Who owns MarketWise Inc, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Kelly Jared M: 4.7% · 138,317 shares
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See every investor who has disclosed crossing 5% of MarketWise Inc.
Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of MarketWise Inc they hold. Together these 68 managers report 38.62% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| BARCLAYS PLC | $2.72M | 152,675 | 0.00% | 5.78% | June 30, 2026 |
| BlackRock, Inc. | $2.6M | 145,952 | 0.00% | 5.52% | June 30, 2026 |
66 more institutional holders behind a free account
See every manager reporting MarketWise Inc, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 72 funds hold 9.78% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| iShares Russell 2000 ETF | $1M | 0.00% | 2.03% | March 31, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $770K | 0.00% | 1.63% | June 30, 2026 |
70 more funds behind a free account
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