MarketWise Ownership

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

Recent Insider Transactions

NasdaqGM:MKTW Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Sep 24	BuyUS$3,500	Glenn Tongue	Individual	5,000	US$0.70
17 Sep 24	BuyUS$7,519	T2 Partners Management LP	Company	10,764	US$0.70
17 May 24	SellUS$163,313	Greenhaven Road Investment Management, LP	Company	103,304	US$1.58
17 May 24	SellUS$163,313	Greenhaven Road Investment Management, LP	Company	103,304	US$1.58
21 Mar 24	BuyUS$19,667	Erik Mickels	Individual	11,363	US$1.73
20 Mar 24	BuyUS$25,750	Glenn Tongue	Individual	15,000	US$1.75

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	3,522,682	7.93%
Private Companies	5,698,027	12.8%
Individual Insiders	6,755,647	15.2%
Institutions	10,330,748	23.3%
General Public	18,125,276	40.8%

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

Top Shareholders

Top 25 shareholders own 52.74% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.15%	Frank Stansberry	4,064,676	US$14.8m	1.83%	no data
7.93%	Greenhaven Road Investment Management, LP	3,522,682	US$12.9m	-18%	0.63%
6.87%	Ascendant Sponsor LP	3,051,000	US$11.1m	0%	no data
5.61%	Alpha Global Investments Limited	2,494,727	US$9.1m	0%	no data
5.18%	BlackRock, Inc.	2,301,313	US$8.4m	5.33%	no data
3.26%	The Vanguard Group, Inc.	1,450,176	US$5.3m	45.7%	no data
2.53%	Royce & Associates, LP	1,123,100	US$4.1m	-7.29%	no data
1.84%	Geode Capital Management, LLC	818,814	US$3.0m	4.11%	no data
1.27%	Formidable Asset Management, LLC	566,290	US$2.1m	-13.6%	0.05%
1.2%	State Street Global Advisors, Inc.	531,352	US$1.9m	0.36%	no data
1.11%	Renaissance Technologies LLC	491,600	US$1.8m	-11.5%	no data
1%	Cerity Partners LLC	442,400	US$1.6m	1,120%	no data
0.87%	Scott Forney	387,940	US$1.4m	79%	no data
0.69%	Northern Trust Global Investments	304,546	US$1.1m	21.5%	no data
0.45%	SKYVIEW Investment Advisors, LLC	199,204	US$727.0k	0%	0.02%
0.44%	Steven Kaufman	194,486	US$709.8k	125%	no data
0.43%	Erik Mickels	192,998	US$704.4k	0%	no data
0.39%	Riaan Hodgson	174,600	US$637.2k	0%	no data
0.38%	Marco Ferri	169,687	US$619.3k	-34.7%	no data
0.38%	Marco Galsim	169,596	US$619.0k	11.1%	no data
0.38%	Phraction Management LLC	167,187	US$610.2k	-33.1%	0.03%
0.35%	BNY Asset Management	157,450	US$574.6k	-11.7%	no data
0.35%	Glenn Tongue	153,540	US$560.4k	3.37%	no data
0.34%	Williams & Novak Wealth Management, LLC	152,300	US$555.8k	95.4%	no data
0.34%	Pacific Investment Management Company LLC	150,000	US$547.4k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 10:14
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
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 5 analysts. 1 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
Kyle Peterson	Needham & Company
Jason Helfstein	Oppenheimer & Co. Inc.