MarketWise, Inc. (MKTW)
Nasdaq: MKTW · Services-Prepackaged Software · Baltimore, MD · filing with the SEC since 2020
Grade3.4
◀ Past 2.5● Present 3.6▶ Future 3.6
Who owns MarketWise, Inc.
As filed with the SECHolders of 5% or more
5
Monument & Cathedral Holdings, LLC holds 74.3% of Class A Common Stock, par value $0.0001 per share, as its SCHEDULE 13D/A filed Feb 17, 2026 says.
Directors and officers
11
report now, of 33 people on the record since 2020. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Monument & Cathedral Holdings, LLC
SCHEDULE 13D/A · filed Feb 17, 2026 · Class A Common Stock, par value $0.0001 per share · 71.7% in Oct 29, 2025
Frank Porter Stansberry
SCHEDULE 13D/A · filed Mar 23, 2026 · Class A common stock
Barclays PLC
SCHEDULE 13G · filed Aug 12, 2025 · COMMON-STOCK
Blackrock, Inc.
SCHEDULE 13G · filed Jul 29, 2026 · Class A Stock · 4.97% in Apr 27, 2026
Pinkney Partners, L.P.
SCHEDULE 13G · filed Mar 27, 2026 · Class A Common Stock, Par Value $0.0001 Per Share
Kelly Jared M
SCHEDULE 13G/A · filed Aug 17, 2026 · Class A Common Stock · reported falling below 5%
Greenhaven Road Investment Management, L.P.
SCHEDULE 13D/A · filed Feb 14, 2025 · Class A Common Stock, par value of $0.0001 · reported falling below 5%
Robert D. Lynch
SCHEDULE 13G/A · filed Apr 23, 2026 · Class A Common Stock, par value $0.0001 per share ("Class A Common Stock"). · reported falling below 5%
What MKTW reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Money Map Press, LLC
A company bought · acquisition · Dec 2023 · owns, named in the 10-K filed Mar 6, 2026
16 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 6, 2026.
Insider tradesForm 4
8sales
15purchases
0sales on a scheduled plan
3people selling
$500,000sold, in dollars
$2.7Mbought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 45 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Mickels Erik | Chief Finacial Officer | 6 | $500,000 | 0 | 0 | $0 |
| Galsim Marco | Chief Information Officer | 1 | $100,000 | 0 | 0 | $0 |
| Stansberry Frank Porter | director | 0 | $0 | 0 | 15 | $2.7M |
| Forney Scott Daniel | General Counsel | 1 | $0 | 0 | 0 | $0 |