Marketwise, Inc.
MKTWAs of the close on Sep 25, 2026
Price
$20.34
Market cap
—
The cover-page share count does not match the latest report's share count
P/E (diluted TTM)
22.6
EPS (TTM)
$0.90
Four quarters to Jun 30, 2026
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Marketwise, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 8, 2026. The latest institutional report shown is dated Jun 30, 2025; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| MORGAN STANLEY | 2025-03-31 | 91,076 | Not shown | SEC filing |
| Abel Hall, LLC | 2025-03-31 | 10,678 | Not shown | SEC filing |
| RHUMBLINE ADVISERS | 2025-03-31 | 42,715 | Not shown | SEC filing |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2025-03-31 | 1,690 | Not shown | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2025-03-31 | 924,317 | Not shown | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2025-03-31 | 53,118 | Not shown | SEC filing |
| XTX Topco Ltd | 2025-03-31 | 122,184 | Not shown | SEC filing |
| Invesco Ltd. | 2025-03-31 | 14,106 | Not shown | SEC filing |
| BARCLAYS PLC | 2025-03-31 | 1,290,045 | Not shown | SEC filing |
| MTM Investment Management, LLC | 2025-03-31 | 280,250 | Not shown | SEC filing |
| Williams & Novak, LLC | 2025-03-31 | 275,340 | Not shown | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2025-03-31 | 68,279 | Not shown | SEC filing |
| GSA CAPITAL PARTNERS LLP | 2025-03-31 | 348,130 | Not shown | SEC filing |
| BARCLAYS PLC | 2025-03-31 | 1,290,045 | Not shown | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2025-03-31 | 356,800 | Not shown | SEC filing |
| Allianz Asset Management GmbH | 2025-03-31 | 150,000 | Not shown | SEC filing |
| Tower Research Capital LLC (TRC) | 2025-03-31 | 18,673 | Not shown | SEC filing |
| Aaron Wealth Advisors LLC | 2025-03-31 | 12,114 | Not shown | SEC filing |
| ALLIANCEBERNSTEIN L.P. | 2025-03-31 | 27,350 | Not shown | SEC filing |
- Each value is checked against Marketwise, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 19 rows: the value per share could not be confirmed against the share prices on file from within three months of the report date.
- 1 row left out: the value per share it reports is far from Marketwise, Inc.'s share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.
- ALLIANCEBERNSTEIN L.P.: 27,350 shares reported 2024-12-31; 27,350 shares reported 2025-03-31.
- Tower Research Capital LLC (TRC): 20,318 shares reported 2024-12-31; 18,673 shares reported 2025-03-31.
- Allianz Asset Management GmbH: 150,000 shares reported 2024-12-31; 150,000 shares reported 2025-03-31.
- RENAISSANCE TECHNOLOGIES LLC: 351,400 shares reported 2024-12-31; 356,800 shares reported 2025-03-31.
- SUSQUEHANNA INTERNATIONAL GROUP, LLP: 55,262 shares reported 2024-12-31; 68,279 shares reported 2025-03-31.
- Williams & Novak, LLC: 287,500 shares reported 2024-12-31; 275,340 shares reported 2025-03-31.
- MTM Investment Management, LLC: 186,263 shares reported 2024-12-31; 280,250 shares reported 2025-03-31.
- XTX Topco Ltd: 44,849 shares reported 2024-12-31; 122,184 shares reported 2025-03-31.
- BNP PARIBAS FINANCIAL MARKETS: 55,079 shares reported 2024-12-31; 53,118 shares reported 2025-03-31.
- GEODE CAPITAL MANAGEMENT, LLC: 841,542 shares reported 2024-12-31; 924,317 shares reported 2025-03-31.
- MORGAN STANLEY: 126,497 shares reported 2024-12-31; 91,076 shares reported 2025-03-31.
