MarketWise Ownership 2024 | Who Owns MarketWise Now?
Institutional Ownership
37.73%
Insider Ownership
36.52%
Retail Ownership
25.75%
Institutional Holders
57.00
MarketWise Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 11.69% | 2.31% | 4,293,312 | -103,304 | -2.35% | 4,980,242 | Jun 30, 2024 |
| BLACKROCK INC. | 5.95% | 0.00% | 2,184,812 | 347,644 | 18.92% | 2,534,382 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 3.30% | 0.01% | 1,211,400 | - | - | 1,405,224 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.71% | - | 995,507 | 123,109 | 14.11% | 1,154,788 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.14% | 0.00% | 786,519 | 116,052 | 17.31% | 912,446 | Jun 30, 2024 |
| FORMIDABLE ASSET MANAGEMENT, LLC | 1.79% | 0.12% | 655,614 | -82,408 | -11.17% | 762,512 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.51% | 0.00% | 555,400 | 59,079 | 11.90% | 644,264 | Jun 30, 2024 |
| STATE STREET CORP | 1.44% | - | 529,452 | 5,735 | 1.10% | 614,164,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.68% | - | 250,641 | 5,940 | 2.43% | 290,743,000 | Jun 30, 2024 |
| PHRACTION MANAGEMENT LLC | 0.68% | 0.11% | 250,000 | - | - | 290,000 | Jun 30, 2024 |
| SKYVIEW INVESTMENT ADVISORS, LLC | 0.54% | 0.04% | 199,204 | - | - | 231,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.49% | - | 178,261 | 11,085 | 6.63% | 206,783 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.41% | 0.00% | 150,000 | - | - | 124,410 | Jun 30, 2024 |
| MTM INVESTMENT MANAGEMENT, LLC | 0.35% | 0.06% | 128,570 | 103,570 | 414.28% | 149,141 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.34% | 0.00% | 125,174 | 113,293 | 953.56% | 145,202 | Jun 30, 2024 |
| INVESCO LTD. | 0.29% | - | 106,521 | 63,787 | 149.27% | 123,564 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.27% | - | 97,783 | 25,363 | 35.02% | 113,428 | Jun 30, 2024 |
| MORGAN STANLEY | 0.24% | - | 86,399 | -70,073 | -44.78% | 100,223 | Jun 30, 2024 |
| DYNAMIC ADVISOR SOLUTIONS LLC | 0.21% | 0.00% | 77,940 | 77,940 | 100.00% | 90,410 | Jun 30, 2024 |
| WILLIAMS & NOVAK, LLC | 0.21% | 0.08% | 77,940 | 77,940 | 100.00% | 90,410 | Jun 30, 2024 |
MarketWise's largest institutional shareholder is GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P., holding 11.69% of the company's total share outstanding, currently valued at $4.98M. The top 10 institutional shareholders own together 31.89% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 11.69% | 2.31% | 4,293,312 | -103,304 | -2.35% | 4,980,242 | Jun 30, 2024 |
| FORMIDABLE ASSET MANAGEMENT, LLC | 1.79% | 0.12% | 655,614 | -82,408 | -11.17% | 762,512 | Jun 30, 2024 |
| PHRACTION MANAGEMENT LLC | 0.68% | 0.11% | 250,000 | - | - | 290,000 | Jun 30, 2024 |
| WILLIAMS & NOVAK, LLC | 0.21% | 0.08% | 77,940 | 77,940 | 100.00% | 90,410 | Jun 30, 2024 |
| MTM INVESTMENT MANAGEMENT, LLC | 0.35% | 0.06% | 128,570 | 103,570 | 414.28% | 149,141 | Jun 30, 2024 |
| SKYVIEW INVESTMENT ADVISORS, LLC | 0.54% | 0.04% | 199,204 | - | - | 231,000 | Jun 30, 2024 |
| DEUTERIUM CAPITAL MANAGEMENT, LLC | 0.05% | 0.04% | 18,019 | - | - | 20,902 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 3.30% | 0.01% | 1,211,400 | - | - | 1,405,224 | Jun 30, 2024 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 0.05% | 0.01% | 18,204 | 5,742 | 46.08% | 21,117 | Jun 30, 2024 |
