MarketWise Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:MKTW * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Sep 24	BuyMex$67,290	Glenn Tongue	Individual	5,000	Mex$13.46
17 Sep 24	BuyMex$144,822	T2 Partners Management LP	Company	10,764	Mex$13.48
17 May 24	SellMex$2,712,846	Greenhaven Road Investment Management, LP	Company	103,304	Mex$26.26
17 May 24	SellMex$2,712,846	Greenhaven Road Investment Management, LP	Company	103,304	Mex$26.26
21 Mar 24	BuyMex$329,650	Erik Mickels	Individual	11,363	Mex$29.01
20 Mar 24	BuyMex$431,374	Glenn Tongue	Individual	15,000	Mex$29.32

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MKTW *?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	4,396,616	11.2%
Private Companies	5,549,496	14.2%
Institutions	8,028,617	20.5%
General Public	8,441,702	21.6%
Individual Insiders	12,731,006	32.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.87% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.2%	Greenhaven Road Investment Management, LP	4,396,616	Mex$1.2b	-3.38%	3.43%
10.2%	F. Stansberry	3,991,467	Mex$1.1b	33.4%	no data
10.2%	Frank Stansberry	3,991,467	Mex$1.1b	0%	no data
7.79%	Ascendant Sponsor LP	3,051,000	Mex$832.3m	0%	no data
7.32%	Robert Lynch	2,866,344	Mex$781.9m	0%	no data
6.37%	Alpha Global Investments Limited	2,494,727	Mex$680.5m	0%	no data
4.89%	BlackRock, Inc.	1,913,901	Mex$522.1m	10.7%	no data
3.09%	Royce & Associates, LP	1,211,400	Mex$330.5m	0%	0.02%
2.19%	The Vanguard Group, Inc.	857,417	Mex$233.9m	8.72%	no data
1.62%	Geode Capital Management, LLC	633,352	Mex$172.8m	9.82%	no data
1.31%	State Street Global Advisors, Inc.	513,417	Mex$140.1m	-2.84%	no data
1.15%	Formidable Asset Management, LLC	451,823	Mex$123.3m	-36.7%	0.2%
0.91%	Renaissance Technologies LLC	354,300	Mex$96.6m	129%	no data
0.61%	Northern Trust Global Investments	237,867	Mex$64.9m	-3.9%	no data
0.46%	Erik Mickels	181,635	Mex$49.5m	0%	no data
0.45%	Riaan Hodgson	174,600	Mex$47.6m	0%	no data
0.44%	BNY Mellon Asset Management	172,769	Mex$47.1m	0.6%	no data
0.4%	R. Lynch	154,750	Mex$42.2m	0%	no data
0.38%	Pacific Investment Management Company LLC	150,000	Mex$40.9m	0%	no data
0.38%	Michael Palmer	150,000	Mex$40.9m	0%	no data
0.33%	Mark Gerhard	130,556	Mex$35.6m	0%	no data
0.31%	Scott Forney	119,578	Mex$32.6m	0%	no data
0.28%	Eschler Asset Management LLP	110,851	Mex$30.2m	0%	0.16%
0.28%	Morgan Stanley, Investment Banking and Brokerage Investments	108,854	Mex$29.7m	11.6%	no data
0.28%	Cynthia Cherry	107,935	Mex$29.4m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/03/13 04:11
End of Day Share Price	2023/12/15 00:00
Earnings	2023/12/31
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

MarketWise, Inc. is covered by 4 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jeffrey Meuler	Baird
Jason Helfstein	Oppenheimer & Co. Inc.
Patrick O'Shaughnessy	Raymond James & Associates