Comparable stake leader
Monument & Cathedral Holdings, LLC
SEC ownership of MARKETWISE, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001805651.
Disclosed value leader
Monument & Cathedral Holdings, LLC
Comparable rows
50/50
Latest evidence
01 Jul 2026
- Public ticker
- MKTW on Nasdaq
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Monument & Cathedral Holdings, LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Monument & Cathedral Holdings, LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
01 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001805651
- Issuer location
- Baltimore, MD
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of MARKETWISE, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Monument & Cathedral Hold...
Disclosed value leader
Monument & Cathedral Hold...
Comparable rows
50/50
Latest evidence
01 Jul 2026
3/4/5
13D/G
13F
Lead comparable stake: 74%
13D/G row: Monument & Cathedral Holdings, LLC
Showing 1-8 of 50 holder rows.
Quick read
Monument & Cathedral Holdings, LLC leads the comparable SEC ownership view at 74%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Monument & Cathedral Holdings, LLC's linked filing trail.
Comparable ownership
Top 5
Monument & Cathedral Holdings, LLC
74%
Frank Porter Stansberry
58%
BARCLAYS PLC
5.6%
BlackRock, Inc.
5.5%
Pinkney Partners, L.P.
5.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Monument & Cathedral Holdings, LLC |
3/4/5
13D/G
10%+ Owner
|
74%
from 13D/G
|
$453,175,512
240,411,412 shares
mixed-class rows
|
— | 31 Aug 2023 |
| Frank Porter Stansberry |
3/4/5
13D/G
Director, 10%+ Owner
|
58%
from 13D/G
|
$6,982,840
373,015 shares
|
+$2,698,948 | 04 Jun 2026 |
| BARCLAYS PLC |
13D/G
13F
Company
|
5.6%
|
$2,948,057
148,961 shares
|
$0 | 30 Jun 2025 |
| BlackRock, Inc. |
13F
13D/G
Company
|
5.5%
from 13D/G
|
$2,603,784
145,952 shares
|
— | 30 Jun 2026 |
| Pinkney Partners, L.P. |
13D/G
|
5.5%
|
$68,850
135,000 shares
|
$0 | 03 Nov 2025 |
| Kelly Jared M. |
13D/G
|
4.7%
|
$70,542
138,317 shares
|
$0 | 07 Apr 2026 |
| Dale Lynch Robert |
3/4/5
13D/G
Chief Financial Officer · Robert D. Lynch
|
3.9%
from 13D/G
|
$449,270
154,750 shares
|
— | 30 Sep 2021 |
| Erik Mickels |
3/4/5
Chief Finacial Officer
|
2.8%
|
$1,437,241
75,091 shares
|
-$453,210 | 01 Jul 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$2,169,083.
Buys
$2,698,948
Insiders: 1
Sells
$529,866
Insiders: 3
Net
+$2,169,083
Shares: +121,504
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 155,482
Shares: 33,978
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 7,978 | $0 | $152,699 | -$152,699 |
| 3-6 | 115,109 | 0 | $2,106,662 | $0 | +$2,106,662 |
| 6-9 | 40,373 | 26,000 | $592,286 | $377,167 | +$215,119 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 31 reporting-owner rows connected to MARKETWISE, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
31
Largest Forms 3/4/5 holder
Monument & Cathedral Holdings, LLC
Net 12M change
+$2,169,082
Latest report
01 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Monument & Cathedral Holdings, LLC | 10%+ Owner | $453,175,512 | Mixed | 31 Aug 2023 | ||
| Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two | 10%+ Owner | $309,315,902 | Mixed | 31 Aug 2023 | ||
| Mark Patrick Arnold | 10%+ Owner | $70,222,753 | Mixed | 31 Dec 2023 | ||
| Ascendant Sponsor LP | 10%+ Owner | $8,857,663 | Mixed | 31 Dec 2021 | ||
| Riaan Hodgson | Director | $7,931,040 | Mixed | 30 Jun 2023 | ||
| Mark Gerhard | Director | $7,817,687 | Mixed | 30 Jun 2023 | ||
| Frank Porter Stansberry | Director, 10%+ Owner | $6,982,840 | +$2,698,948 | +63% | Mixed | 04 Jun 2026 |
| Greenhaven Road Investment Management, L.P. | 10%+ Owner | $6,787,297 | Filing P/S | 17 May 2024 | ||
| Erik Mickels | Chief Finacial Officer | $1,437,241 | -$453,210 | -24% | Filing P/S | 01 Jul 2026 |
| Cynthia Suzanne Cherry | Chief Human Resources Officer | $1,092,895 | Mixed | 21 Jul 2023 | ||
| Gary Daniel Anderson | General Counsel | $1,080,153 | Mixed | 21 Jul 2023 | ||
| Marco Galsim | Chief Information Officer | $755,934 | -$63,047 | -7.7% | Filing P/S | 01 Jul 2026 |
| David Eifrig | Chief Executive Officer, Director | $650,972 | Mixed | 16 Sep 2025 | ||
| Glenn H. Tongue | Director | $551,022 | Mixed | 04 Jun 2026 | ||