| DYNAMIC ADVISOR SOLUTIONS LLC | 0.21% | 0.00% | 77,940 | 77,940 | 100.00% | 90,410 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.06% | 0.00% | 22,552 | 11,364 | 101.57% | 26,000 | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | 0.04% | 0.00% | 13,000 | - | - | 15,080 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.51% | 0.00% | 555,400 | 59,079 | 11.90% | 644,264 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 0.00% | 17,968 | 14,467 | 413.22% | 20,843 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.05% | 0.00% | 19,492 | 19,492 | 100.00% | 22,611 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.34% | 0.00% | 125,174 | 113,293 | 953.56% | 145,202 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.41% | 0.00% | 150,000 | - | - | 124,410 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 20,734 | 20,734 | 100.00% | 24,051 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 0.10% | 0.00% | 36,123 | 36,123 | 100.00% | 41,902 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.05% | 0.00% | 18,170 | 119 | 0.66% | 21,077 | Jun 30, 2024 |
The largest MarketWise shareholder by % of total assets is GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P.. The company owns 4.29M shares of MarketWise (MKTW), representing 2.31% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 5.95% | 0.00% | 2,184,812 | 347,644 | 18.92% | 2,534,382 | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.71% | - | 995,507 | 123,109 | 14.11% | 1,154,788 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.14% | 0.00% | 786,519 | 116,052 | 17.31% | 912,446 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.34% | 0.00% | 125,174 | 113,293 | 953.56% | 145,202 | Jun 30, 2024 |
| MTM INVESTMENT MANAGEMENT, LLC | 0.35% | 0.06% | 128,570 | 103,570 | 414.28% | 149,141 | Jun 30, 2024 |
| DYNAMIC ADVISOR SOLUTIONS LLC | 0.21% | 0.00% | 77,940 | 77,940 | 100.00% | 90,410 | Jun 30, 2024 |
| WILLIAMS & NOVAK, LLC | 0.21% | 0.08% | 77,940 | 77,940 | 100.00% | 90,410 | Jun 30, 2024 |
| INVESCO LTD. | 0.29% | - | 106,521 | 63,787 | 149.27% | 123,564 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.51% | 0.00% | 555,400 | 59,079 | 11.90% | 644,264 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 0.10% | 0.00% | 36,123 | 36,123 | 100.00% | 41,902 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.27% | - | 97,783 | 25,363 | 35.02% | 113,428 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 20,734 | 20,734 | 100.00% | 24,051 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.05% | 0.00% | 19,492 | 19,492 | 100.00% | 22,611 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | - | 16,270 | 16,270 | 100.00% | 18,873 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 0.00% | 17,968 | 14,467 | 413.22% | 20,843 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.03% | - | 12,555 | 12,555 | 100.00% | 14,563 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.06% | 0.00% | 22,552 | 11,364 | 101.57% | 26,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.49% | - | 178,261 | 11,085 | 6.63% | 206,783 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.07% | - | 24,419 | 10,339 | 73.43% | 28,326 | Jun 30, 2024 |
| CRESSET ASSET MANAGEMENT, LLC | 0.05% | 0.00% | 20,000 | 9,107 | 83.60% | 23,200 | Jun 30, 2024 |
As of Jun 30 2024, MarketWise's largest institutional buyer is BLACKROCK INC.. The company purchased 347.64K stocks of MKTW, valued at $2.53M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ESCHLER ASSET MANAGEMENT LLP | - | - | - | -110,851 | -100.00% | - | Jun 30, 2024 |
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 11.69% | 2.31% | 4,293,312 | -103,304 | -2.35% | 4,980,242 | Jun 30, 2024 |
