Security key
57064P107
- Type / Class
- Equity / Class A Stock
- Shares outstanding
- 2,451,529
- Total 13F shares
- 191,559
- Share change
- -11,223,225
- Total reported value
- $94,554
- Price per share
- $0.49
- Number of holders
- 1
- Value change
- -$5,525,606
- Number of sells
- 56
Report period
Q2 2025
Institutions
1
Top holders
1
MKTW full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
MARKETWISE, INC. SEC filings
MARKETWISE, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 57064P107
Recent filing periods:
Top shareholders of MKTW - MARKETWISE, INC. - Class A Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BARCLAYS PLC |
13D/G
13F
|
Company |
5.6%
|
148,961
|
$2,948,057 | $0 | 30 Jun 2025 | |
| Dale Lynch Robert |
3/4/5
13D/G
|
Chief Financial Officer · Robert D. Lynch |
3.9%
from 13D/G
|
154,750
|
$449,270 | — | 30 Sep 2021 | |
| Glenn H. Tongue |
3/4/5
|
Director |
0.87%
|
21,308
|
$10,866 | — | 12 Jun 2025 | |
| Simmons van D. |
3/4/5
|
Director |
0.74%
|
18,160
|
$9,261 | — | 12 Jun 2025 | |
| Matthew Joseph Turner |
3/4/5
|
Director |
0.63%
|
15,502
|
$7,906 | — | 12 Jun 2025 | |
| Matthew Tate Smith |
3/4/5
|
Director |
0.61%
|
14,960
|
$7,629 | — | 12 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
110%
|
2,689,777
|
$1,327,674 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
59%
|
1,448,684
|
$715,651 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
38%
|
924,317
|
$456,286 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
22%
|
531,352
|
$262,275 | — | 31 Mar 2025 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
20%
|
500,000
|
$246,800 | — | 31 Mar 2025 | |
| Formidable Asset Management, LLC |
13F
|
Company |
20%
|
491,558
|
$242,634 | — | 31 Mar 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
15%
|
356,800
|
$176,116 | — | 31 Mar 2025 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
14%
|
348,130
|
$172,000 | — | 31 Mar 2025 | |
| MTM Investment Management, LLC |
13F
|
Company |
11%
|
280,250
|
$141,582 | — | 31 Mar 2025 | |
| Williams & Novak, LLC |
13F
|
Company |
11%
|
275,340
|
$139,047 | — | 31 Mar 2025 | |
| Phraction Management LLC |
13F
|
Company |
11%
|
275,081
|
$135,780 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
11%
|
268,090
|
$132,329 | — | 31 Mar 2025 | |
| SkyView Investment Advisors, LLC |
13F
|
Company |
8.1%
|
199,204
|
$98,000 | — | 31 Mar 2025 | |
| Allianz Asset Management GmbH |
13F
|
Company |
6.1%
|
150,000
|
$51,828 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
5%
|
122,784
|
$60,607 | — | 31 Mar 2025 | |
| XTX Topco Ltd |
13F
|
Company |
5%
|
122,184
|
$60,310 | — | 31 Mar 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
5%
|
121,661
|
$60,052 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
4%
|
97,783
|
$48,266 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
3.7%
|
91,076
|
$44,955 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
3.3%
|
80,141
|
$39,557 | — | 31 Mar 2025 | |
| Militia Capital Partners, LP |
13F
|
Company |
2.9%
|
71,616
|
$35,350 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
2.8%
|
68,279
|
$33,703 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
2.6%
|
64,714
|
$31,969 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2.6%
|
63,258
|
$31,224 | — | 31 Mar 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
2.2%
|
53,118
|
$26,219 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
1.9%
|
45,943
|
$22,677 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
1.7%
|
42,753
|
$21,103 | — | 31 Mar 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
1.7%
|
42,715
|
$21,093 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
1.2%
|
28,967
|
$14,298 | — | 31 Mar 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.1%
|
27,350
|
$13,500 | — | 31 Mar 2025 | |
| SG Americas Securities, LLC |
13F
|
Company |
0.97%
|
23,740
|
$12,000 | — | 31 Mar 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.95%
|
23,173
|
$11,438 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.94%
|
23,130
|
$11,417 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.84%
|
20,566
|
$10,139 | — | 31 Mar 2025 | |
| Corebridge Financial, Inc. |
13F
|
Company |
0.79%
|
19,430
|
$9,591 | — | 31 Mar 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.76%
|
18,673
|
$9,217 | — | 31 Mar 2025 | |
| SIMPLEX TRADING, LLC |
13F
|
Company |
0.75%
|
18,340
|
$9,000 | — | 31 Mar 2025 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.61%
|
14,949
|
$7,379 | — | 31 Mar 2025 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0.6%
|
14,688
|
$7,250 | — | 31 Mar 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.59%
|
14,411
|
$7,280 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.58%
|
14,106
|
$6,963 | — | 31 Mar 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.52%
|
12,736
|
$6,286 | — | 31 Mar 2025 | |
| Aaron Wealth Advisors LLC |
13F
|
Company |
0.49%
|
12,114
|
$5,979 | — | 31 Mar 2025 | |
| Abel Hall, LLC |
13F
|
Company |
0.44%
|
10,678
|
$5,271 | — | 31 Mar 2025 |
Institutional Holders of MARKETWISE, INC. - Class A Stock (MKTW) as of Q2 2025
As of 30 Jun 2025,
MARKETWISE, INC. - Class A Stock (MKTW) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
191,559 shares.
The largest 1 holders included
Formidable Asset Management, LLC.
This page lists
1
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
56
Q2 2025 holders
1
Holder diff
-55
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.