MarketWise (MKTW)
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13F · 13D/G · Form 4
| 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.
13F, as of Jun 30, 2026
52 holders · 880.4K shares · 10 new positions · 33 increased · 11 reduced · 10 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| Barclays PLC | 152.7K | 0.97% | +875 | Aug 14, 2026 |
| BlackRock, Inc. | 146.0K | 0.93% | +23.9K | Aug 7, 2026 |
| Bass Sid R | 145.5K | 0.92% | +10.4K | Aug 6, 2026 |
| Phraction Management LLC | 92.3K | 0.59% | −6.0K | Jul 20, 2026 |
| Vanguard Capital Management LLC | 64.0K | 0.41% | +25 | Aug 13, 2026 |
| Geode Capital Management, LLC | 55.6K | 0.35% | +6.4K | Aug 12, 2026 |
| State Street Corp | 32.9K | 0.21% | +5.2K | Aug 7, 2026 |
| AQR Capital Management LLC | 32.1K | 0.20% | +18.4K | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Twoincl. Monument & Cathedral Holdings, LLC, Cobblestone Publishing, Inc. +1 more | 74.30% | 6.98M | 13D | Feb 17, 2026 |
| Frank Porter Stansberry | 58.29% | 3.08M | 13D | Mar 23, 2026 |
| Barclays PLC | 5.62% | 149.0K | 13G | Aug 12, 2025 |
| BlackRock, Inc. | 5.50% | 145.8K | 13G | Jul 29, 2026 |
| Pinkney Partners, L.P. | 5.50% | 135.0K | 13G | Mar 27, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jul 1, 2026 | Erik Mickelsofficer: Chief Finacial Officer | Sale | 3,973 | $19.14 | 75,091 |
| Jul 1, 2026 | Scott Daniel Forneyofficer: General Counsel | Sale | 711 | $19.14 | 21,459 |
| Jul 1, 2026 | Marco Galsimofficer: Chief Information Officer | Sale | 3,294 | $19.14 | 39,495 |
| May 22, 2026 | Frank Porter Stansberrydirector, 10 percent owner: | Purchase | 10,000 | $17.88 | 365,490 |
| May 20, 2026 | Frank Porter Stansberrydirector, 10 percent owner: | Purchase | 20,100 | $17.21 | 355,490 |
| May 15, 2026 | Frank Porter Stansberrydirector, 10 percent owner: | Purchase | 11 | $16.71 | 331,767 |
| May 18, 2026 | Frank Porter Stansberrydirector, 10 percent owner: | Purchase · 2 lots | 3,623 | $16.50 | 335,390 |
| May 12, 2026 | Frank Porter Stansberrydirector, 10 percent owner: | Purchase | 10,000 | $18.50 | 311,756 |
| May 14, 2026 | Frank Porter Stansberrydirector, 10 percent owner: | Purchase · 2 lots | 20,000 | $18.12 | 331,756 |
| May 8, 2026 | Frank Porter Stansberrydirector, 10 percent owner: | Purchase · 3 lots | 41,375 | $18.99 | 291,756 |
House and Senate disclosures
Not reported.