Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Marketwise Inc (MKTW)

49 + Investors. Track Smart Money conviction in MKTW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — MKTW

Based on 50 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MKTW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
50 hedge funds hold MKTW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +1567% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+1567% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

26 buying20 selling
Last quarter: 26 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new MKTW position: 41 → 8 → 5 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 36% entered in last year

■ 18% conviction (2yr+) ■ 46% medium ■ 36% new
Only 9 funds (18%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +50% but shares only +18% — price-driven

Value
+50%
Shares
+18%
Last quarter: the total dollar value of institutional holdings rose +50%, but actual share count only changed +18%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
⚠️

Saturation — most institutions already know this story

3 → 41 → 8 → 5 → 11 new funds/Q
New funds entering each quarter: 41 → 8 → 5 → 11. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 76% of holders entered in last year

■ 24% veterans ■ 0% 1-2yr ■ 76% new
Of 50 current holders: 38 (76%) entered in the past year, only 12 (24%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
17 of 50 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MKTW

In 2026 Q1, 26 hedge funds were net buyers of MKTW (11 opened a new position, 15 added to an existing one), while 20 reduced or exited (12 trimmed, 8 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 33% of total institutional value in MKTW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 50.

Hedge Fund Ownership: MKTW

How many hedge funds hold MKTW — quarterly history vs. share price
Quarterly hedge fund ownership of MKTW vs. share price

Market Analysis: MKTW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MKTW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Marketwise Inc (MKTW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MKTW has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
MKTW
nan%
XLF
+8.5%

MKTW outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
MKTW
nan%
XLF
+4.8%

Since the filing became public, MKTW outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: MKTW
49 + Investors

Track Smart Money conviction in MKTW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 47 4.26%
13F Shares 817K 691K 18.27%
Total Value $16M $10M 50.39%
New Positions 10 5 +5
Increased Positions 15 15 -
Closed Positions 8 5 +3
Reduced Positions 12 15 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MKTW

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Valuation Measures Data as of: --

Market Cap --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MKTW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MKTW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bass Sid R 100.00% 135,116 $2.5M
2 Phraction Management LLC 0.38% 98,316 $1.8M
3 MTM Investment Management, LLC 0.11% 19,204 $360K
4 Formidable Asset Management, LLC 0.04% 14,999 $281K
5 Royce & Associates LP 0.00% 25,000 $468K
6 Renaissance Technologies LLC 0.00% 27,174 $509K
7 Barclays plc 0.00% 151,800 $2.8M
8 Meeder Asset Management Inc 0.00% 502 $9K
9 Tower Research Capital LLC (TRC) 0.00% 1,085 $20K
10 Essential Partners LLC 0.00% 51 —
11 Aqr Capital Management LLC 0.00% 13,697 $256K
12 True Wealth Design, LLC 0.00% 15 —
13 Vanguard Fiduciary Trust Co 0.00% 12,070 $226K
14 Russell Investments Group, Ltd. 0.00% 2,787 $52K
15 Cwm, LLC 0.00% 1,078 $20K
16 Deutsche Bank Ag\ 0.00% 7,419 $139K
17 Rhumbline Advisers 0.00% 2,779 $52K
18 BlackRock, Inc. 0.00% 122,025 $2.3M
19 Ameritas Investment Partners, Inc. 0.00% 63 $1K
20 Vanguard Capital Management LLC 0.00% 63,948 $1.2M
21 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% 1,030 $19K
22 Sterling Capital Management LLC 0.00% 65 $1K
23 Steward Partners Investment Advisory, LLC 0.00% 194 $4K
24 Jones Financial Companies Lllp 0.00% 1,836 $35K
25 New York State Common Retirement Fund 0.00% 636 $12K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Marketwise Inc (MKTW)

What does the Smart Money Trend signal show for MKTW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MKTW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MKTW?

Slight buying edge — 57% buying: Last quarter: 26 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MKTW holders?

Strong quality — 33% AUM from major funds: 17 of 50 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MKTW?

Mostly new holders — 36% entered in last year: Only 9 funds (18%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Marketwise Inc (MKTW) following the 2026 Q1 hedge fund 13F filings?

As of today, MKTW has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MKTW has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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