| PENN MUTUAL ASSET MANAGEMENT, LLC | - | - | - | -82,500 | -100.00% | - | Jun 30, 2024 |
| FORMIDABLE ASSET MANAGEMENT, LLC | 1.79% | 0.12% | 655,614 | -82,408 | -11.17% | 762,512 | Jun 30, 2024 |
| MORGAN STANLEY | 0.24% | - | 86,399 | -70,073 | -44.78% | 100,223 | Jun 30, 2024 |
| FIDUCIENT ADVISORS LLC | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.04% | - | 14,342 | -43,677 | -75.28% | 16,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -38,650 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -34,543 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -30,043 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.09% | - | 32,404 | -28,994 | -47.22% | 37,589 | Jun 30, 2024 |
| UBS GROUP AG | 0.03% | - | 11,875 | -28,390 | -70.51% | 13,775 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.21% | - | 75,592 | -25,856 | -25.49% | 87,687 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -23,817 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -23,481 | -100.00% | - | Jun 30, 2024 |
| HERON BAY CAPITAL MANAGEMENT | - | - | - | -19,229 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -15,890 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -12,909 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | - | 1,063 | -12,247 | -92.01% | 1,233,000 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 2,792 | -449 | -13.85% | 3,239 | Jun 30, 2024 |
As of Jun 30 2024, MarketWise's biggest institutional seller is ESCHLER ASSET MANAGEMENT LLP. The company sold -0.11M shares of MKTW, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DYNAMIC ADVISOR SOLUTIONS LLC | 0.21% | 0.00% | 77,940 | 77,940 | 100.00% | 90,410 | Jun 30, 2024 |
| WILLIAMS & NOVAK, LLC | 0.21% | 0.08% | 77,940 | 77,940 | 100.00% | 90,410 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 0.10% | 0.00% | 36,123 | 36,123 | 100.00% | 41,902 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 20,734 | 20,734 | 100.00% | 24,051 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.05% | 0.00% | 19,492 | 19,492 | 100.00% | 22,611 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | - | 16,270 | 16,270 | 100.00% | 18,873 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.03% | - | 12,555 | 12,555 | 100.00% | 14,563 | Jun 30, 2024 |
MarketWise's largest new institutional shareholder by number of shares is DYNAMIC ADVISOR SOLUTIONS LLC, purchased 77.94K shares, valued at $90.41K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ESCHLER ASSET MANAGEMENT LLP | - | - | - | -110,851 | -100.00% | - | Jun 30, 2024 |
| PENN MUTUAL ASSET MANAGEMENT, LLC | - | - | - | -82,500 | -100.00% | - | Jun 30, 2024 |
| FIDUCIENT ADVISORS LLC | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -38,650 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -34,543 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -30,043 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -23,817 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -23,481 | -100.00% | - | Jun 30, 2024 |
| HERON BAY CAPITAL MANAGEMENT | - | - | - | -19,229 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -15,890 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -12,909 | -100.00% | - | Jun 30, 2024 |
| NISA INVESTMENT ADVISORS, LLC | - | - | - | -148 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
MarketWise's largest sold out institutional shareholder by shares sold is ESCHLER ASSET MANAGEMENT LLP, sold -0.11M shares, valued at -, as of undefined.
