MARKETWISE, INC. - Class A Stock (MKTW) Institutional Ownership

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

Type / Class
Equity / Class A Stock
Symbol
MKTW on Nasdaq
Shares outstanding
2,398,769
Price per share
$15.04
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
703,924
Total reported value
$11,634,831
% of total 13F portfolios
0%
Share change
+12,218
Value change
+$168,095
Number of holders
46
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MARKETWISE, INC. - Class A Stock (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 72% $115,439,239 6,983,620 Monument & Cathedral Holdings, LLC 28 Oct 2025
BARCLAYS PLC 5.6% $2,948,102 148,961 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 30 Sep 2025, 46 institutional investors reported holding 703,924 shares of MARKETWISE, INC. - Class A Stock (MKTW). This represents 29% of the company’s total 2,398,769 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MARKETWISE, INC. - Class A Stock (MKTW) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BARCLAYS PLC 5.9% 142,670 -4.3% 0% $2,358,335
BlackRock, Inc. 5.1% 122,545 -2% 0% $2,025,667
Phraction Management LLC 4.7% 112,070 0% 0.53% $1,852,517
VANGUARD GROUP INC 3.5% 83,627 +14% 0% $1,382,355
GEODE CAPITAL MANAGEMENT, LLC 2.1% 50,745 +2.6% 0% $838,872
STATE STREET CORP 1.1% 27,323 -0.18% 0% $451,649
ROYCE & ASSOCIATES LP 1% 25,000 0% 0% $413,250
MTM Investment Management, LLC 0.91% 21,713 0.11% $358,919
RENAISSANCE TECHNOLOGIES LLC 0.79% 18,999 +2.7% 0% $314,053
GSA CAPITAL PARTNERS LLP 0.65% 15,580 -11% 0.02% $258,000
Formidable Asset Management, LLC 0.63% 14,999 0% 0.04% $247,933
NORTHERN TRUST CORP 0.52% 12,371 -11% 0% $204,493
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.48% 11,571 0% $191,269
AQR CAPITAL MANAGEMENT LLC 0.46% 10,965 -2.9% 0% $181,256
UBS Group AG 0.27% 6,516 +48% 0% $107,709
MORGAN STANLEY 0.17% 4,016 -37% 0% $66,385
DEUTSCHE BANK AG\ 0.14% 3,260 0% 0% $53,888
RHUMBLINE ADVISERS 0.13% 3,157 +18% 0% $52,179
FMR LLC 0.13% 3,038 -2.8% 0% $50,218
JPMORGAN CHASE & CO 0.12% 2,956 +15% 0% $48,863
BANK OF AMERICA CORP /DE/ 0.08% 1,890 -27% 0% $31,241
WELLS FARGO & COMPANY/MN 0.06% 1,442 +3% 0% $23,836
Russell Investments Group, Ltd. 0.05% 1,274 -9.5% 0% $21,059
Tower Research Capital LLC (TRC) 0.05% 1,109 -47% 0% $18,332
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% 952 0% $15,737

Institutional Holders of MARKETWISE, INC. - Class A Stock (MKTW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 15,229 $228,781 -$151 $15.04 4
2025 Q3 703,924 $11,634,831 +$168,095 $16.53 46
2025 Q2 691,539 $13,681,157 +$13,654,333 $19.79 42
2025 Q1 16,714 $8,334 +$8,333 $0.49 3