MarketWise, Inc.
MKTW • NASDAQ
MarketWise, Inc. is a software - application company in the technology sector on NASDAQ, led by Dr. David Eifrig, with a market cap of $38.7M. As of Q3 2025, 26% of shares are held by 47 institutional investors, with BARCLAYS PLC as the largest holder at 5.17%.
Interim Chief Executive OfficerDr. David Eifrig
Market Cap$38.7M
Software - Application
Technology
Employees584.0
Websitecorporate.marketwise.com
Country
United States of America
Overview
Overview of institutional ownership in MKTW as of Q3 2025 with a market cap of $45.6M
All Institutions
- Institutions
- 47
- Value Held
- $11.6M
- Shares Held
- 703.9K
- Avg Position
- $247.6K
- Median Position
- $18.3K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $752.8K
- Shares Held
- 45.5K
- Avg Position
- $250.9K
- Median Position
- $257.5K
Ownership Breakdown
Based on market cap of $45.6M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in MKTW as of Q3 2025
| Institution | Position Value |
|---|---|
 BARCLAYS PLC Institution | $2.4M 0.00% of portfolio |
B BlackRock, Inc. Institution | $2.0M 0.00% of portfolio |
 Phraction Management LLC RIA/Wealth | $1.9M 0.57% of portfolio |
 VANGUARD GROUP INC Institution | $1.4M 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $838.9K 0.00% of portfolio |
 STATE STREET CORP Institution | $451.6K 0.00% of portfolio |
R ROYCE & ASSOCIATES LLC Institution | $413.3K 0.00% of portfolio |
M MTM Investment Management, LLC RIA/Wealth | $358.9K 0.11% of portfolio |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $314.1K 0.00% of portfolio |
 GSA CAPITAL PARTNERS LLP Hedge Fund•Quant | $257.5K 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MKTW in Q3 2025
- Traded
- +$425.0K
- Buyers
- 22
- Sellers
- 19
- Total Bought
- +$1.1M
- Total Sold
- −$645.7K
- Avg Position
- $228.2K
Biggest Buyers
| Institution | Net Bought |
|---|---|
M MTM Investment Management, LLC RIA/Wealth | +$358.9K +21.7K shares |
B BBK Capital Partners, LLC ETF Provider | +$247.9K +-191.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$191.3K +11.6K shares |
VANGUARD GROUP INC Institution | +$167.2K +10.1K shares |
 UBS Group AG Institution | +$34.8K +2.1K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$21.2K +1.3K shares |
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution | +$15.7K +952.0 shares |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | +$8.3K +500.0 shares |
 RHUMBLINE ADVISERS Long Only Manager | +$7.9K +476.0 shares |
 JPMORGAN CHASE & CO Institution | +$6.5K +395.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$226.4K −11.4K shares |
R ROYAL BANK OF CANADA Institution | −$109.1K −6.6K shares |
BARCLAYS PLC Institution | −$106.8K −6.5K shares |
B BlackRock, Inc. Institution | −$40.7K −2.5K shares |
 MORGAN STANLEY RIA/Wealth | −$39.6K −2.4K shares |
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant | −$32.8K −2.0K shares |
 NORTHERN TRUST CORP Institution | −$25.9K −1.6K shares |
T Tower Research Capital LLC Institution | −$16.3K −986.0 shares |
 HARBOR INVESTMENT ADVISORY, LLC RIA/Wealth | −$12.9K −650.0 shares |
 CITIGROUP INC Institution | −$12.3K −742.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MKTW in Q3 2025
- New Positions
- 5
- New Value
- $5.1K
- Exited Positions
- 3
- Exited Value
- $239.6K
New Positions
| Institution | Position Value |
|---|---|
 HARBOR CAPITAL ADVISORS, INC. ETF Provider | $3.3K 200.0 shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $1.1K 69.0 shares |
O Optiver Holding B.V. Institution | $595.0 36.0 shares |
 Sunbelt Securities, Inc. RIA/Wealth | $50.0 3.0 shares |
 Hartland & Co., LLC RIA/Wealth | $17.0 1.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $226.4K 11.4K shares |
HARBOR INVESTMENT ADVISORY, LLC RIA/Wealth | $12.9K 650.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $376.0 19.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in MKTW as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with MKTW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Phraction Management LLC RIA/Wealth | 0.57% $1.9M |
M MTM Investment Management, LLC RIA/Wealth | 0.11% $358.9K |
B BBK Capital Partners, LLC ETF Provider | 0.04% $247.9K |
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant | 0.02% $257.5K |
R ROYCE & ASSOCIATES LLC Institution | 0.00% $413.3K |
BARCLAYS PLC Institution | 0.00% $2.4M |
T Tower Research Capital LLC Institution | 0.00% $18.3K |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | 0.00% $314.1K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $191.3K |
HARBOR CAPITAL ADVISORS, INC. ETF Provider | 0.00% $3.3K |
Hedge Fund Spotlight
Discover hedge funds investing in MKTW
RENAISSANCE TECHNOLOGIES LLC
Hedge Fund • Quant
Portfolio ManagerPeter Fitzhugh Brown
- Portfolio Value
- $75.8B
- Positions
- 3,419
- Last Reported
- Q3 2025
Sector Allocation
Position in MarketWise, Inc.
- Market Value
- $314.1K
- Shares Held
- 19.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2021-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $1.6B | 2.06% | |
Semiconductors Technology | $1.1B | 1.39% | |
Electronic Gaming & Multimedia Technology | $953.5M | 1.26% |
