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MarketWise (MKTW) Institutional Ownership

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$19.95 +0.22 (+1.09%)
As of 07/3/2025 01:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for MarketWise (NASDAQ:MKTW)

Current
Institutional Ownership
Percentage
23.04%
Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$37.16M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$45.98M
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MKTW Institutional Buying and Selling by Quarter

MarketWise Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.63,258$31K0.0%-57.0%0.390%
6/10/2025Militia Capital Partners LP71,616$35K0.0%N/A0.441%
6/6/2025Militia Capital Partners LP71,616$35K0.0%N/A0.441%
5/16/2025Goldman Sachs Group Inc.63,258$31K0.0%-57.0%0.390%
5/16/2025AQR Capital Management LLC121,661$60K0.0%+300.5%0.750%
5/8/2025XTX Topco Ltd122,184$60K0.0%+172.4%0.753%
5/5/2025Formidable Asset Management LLC491,558$243K0.0%-3.7%3.030%
5/1/2025MTM Investment Management LLC280,250$142K0.1%+50.5%1.727%
4/29/2025Bank of New York Mellon Corp122,784$61K0.0%-1.0%0.757%
4/28/2025Phraction Management LLC275,081$136K0.0%N/A1.695%
2/19/2025Formidable Asset Management LLC510,558$290K0.0%-9.8%0.157%
2/17/2025Eschler Asset Management LLP110,851$63K0.1%N/A0.034%
2/17/2025BNP Paribas Financial Markets55,079$31K0.0%N/A0.017%
2/14/2025Jane Street Group LLC85,005$48K0.0%+257.9%0.026%
2/14/2025Two Sigma Securities LLC47,254$27K0.0%N/A0.015%
2/14/2025Greenhaven Road Investment Management L.P.688,665$391K0.1%-80.5%0.212%
2/13/2025XTX Topco Ltd44,849$25K0.0%N/A0.014%
2/13/2025Barclays PLC959,477$545K0.0%+1,756.2%0.296%
2/13/2025Renaissance Technologies LLC351,400$199K0.0%-28.5%0.108%
2/12/2025Geode Capital Management LLC841,542$478K0.0%+2.8%0.259%
2/12/2025JPMorgan Chase & Co.147,228$84K0.0%+108.0%0.045%
2/10/2025Royce & Associates LP500,000$284K0.0%-55.5%0.154%
2/4/2025Bank of New York Mellon Corp124,007$70K0.0%-21.2%0.038%
1/29/2025MTM Investment Management LLC186,263$106K0.0%+42.8%0.057%
1/23/2025Williams & Novak LLC287,500$163K0.2%+88.8%0.089%
12/26/2024JPMorgan Chase & Co.70,768$47K0.0%+118.4%0.022%
11/19/2024Barclays PLC51,689$34K0.0%+260.4%0.016%
11/16/2024Geode Capital Management LLC818,814$547K0.0%+4.1%0.259%
11/15/2024Barclays PLC51,689$34K0.0%+260.4%0.016%
11/6/2024Phraction Management LLC167,187$112K0.0%-33.1%0.053%
11/6/2024Royce & Associates LP1,123,100$751K0.0%-7.3%0.355%
10/8/2024Williams & Novak LLC152,300$102K0.1%+95.4%0.046%
8/14/2024Squarepoint Ops LLC125,174$145K0.0%+953.6%0.038%
8/9/2024Renaissance Technologies LLC555,400$644K0.0%+11.9%0.169%
7/26/2024MTM Investment Management LLC128,570$149K0.1%+414.3%0.039%
7/26/2024Bank of New York Mellon Corp178,261$207K0.0%+6.6%0.054%
7/15/2024Dynamic Advisor Solutions LLC77,940$90K0.0%N/A0.024%
7/12/2024Williams & Novak LLC77,940$90K0.1%N/A0.024%
5/10/2024Fiducient Advisors LLC50,000$86K0.0%N/A0.015%
4/25/2024MTM Investment Management LLC25,000$43K0.0%N/A0.008%
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3/25/2024Quadrature Capital Ltd16,624$46K0.0%N/A0.005%
2/15/2024Greenhaven Road Investment Management L.P.4,396,616$1.20M0.5%-3.4%1.343%
