MKTW — MARKETWISE INC
Reported value held$16.87M
Funds holding (latest)29
SectorTechnology
Funds holding (Q2 2026)12
Institutional value$5.17M · 289.76K sh
New / Add / Cut / Exit1 / 8 / 1 / 2
Top-5 / Top-10 concentration95.0% / 99.6%
Institutional holdings change
Accumulating +8.4%
(+22.47K sh)
Institutional value change
Up +3.3%
As of Q2 2026, 12 SEC-registered investment managers reported holding MKTW (MARKETWISE INC) in their latest 13F filings, with a combined reported value of $5.17M across 289.76K shares. That is +8.4% by share count (+22.47K shares) versus the previous quarter, while reported value moved +3.3%. Ownership is concentrated: the five largest holders account for 95.0% of reported value and the top ten for 99.6%.
Compared with the prior quarter, 1 opened new positions, 8 added to existing stakes, 1 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MKTW is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 145.95K | $2.60M | 0.00% | Add |
| Geode Capital Management history | 55.62K | $992.42K | 0.00% | Add |
| AQR Capital Management history | 32.09K | $572.40K | 0.00% | Add |
| Renaissance Technologies history | 25.80K | $460.25K | 0.00% | Reduce |
| Northern Trust Corp history | 15.93K | $284.15K | 0.00% | Add |
| Morgan Stanley history | 4.35K | $77.53K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.27K | $58.28K | 0.00% | Add |
| UBS Group AG history | 2.72K | $48.49K | 0.00% | Hold |
| Wells Fargo & Co history | 1.84K | $32.81K | 0.00% | Add |
| JPMorgan Chase & Co history | 1.04K | $18.30K | 0.00% | New |
| Citigroup Inc history | 1.01K | $18.00K | 0.00% | Add |
| Legal & General Investment Management America history | 150 | $2.68K | 0.00% | Hold |
Q1 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 122.03K | $2.28M | 0.00% | Reduce |
| Geode Capital Management history | 49.24K | $921.88K | 0.00% | Reduce |
| Renaissance Technologies history | 27.17K | $508.70K | 0.00% | Add |
| Royce & Associates history | 25.00K | $468.00K | 0.01% | Hold |
| AQR Capital Management history | 13.70K | $256.40K | 0.00% | New |
| Northern Trust Corp history | 13.21K | $247.31K | 0.00% | Add |
| Deutsche Bank AG history | 7.42K | $138.88K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.25K | $60.75K | 0.00% | Reduce |
| UBS Group AG history | 2.72K | $50.96K | 0.00% | Add |
| Morgan Stanley history | 2.67K | $49.93K | 0.00% | Reduce |
| Wells Fargo & Co history | 650 | $12.17K | 0.00% | Reduce |
| Legal & General Investment Management America history | 150 | $2.81K | 0.00% | Hold |
| Citigroup Inc history | 81 | $1.52K | 0.00% | Add |
Q4 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 124.92K | $1.88M | 0.00% | Add |
| Vanguard Group history | 84.59K | $1.27M | 0.00% | Add |
| Geode Capital Management history | 49.51K | $743.62K | 0.00% | Reduce |
| Royce & Associates history | 25.00K | $375.50K | 0.00% | Hold |
| Renaissance Technologies history | 19.90K | $298.88K | 0.00% | Add |
| Northern Trust Corp history | 12.69K | $190.66K | 0.00% | Add |
| Morgan Stanley history | 4.42K | $66.39K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.47K | $52.10K | 0.00% | Add |
| Deutsche Bank AG history | 3.26K | $48.97K | 0.00% | Hold |
| Bank of America Corp history | 2.57K | $38.56K | 0.00% | Add |
| JPMorgan Chase & Co history | 2.32K | $34.83K | 0.00% | Reduce |
| Wells Fargo & Co history | 2.20K | $33.03K | 0.00% | Add |
| UBS Group AG history | 331 | $4.97K | 0.00% | Reduce |
| Legal & General Investment Management America history | 150 | $2.25K | 0.00% | Hold |
| Citigroup Inc history | 44 | $661 | 0.00% | Reduce |
| PNC Financial Services history | 5 | $75 | 0.00% | New |
Q3 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 122.55K | $2.03M | 0.00% | Reduce |
| Vanguard Group history | 83.63K | $1.38M | 0.00% | Add |
| Geode Capital Management history | 50.74K | $838.87K | 0.00% | Add |
| Royce & Associates history | 25.00K | $413.25K | 0.00% | Hold |