MarketWise Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ROYCE MICRO-CAP TRUST, INC. | 1.03% | 500,000 | - | - | Mar 31, 2024 |
| ROYCE GLOBAL VALUE TRUST, INC. | 0.66% | 123,100 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.62% | 500,000 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.01% | 88,300 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 63,484 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,085 | - | - | Mar 31, 2024 |
| MERGER FUND | 0.01% | 65,608 | - | - | Mar 28, 2024 |
| Virtus Event Opportunities Trust | 0.01% | 13,790 | - | - | Mar 28, 2024 |
| MERGER FUND VL | 0.00% | 565 | - | - | Mar 28, 2024 |
| BUFFALO FUNDS | 0.00% | 11,621 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 72,420 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 697,175 | -392,321 | -36.01% | Mar 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.00% | 121,071 | 3,978 | 3.40% | Aug 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 269,712 | 21,453 | 8.64% | Feb 29, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 75,960 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 25,869 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 33,934 | - | - | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,277 | - | - | Mar 31, 2024 |
| RIVERPARK FUNDS TRUST | 0.00% | 1,779 | - | - | Dec 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 991 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 11,400 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 27,730 | 1,146 | 4.31% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,280 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,695 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 145,494 | 17,926 | 14.05% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 10,067 | -3,128 | -23.71% | Mar 28, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 289 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 1,131,135 | -66,983 | -5.59% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 74,909 | 2,210 | 3.04% | Mar 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 3,221 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,500 | - | - | Mar 28, 2024 |
| VALIC Co I | 0.00% | 12,373 | -50 | -0.40% | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 5,364 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 4,701 | 1,702 | 56.75% | Jan 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 143 | - | - | Dec 31, 2023 |
| ProFunds | 0.00% | 250 | -20 | -7.41% | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 1,956 | - | - | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 4,723 | 560 | 13.45% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 4,047 | 1,164 | 40.37% | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 19 | - | - | Dec 31, 2023 |
| TIAA-CREF FUNDS | 0.00% | 42,753 | - | - | Jan 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 25,600 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 3,653 | -15 | -0.41% | Jan 31, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 2,813 | - | - | Dec 31, 2023 |
| FIDELITY SALEM STREET TRUST | 0.00% | 25,380 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 96 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 4,036 | - | - | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 12,975 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 13,510 | - | - | Mar 31, 2024 |
| Franklin Templeton ETF Trust | 0.00% | 230 | - | - | Mar 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 4,051 | 688 | 20.46% | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 2,125 | -3,563 | -62.64% | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 1,653 | -6,070 | -78.60% | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 333 | -4,990 | -93.74% | Mar 31, 2024 |
MarketWise's largest mutual fund holder by % of total assets is "ROYCE MICRO-CAP TRUST, INC.", owning 500.00K shares, compromising 1.03% of its total assets.
MarketWise Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 57 | -13.64% |
| 31 Mar, 24 | 66 | 6.45% |
| 31 Dec, 23 | 62 | 21.57% |
| 30 Sep, 23 | 51 | -15.00% |
| 30 Jun, 23 | 60 | 7.14% |
