MKTW · Marketwise, Inc. · Shareholders & Ownership

$20.18 +0.48 (+2.44%) At close · Oct 28 Q2 2023 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$318.33M

15.77M

Volume · Oct 28 25.95K Avg daily vol (3M) 19.93K

Every disclosed holder of MKTW in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns MKTW

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	54	871,911	5.53%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	7	10,607,562	67.25%	Yes
Remaining	—	4,295,012	27.23%	Rest
Registered funds (N-PORT, not summed)	74	262,882	1.67%	No

Shares outstanding: 15,774,485, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of MKTW

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Monument & Cathedral Holdings, LLC 13D CIK 1875753 · Unknown · Feb 17, 2026 Item 4 purpose: Merger opposition or support	6,983,620	44.27%	0	Feb 17, 2026
2	Nolan Erika Insider CIK 2042995 · Nov 20, 2024 10% Owner, issuer-wide, not summed	5,955,927	37.76%	—	Nov 20, 2024	10% Owner, issuer-wide, not summed
3	Stansberry Frank Porter Insider CIK 1871335 · Jun 4, 2026 Director, 10% Owner, issuer-wide, not summed	373,015	2.36%	+7,525	Jun 4, 2026	Director, 10% Owner, issuer-wide, not summed
3.1	Frank Porter Stansberry 13D CIK 1871335 · Unknown · Mar 19, 2026 Item 4 purpose: none of the classified purposes	3,081,266	19.53%	+40,373	Mar 19, 2026
4	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	152,675	0.97%	+875	Jun 30, 2026	carried, not yet filed for the newest quarter
5	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	145,952	0.93%	+23,927	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	145,766	0.92%	+23,925	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	70,853	0.45%	+17,260	Jun 30, 2026	iShares Trust, not summed
5.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	19,281	0.12%	+1,559	Jun 30, 2026	iShares Trust, not summed
5.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,599	0.05%	+3,352	Jun 30, 2026	iShares Trust, not summed
5.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	3,174	0.02%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
6	BASS SID R 13F CIK 1242829 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	145,524	0.92%	+10,408	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Amber Mason 13G CIK 1911345 · Unknown · Sep 30, 2024 Rule 13d-1(d), exempt investor	142,554	0.90%	-38,450	Sep 30, 2024	Rule 13d-1(d), exempt investor
8	Kelly Jared M 13G CIK 1911462 · Unknown · Apr 7, 2026 Rule 13d-1(d), exempt investor	138,317	0.88%	—	Apr 7, 2026	Rule 13d-1(d), exempt investor
9	Pinkney Partners, L.P. 13G CIK 2124884 · Unknown · Nov 3, 2025 Rule 13d-1(c), passive investor	135,000	0.86%	—	Nov 3, 2025	Rule 13d-1(c), passive investor
10	Marco Ferri 13G CIK 1870951 · Unknown · Sep 30, 2024 Rule 13d-1(d), exempt investor	126,802	0.80%	-4,515	Sep 30, 2024	Rule 13d-1(d), exempt investor
11	Mickels Erik Insider CIK 1960480 · Jul 1, 2026 Chief Financial Officer, issuer-wide, not summed	75,091	0.48%	-3,973	Jul 1, 2026	Chief Financial Officer, issuer-wide, not summed
12	Phraction Management LLC 13F CIK 1907803 · Registered investment adviser · Sep 30, 2026	72,316	0.46%	-20,000	Sep 30, 2026
13	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	63,973	0.41%	+25	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	55,625	0.35%	+6,383	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	43,145	0.27%	+100	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	Galsim Marco Insider CIK 1870942 · Jul 1, 2026 Chief Information Officer, issuer-wide, not summed	39,495	0.25%	-2,884	Jul 1, 2026	Chief Information Officer, issuer-wide, not summed
17	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	32,943	0.21%	+5,176	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	569	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
17.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	49	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
18	Eifrig David Insider CIK 1977357 · Sep 16, 2025 Director, Chief Executive Officer, issuer-wide, not summed	32,894	0.21%	-1,251	Sep 16, 2025	Director, Chief Executive Officer, issuer-wide, not summed
19	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,085	0.20%	+18,388	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Tongue Glenn H Insider CIK 1409325 · Jun 4, 2026 Director, issuer-wide, not summed	29,435	0.19%	+8,127	Jun 4, 2026	Director, issuer-wide, not summed
21	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,799	0.16%	-1,375	Jun 30, 2026	carried, not yet filed for the newest quarter
22	SIMMONS VAN D Insider CIK 1127312 · Jun 4, 2026 Director, issuer-wide, not summed	25,685	0.16%	+7,525	Jun 4, 2026	Director, issuer-wide, not summed
