MKTW
Marketwise IncNASDAQ
Financial Services • Financial Data & Stock Exchanges
Factor tilt: Micro-Cap Growth
$21.47-1.20%
Close Nov 6, 2026
- Market cap
- $56.75M
- 1 month
- +8.7%
- 3 months
- +8.4%
- 1 year
- +27.5%
- 52-week range
- $13.65$21.73
- Dividend, last 12 mo
- $0.90 · 4.19% yield
- Last ex-date
- Aug 19, 2026 · $0.25
- Dividend growth
- 1 year in a row
- Short interest
- 4.5% of float79.5K shares · settled Oct 15, 2026 · +26.5% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $317.5M
- Net income
- $2.23M
- Free cash flow
- —
- Book value
- —
- Total debt
- —
- P/E
- 25.4×
- Price / sales
- 0.2×
- Price / book
- —
- FCF yield
- —
- Net margin
- +0.7%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Marketwise Inc
MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally. Its platform provides financial research, software, education, and tools to navigate the financial markets through subscription businesses.
Read more
The company also offers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, venture, crowdfunded investing, biotechnology, mutual funds, options, and trading; and investment research product portfolio through a range of media, including desktops, laptops, tablets, and mobile. In addition, it provides a diversified product portfolio for various financial research products under the Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, Altimetry, Wide Moat Research, Brownstone Research, The Opportunistic Trader, and TradeSmith brand names. Further, the company develops screeners, monitors, portfolio management tools, and proprietary indicators that produce a composite score to rank publicly traded companies. The company was founded in 1999 and is based in Baltimore, Maryland.
- Website
- marketwise.com
- Headquarters
- Baltimore, MD, United States
- Employees
- 451
- Listed
- Jul 22, 2021
- Fiscal year ends
- December
Company profile from EODHD, stored Oct 25, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier. Gross margin and operating income are not shown for a bank or insurer.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Jun 2026filed Aug 6, 2026 | $75.8M | -5.2% | -$629.0K |
| Mar 2026filed May 7, 2026 | $77.0M | -7.8% | -$573.0K |
| Dec 2025filed Mar 6, 2026 | $83.4M | -14.4% | $1.9M |
| Sep 2025filed Nov 6, 2025 | $81.3M | -16.4% | $1.5M |
| Jun 2025filed Aug 7, 2025 | $80.0M | -23.9% | $1.3M |
| Mar 2025filed May 8, 2025 | $83.5M | -23.4% | $890.0K |
| Dec 2024filed Mar 6, 2025 | $97.5M | -13.1% | $2.1M |
| Sep 2024filed Nov 7, 2024 | $97.2M | -8.4% | $1.7M |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Mar 6, 2026 | $328.1M | -19.7% | $5.6M |
| Dec 2024filed Mar 6, 2025 | $408.7M | -8.8% | $7.1M |
| Dec 2023filed Mar 7, 2024 | $448.2M | -12.5% | $1.8M |
| Dec 2022filed Mar 31, 2023 | $512.4M | -6.7% | $18.0M |
| Dec 2021filed Mar 10, 2022 | $549.2M | +50.8% | -$1.0B |
| Dec 2020filed Mar 22, 2021 | $364.2M | +33.8% | -$538.4M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched MKTW. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
79,541 shares short
+16,656 shares (+26.5%) vs Sep 30, 2026
4.5% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
62,885 shares short
-12,930 shares (-17.1%) vs Sep 15, 2026
3.6% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
75,815 shares short
+10,619 shares (+16.3%) vs Aug 31, 2026
4.3% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
65,196 shares short
-8,686 shares (-11.8%) vs Aug 14, 2026
3.7% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
73,882 shares short
+5,156 shares (+7.5%) vs Jul 31, 2026
Share of float unavailable. Published Aug 25, 2026.
Settlement Jul 31, 2026
68,726 shares short
-2,307 shares (-3.2%) vs Jul 15, 2026
Share of float unavailable. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind MKTW’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
USD 0.45 per share
Ex-dividend date: Nov 13, 2026 (future recorded date)
Recorded pay date: Dec 18, 2026 (pending)
Cash dividend · Polygon event record
USD 0.2 per share
Ex-dividend date: Nov 14, 2025
Recorded pay date: Dec 24, 2025 (past date)
Cash dividend · Polygon event record
USD 0.2 per share
Ex-dividend date: Aug 15, 2025
Recorded pay date: Sep 25, 2025 (past date)
Cash dividend · Polygon event record
USD 0.01 per share
Ex-dividend date: Mar 18, 2025
Recorded pay date: Mar 31, 2025 (past date)
Cash dividend · Polygon event record
USD 0.03 per share
Ex-dividend date: Jan 29, 2025
Recorded pay date: Feb 26, 2025 (past date)
Cash dividend · Polygon event record
USD 0.01 per share
Ex-dividend date: Nov 25, 2024
Recorded pay date: Dec 26, 2024 (past date)
Cash dividend · Polygon event record
4 conflicting dividend events are omitted; an amount or date could not be resolved.
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
1 for 20 · reverse split
Effective Apr 3, 2025
Each 20 pre-split shares become 1 post-split share.
Source: EODHD
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: MEDIUM
9 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Sep 22, 2026
Insider context
Sentiment: unknown
No recent insider trades detected.
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What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 12
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
No directional recent-activity label is available. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
51 filers reported a long position in MKTW for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
87.6%
of the 879.5K shares 13-F filers reported
Moves vs Q1 2026
8 added2 trimmed
Net shares held
+8.8%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BARCLAYS PLC | $2.7M · 152.7K shares | 152.7K | +0.6% |
| 2 | BlackRock, Inc. | $2.6M · 146K shares | 146K | +19.6% |
| 3 | BASS SID R | $2.6M · 145.5K shares | 145.5K | +7.7% |
| 4 | Phraction Management LLC | $1.6M · 92.3K shares | 92.3K | -6.1% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $1.1M · 64K shares | 64K | 0% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $992.4K · 55.6K shares | 55.6K | +13% |
| 7 | STATE STREET CORP | $587.7K · 32.9K shares | 32.9K | +18.6% |
| 8 | AQR CAPITAL MANAGEMENT LLC | $572.4K · 32.1K shares | 32.1K | +134.2% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $460.3K · 25.8K shares | 25.8K | -5.1% |
| 10 | MTM Investment Management, LLC | $423.4K · 23.7K shares | 23.7K | +23.6% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of MKTW file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Jul 29, 2026 | BlackRock, Inc.13G · passive | 5.5% |
| Mar 27, 2026 | CIK 212488413G · passive | 5.5% |
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