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 May 26	BuyUS$59,959	Frank Stansberry	Individual	3,634	US$16.71
14 May 26	BuyUS$547,400	Frank Stansberry	Individual	30,000	US$18.50
23 Mar 26	SellUS$88,200	Erik Mickels	Individual	6,000	US$14.70
20 Mar 26	BuyUS$592,286	Frank Stansberry	Individual	40,373	US$15.76
19 Mar 26	SellUS$140,100	Erik Mickels	Individual	10,000	US$14.10
11 Mar 26	SellUS$148,867	Erik Mickels	Individual	10,000	US$15.20
17 Jun 25	BuyUS$16,864	Erik Mickels	Individual	940	US$17.94

Insider Trading Volume

Insider Buying: MKTW 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
Private Companies	152,550	5.78%
Individual Insiders	716,325	27.1%
Institutions	814,332	30.9%
General Public	955,573	36.2%

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

Top Shareholders

Top 25 shareholders own 61.84% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.7%	Frank Stansberry	335,390	US$35.7m	37.7%	no data
5.78%	Ascendant Sponsor LP	152,550	US$16.3m	0%	no data
5.75%	Barclays Bank PLC	151,620	US$16.2m	1.36%	no data
5.43%	Robert Lynch	143,317	US$15.3m	0%	no data
5.12%	BBT Capital Management, LLC	135,000	US$14.4m	-0.09%	100.0%
4.62%	BlackRock, Inc.	122,025	US$13.0m	-2.31%	no data
3.79%	Mark Arnold	100,000	US$10.7m	5.02%	no data
3.73%	Phraction Management LLC	98,316	US$10.5m	-12.3%	0.42%
3.28%	The Vanguard Group, Inc.	86,526	US$9.2m	2.28%	no data
1.87%	Geode Capital Management, LLC	49,242	US$5.2m	-0.53%	no data
1.05%	State Street Global Advisors, Inc.	27,767	US$3.0m	-3.38%	no data
1.03%	Renaissance Technologies LLC	27,174	US$2.9m	36.6%	no data
0.95%	Royce & Associates, LP	25,000	US$2.7m	0%	no data
0.81%	Glenn Tongue	21,308	US$2.3m	66.6%	no data
0.81%	Scott Forney	21,291	US$2.3m	10.7%	no data
0.73%	MTM Investment Management, LLC	19,204	US$2.0m	1.87%	0.1%
0.69%	Van Simmons	18,160	US$1.9m	59.5%	no data
0.6%	Marco Galsim	15,775	US$1.7m	2.67%	no data
0.59%	Matthew Turner	15,502	US$1.7m	89.4%	no data
0.57%	Matthew Smith	14,960	US$1.6m	82.8%	no data
0.5%	AQR Capital Management, LLC	13,267	US$1.4m	0%	no data
0.5%	Northern Trust Global Investments	13,211	US$1.4m	4.07%	no data
0.32%	Steven Kaufman	8,500	US$905.5k	-3.95%	no data
0.32%	Marco Ferri	8,484	US$903.8k	0%	no data
0.31%	David Eifrig	8,223	US$876.0k	12.9%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/05/24 01:19
End of Day Share Price	2026/05/22 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

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.

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 Github.

Analyst Sources

MarketWise, Inc. is covered by 8 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