Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MARKETWISE INC (MKTW)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — MKTW

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
46 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 — +2200% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+2200% 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 50% buying

19 buying19 selling
Last quarter: 19 funds bought or added vs 19 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.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 41 → 8 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 63% new

26% conviction (2yr+) 11% medium 63% new
Of the 46 current holders: 12 (26%) held >2 years, 5 held 1–2 years, and 29 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

0 → 2 → 41 → 8 → 4 new funds/Q
New funds entering each quarter: 2 → 41 → 8 → 4. 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 — 65% of holders entered in last year

35% veterans 0% 1-2yr 65% new
Of 46 current holders: 30 (65%) entered in the past year, only 16 (35%) 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.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
16 of 46 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in MKTW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: MKTW
2026 Q1 Stats Unlock in 17 days 46 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 46 -
13F Shares 691K 704K -1.88%
Total Value $10M $12M -10.84%
New Positions 4 8 -4
Increased Positions 15 12 +3
Closed Positions 4 4 -
Reduced Positions 15 16 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MKTW

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Institutional Holders (2026 Q1)

46 + investors

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

Top 8 institutional holders of MKTW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Phraction Management LLC 0.38% 98,316 $1.8M
2 Formidable Asset Management, LLC 0.04% 14,999 $281K
3 HARBOR CAPITAL ADVISORS, INC. 0.00% 323
4 True Wealth Design, LLC 0.00% 15
5 Sterling Capital Management LLC 0.00% 65 $1K
6 Root Financial Partners, LLC 0.00% 2
7 IFP Advisors, Inc 0.00% 4
8 NISA INVESTMENT ADVISORS, LLC 0.00% 15
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for MKTW?

Slight buying edge — 50% buying: Last quarter: 19 funds bought or added vs 19 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?

Elite ownership — 50% AUM from top-100 funds: 16 of 46 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in MKTW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MKTW?

Mixed — 26% long-term, 63% new: Of the 46 current holders: 12 (26%) held >2 years, 5 held 1–2 years, and 29 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.