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MarketWise (MKTW) Institutional Ownership

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$0.60 -0.07 (-10.12%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for MarketWise (NASDAQ:MKTW)

Current
Institutional Ownership
Percentage
23.04%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$1.08M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.25M
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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
12/26/2024JPMorgan Chase & Co.70,768$47K0.0%+118.4%0.022%
11/19/2024Barclays PLC51,689$34K0.0%+260.4%0.016%
11/16/2024Geode Capital Management LLC818,814$547K0.0%+4.1%0.259%
11/15/2024Barclays PLC51,689$34K0.0%+260.4%0.016%
11/6/2024Phraction Management LLC167,187$112K0.0%-33.1%0.053%
11/6/2024Royce & Associates LP1,123,100$751K0.0%-7.3%0.355%
10/8/2024Williams & 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%
7/26/2024MTM Investment Management LLC128,570$149K0.1%+414.3%0.039%
7/26/2024Bank of New York Mellon Corp178,261$207K0.0%+6.6%0.054%
7/15/2024Dynamic Advisor Solutions LLC77,940$90K0.0%N/A0.024%
7/12/2024Williams & Novak LLC77,940$90K0.1%N/A0.024%
5/10/2024Fiducient Advisors LLC50,000$86K0.0%N/A0.015%
4/25/2024MTM 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%
2/7/2024Formidable Asset Management LLC451,823$1.23M0.3%-36.7%0.138%
1/26/2024Harbor Investment Advisory LLC13,000$35K0.0%N/A0.004%
1/12/2024SG Americas Securities LLC18,499$51K0.0%+30.2%0.006%
1/12/2024Heron Bay Capital Management23,978$65K0.0%N/A0.007%
11/22/2023Cannell Capital LLC747,079$1.20M0.3%-34.6%0.228%
11/9/2023Formidable Asset Management LLC713,822$1.14M0.2%+50.3%0.218%
10/24/2023Bank 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%
8/4/2023American International Group Inc.15,255$31K0.0%+85.7%0.005%
7/27/2023Virtu Financial LLC14,230$28K0.0%N/A0.004%
7/24/2023Allspring Global Investments Holdings LLC33,934$68K0.0%+1,822.6%0.010%
7/18/2023Allspring 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%
5/12/2023Deuterium Capital Management LLC18,019$33K0.1%N/A0.006%
5/9/2023Formidable Asset Management LLC467,822$750K0.2%+18.7%0.144%
5/8/2023Praetorian Capital Management LLC367,858$681K0.5%-28.0%0.113%
2/10/2023Rovida Advisors Inc.105,824$178K0.1%-78.1%0.033%
2/7/2023Formidable 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%
11/15/2022Formidable Asset Management LLC411,749$967K0.2%+277.8%0.127%
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11/14/2022Taconic Capital Advisors LP61,637$141K0.0%N/A0.019%
11/8/2022Allianz 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%
11/3/2022Privium Fund Management B.V.23,079$53K0.0%N/A0.007%
11/3/2022Royce & Associates LP1,211,400$2.76M0.0%+473.0%0.380%
10/25/2022Janney Montgomery Scott LLC94,097$215K0.0%N/A0.029%
10/25/2022Raymond James & Associates16,977$39K0.0%N/A0.005%
8/16/2022Formidable Asset Management LLC108,995$392K0.1%-73.0%0.034%
8/16/2022Corton 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%
8/8/2022Phraction 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%
5/5/2022Royce & Associates LP211,400$998K0.0%+13.4%0.066%
5/4/2022Wolverine Asset Management LLC11,459$54K0.0%+252.3%0.004%
5/4/2022Formidable Asset Management LLC402,994$1.90M0.4%+612.1%0.126%
4/26/2022Sciencast Management LP60,342$261K0.1%N/A0.019%
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%
2/7/2022Royce & Associates LP186,400$1.41M0.0%+272.8%0.059%
2/7/2022Formidable Asset Management LLC56,595$404K0.1%-30.6%0.018%
2/3/2022Phraction 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%
11/15/2021Westchester Capital Management LLC94,129$778K0.0%N/A0.029%
11/15/2021Penserra Capital Management LLC5,320$43K0.0%N/A0.002%
11/12/2021Wolverine Asset Management LLC5,496$45K0.0%N/A0.002%
11/12/2021Cohanzick Management LLC22,994$190K0.0%N/A0.007%
11/12/2021Geode Capital Management LLC194,501$1.61M0.0%N/A0.061%
11/12/2021Magnetar Financial LLC104,325$862K0.0%N/A0.033%
11/10/2021Formidable Asset Management LLC81,500$673K0.1%N/A0.026%
11/9/2021BlackRock Inc.50,179$414K0.0%N/A0.016%
11/9/2021Monashee Investment Management LLC300,000$2.48M0.5%N/A0.094%
11/3/2021Kornitzer Capital Management Inc. KS668,243$5.52M0.1%N/A0.209%
11/2/2021Victory Capital Management Inc.37,811$312K0.0%N/A0.012%
8/25/2021Marshall Wace LLP605,163$6.02M0.0%N/A0.190%
5/18/2021RiverPark Advisors LLC417,833$4.14M0.7%N/A0.807%
5/18/2021Corvex Management LP49,386$489K0.0%N/A0.095%
5/18/2021Bluefin Capital Management LLC77,424$766K0.0%-63.0%0.150%
5/18/2021Berkley W R Corp157,732$1.56M0.2%+165.2%0.305%
5/18/2021Black Maple Capital Management LP10,000$99K0.1%N/A0.019%
5/17/2021Vivaldi Asset Management LLC236,682$2.34M0.5%+1,398.0%0.457%
5/17/2021Schonfeld Strategic Advisors LLC45,000$446K0.0%N/A0.087%
5/17/2021Shaolin Capital Management LLC1,050,000$10.40M0.4%+3,010.0%2.029%
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5/17/2021Aristeia Capital LLC750,000$7.43M0.1%-72.6%1.449%
5/17/2021Kohlberg Kravis Roberts & Co. L.P.265,651$2.63M0.0%N/A0.513%
5/17/2021Vivaldi Capital Management LLC11,856$117K0.0%N/A0.023%
5/17/2021CSS LLC IL14,000$139K0.0%-21.6%0.027%
5/17/2021Omni Partners LLP891,015$8.82M0.4%+28.1%1.722%
5/17/2021Woodline Partners LP2,493,236$24.68M0.5%-58.5%4.818%
5/17/2021HBK Investments L P439,971$4.36M0.0%-2.2%0.850%
5/17/2021Maso Capital Partners Ltd300,000$2.97M1.1%N/A0.580%
5/17/2021BlueCrest Capital Management Ltd200,000$1.98M0.0%N/A0.386%
5/17/2021Goldman Sachs Group Inc.436,606$4.32M0.0%+1,019.5%0.844%
(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, 27 institutional investors and hedge funds held shares of MarketWise. The most heavily invested institutionals were Formidable Asset Management LLC ($1.23M), Greenhaven Road Investment Management L.P. ($1.20M), Cannell Capital LLC ($1.20M), Royce & Associates LP ($751K), Praetorian Capital Management LLC ($681K), Renaissance Technologies LLC ($644K), and Geode Capital Management LLC ($547K).Learn more on MKTW's institutional investors.

