MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform includes subscription businesses that provides financial research, software, education, and tools to navigate the financial markets. The company offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechnology, mutual funds, options, and trading; investment research product portfolio through a range of media, including desktops, laptops, tablets, and mobile; and financial newsletters. It provides a suite of stock research tools and portfolio management services under the Chaikin Analytics brand; portfolio management software tools under the TradeSmith brand name; and database of accounting-based financial summaries under the Altimetry brand. In addition, the company develops screeners, monitors, portfolio management tools, and proprietary indicators that produce a composite score to rank publicly traded companies. The company was founded in 1999 and is headquartered in Baltimore, Maryland.
Date |
For |
Estimate |
Reported |
Surprise |
surprise % |
2024-11-14 |
2024-09 |
0 |
N/A |
N/A |
N/A |
2024-08-14 |
2024-06 |
0 |
0.04 |
N/A |
N/A |
2024-05-15 |
2024-03 |
0 |
0.04 |
N/A |
N/A |
2024-03-07 |
2023-12 |
0 |
N/A |
N/A |
N/A |
2023-11-09 |
2023-09 |
0 |
N/A |
N/A |
N/A |
2023-08-10 |
2023-06 |
0.05 |
N/A |
N/A |
N/A |
Date |
Firm |
Action |
From |
To |
2023-08-10 |
Needham |
Upgrade |
Buy |
Buy |
2023-07-09 |
JMP Securities |
Upgrade |
Market Outperform |
Market Outperform |
2023-06-29 |
JMP Securities |
Upgrade |
Market Outperform |
Market Outperform |
2023-05-14 |
Oppenheimer |
Upgrade |
Outperform |
Outperform |
2023-05-14 |
JMP Securities |
Upgrade |
Market Outperform |
Market Outperform |
2023-05-11 |
Needham |
Upgrade |
Buy |
Buy |
Date |
Name |
Relation |
Quantity |
Description |
2024-06-30 |
CURLETT CHARLES N. JR. |
Chief Operating Officer |
345.39K |
Stock Award(Grant) |
2024-06-30 |
EIFRIG DAVID |
Director |
682.89K |
Stock Award(Grant) |
2024-06-30 |
FORNEY SCOTT DANIEL |
General Counsel |
389.44K |
Stock Award(Grant) |
2024-06-30 |
GALSIM MARCO |
Chief Technology Officer |
804.41K |
Stock Award(Grant) |
2024-06-30 |
KAUFAM STEVEN ANDREW |
Officer |
196.01K |
Stock Award(Grant) |
2024-06-30 |
MICKELS ERIK |
Chief Financial Officer |
1.48M |
Stock Award(Grant) |
Institution Ownership
...
Report Date |
Organization |
Position |
Value |
Percentage |
2023-06-29 |
Greenhaven Road Investment Management, L.P. |
4.55M |
9.10M |
12.14% |
2023-06-29 |
Blackrock Inc. |
1.68M |
3.36M |
4.48% |
2023-06-29 |
Royce & Associates LP |
1.21M |
2.42M |
3.23% |
2023-06-29 |
Cannell Capital LLC |
1.14M |
2.28M |
3.05% |
2023-06-29 |
Vanguard Group Inc |
785.31K |
1.57M |
2.10% |
2023-06-29 |
Geode Capital Management, LLC |
555.05K |
1.11M |
1.48% |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-08-30 |
iShares Russell 2000 ETF |
686.25K |
926.43K |
1.83% |
2023-06-29 |
Royce Micro Cap Trust |
500.00K |
1000.00K |
1.33% |
2023-06-29 |
Royce Value Trust, Inc. |
500.00K |
1000.00K |
1.33% |
2023-06-29 |
Vanguard Extended Market Index Fund |
339.97K |
679.93K |
0.91% |
2023-08-30 |
iShares Russell 2000 Value ETF |
315.48K |
425.90K |
0.84% |
2023-06-29 |
Vanguard Total Stock Market Index Fund |
304.85K |
609.71K |
0.81% |
Dividend |
Date |
0.01 |
2024-08-15 |
0.01 |
2024-05-14 |
0.01 |
2024-03-14 |
0.01 |
2023-12-21 |
0.15 |
2023-11-09 |
0.15 |
2023-11-08 |