Stock Analysis
Data Source: SEC EDGAR 13F
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Marketwise Inc (MKTW)

50 + 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
↑ +1
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — MKTW

Based on 51 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
51 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

34 buying20 selling
Last quarter: 34 funds were net buyers (11 opened a brand new position + 23 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 5 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 31% entered in last year

18% conviction (2yr+) 51% medium 31% 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.
📈

Growing discovery — still being found

41 → 8 → 5 → 11 → 11 new funds/Q
New funds entering each quarter: 8 → 5 → 11 → 11. A growing number of institutions are discovering MKTW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 73% of holders entered in last year

24% veterans 4% 1-2yr 73% new
Of 51 current holders: 37 (73%) 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.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
18 of 51 holders are among the 100 largest funds by AUM, controlling 53% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 Q2, 34 hedge funds were net buyers of MKTW (11 opened a new position, 23 added to an existing one), while 20 reduced or exited (10 trimmed, 10 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 53% of total institutional value in MKTW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 51.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: MKTW
50 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 50 50 -
13F Shares 880K 817K 7.7%
Total Value $16M $16M 0.42%
New Positions 11 11 -
Increased Positions 22 15 +7
Closed Positions 11 8 +3
Reduced Positions 10 12 -2
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 Q2)

50 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bass Sid R 100.00% 145,524 $2.6M
2 Phraction Management LLC 0.28% 92,316 $1.6M
3 MTM Investment Management, LLC 0.12% 23,735 $423K
4 Formidable Asset Management, LLC 0.04% 14,999 $272K
5 Copeland Capital Management, LLC 0.00% 7,545 $135K
6 Vident Advisory, LLC 0.00% 12,090 $216K
7 Renaissance Technologies LLC 0.00% 25,799 $460K
8 Barclays plc 0.00% 152,675 $2.7M
9 Essential Partners LLC 0.00% 47
10 Tower Research Capital LLC (TRC) 0.00% 604 $11K
11 Aqr Capital Management LLC 0.00% 32,085 $572K
12 Russell Investments Group, Ltd. 0.00% 7,370 $131K
13 Arax Advisory Partners 0.00% 751 $13K
14 True Wealth Design, LLC 0.00% 19
15 Vanguard Fiduciary Trust Co 0.00% 12,393 $221K
16 SBI Securities Co., Ltd. 0.00% 107 $2K
17 BlackRock, Inc. 0.00% 145,952 $2.6M
18 EverSource Wealth Advisors, LLC 0.00% 63 $1K
19 Ameritas Investment Partners, Inc. 0.00% 63 $1K
20 Rhumbline Advisers 0.00% 1,847 $33K
21 Vanguard Capital Management LLC 0.00% 63,973 $1.1M
22 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% 1,010 $18K
23 Integrated Wealth Concepts LLC 0.00% 220 $4K
24 Mercer Global Advisors Inc /Adv 0.00% 837 $15K
25 Fortitude Family Office, LLC 0.00% 5
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 63% buying: Last quarter: 34 funds were net buyers (11 opened a brand new position + 23 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MKTW holders?

Elite ownership — 53% AUM from top-100 funds: 18 of 51 holders are among the 100 largest funds by AUM, controlling 53% 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?

Mostly new holders — 31% 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.

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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