Latest Period
Q1 2026
Security Snapshot
MARKETWISE, INC. - Class A Stock (MKTW) Institutional Ownership
CUSIP: 57064P206
13F Institutional Holders and Ownership History from Q1 2025 to Q2 2026
Institutions Reporting
52
Shares (Excl. Options)
816,498
Price
$18.72
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- Security type / class
- Equity / Class A Stock
- Symbol
- MKTW on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 816,498
- Total 13F value
- $15,287,503
- Portfolio coverage rank
- 0.01%
- Share change
- -11,569
- Value change
- -$140,814
- Number of holders
- 52
- Shares outstanding
- 2,650,291
- SEC-reported price per share
- $17.84
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MKTW - MARKETWISE, INC. - Class A Stock is tracked under CUSIP 57064P206.
- 52 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 52 to 10 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $15,287,503 to $1,934,990.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 52 institutions filings for Q1 2026.
Security key
57064P206
Latest holder period
Q1 2026
13F holders
52
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
MKTW full holder history
MARKETWISE, INC. SEC filings
MARKETWISE, INC. company facts
MARKETWISE, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 57064P206:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
MKTW
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Monument & Cathedral Holdings, LLC | 74% | +3.6% | $104,893,972 | 6,983,620 | 0% | Monument & Cathedral Holdings, LLC | 17 Feb 2026 | |
| BARCLAYS PLC | 5.6% | $2,948,057 | 148,961 | Barclays PLC | 30 Jun 2025 | |||
| BlackRock, Inc. | 5.5% | +6% | $2,600,626 | +$375,198 | 145,766 | +17% | BlackRock, Inc. | 30 Jun 2026 |
As of 31 Mar 2026, 52 institutional investors reported holding 816,498 shares of MARKETWISE, INC. - Class A Stock (MKTW). This represents 31% of the company’s total 2,650,291 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
31%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BARCLAYS PLC | 5.7% | 151,800 | -0.54% | 0% | $2,841,696 |
| BASS SID R | 5.1% | 135,116 | +0.09% | 100% | $2,529,371 |
| BlackRock, Inc. | 4.6% | 122,025 | -2.3% | 0% | $2,284,308 |
| Phraction Management LLC | 3.7% | 98,316 | -12% | 0.48% | $1,840,476 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4% | 63,948 | 0% | 0% | $1,197,107 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 49,242 | -0.53% | 0% | $921,876 |
| STATE STREET CORP | 1% | 27,767 | -3.4% | 0% | $519,798 |
| RENAISSANCE TECHNOLOGIES LLC | 1% | 27,174 | +37% | 0% | $508,697 |
| ROYCE & ASSOCIATES LP | 0.94% | 25,000 | 0% | 0% | $468,000 |
| MTM Investment Management, LLC | 0.72% | 19,204 | +1.9% | 0.11% | $359,507 |
| Formidable Asset Management, LLC | 0.57% | 14,999 | 0% | 0.04% | $280,781 |
| AQR CAPITAL MANAGEMENT LLC | 0.52% | 13,697 | 0% | $256,402 | |
| NORTHERN TRUST CORP | 0.5% | 13,211 | +4.1% | 0% | $247,310 |
| VANGUARD FIDUCIARY TRUST CO | 0.46% | 12,070 | 0% | 0% | $225,950 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.38% | 9,954 | 0% | 0% | $186,339 |
| DEUTSCHE BANK AG\ | 0.28% | 7,419 | +128% | 0% | $138,884 |
| FMR LLC | 0.12% | 3,245 | -6.5% | 0% | $60,746 |
| Russell Investments Group, Ltd. | 0.11% | 2,787 | +36% | 0% | $52,165 |
| RHUMBLINE ADVISERS | 0.1% | 2,779 | +0.29% | 0% | $52,016 |
| UBS Group AG | 0.1% | 2,722 | +722% | 0% | $50,956 |
| MORGAN STANLEY | 0.1% | 2,667 | -40% | 0% | $49,926 |
| JONES FINANCIAL COMPANIES LLLP | 0.07% | 1,836 | 0% | $35,123 | |
| JPMORGAN CHASE & CO | 0.05% | 1,418 | -39% | 0% | $27,566 |
| Tower Research Capital LLC (TRC) | 0.04% | 1,085 | +317% | 0% | $20,311 |
| CWM, LLC | 0.04% | 1,078 | +41% | 0% | $20,180 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q1 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 108,203 | $1,934,990 | -$104,938 | $17.84 | 10 |
| 2026 Q1 | 816,498 | $15,287,503 | -$140,814 | $18.72 | 52 |
| 2025 Q4 | 825,695 | $12,402,033 | +$1,792,817 | $15.02 | 49 |
| 2025 Q3 | 703,924 | $11,634,831 | +$169,096 | $16.53 | 46 |
| 2025 Q2 | 691,510 | $13,680,157 | +$13,653,329 | $19.79 | 41 |
| 2025 Q1 | 16,714 | $8,334 | +$8,334 | $0.49 | 3 |