MarketWise, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 11/13/2024 | 3.52 M | $2.35 M | -17.95% | 9.04% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.30 M | $1.54 M | 100.00% | 5.91% |
| VANGUARD GROUP INC | 11/13/2024 | 1.45 M | $968,718 | 45.67% | 3.72% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 1.12 M | $750,568 | -7.29% | 2.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 818,814 | $547,259 | 4.11% | 2.10% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 11/12/2024 | 566,290 | $378,451 | -13.62% | 1.45% |
| STATE STREET CORP | 11/14/2024 | 531,352 | $355,103 | 0.36% | 1.36% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 491,600 | $328,536 | -11.49% | 1.26% |
| CERITY PARTNERS LLC | 11/12/2024 | 442,400 | $295,656 | 1,124.70% | 1.14% |
| SKYVIEW INVESTMENT ADVISORS, LLC | 11/21/2024 | 199,204 | $133,000 | 0.00% | 0.51% |
| PHRACTION MANAGEMENT LLC | 11/06/2024 | 167,187 | $111,731 | -33.13% | 0.43% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 157,450 | $105,224 | -11.67% | 0.40% |
| WILLIAMS & NOVAK, LLC | 10/07/2024 | 152,300 | $101,782 | 95.41% | 0.39% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 150,000 | $70,472 | 0.00% | 0.39% |
| CITADEL ADVISORS LLC | 11/14/2024 | 148,271 | $99,089 | -44.55% | 0.38% |
| MORGAN STANLEY | 11/14/2024 | 138,157 | $92,330 | 59.91% | 0.35% |
| MTM INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 130,443 | $80,431 | 1.46% | 0.33% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 102,006 | $68,171 | -18.51% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 97,783 | $65,348 | 0.00% | 0.25% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 74,097 | $49,519 | 203.44% | 0.19% |
| JPMORGAN CHASE & CO | 12/26/2024 | 70,768 | $47,294 | 118.39% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 64,525 | $43,122 | -14.64% | 0.17% |
| BARCLAYS PLC | 11/19/2024 | 51,689 | $34,000 | 260.40% | 0.13% |
| RHUMBLINE ADVISERS | 11/12/2024 | 45,862 | $30,628 | 9.60% | 0.12% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 42,753 | $28,572 | 0.00% | 0.11% |
| ENGINEERS GATE MANAGER LP | 11/14/2024 | 30,816 | $20,594 | 100.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 27,390 | $18,297 | 2.30% | 0.07% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 27,350 | $18,278 | 6.34% | 0.07% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 25,076 | $17,000 | 100.00% | 0.06% |
| FIDUCIENT ADVISORS LLC | 10/25/2024 | 25,000 | $16,708 | 100.00% | 0.06% |
| JANE STREET GROUP, LLC | 11/15/2024 | 23,751 | $15,873 | -54.47% | 0.06% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 20,606 | $13,771 | -0.62% | 0.05% |
| CRESSET ASSET MANAGEMENT, LLC | 11/14/2024 | 20,000 | $13,366 | 0.00% | 0.05% |
| GROUND SWELL CAPITAL, LLC | 10/29/2024 | 18,488 | $12,356 | 100.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 18,441 | $12,324 | 13.34% | 0.05% |
| UBS GROUP AG | 11/14/2024 | 18,382 | $12,279 | 54.80% | 0.05% |
| DEUTERIUM CAPITAL MANAGEMENT, LLC | 11/13/2024 | 18,019 | $12,042 | 0.00% | 0.05% |
| CITADEL ADVISORS LLC | 11/14/2024 | 18,000 | $12,029 | -81.60% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 17,362 | $11,603 | 100.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 16,885 | $11,284 | 3.62% | 0.04% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 16,037 | $11,000 | 100.00% | 0.04% |
| CITADEL ADVISORS LLC | 11/14/2024 | 15,200 | $10,158 | 310.81% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 14,443 | $9,648 | -19.62% | 0.04% |
| INVESCO LTD. | 11/12/2024 | 13,181 | $8,809 | -87.63% | 0.03% |
| HARBOR INVESTMENT ADVISORY, LLC | 10/04/2024 | 13,000 | $8,688 | 0.00% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 12,736 | $9,000 | 0.00% | 0.03% |
| SG AMERICAS SECURITIES, LLC | 10/03/2024 | 12,536 | $8,000 | 100.00% | 0.03% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 11/04/2024 | 5,284 | $3,531 | -70.97% | 0.01% |
| ROYAL BANK OF CANADA | 11/14/2024 | 4,794 | $3,000 | 32.25% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 3,905 | $2,610 | -1.24% | 0.01% |
MarketWise, Inc.institutional Ownership - FAQ's
During the previous two years, 69 institutional investors and hedge funds held shares of MarketWise, Inc.. The most heavily invested institutionals were:
Greenhaven Road Investment Management, L.P.: 3.52 M
BlackRock Funding, Inc. /DE: 2.3 M
VANGUARD GROUP INC: 1.45 M
ROYCE & ASSOCIATES LP: 1.12 M
GEODE CAPITAL MANAGEMENT, LLC: 818,814
Formidable Asset Management, LLC: 566,290
35.39% of MarketWise, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 17.25 M shares in the last 24 months. This purchase volume represents approximately $9.19 M in transactions.