23	MTM Investment Management, LLC 13F CIK 1831416 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,735	0.15%	+4,531	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Turner Matthew Joseph Insider CIK 1977307 · Jun 4, 2026 Director, issuer-wide, not summed	23,629	0.15%	+8,127	Jun 4, 2026	Director, issuer-wide, not summed
25	Smith Matthew Tate Insider CIK 1735552 · Jun 4, 2026 Director, issuer-wide, not summed	22,485	0.14%	+7,525	Jun 4, 2026	Director, issuer-wide, not summed
26	Forney Scott Daniel Insider CIK 2001432 · Jul 1, 2026 General Counsel, issuer-wide, not summed	21,459	0.14%	+168	Jul 1, 2026	General Counsel, issuer-wide, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	20,828	0.13%	-75	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	Palmer Michael Alan Insider CIK 1871433 · Sep 16, 2025 Director, issuer-wide, not summed	17,269	0.11%	-7,501	Sep 16, 2025	Director, issuer-wide, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	15,928	0.10%	+2,717	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,041	0.01%	0	Jun 30, 2026	Northern Funds, not summed
30	Formidable Asset Management, LLC 13F CIK 1592613 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,999	0.10%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,496	0.09%	+4,542	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	12,393	0.08%	+323	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Acuitas Small Cap Active ETF Fund S000101069 · Registered fund · Jun 30, 2026 Series Portfolios Trust, not summed	12,090	0.08%	—	Jun 30, 2026	Series Portfolios Trust, not summed
34	Vident Advisory, LLC 13F CIK 1744347 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,090	0.08%	+12,090	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	10,125	0.06%	+2,580	Sep 30, 2026
36	SkyView Investment Advisors, LLC 13F CIK 1848237 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	9,959	0.06%	+9,959	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	8,681	0.06%	-987	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
38	Kaufman Steven Andrew Insider CIK 2011634 · Mar 13, 2026 Controller, issuer-wide, not summed	8,500	0.05%	-350	Mar 13, 2026	Controller, issuer-wide, not summed
39	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,370	0.05%	+4,583	Jun 30, 2026	carried, not yet filed for the newest quarter
40	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,346	0.03%	+1,679	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	3,989	0.03%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
42	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,267	0.02%	+22	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	26,101	0.17%	+6,245	Jul 31, 2026	Fidelity Salem Street Trust, not summed
42.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	10,746	0.07%	+702	Aug 31, 2026	Fidelity Concord Street Trust, not summed
42.3	Fidelity Small Cap Value Index Fund Fund S000065751 · Registered fund · Jun 30, 2026 Fidelity Salem Street Trust, not summed	3,391	0.02%	+832	Jun 30, 2026	Fidelity Salem Street Trust, not summed
42.4	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	2,948	0.02%	0	Aug 31, 2026	Fidelity Concord Street Trust, not summed
42.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	2,842	0.02%	0	Aug 31, 2026	Fidelity Concord Street Trust, not summed
43	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,718	0.02%	-4	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	2,137	0.01%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
45	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,847	0.01%	-932	Jun 30, 2026	carried, not yet filed for the newest quarter
46	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,839	0.01%	+1,189	Jun 30, 2026	carried, not yet filed for the newest quarter
47	EQ/2000 Managed Volatility Portfolio Fund S000025800 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	1,834	0.01%	0	Jun 30, 2026	EQ Advisors Trust, not summed
48	EQ/Small Company Index Portfolio Fund S000009197 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	1,747	0.01%	+200	Jun 30, 2026	EQ Advisors Trust, not summed
49	VANGUARD RUSSELL 2000 VALUE INDEX FUND Fund S000030004 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	1,479	0.01%	+60	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
50	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,428	0.01%	+1,099	Jun 30, 2026	carried, not yet filed for the newest quarter

3 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 130 holders

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Key facts CIK 1805651 CUSIP 57064P206 13F (30d) 14 filings 14 filers Visit website Investor relations