2/14/2024Penn Mutual Asset Management LLC75,960$207K0.2%N/A0.023%
2/7/2024Formidable Asset Management LLC451,823$1.23M0.3%-36.7%0.138%
1/26/2024 Harbor Investment Advisory LLC13,000$35K0.0%N/A0.004%
1/12/2024SG Americas Securities LLC18,499$51K0.0%+30.2%0.006%
1/12/2024Heron Bay Capital Management23,978$65K0.0%N/A0.007%
11/22/2023Cannell Capital LLC747,079$1.20M0.3%-34.6%0.228%
11/9/2023Formidable Asset Management LLC713,822$1.14M0.2%+50.3%0.218%
10/24/2023Bank of New York Mellon Corp171,744$275K0.0%-59.3%0.052%
8/15/2023Cannell Capital LLC1,142,263$2.29M0.5%N/A0.350%
8/15/2023Castle Creek Arbitrage LLC38,375$77K0.0%-31.9%0.012%
8/4/2023American International Group Inc.15,255$31K0.0%+85.7%0.005%
7/27/2023Virtu Financial LLC14,230$28K0.0%N/A0.004%
7/24/2023Allspring Global Investments Holdings LLC33,934$68K0.0%+1,822.6%0.010%
7/18/2023Allspring Global Investments Holdings LLC33,934$68K0.0%+1,822.6%0.010%
5/16/2023Greenhaven Road Investment Management L.P.412,577$732K0.4%-90.5%0.127%
5/12/2023Deuterium Capital Management LLC18,019$33K0.1%N/A0.006%
5/9/2023Formidable Asset Management LLC467,822$750K0.2%+18.7%0.144%
5/8/2023Praetorian Capital Management LLC367,858$681K0.5%-28.0%0.113%
2/10/2023Rovida Advisors Inc.105,824$178K0.1%-78.1%0.033%
2/7/2023Formidable Asset Management LLC394,249$656K0.1%-4.3%0.121%
11/16/2022Greenhaven Road Investment Management L.P.4,355,844$9.93M6.0%+74.2%1.340%
11/15/2022Eschler Asset Management LLP110,851$253K0.6%+6.1%0.034%
11/15/2022Formidable Asset Management LLC411,749$967K0.2%+277.8%0.127%
11/14/2022Taconic Capital Advisors LP61,637$141K0.0%N/A0.019%
11/8/2022Allianz Asset Management GmbH150,000$258K0.0%-70.0%0.047%
11/8/2022New York State Common Retirement Fund12,641$29K0.0%-53.2%0.004%
11/7/2022Jump Financial LLC13,986$32K0.0%N/A0.004%
11/3/2022Privium Fund Management B.V.23,079$53K0.0%N/A0.007%
11/3/2022Royce & Associates LP1,211,400$2.76M0.0%+473.0%0.380%
10/25/2022Janney Montgomery Scott LLC94,097$215K0.0%N/A0.029%
10/25/2022Raymond James & Associates16,977$39K0.0%N/A0.005%
8/16/2022Formidable Asset Management LLC108,995$392K0.1%-73.0%0.034%
8/16/2022Corton Capital Inc.41,759$150K0.1%-49.0%0.013%
8/16/2022Delphia USA Inc.43,281$156K0.1%-23.6%0.014%
8/15/2022Eschler Asset Management LLP104,476$376K0.8%-16.4%0.033%
8/8/2022Phraction Management LLC114,850$413K0.3%N/A0.036%
5/17/2022Highline Capital Management L.P.1,060,853$5.01M6.1%-21.0%0.332%
5/13/2022Cohanzick Management LLC104,466$493K0.1%+43.1%0.033%
5/9/2022Qube Research & Technologies Ltd28,610$135K0.0%N/A0.009%
5/5/2022Royce & Associates LP211,400$998K0.0%+13.4%0.066%
5/4/2022Wolverine Asset Management LLC11,459$54K0.0%+252.3%0.004%
5/4/2022Formidable Asset Management LLC402,994$1.90M0.4%+612.1%0.126%
4/26/2022Sciencast Management LP60,342$261K0.1%N/A0.019%
2/15/2022Schonfeld Strategic Advisors LLC1,468,900$11.08M0.1%+44.5%0.464%
2/14/2022Divisadero Street Capital Management LP436,281$3.29M2.7%N/A0.138%
2/8/2022CIBC Asset Management Inc13,158$125K0.0%N/A0.004%
2/7/2022Royce & Associates LP186,400$1.41M0.0%+272.8%0.059%
2/7/2022Formidable Asset Management LLC56,595$404K0.1%-30.6%0.018%
A grave, grave error. (Ad)

