MKTW

Marketwise INC

+$2.9M

Net Activity

Institutions Holding

52

Popularity Rank

#5890

Avg Weight

1.93%

Total Value

$15.3M

Ownership Trend

52 institutions currently hold MKTW, with 23 net buyers and 20 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

20

Net Buying Institutions

23

Key Holders

Key Holders

Top 5 by Value

BP
Barclays PLC
$2.8M
BS
Bass Sid R
$2.5M
BI
BlackRock, Inc.
$2.3M
PM
Phraction Management LLC
$1.8M
VC
Vanguard Capital Management LLC
$1.2M

Top 5 by Conviction

BS
Bass Sid R
100.00%
PM
Phraction Management LLC
0.38%
MI
MTM Investment Management, LLC
0.11%
FA
Formidable Asset Management, LLC
0.04%
BP
Barclays PLC
0.00%
View all 52 holding institutions

Quarterly Activity

Recent Activity

+$4.3M

Total Buy Value

$7.6M

Total Sell Value

New buy6
Trim14
Add17
Sold out6

23

Net Buyers

20

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-10
2026-07-10

On July 9, 2026, MarketWise, Inc. issued a press release announcing preliminary unaudited financial and operational results for the second quarter of 2026. The release is attached as Exhibit 99.1 to this 8-K filing.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding MARKETWISE INC (MKTW)?
Major stakeholders currently include Barclays PLC ($2.8M), Bass Sid R ($2.5M), BlackRock, Inc. ($2.3M). Based on the latest 13F filings, there are a total of 52 tracked investment funds and institutions maintaining positions in MKTW.
What is the overall institutional sentiment toward MKTW recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.9M, driven by 23 managers accumulating shares while 20 reduced their exposure.
Which institutions have been selling or reducing their MKTW positions?
In the latest period, 14 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $7.6M.
Are there any notable investors adding MKTW to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 17 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.3M.

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