| 31 Mar, 23 | 56 | -1.75% |
| 31 Dec, 22 | 57 | -13.64% |
| 30 Sep, 22 | 66 | 17.86% |
| 30 Jun, 22 | 56 | - |
| 31 Mar, 22 | 56 | 19.15% |
| 31 Dec, 21 | 47 | 9.30% |
| 30 Sep, 21 | 43 | 4200.00% |
| 30 Jun, 21 | 1 | - |
As of 30 Jun 24, 57 institutions are holding MarketWise's shares, representing a decrease of -13.64% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 13,857,322 | 4.53% |
| 31 Mar, 24 | 13,257,311 | 7.75% |
| 31 Dec, 23 | 12,303,941 | -2.27% |
| 30 Sep, 23 | 12,590,068 | -4.24% |
| 30 Jun, 23 | 13,147,950 | 19.18% |
| 31 Mar, 23 | 11,031,933 | 2.57% |
| 31 Dec, 22 | 10,755,407 | -12.82% |
| 30 Sep, 22 | 12,337,351 | 14.33% |
| 30 Jun, 22 | 10,791,440 | 2.40% |
| 31 Mar, 22 | 10,538,378 | -11.14% |
| 31 Dec, 21 | 11,859,621 | -2.82% |
| 30 Sep, 21 | 12,203,441 | 1916.55% |
| 30 Jun, 21 | 605,163 | - |
MarketWise (MKTW) has 13.86M shares outstanding as of 30 Jun 24, up 4.53% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 37.73% | 2.16% |
| 31 Mar, 24 | 41.81% | 3.12% |
| 31 Dec, 23 | 36.58% | 2.15% |
| 30 Sep, 23 | 41.24% | 245.85% |
| 30 Jun, 23 | 4.10% | 34.68% |
| 31 Mar, 23 | 3.44% | 30.61% |
| 31 Dec, 22 | 3.35% | 22.68% |
| 30 Sep, 22 | 3.84% | 34.01% |
| 30 Jun, 22 | 3.36% | 31.19% |
| 31 Mar, 22 | 3.28% | 24.05% |
| 31 Dec, 21 | 3.69% | 25.56% |
| 30 Sep, 21 | 3.80% | 10697.88% |
| 30 Jun, 21 | 0.19% | - |
As of 30 Jun 24, MarketWise is held by 37.73% institutional shareholders, representing a 2.16% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 35 | 12.90% |
| 31 Mar, 24 | 31 | -13.89% |
| 31 Dec, 23 | 36 | 63.64% |
| 30 Sep, 23 | 22 | -37.14% |
| 30 Jun, 23 | 35 | 75.00% |
| 31 Mar, 23 | 20 | -16.67% |
| 31 Dec, 22 | 24 | -42.86% |
| 30 Sep, 22 | 42 | 35.48% |
| 30 Jun, 22 | 31 | 3.33% |
| 31 Mar, 22 | 30 | 30.43% |
| 31 Dec, 21 | 23 | -45.24% |
| 30 Sep, 21 | 42 | 4100.00% |
| 30 Jun, 21 | 1 | - |
35 institutional shareholders have increased their position in MKTW stock as of 30 Jun 24 compared to 31 in the previous quarter (a 12.90% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 9 | -50.00% |
| 31 Mar, 24 | 18 | 38.46% |
| 31 Dec, 23 | 13 | -7.14% |
| 30 Sep, 23 | 14 | 27.27% |
| 30 Jun, 23 | 11 | -42.11% |
| 31 Mar, 23 | 19 | 46.15% |
| 31 Dec, 22 | 13 | 30.00% |
| 30 Sep, 22 | 10 | -28.57% |
| 30 Jun, 22 | 14 | 7.69% |
| 31 Mar, 22 | 13 | -7.14% |
| 31 Dec, 21 | 14 | 1300.00% |
| 30 Sep, 21 | 1 | - |
| 30 Jun, 21 | - | - |
9 institutional shareholders have reduced their position in MKTW stock as of 30 Jun 24 compared to 18 in the previous quarter (a -50.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 57 | -13.64% | 13,857,322 | 4.53% | 37.73% | 2.16% | 35 | 12.90% | 9 | -50.00% |
| 31 Mar, 24 | 66 | 6.45% | 13,257,311 | 7.75% | 41.81% | 3.12% | 31 | -13.89% | 18 | 38.46% |
| 31 Dec, 23 | 62 | 21.57% | 12,303,941 | -2.27% | 36.58% | 2.15% | 36 | 63.64% | 13 | -7.14% |
| 30 Sep, 23 | 51 | -15.00% | 12,590,068 | -4.24% | 41.24% | 245.85% | 22 | -37.14% | 14 | 27.27% |
| 30 Jun, 23 | 60 | 7.14% | 13,147,950 | 19.18% | 4.10% | 34.68% | 35 | 75.00% | 11 | -42.11% |
| 31 Mar, 23 | 56 | -1.75% | 11,031,933 | 2.57% | 3.44% | 30.61% | 20 | -16.67% | 19 | 46.15% |
| 31 Dec, 22 | 57 | -13.64% | 10,755,407 | -12.82% | 3.35% | 22.68% | 24 | -42.86% | 13 | 30.00% |
| 30 Sep, 22 | 66 | 17.86% | 12,337,351 | 14.33% | 3.84% | 34.01% | 42 | 35.48% | 10 | -28.57% |
| 30 Jun, 22 | 56 | - | 10,791,440 | 2.40% | 3.36% | 31.19% | 31 | 3.33% | 14 | 7.69% |
| 31 Mar, 22 | 56 | 19.15% | 10,538,378 | -11.14% | 3.28% | 24.05% | 30 | 30.43% | 13 | -7.14% |
| 31 Dec, 21 | 47 | 9.30% | 11,859,621 | -2.82% | 3.69% | 25.56% | 23 | -45.24% | 14 | 1300.00% |
| 30 Sep, 21 | 43 | 4200.00% | 12,203,441 | 1916.55% | 3.80% | 10697.88% | 42 | 4100.00% | 1 | - |
| 30 Jun, 21 | 1 | - | 605,163 | - | 0.19% | - | 1 | - | - | - |
MarketWise Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of MarketWise's stock was made by Forney Scott Daniel on Jul 22 2024, selling 1,502 shares at $1.12 per share (valued at $1.68K). The last insider buy of MKTW was made by Mickels Erik on Mar 21 2024, buying 11,363 shares at $1.73 per share (worth $19.67K).