What percentage of MarketWise stock is owned by institutional investors?

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

Which institutional investors have been buying MarketWise stock?

Of the 21 institutional investors that purchased MarketWise stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cannell Capital LLC ($1.14M), Formidable Asset Management LLC ($312.57K), Williams & Novak LLC ($152.30K), MTM Investment Management LLC ($128.57K), Squarepoint Ops LLC ($113.29K), Dynamic Advisor Solutions LLC ($77.94K), and Penn Mutual Asset Management LLC ($75.96K).

How much institutional buying is happening at MarketWise?

Institutional investors have bought a total of 2,429,935 shares in the last 24 months. This purchase volume represents approximately $4.16M in transactions.

Which MarketWise major shareholders have been selling company stock?

Of the 9 institutional investors that sold MarketWise 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. ($4.10M), Cannell Capital LLC ($395.18K), Rovida Advisors Inc. ($377.90K), Formidable Asset Management LLC ($279.50K), Bank of New York Mellon Corp ($250.56K), Praetorian Capital Management LLC ($142.98K), and Royce & Associates LP ($88.30K).

How much institutional selling is happening at MarketWise?

Institutional investors have sold a total of 5,732,226 shares in the last 24 months. This volume of shares sold represents approximately $10.54M in transactions.


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This page (NASDAQ:MKTW) was last updated on 1/18/2025 by MarketBeat.com Staff
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