$MKTW

$19.70 +$0.12 (0.61%) Close

$MKTW Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 2.6M shares outstanding

Who owns MKTW?

By type of holder

Institutions 33.7% Insiders 0.0% Everyone else 66.4%

Concentration Top 10 holders own 1196.2%

Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two 264.2% · Erika Nolan 264.2%

Institutional ownership

33.7%

+2.8 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

+72.8K

by institutions in Q2 2026

New / sold out

9 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +23.9K
Aqr Capital Management LLC +18.4K

Biggest sellers in Q2 2026

Royce & Associates LP SOLD OUT −25.0K
Deutsche Bank Ag\ SOLD OUT −7.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$377K

5 notices from 1 person

Shares covered

26.0K

0.98% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Mickels Erik Officer $377K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

−90.2%

−53.83% a year

Each share's claim on the business

+915.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$27.2M vs $55.7M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years62% 1–3 years11% Under 1 year26%

Quarterly turnover

10.1%

of institutional shares changed hands

Top 10 managers, median time held

4.5 years

Super Investors

Investment managers reporting MKTW on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BP Barclays PLC	152.7K	5.78%	+875 (+0.6%)	2022	0.0%
Shares held by quarter Peak holding1.3M (Q1'25) Change over 8 quarters+101.0K Share of the company5.780% Barclays PLC's full portfolio →
B BlackRock, Inc.	146.0K	5.52%	+23.9K (+19.6%)	2021	0.0%
Shares held by quarter Peak holding2.7M (Q4'24) Change over 8 quarters−2.2M Share of the company5.520% BlackRock, Inc.'s full portfolio →

Barclays PLC

152.7K

% of company

5.78%

Change vs last qtr

+875 (+0.6%)

Held since

2022

BlackRock, Inc.

146.0K

% of company

5.52%

Change vs last qtr

+23.9K (+19.6%)

Held since

2021

28 more super investors behind a free account

See every manager holding MarketWise Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MKTW on Form N-PORT; together they hold 10.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IR iShares Russell 2000 ETF iShares Trust	$1.26M	70.9K	2.68%	0.00%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$770K	43.1K	1.63%	0.00%	June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$1.26M

% of company

2.68%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$770K

% of company

1.63%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding MarketWise Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
EW Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two 5%+ holder 13D · 74.3%	7.0M	264.23%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company264.230% Disclosed stake13D · 74.3% View the 13D/G filing →
EN Erika Nolan 5%+ holder 13D · 74.3%	7.0M	264.23%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company264.230% Disclosed stake13D · 74.3% View the 13D/G filing →

Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two

5%+ holder13D · 74.3%

7.0M

% of company

264.23%

Change vs last qtr

—

Held since

—

Erika Nolan

5%+ holder13D · 74.3%

7.0M

% of company

264.23%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of MarketWise Inc.

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