MARKETWISE, INC. - Class A Common Stock, par value $0.0001 per share (MKTW) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Class A Common Stock, par value $0.0001 per share
Symbol
MKTW on Nasdaq
Shares outstanding
9,399,219
Price per share
$16.63
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
690,679
Total reported value
$10,374,093
% of total 13F portfolios
0%
Share change
-13,369
Value change
-$234,808
Number of holders
47
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MARKETWISE, INC. - Class A Common Stock, par value $0.0001 per share (MKTW) based on Schedule 13D/G filings

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. 5.2% +10% $1,875,755 -$4,075 124,736 -0.22% BlackRock, Inc. 31 Dec 2025

As of 31 Dec 2025, 47 institutional investors reported holding 690,679 shares of MARKETWISE, INC. - Class A Common Stock, par value $0.0001 per share (MKTW). This represents 7.3% of the company’s total 9,399,219 outstanding shares.

Institutional Holders of MARKETWISE, INC. - Class A Common Stock, par value $0.0001 per share (MKTW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 690,679 $10,374,093 -$234,808 $15.02 47
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