MarketWise, Inc.

NasdaqGM:MKTW Stock Report

Market Cap: US$197.2m

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
DateValueNameEntityRoleSharesMax Price
30 Jan 25SellUS$3,673,358Greenhaven Road Investment Management, LPCompany4,293,312US$0.86
18 Sep 24BuyUS$3,500Glenn TongueIndividual5,000US$0.70
17 Sep 24BuyUS$7,519T2 Partners Management LPCompany10,764US$0.70
17 May 24SellUS$163,313Greenhaven Road Investment Management, LPCompany103,304US$1.58
17 May 24SellUS$163,313Greenhaven Road Investment Management, LPCompany103,304US$1.58
21 Mar 24BuyUS$19,667Erik MickelsIndividual11,363US$1.73
20 Mar 24BuyUS$25,750Glenn TongueIndividual15,000US$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 TypeNumber of SharesOwnership Percentage
Private Companies2,782,2276.18%
Individual Insiders6,330,44914.1%
Institutions10,300,45722.9%
General Public25,600,66456.9%

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

Top Shareholders

Top 25 shareholders own 38.33% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.03%
Frank Stansberry
4,064,676US$17.8m0%no data
6.09%
BlackRock, Inc.
2,743,514US$12.0m19.2%no data
5.54%
Alpha Global Investments Limited
2,494,727US$10.9m0%no data
3.23%
The Vanguard Group, Inc.
1,455,461US$6.4m0.36%no data
2%
Barclays Bank PLC, Securities Investments
900,000US$3.9m0%no data
1.87%
Geode Capital Management, LLC
841,542US$3.7m2.78%no data
1.18%
State Street Global Advisors, Inc.
531,352US$2.3m0%no data
1.13%
Formidable Asset Management, LLC
510,558US$2.2m-9.84%0.06%
1.11%
Royce & Associates, LP
500,000US$2.2m-55.5%no data
0.86%
Scott Forney
387,940US$1.7m0%no data
0.78%
Renaissance Technologies LLC
351,400US$1.5m-28.5%no data
0.67%
Northern Trust Global Investments
301,075US$1.3m-1.14%no data
0.64%
Williams & Novak Wealth Management, LLC
287,500US$1.3m88.8%no data
0.43%
Steven Kaufman
194,486US$852.2k0%no data
0.43%
Erik Mickels
192,998US$845.6k0%no data
0.41%
MTM Investment Management, LLC
186,263US$816.1k42.8%0.05%
0.39%
Glenn Tongue
177,578US$778.1k15.7%no data
0.39%
Riaan Hodgson
174,600US$765.0k0%no data
0.38%
Marco Ferri
169,687US$743.5k0%no data
0.33%
Pacific Investment Management Company LLC
150,000US$657.2k0%no data
0.3%
Van Simmons
133,040US$582.9k0%no data
0.29%
Mark Gerhard
130,556US$572.1k0%no data
0.29%
JPMorgan Chase & Co, Brokerage and Securities Investments
129,983US$569.5k141%no data
0.28%
BNY Asset Management
124,007US$543.4k-21.2%no data
0.27%
Morgan Stanley, Investment Banking and Brokerage Investments
119,681US$524.4k-8.88%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/13 03:19
End of Day Share Price 2025/03/13 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 4 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.

AnalystInstitution
Jeffrey MeulerBaird
Jason HelfsteinOppenheimer & Co. Inc.
Patrick O'ShaughnessyRaymond James & Associates