33 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Marketwise, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-05-17 · Greenhaven Road Capital Fund 1, L.P.: Larger than 42 of the 45 other insider sales of Class A Common Stock on file. SEC filing
- 2023-08-29 · Stansberry Frank Porter: Larger than 43 of the 45 other insider sales of Class A Common Stock on file. SEC filing
- 2023-08-24 · Stansberry Frank Porter: Larger than 41 of the 45 other insider sales of Class A Common Stock on file. SEC filing
- 2023-08-10 · Stansberry Frank Porter: Larger than 44 of the 45 other insider sales of Class A Common Stock on file. SEC filing
- 2023-06-16 · Arnold Mark Patrick: Larger than all 45 other insider sales of Class A Common Stock on file. SEC filing
- 2022-09-19 · Greenhaven Road Capital Fund 1, L.P.: Larger than all 72 other insider purchases of Class A Common Stock on file. SEC filing
- 2022-09-19 · Greenhaven Road Capital Fund 1, L.P.: Larger than 69 of the 72 other insider purchases of Class A Common Stock on file. SEC filing
- 2022-09-19 · Greenhaven Road Capital Fund 1, L.P.: Larger than 71 of the 72 other insider purchases of Class A Common Stock on file. SEC filing
- 2022-09-08 · Stansberry Frank Porter: Larger than 70 of the 72 other insider purchases of Class A Common Stock on file. SEC filing
- 2022-07-27 · Stansberry Frank Porter: Larger than 67 of the 72 other insider purchases of Class A Common Stock on file. SEC filing
- 2022-07-27 · Stansberry Frank Porter: Larger than 68 of the 72 other insider purchases of Class A Common Stock on file. SEC filing
- 2022-07-27 · Stansberry Frank Porter: Larger than 65 of the 72 other insider purchases of Class A Common Stock on file. SEC filing
- 2022-07-27 · Stansberry Frank Porter: Larger than 66 of the 72 other insider purchases of Class A Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2024-03-19–2024-03-21: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2023-11-10–2023-11-14: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2023-08-11–2023-08-11: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-09-14–2022-09-19: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-22 | Stansberry Frank Porter · Director, 10% owner | Class A Common Stock | P — Open market or private purchase | +10,000 | 17.88 | SEC filing |
| 2026-05-20 | Stansberry Frank Porter · Director, 10% owner | Class A Common Stock | P — Open market or private purchase | +20,100 | 17.21 | SEC filing |
| 2026-05-18 | Stansberry Frank Porter · Director, 10% owner | Class A Common Stock | P — Open market or private purchase | +100 | 16.46 | SEC filing |
| 2026-05-18 | Stansberry Frank Porter · Director, 10% owner | Class A Common Stock | P — Open market or private purchase | +3,523 | 16.50 | SEC filing |
| 2026-05-15 | Stansberry Frank Porter · Director, 10% owner | Class A Common Stock | P — Open market or private purchase | +11 | 16.71 | SEC filing |
| 2026-05-14 | Stansberry Frank Porter · Director, 10% owner | Class A Common Stock | P — Open market or private purchase | +10,000 | 18.25 | SEC filing |
| 2026-05-14 | Stansberry Frank Porter · Director, 10% owner | Class A Common Stock | P — Open market or private purchase | +10,000 | 17.99 | SEC filing |
| 2026-05-12 | Stansberry Frank Porter · Director, 10% owner | Class A Common Stock | P — Open market or private purchase | +10,000 | 18.50 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-04 | Turner Matthew Joseph · Director | Class A Common Stock | A — Grant, award, or other acquisition | +8,127 | SEC filing |
| 2026-06-04 | Smith Matthew Tate · Director | Class A Common Stock | A — Grant, award, or other acquisition | +7,525 | SEC filing |
| 2026-06-04 | Stansberry Frank Porter · Director, 10% owner | Class A Common Stock | A — Grant, award, or other acquisition | +7,525 | SEC filing |
| 2026-06-04 | Tongue Glenn H · Director | Class A Common Stock | A — Grant, award, or other acquisition | +8,127 | SEC filing |
| 2026-06-04 | SIMMONS VAN D · Director | Class A Common Stock | A — Grant, award, or other acquisition | +7,525 | SEC filing |
| 2026-05-05 | Galsim Marco · Chief Information Officer | Class A Common Stock | A — Grant, award, or other acquisition | +10,000 | SEC filing |
| 2026-03-13 | Forney Scott Daniel · General Counsel | Class A Common Stock | A — Grant, award, or other acquisition | +2,000 | SEC filing |
| 2026-03-13 | Mickels Erik · Chief Financial Officer | Class A Common Stock | A — Grant, award, or other acquisition | +43,911 | SEC filing |
Showing 8 of 27 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-09-16 | Palmer Michael Alan · Director | Class A Common Stock | J — Other acquisition or disposition | −7,500 | SEC filing |
| 2025-09-16 | Eifrig David · Chief Executive Officer | Class A Common Stock | J — Other acquisition or disposition | −1,250 | SEC filing |
| 2025-09-16 | Galsim Marco · Chief Information Officer | Class A Common Stock | J — Other acquisition or disposition | −2,750 | SEC filing |
| 2023-09-06 | Stansberry Frank Porter · 10% owner | Class B Common Stock | J — Other acquisition or disposition | −1,000,000 | SEC filing |
| 2023-09-06 | Stansberry Frank Porter · 10% owner | Class A Common Stock | J — Other acquisition or disposition | +1,000,000 | SEC filing |
| 2023-08-31 | COBBLESTONE PUBLISHING INC · 10% owner | Common Units | J — Other acquisition or disposition | +6,311,026 | SEC filing |
| 2023-08-31 | Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two · 10% owner | Class B Common Stock | J — Other acquisition or disposition | +6,311,026 | SEC filing |
| 2023-08-31 | COBBLESTONE PUBLISHING INC · 10% owner | Class B Common Stock | J — Other acquisition or disposition | +6,311,026 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.