MarketWise, Inc.

Historical 13F Holders

Symbol
MKTW
CUSIP
57064P107
All holders as of
Q2 2026
Type
Equity
Class
COM CL A
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 57064P107 since 12/18/2024, largest first.

Filer % of Class Filed
Frank Porter Stansberry 13D/A 58.3% 3/23/2026
Event 3/19/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (3)
Kelly Jared M 13G/A 4.7% 8/17/2026
Event 4/7/2026
Greenhaven Road Investment Management, L.P. 13D/A
0% 2/14/2025
Event 8/12/2024
Robert Dale Lynch 13G/A
Checked 5% or less
4/23/2026
Event 4/3/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q2 1 9.96 k $178 k
2025 Q2 1 192 k $94.6 k
2025 Q1 62 11.5 M $5.71 M
2024 Q4 63 11.3 M $6.41 M
2024 Q3 64 13.9 M $9.22 M
2024 Q2 61 14.0 M $16.2 M
2024 Q1 72 13.6 M $23.6 M
2023 Q4 67 12.5 M $34.1 M
2023 Q3 53 17.1 M $12.8 M
2023 Q2 62 13.2 M $16.9 M
2023 Q1 57 10.7 M $11.5 M
2022 Q4 60 11.1 M $18.6 M
2022 Q3 70 12.3 M $28.1 M
2022 Q2 60 10.8 M $38.4 M
2022 Q1 57 10.5 M $49.3 M
2021 Q4 50 11.9 M $89.4 M
2021 Q3 45 12.2 M $100 M
2021 Q2 1 605 k $6.02 M