MarketWise, Inc. MKTW

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20.85 USD +0.11 (+0.53%)

At closeNov 3, 2026, 4:00 PM EST

20.85 0.00 0.00%

After hours · Nov 3, 4:00 PM ET

20.77 Day range 20.95
13.49 52-week range 22.83
YTD
+38.81%
1 year
+25.68%

Held by funds

39 US ETFs and mutual funds hold MKTW · largest positions

Funds holding MKTW, by value held
FundValue heldWeight in fund
IWM $1.38M0.00%
VTI $853.84K0.00%
NJM $844.68K0.00%
VXF $524.91K0.00%
FSSNX $469.82K0.00%
NAJ $291.23K0.00%
VTWO $251.41K0.00%
AIMS $248.88K0.30%
FSMAX $211.87K0.00%
IWC $136.95K0.01%
IJE $70.20K0.00%
FISVX $64.24K0.00%
MDSKX $62.81K0.00%
VTWV $37.50K0.00%
SMMD $31.04K0.00%
DCOR $24.62K0.00%
IWMW* MX $17.82K0.00%
DFSU $16.11K0.00%
DFAS $15.16K0.00%
BSMAX $12.67K0.00%

Ownership

Held by insiders 34.76%
Held by institutions 31.13%
Float held by institutions 47.72%
Institutions 84

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Greenhaven Road Investment Management, L.p.7.93%3,522,6821.77MSep 29, 2024
Blackrock Inc.5.18%2,301,3131.15MSep 29, 2024
Vanguard Group Inc3.26%1,450,176726.83KSep 29, 2024
Royce & Associates LP2.53%1,123,100562.90KSep 29, 2024
Geode Capital Management, LLC1.84%818,814410.39KSep 29, 2024
Formidable Asset Management, Llc1.27%566,290283.82KSep 29, 2024

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
Vanguard Total Stock Market Index Fund1.84%816,134409.05KSep 29, 2024
iShares Russell 2000 ETF1.66%739,678370.73KOct 30, 2024
Royce Small Cap Trust, Inc.1.13%500,000250.60KSep 29, 2024
Royce Micro Cap Trust1.13%500,000250.60KSep 29, 2024
iShares Russell 2000 Value ETF0.92%407,325204.15KOct 30, 2024
Fidelity Small Cap Index Fund0.88%390,221195.58KAug 30, 2024
MKTW insiders
InsiderRelationLatest transactionDateShares held
CURLETT CHARLES N. JR.Chief Operating OfficerStock Award(Grant)Jun 30, 2024345,394
EIFRIG DAVIDDirectorStock Award(Grant)Jun 30, 2024682,894
FORNEY SCOTT DANIELGeneral CounselStock Award(Grant)Jun 30, 2024389,442
GALSIM MARCOChief Technology OfficerStock Award(Grant)Jun 30, 2024804,408
KAUFAM STEVEN ANDREWOfficerStock Award(Grant)Jun 30, 2024196,006
MICKELS ERIKChief Financial OfficerStock Award(Grant)Jun 30, 20241,475,890