.4%N/A0.028%
11/16/2021Schonfeld Strategic Advisors LLC1,016,600$8.40M0.1%N/A0.319%
11/15/2021Point72 Asset Management L.P.1,087,113$8.98M0.0%N/A0.341%
11/15/2021Polar Asset Management Partners Inc.1,000,000$8.26M0.1%N/A0.313%
11/15/2021Marshall Wace LLP36,858$304K0.0%-93.9%0.012%
(Data available from 1/1/2016 forward)

MKTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MKTW shares?

During the previous two years, 31 institutional investors and hedge funds held shares of MarketWise. The most heavily invested institutionals were Formidable Asset Management LLC ($4.09M), Phraction Management LLC ($2.22M), Cannell Capital LLC ($1.20M), Geode Capital Management LLC ($979K), Barclays PLC ($545K), Greenhaven Road Investment Management L.P. ($391K), and Royce & Associates LP ($284K).Learn more on MarketWise's institutional investors.

What percentage of MarketWise's stock is owned by institutional investors?

23.04% of MarketWise's stock is owned by institutional investors. Learn more on MKTW's institutional investor holdings.

Which institutional investors have been buying MarketWise's stock?

Of the 27 institutional investors that purchased MarketWise's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cannell Capital LLC ($1.14M), Barclays PLC ($982.48K), Williams & Novak LLC ($287.50K), MTM Investment Management LLC ($278.38K), Phraction Management LLC ($275.08K), Formidable Asset Management LLC ($239K), and Militia Capital Partners LP ($143.23K).

How much institutional buying is happening at MarketWise?

Institutional investors have bought a total of 2,430,759 shares in the last 24 months. This purchase volume represents approximately $27.13M in transactions.

Which of MarketWise's major shareholders have been selling company stock?

Of the 9 institutional investors that sold MarketWise's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Greenhaven Road Investment Management L.P. ($2.83M), Geode Capital Management LLC ($874.86K), Royce & Associates LP ($711.40K), Formidable Asset Management LLC ($359.73K), Phraction Management LLC ($245.82K), Goldman Sachs Group Inc. ($167.52K), and Renaissance Technologies LLC ($140.20K).

How much institutional selling is happening at MarketWise?

Institutional investors have sold a total of 5,445,793 shares in the last 24 months. This volume of shares sold represents approximately $73.70M in transactions.


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This page (NASDAQ:MKTW) was last updated on 8/14/2025 by MarketBeat.com Staff
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