MarketWise Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 7 | - | - |
| Q2 2024 | 4 | 2 | 200.00% |
| Q1 2024 | 8 | 5 | 160.00% |
| Q4 2023 | 4 | 25 | 16.00% |
| Q3 2023 | 11 | 25 | 44.00% |
| Q2 2023 | 15 | 9 | 166.67% |
| Q1 2023 | 3 | 5 | 60.00% |
| Q4 2022 | 9 | 1 | 900.00% |
| Q3 2022 | 15 | 9 | 166.67% |
| Q2 2022 | 9 | - | - |
| Q1 2022 | 9 | - | - |
| Q4 2021 | 9 | 2 | 450.00% |
| Q3 2021 | 41 | 4 | 1025.00% |
| Q3 2020 | - | 4 | - |
| Q1 2005 | - | 7 | - |
| Q4 2004 | 4 | 6 | 66.67% |
| Q3 2004 | 2 | - | - |
| Q2 2004 | 1 | 2 | 50.00% |
| Q1 2004 | - | 37 | - |
| Q4 2003 | 3 | - | - |
7 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by MarketWise's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 2 | - |
| Q1 2024 | 4 | - | - |
| Q4 2023 | 3 | 23 | 13.04% |
| Q3 2023 | 6 | 16 | 37.50% |
| Q2 2023 | - | 3 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 2 | - | - |
| Q3 2022 | 12 | 3 | 400.00% |
| Q2 2022 | 3 | - | - |
| Q1 2022 | 9 | - | - |
| Q4 2021 | 9 | - | - |
| Q3 2021 | 4 | - | - |
| Q3 2020 | - | - | - |
| Q1 2005 | - | - | - |
| Q4 2004 | - | 2 | - |
| Q3 2004 | - | - | - |
| Q2 2004 | - | 1 | - |
| Q1 2004 | - | - | - |
| Q4 2003 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of MarketWise's stocks.
MKTW Ownership FAQ
Who Owns MarketWise?
MarketWise is owned by institutional shareholders (37.73%), insiders (36.52%), and public (25.75%). The largest institutional shareholder of MarketWise is GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. (11.69% of total shares) and the top mutual fund owner is ROYCE MICRO-CAP TRUST, INC. (1.03% of total shares).
Who are the major institutional shareholders of MarketWise?
MarketWise's major institutional shareholders are GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P., BLACKROCK INC., ROYCE & ASSOCIATES LP, VANGUARD GROUP INC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 25.79% of the company's share outstanding.
How many MarketWise shareholders are there?
As of Jun 2024, there are 57 institutional shareholders of MarketWise.
What percentage of MarketWise is owned by GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P?
GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P owns 4.29M shares of MarketWise, representing 11.69% of the company's total shares outstanding, valued at $4.98M (as of Jun 2024).
What percentage of MarketWise is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 2.18M shares of MarketWise (MKTW), compromising 5.95% of the company, valued at $2.53M.
What percentage of MarketWise is owned by ROYCE & ASSOCIATES LP?
ROYCE & ASSOCIATES LP is the third largest holder of MarketWise. The company owns 1.21M of the company's shares outstanding (worth $1.41M).