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Here’s the full story for you.
2/3/2022Phraction Management LLC89,850$677K0.4%N/A0.028%
11/16/2021Schonfeld Strategic Advisors LLC1,016,600$8.40M0.1%N/A0.319%
11/15/2021Point72 Asset Management L.P.1,087,113$8.98M0.0%N/A0.341%
11/15/2021Polar Asset Management Partners Inc.1,000,000$8.26M0.1%N/A0.313%
11/15/2021Marshall Wace LLP36,858$304K0.0%-93.9%0.012%
11/15/2021Westchester Capital Management LLC94,129$778K0.0%N/A0.029%
11/15/2021Penserra Capital Management LLC5,320$43K0.0%N/A0.002%
11/12/2021Wolverine Asset Management LLC5,496$45K0.0%N/A0.002%
11/12/2021Cohanzick Management LLC22,994$190K0.0%N/A0.007%
11/12/2021Geode Capital Management LLC194,501$1.61M0.0%N/A0.061%
(Data available from 1/1/2016 forward)

MKTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MKTW shares?

During the previous two years, 32 institutional investors and hedge funds held shares of MarketWise. The most heavily invested institutionals were Cannell Capital LLC ($1.20M), Barclays PLC ($545K), Geode Capital Management LLC ($478K), Greenhaven Road Investment Management L.P. ($391K), Royce & Associates LP ($284K), Formidable Asset Management LLC ($243K), and Penn Mutual Asset Management LLC ($207K).Learn more on MarketWise's institutional investors.

What percentage of MarketWise's stock is owned by institutional investors?

23.04% of MarketWise's stock is owned by institutional investors. Learn more on MKTW's institutional investor holdings.

Which institutional investors have been buying MarketWise's stock?

Of the 28 institutional investors that purchased MarketWise's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cannell Capital LLC ($1.14M), Barclays PLC ($982.48K), Williams & Novak LLC ($287.50K), MTM Investment Management LLC ($278.38K), Phraction Management LLC ($275.08K), Formidable Asset Management LLC ($239K), and Militia Capital Partners LP ($143.23K).

How much institutional buying is happening at MarketWise?

Institutional investors have bought a total of 2,860,820 shares in the last 24 months. This purchase volume represents approximately $37.16M in transactions.

Which of MarketWise's major shareholders have been selling company stock?

The following institutional investors have sold MarketWise stock in the last 24 months: Greenhaven Road Investment Management L.P. ($2.83M), Royce & Associates LP ($711.40K), Goldman Sachs Group Inc. ($167.52K), Renaissance Technologies LLC ($140.20K), Phraction Management LLC ($82.81K), Formidable Asset Management LLC ($74.73K), and Bank of New York Mellon Corp ($34.67K).

How much institutional selling is happening at MarketWise?

Institutional investors have sold a total of 4,045,346 shares in the last 24 months. This volume of shares sold represents approximately $45.98M in transactions.


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This page (NASDAQ:MKTW) was last updated on 7/4/2025 by MarketBeat.com Staff
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