Marketwise Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARCLAYS PLC | 05/15/2026 | 151.80 K | $2.84 M | -0.54% | 6.51% |
| BASS SID R | 05/11/2026 | 135.12 K | $2.53 M | 0.09% | 5.79% |
| BLACKROCK, INC. | 05/13/2026 | 122.03 K | $2.28 M | -2.31% | 5.23% |
| PHRACTION MANAGEMENT LLC | 04/24/2026 | 98.32 K | $1.84 M | -12.27% | 4.21% |
| 05/15/2026 | 63.95 K | $1.20 M | 100.00% | 2.74% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 49.24 K | $921.88 K | -0.53% | 2.11% |
| STATE STREET CORP | 05/15/2026 | 27.77 K | $519.80 K | -3.38% | 1.19% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 27.17 K | $508.70 K | 36.56% | 1.16% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 25.00 K | $468.00 K | 0.00% | 1.07% |
| MTM INVESTMENT MANAGEMENT, LLC | 05/06/2026 | 19.20 K | $359.51 K | 1.87% | 0.82% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 15.00 K | $280.78 K | 0.00% | 0.64% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 13.70 K | $256.40 K | 100.00% | 0.59% |
| NORTHERN TRUST CORP | 05/14/2026 | 13.21 K | $247.31 K | 4.07% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 12.07 K | $225.95 K | 100.00% | 0.52% |
| 05/08/2026 | 9.95 K | $186.34 K | 100.00% | 0.43% | |
| DEUTSCHE BANK AG\ | 05/06/2026 | 7.42 K | $138.88 K | 127.58% | 0.32% |
| FMR LLC | 05/15/2026 | 3.25 K | $60.75 K | -6.46% | 0.14% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 2.79 K | $52.17 K | 36.15% | 0.12% |
| RHUMBLINE ADVISERS | 05/12/2026 | 2.78 K | $52.02 K | 0.29% | 0.12% |
| UBS GROUP AG | 05/05/2026 | 2.72 K | $50.96 K | 722.36% | 0.12% |
| MORGAN STANLEY | 05/15/2026 | 2.67 K | $49.93 K | -39.66% | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.84 K | $35.12 K | 100.00% | 0.08% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.42 K | $27.57 K | -38.85% | 0.06% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 1.09 K | $20.31 K | 317.31% | 0.05% |
| CWM, LLC | 05/14/2026 | 1.08 K | $20.18 K | 40.55% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 1.03 K | $19.28 K | 3.41% | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 988 | $18.50 K | 80.62% | 0.04% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 650 | $12.17 K | -70.44% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 636 | $11.91 K | 0.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 554 | $10.37 K | 100.00% | 0.02% |
| MEEDER ASSET MANAGEMENT INC | 05/07/2026 | 502 | $9.40 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 05/15/2026 | 329 | $7.00 K | -47.36% | 0.01% |
| HARBOR CAPITAL ADVISORS, INC. | 04/28/2026 | 323 | $6.00 K | 63.96% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 194 | $3.63 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 150 | $2.81 K | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 05/18/2026 | 106 | $1.98 K | -11.67% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 81 | $1.52 K | 84.09% | 0.00% |
| STERLING CAPITAL MANAGEMENT LLC | 04/22/2026 | 65 | $1.22 K | -50.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 05/13/2026 | 63 | $1.18 K | 0.00% | 0.00% |
| FEDERATED HERMES, INC. | 05/11/2026 | 58 | $1.09 K | 0.00% | 0.00% |
| 05/21/2026 | 51 | $955 | 218.75% | 0.00% | |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 48 | $899 | 11.63% | 0.00% |
| OPTIVER HOLDING B.V. | 06/02/2026 | 37 | $693 | 0.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 20 | $374 | 0.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 04/30/2026 | 15 | $281 | 0.00% | 0.00% |
| TRUE WEALTH DESIGN, LLC | 04/13/2026 | 15 | $281 | -16.67% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 10 | $188 | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 6 | $112 | 500.00% | 0.00% |
| IFP ADVISORS, INC | 04/13/2026 | 4 | $75 | 100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 05/18/2026 | 3 | $56 | 0.00% | 0.00% |
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Marketwise Inc institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of Marketwise Inc. The most heavily invested institutionals were:
BARCLAYS PLC: 151,800
BASS SID R: 135,116
BlackRock, Inc.: 122,025
Phraction Management LLC: 98,316
GEODE CAPITAL MANAGEMENT, LLC: 49,242
STATE STREET CORP: 27,767
35.00% of Marketwise Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.66 M shares in the last 24 months. This purchase volume represents approximately $73.83 M in transactions.