| Renaissance Technologies history | 19.00K | $314.05K | 0.00% | Add |
| Northern Trust Corp history | 12.37K | $204.49K | 0.00% | Reduce |
| AQR Capital Management history | 10.96K | $181.26K | 0.00% | Reduce |
| UBS Group AG history | 6.52K | $107.71K | 0.00% | Add |
| Morgan Stanley history | 4.02K | $66.39K | 0.00% | Reduce |
| Deutsche Bank AG history | 3.26K | $53.89K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 3.04K | $50.22K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.96K | $48.86K | 0.00% | Add |
| Bank of America Corp history | 1.89K | $31.24K | 0.00% | Reduce |
| Wells Fargo & Co history | 1.44K | $23.84K | 0.00% | Add |
| Citigroup Inc history | 194 | $3.21K | 0.00% | Reduce |
| Legal & General Investment Management America history | 150 | $2.48K | 0.00% | Hold |
Q2 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 125.01K | $2.47M | 0.00% | Reduce |
| BlackRock Inc history | 125.01K | $2.47M | 0.00% | Reduce |
| Vanguard Group history | 73.51K | $1.45M | 0.00% | Reduce |
| Geode Capital Management history | 49.46K | $978.90K | 0.00% | Reduce |
| Royce & Associates history | 25.00K | $494.75K | 0.01% | Reduce |
| Renaissance Technologies history | 18.50K | $366.10K | 0.00% | Reduce |
| Renaissance Technologies history | 18.50K | $366.10K | 0.00% | Reduce |
| Northern Trust Corp history | 13.94K | $275.81K | 0.00% | Reduce |
| AQR Capital Management history | 11.29K | $223.49K | 0.00% | Reduce |
| Morgan Stanley history | 6.41K | $126.83K | 0.00% | Reduce |
| Morgan Stanley history | 6.41K | $126.83K | 0.00% | Reduce |
| UBS Group AG history | 4.41K | $87.23K | 0.00% | Reduce |
| Deutsche Bank AG history | 3.26K | $64.52K | 0.00% | New |
| Deutsche Bank AG history | 3.26K | $64.52K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 3.13K | $61.88K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.13K | $61.88K | 0.00% | Reduce |
| Bank of America Corp history | 2.57K | $50.90K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.56K | $50.68K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.56K | $50.68K | 0.00% | Reduce |
| Wells Fargo & Co history | 1.40K | $27.71K | 0.00% | Reduce |
| Citigroup Inc history | 936 | $18.52K | 0.00% | Reduce |
| Legal & General Investment Management America history | 150 | $2.97K | 0.00% | Reduce |
Q1 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.69M | $1.33M | 0.00% | Reduce |
| BlackRock Inc history | 2.69M | $1.33M | 0.00% | Reduce |
| Vanguard Group history | 1.45M | $715.65K | 0.00% | Hold |
| Geode Capital Management history | 924.32K | $456.29K | 0.00% | Add |
| Royce & Associates history | 500.00K | $246.80K | 0.00% | Hold |
| Renaissance Technologies history | 356.80K | $176.12K | 0.00% | Add |
| Renaissance Technologies history | 356.80K | $176.12K | 0.00% | Add |
| Northern Trust Corp history | 268.09K | $132.33K | 0.00% | Reduce |
| BNY Mellon history | 122.78K | $60.61K | 0.00% | Reduce |
| AQR Capital Management history | 121.66K | $60.05K | 0.00% | Add |
| Charles Schwab Investment Management history | 97.78K | $48.27K | 0.00% | Hold |
| Morgan Stanley history | 91.08K | $44.95K | 0.00% | Reduce |
| Morgan Stanley history | 91.08K | $44.95K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 80.14K | $39.56K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 80.14K | $39.56K | 0.00% | Reduce |
| UBS Group AG history | 64.71K | $31.97K | 0.00% | Add |
| Goldman Sachs Group history | 63.26K | $31.22K | 0.00% | Reduce |
| Goldman Sachs Group history | 63.26K | $31.22K | 0.00% | Reduce |
| Citadel Advisors history | 49.05K | $24.21K | 0.00% | Reduce |
| Citadel Advisors history | 49.05K | $24.21K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 45.94K | $22.68K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 45.94K | $22.68K | 0.00% | Add |
| Citigroup Inc history | 28.97K | $14.30K | 0.00% | Reduce |
