13F reference period
Q2 2026
Security Snapshot
MARKETWISE, INC. - Class A Stock (MKTW) Institutional Ownership
CUSIP: 57064P206
13F Institutional Holders and Ownership History from Q1 2025 to Q3 2026
Institutions Reporting
50
Shares (Excl. Options)
879.3K
Full value: 879,296 · shares · 30 Jun 2026Price
$17.84
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Class A Stock
- Symbol
- MKTW on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 879,296
- Total 13F value
- $15,689,801
- Portfolio coverage rank
- 0.01%
- Share change
- +64,450
- Value change
- +$1,116,947
- Number of holders
- 50
- Shares outstanding
- 2,650,291
- SEC-reported price per share
- $19.79
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
Filing notes and source
Key facts
- MKTW - MARKETWISE, INC. - Class A Stock is tracked under CUSIP 57064P206.
- 50 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 52 to 50 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$15.29M
Full value: $15,287,503 · USD · 31 Mar 2026.$15.69M
Full value: $15,689,801 · USD · 30 Jun 2026
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 50 institutions filings for Q2 2026.
Security key
57064P206
13F reference period
Q2 2026
13F holders
50
13D/G owners
3
CIK / CUSIP context first
Open Q2 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 30 Jun 2026,
50
institutional investors reported holding
shares of
MARKETWISE, INC. - Class A Stock (MKTW).
This represents
33%
of the company’s total
outstanding shares.
879.3K
Full value: 879,296 · shares · 30 Jun 20262.65M
Full value: 2,650,291 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
33%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BARCLAYS PLC | 5.8% | 152,675 | +0.58% | 0% | $2,723,722 |
| BlackRock, Inc. | 5.5% | 145,952 | +20% | 0% | $2,603,784 |
| BASS SID R | 5.5% | 145,524 | +7.7% | 100% | $2,596,148 |
| Phraction Management LLC | 3.5% | 92,316 | -6.1% | 0.4% | $1,646,917 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4% | 63,973 | +0.04% | 0% | $1,141,278 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 55,625 | +13% | 0% | $992,416 |
| STATE STREET CORP | 1.2% | 32,943 | +19% | 0% | $587,703 |
| AQR CAPITAL MANAGEMENT LLC | 1.2% | 32,085 | +134% | 0% | $572,399 |
| RENAISSANCE TECHNOLOGIES LLC | 0.97% | 25,799 | -5.1% | 0% | $460,254 |
| MTM Investment Management, LLC | 0.9% | 23,735 | +24% | 0.12% | $423,427 |
| NORTHERN TRUST CORP | 0.6% | 15,928 | +21% | 0% | $284,155 |
| Formidable Asset Management, LLC | 0.57% | 14,999 | 0% | 0.04% | $272,232 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.55% | 14,496 | +46% | 0% | $258,609 |
| VANGUARD FIDUCIARY TRUST CO | 0.47% | 12,393 | +2.7% | 0% | $221,091 |
| Vident Advisory, LLC | 0.46% | 12,090 | 0% | $215,686 | |
| Copeland Capital Management, LLC | 0.28% | 7,545 | 0% | $134,602 | |
| Russell Investments Group, Ltd. | 0.28% | 7,370 | +164% | 0% | $131,479 |
| MORGAN STANLEY | 0.16% | 4,346 | +63% | 0% | $77,533 |
| FMR LLC | 0.12% | 3,267 | +0.68% | 0% | $58,283 |
| UBS Group AG | 0.1% | 2,718 | -0.15% | 0% | $48,489 |
| RHUMBLINE ADVISERS | 0.07% | 1,847 | -34% | 0% | $32,944 |
| WELLS FARGO & COMPANY/MN | 0.07% | 1,839 | +183% | 0% | $32,808 |
| ROYAL BANK OF CANADA | 0.05% | 1,428 | +337% | 0% | $25,000 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 1,400 | 0% | $24,000 | |
| JPMORGAN CHASE & CO | 0.04% | 1,039 | -27% | 0% | $18,296 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Headline period
Q2 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 83,096 | $1,644,039 | -$343,255 | $19.79 | 14 |
| 2026 Q2 | 879,296 | $15,689,801 | +$1,116,947 | $17.84 | 50 |
| 2026 Q1 | 816,498 | $15,287,503 | -$143,518 | $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 |