| James Andrew McGinness III | Acting Chief Financial Officer | $548,629 | Mixed | 16 Dec 2022 | ||
| Charles N. Curlett Jr. | Chief Operating Officer | $546,033 | Mixed | 01 Jul 2024 | ||
| Simmons van D. | Director | $480,823 | Mixed | 04 Jun 2026 | ||
| Dale Lynch Robert | Chief Financial Officer | $449,270 | Mixed | 30 Sep 2021 | ||
| Matthew Joseph Turner | Director | $442,334 | Mixed | 04 Jun 2026 | ||
| Matthew Tate Smith | Director | $420,919 | Mixed | 04 Jun 2026 |
Recent insider transactions for MARKETWISE, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Marco Galsim | MKTW | Class A Common Stock | Sale | -7.7% | $63,047 | $19.14 | -3,294 | 39,495 | 01 Jul 2026 | Direct |
| Scott D. Forney | MKTW | Class A Common Stock | Sale | -3.21% | $13,609 | $19.14 | -711 | 21,459 | 01 Jul 2026 | Direct |
| Erik Mickels | MKTW | Class A Common Stock | Sale | -5.03% | $76,043 | $19.14 | -3,973 | 75,091 | 01 Jul 2026 | Direct |
| Simmons van D. | MKTW | Class A Common Stock | Award | 41.4% | 7,525 | 25,685 | 04 Jun 2026 | Direct | ||
| Matthew Tate Smith | MKTW | Class A Common Stock | Award | 50.3% | 7,525 | 22,485 | 04 Jun 2026 | Direct | ||
| Matthew Joseph Turner | MKTW | Class A Common Stock | Award | 52.4% | 8,127 | 23,629 | 04 Jun 2026 | Direct | ||
| Frank Porter Stansberry | MKTW | Class A Common Stock | Award | 2.06% | 7,525 | 373,015 | 04 Jun 2026 | Direct | ||
| Glenn H. Tongue | MKTW | Class A Common Stock | Award | 40.4% | 8,127 | 28,234 | 04 Jun 2026 | Direct | ||
| Frank Porter Stansberry | MKTW | Class A Common Stock | Purchase | 2.81% | $178,800 | $17.88 | 10,000 | 365,490 | 22 May 2026 | Direct |
| Frank Porter Stansberry | MKTW | Class A Common Stock | Purchase | 5.99% | $345,921 | $17.21 | 20,100 | 355,490 | 20 May 2026 | Direct |
| Frank Porter Stansberry | MKTW | Class A Common Stock | Purchase | 1.09% | $59,776 | $16.50 | 3,623 | 335,390 | 18 May 2026 | Direct |
| Frank Porter Stansberry | MKTW | Class A Common Stock | Purchase | $184 | $16.71 | 11 | 331,767 | 15 May 2026 | Direct | |
| Frank Porter Stansberry | MKTW | Class A Common Stock | Purchase | 6.42% | $362,400 | $18.12 | 20,000 | 331,756 | 14 May 2026 | Direct |
| Frank Porter Stansberry | MKTW | Class A Common Stock | Purchase | 3.31% | $185,000 | $18.50 | 10,000 | 311,756 | 12 May 2026 | Direct |
| Frank Porter Stansberry | MKTW | Class A Common Stock | Purchase | 3.43% | $188,900 | $18.89 | 10,000 | 301,756 | 11 May 2026 | Direct |
| Frank Porter Stansberry | MKTW | Class A Common Stock | Purchase | 16.5% | $785,682 | $18.99 | 41,375 | 291,756 | 08 May 2026 | Direct |
| Marco Galsim | MKTW | Class A Common Stock | Award | 30.9% | 10,000 | 42,379 | 05 May 2026 | Direct | ||
| Erik Mickels | MKTW | Class A Common Stock | Sale | -7.05% | $88,200 | $14.70 | -6,000 | 79,064 | 23 Mar 2026 | Direct |
| Frank Porter Stansberry | MKTW | Class A Common Stock | Purchase | 7.41% | $262,375 | $15.19 | 17,270 | 250,381 | 20 Mar 2026 | Direct |
| Frank Porter Stansberry | MKTW | Class A Common Stock | Purchase | 11% | $329,911 | $14.28 | 23,103 | 233,111 | 19 Mar 2026 | Direct |
| Erik Mickels | MKTW | Class A Common Stock | Sale | -3.77% | $46,109 | $13.83 | -3,334 | 85,064 | 19 Mar 2026 | Direct |
| Erik Mickels | MKTW | Class A Common Stock | Sale | -7.01% | $93,991 | $14.10 | -6,666 | 88,398 | 18 Mar 2026 | Direct |
| Scott D. Forney | MKTW | Class A Common Stock | Tax liability | -3.64% | -805 | 21,291 | 13 Mar 2026 | Direct | ||
| Scott D. Forney | MKTW | Class A Common Stock | Award | 9.95% | 2,000 | 22,096 | 13 Mar 2026 | Direct | ||
| Erik Mickels | MKTW | Class A Common Stock | Tax liability | -5.27% | -5,284 | 95,064 | 13 Mar 2026 | Direct | ||
| Erik Mickels | MKTW | Class A Common Stock | Award | 77.8% | 43,911 | 100,348 | 13 Mar 2026 | Direct | ||
| Steven Andrew Kaufman | MKTW | Class A Common Stock | Tax liability | -3.95% | -350 | 8,500 | 13 Mar 2026 | Direct | ||
| Marco Galsim | MKTW | Class A Common Stock | Tax liability | -6.6% | -2,288 | 32,379 | 13 Mar 2026 | Direct | ||
| Erik Mickels | MKTW | Class A Common Stock | Sale | -10.6% | $98,190 | $14.73 | -6,666 | 56,437 | 11 Mar 2026 | Direct |
| Erik Mickels | MKTW | Class A Common Stock | Sale | -5.02% | $50,677 | $15.20 | -3,334 | 63,103 | 10 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.