| Wells Fargo & Co history | 23.13K | $11.42K | 0.00% | Add |
| Bank of America Corp history | 20.57K | $10.14K | 0.00% | Reduce |
| Invesco Ltd history | 14.11K | $6.96K | 0.00% | Add |
| Legal & General Investment Management America history | 3.00K | $1.48K | 0.00% | Hold |
| T. Rowe Price Associates history | 16.04K | $8 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.04K sh · $18.30K
Fully Exited (vs previous quarter)
- Royce & Associates sold 25.00K sh · $468.00K
- Deutsche Bank AG sold 7.42K sh · $138.88K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 145.95K | 122.03K | 124.92K | 122.55K | 125.01K | 2.69M | 2.74M | 2.30M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 55.62K | 49.24K | 49.51K | 50.74K | 49.46K | 924.32K | 841.54K | 818.81K | 786.52K | 670.47K | 633.35K | 576.70K | 555.05K | 334.96K | 330.75K | 342.70K | 400.64K | 238.27K | 229.19K | 194.50K |
| AQR Capital Management | 32.09K | 13.70K | — | 10.96K | 11.29K | 121.66K | 30.38K | — | 12.55K | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 25.80K | 27.17K | 19.90K | 19.00K | 18.50K | 356.80K | 351.40K | 491.60K | 555.40K | 496.32K | 354.30K | 154.70K | 136.40K | 123.30K | 117.30K | 108.90K | 100.20K | 88.80K | 11.70K | — |
| Northern Trust Corp | 15.93K | 13.21K | 12.69K | 12.37K | 13.94K | 268.09K | 301.07K | 304.55K | 250.64K | 244.70K | 237.87K | 247.52K | 243.94K | 137.34K | 138.07K | 158.39K | 157.97K | 46.31K | 46.31K | 49.66K |
| Morgan Stanley | 4.35K | 2.67K | 4.42K | 4.02K | 6.41K | 91.08K | 126.50K | 138.16K | 86.40K | 156.47K | 181.13K | 158.08K | 134.03K | 123.27K | 159.84K | 167.69K | 87.64K | 37.33K | 37.02K | 31.10K |
| Fidelity Management & Research (FMR) | 3.27K | 3.25K | 3.47K | 3.04K | 3.13K | 45.94K | 13.37K | 3.20K | 3.75K | 2.56K | 2.24K | 1.74K | 1.37K | 1.65K | 1.67K | 687 | 64 | — | — | — |
| UBS Group AG | 2.72K | 2.72K | 331 | 6.52K | 4.41K | 64.71K | 23.18K | 18.38K | 11.88K | 40.27K | 35.30K | 47.71K | 49.52K | 41.35K | 4.21K | 4.54K | — | 7.59K | 8.86K | 8.75K |
| Wells Fargo & Co | 1.84K | 650 | 2.20K | 1.44K | 1.40K | 23.13K | 22.36K | 16.89K | 16.30K | 11.37K | 9.91K | 7.94K | 12.02K | 3.12K | — | 102 | 343 | 155 | 154 | 172 |
| JPMorgan Chase & Co | 1.04K | — | 2.32K | 2.96K | 2.56K | 80.14K | 147.23K | 70.77K | 32.40K | 61.40K | 29.88K | 20.54K | 26.80K | — | 11.19K | 9.10K | 9.10K | 680 | 2.70K | 3.70K |
| Citigroup Inc | 1.01K | 81 | 44 | 194 | 936 | 28.97K | 31.74K | 28.03K | 8.61K | 6.04K | 4.78K | 17 | 9.44K | 1 | 116 | 258 | 1.04K | 4.43K | — | — |
| Legal & General Investment Management America | 150 | 150 | 150 | 150 | 150 | 3.00K | 3.00K | 3.00K | 3.00K | 3.00K | 3.00K | 3.00K | 3.00K | 1.45K | 1.45K | 1.45K | 1.45K | — | — | — |
| Citadel Advisors | — | — | — | — | — | 49.05K | 108.42K | 181.47K | 368.87K | 204.50K | 117.43K | — | 51.05K | 75.68K | 154.53K | 48.40K | 19.10K | 38.20K | 46.72K | — |
| Goldman Sachs Group | — | — | — | — | — | 63.26K | 147.02K | 74.10K | 24.42K | 14.08K | 16.12K | 18.53K | 34.10K | 10.96K | — | — | — | — | — | — |
| Deutsche Bank AG | — | 7.42K | 3.26K | 3.26K | 3.26K | — | — | — | — | 38.65K | 39.26K | 41.32K | 39.35K | 51.37K | 48.81K | 25.31K | 8.05K | — | — | — |
| Bank of America Corp | — | — | 2.57K | 1.89K | 2.57K | 20.57K | 41.98K | 27.39K | 26.77K | 18.16K | 38.20K | 28.20K | 8.17K | 8.17K | 8.95K | 8.28K | 6.82K | 2.77K | 1.11K | 279 |
| PNC Financial Services | — | — | 5 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Royce & Associates | — | 25.00K | 25.00K | 25.00K | 25.00K | 500.00K | 500.00K | 1.12M | 1.21M | 1.21M | 1.21M | 1.21M | 1.21M | 1.21M | 1.21M | 1.21M | 211.40K | 211.40K | 186.40K | 50.00K |
| Vanguard Group | — | — | 84.59K | 83.63K | 73.51K | 1.45M | 1.46M | 1.45M | 995.51K | 872.40K | 857.42K | 788.62K | 785.30K | 728.51K | 725.74K | 722.84K | 1.38M | 1.51M | 804.60K | 1.36M |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.09M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details