AI summary pending
View Full Filing (SEC EDGAR)Marketwise Inc
$18.000%
+$1.8M
Net Activity
+7.87% total shares
Institutions Holding
52
Popularity Rank
#6067
Avg Weight
1.93%
Total Value
$15.7M
Market Cap
$43.8M
52 institutions currently hold MKTW, with 34 net buyers and 18 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
18
Net Buying Institutions
34
Top 5 by Value
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Across its top 20 institutional holders, MKTW's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 26/100).
MKTW ranks #6067 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
MKTW is a top-conviction position for Bass Sid R — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in MKTW belongs to Barclays PLC, but the position matters far more to Bass Sid R, who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
BlackRock has added to its MKTW position for two straight quarters, increasing it by $727.5K to reach $2.6M today.
JPMorgan has trimmed its MKTW position for two straight quarters, cutting it by $16.5K while still holding $18.3K.
MKTW is down 0% today, but institutions show net buying of $1.8M this quarter — a divergence between today's price move and the underlying institutional flow.
MKTW posted net income of $2.2M over the trailing twelve months, and currently trades at a P/E of 19.7.
+$2.0M
Total Buy Value
$821.4K
Total Sell Value
34
Net Buyers
18
Net Sellers
MKTW
Q2 2026
Top 5 Institutional Movers
-$468.0K
+$319.5K
+$316.0K
+$215.7K
-$193.6K
MKTW does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Kelly Jared M | 13G/A | 2026-08-17 | 4.7% |
3
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)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)57064P206
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,062
Total reported value
$377.6B
Held by 4062 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,141
Total reported value
$2.9T
Held by 6141 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Access MKTW's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MKTWCLI
npx alphasmo stocks get MKTWFull API & MCP documentation →