Position in MKTW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$423,432
+$63,934 QoQ
Shares Held
23,735
+23.6% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#10
of 50 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKTW Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MTM Investment Management, LLC holds $1,463,863 across 8 Financial Data & Stock Exchanges names. MKTW ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
7,141 | $879,128 | |
| 2 | MKTW |
Marketwise, Inc.
This page
|
23,735 | $423,432 | |
| 3 | CME |
Cme Group Inc.
|
462 | $102,023 | |
| 4 | MSCI |
MSCI Inc.
|
32 | $17,921 | |
| 5 | SPGI |
S&P Global Inc.
|
34 | $13,032 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
50 | $12,133 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
122 | $9,616 | |
| 8 | COIN |
Coinbase Global, Inc.
|
45 | $6,578 |
All Filings in MKTW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,432 | 23,735 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $359,498 | 19,204 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $283,157 | 18,852 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $358,915 | 21,713 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $138,443 | 280,250 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $105,797 | 186,263 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $87,135 | 130,443 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $149,141 | 128,570 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $43,250 | 25,000 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||