MarketWise (MKTW)
Delivers subscription research, education, and analytical software to self-directed investors.
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Sells digital subscriptions to independent financial research, investor education, and analytical software through separately branded publishers. Operates as one reportable segment within an Up-C structure, with customer acquisition, renewals, cross-selling, editorial independence, and brand reputation shaping the model.
Combines independent financial research, investor education, and analytical software for self-directed investors. Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, and TradeSmith sit within a broader portfolio of separately branded digital publishers.
Rooted in Baltimore, the portfolio is delivered on desktop and mobile devices through direct subscriptions. Execution centers on customer acquisition, subscription renewal, and cross-selling, while all operating subsidiaries are aggregated into one reportable segment.
Operates through an Up-C, dual-class structure in which the listed corporation's principal asset is its interest in MarketWise, LLC. Editorial independence and brand reputation are operating dependencies, while customer retention and the Up-C governance structure shape the business.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
No analyst notes in the last 24 months.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $32.9M · Total debt $5.5M · Total assets $185.9M · Shareholders' equity −$33.5M
- Revenue
- $75.8M
- Operating income
- −$4.3M
- Net income
- −$629.0K
HistoryDividendAnnual yield
| Institutions | 5.58% | 880.4K shares | |
|---|---|---|---|
| 52 holders · as of Jun 30, 2026 | |||
| Insiders | 1.40% | 220.9K shares | |
| 7 holders · as of Jul 2, 2026 | |||
| Other | 93.02% | 14.67M shares | |
| remainder | |||
15.77M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (15.77M in the company's Sep 22, 2026 report, 2.64M elsewhere); stakes use the report.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Barclays PLCInstitution | 0.97% | 152,675 A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 0.93% | 145,952 A | as of Jun 30, 2026 |
Bass Sid RInstitution | 0.92% | 145,524 A | as of Jun 30, 2026 |
Pinkney Partners, L.P.Institution | 0.86% | 135,000 | filed Mar 27, 2026 |
Phraction Management LLCInstitution | 0.59% | 92,316 A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 1, 2026 | Erik Mickels | officer: Chief Finacial Officer | −3,973 | $19.14 |
| Jul 1, 2026 | Scott Daniel Forney | officer: General Counsel | −711 | $19.14 |
| Jul 1, 2026 | Marco Galsim | officer: Chief Information Officer | −3,294 | $19.14 |
| May 22, 2026 | Frank Porter Stansberry | director, 10 percent owner: | +10,000 | $17.88 |
| May 20, 2026 | Frank Porter Stansberry | director, 10 percent owner: | +20,100 | $17.21 |
- Morningstar
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- News Corp Class A
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- Value Line
Direct overlap in subscription stock research and digital investor tools
- The Arena Group
TheStreet competes in paid stock commentary and investor subscriptions
- FactSet
Institutional financial data and analytics overlap at the software layer
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| MarketWise | $18.03 | +2.91% | $46.2M | 19.5 | 7.1 | 0.1 | −5.2% |
| Morningstar | $197.56 | −1.94% | $7.56B | 19.1 | 15.3 | 2.9 | +9.6% |
| News Corp Class A | $29.12 | −1.95% | $16.67B | 28.8 | 21.6 | 1.8 | +10.8% |
| Value Line | $38.78 | +0.96% | $360.6M | 18.2 | — | 11.0 | −6.5% |
| The Arena Group | $1.17 | −5.56% | $59.0M | 6.7 | 5.6 | 0.6 | −50.7% |
| FactSet | $278.00 | −2.15% | $10.10B | 18.7 | 14.5 | 4.1 | +6.4% |
| Median | 18.7 | 14.9 | 2.9 | +6.4% |