| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $460.3K | 0.00% | 25.80K | −5.1% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a MKTW trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Jun 30, 2026 | Forney Scott DanielGeneral Counsel | Sale at price 19.14 per share. | 711 | $13.61K |
| Jun 30, 2026 | Galsim MarcoChief Technology Officer | Sale at price 19.14 per share. | 3.3K | $63.05K |
| Jun 30, 2026 | Mickels ErikChief Financial Officer | Sale at price 19.14 per share. | 4K | $76.04K |
| Jun 3, 2026 | Simmons Van DDirector | Stock Award(Grant) at price 0.00 per share. | 7.5K | — |
| Jun 3, 2026 | Tongue Glenn HDirector | Stock Award(Grant) at price 0.00 per share. | 8.1K | — |
| Jun 3, 2026 | Stansberry Frank PorterDirector and Beneficial Owner of more than 10% of a Class of Security | Stock Award(Grant) at price 0.00 per share. | 7.5K | — |
| Jun 3, 2026 | Turner Matthew JosephDirector | Stock Award(Grant) at price 0.00 per share. | 8.1K | — |
| Jun 3, 2026 | Smith Matthew TateDirector | Stock Award(Grant) at price 0.00 per share. | 7.5K | — |
| May 21, 2026 | Stansberry Frank PorterDirector and Beneficial Owner of more than 10% of a Class of Security | Purchase at price 17.88 per share. | 10K | $178.80K |
| May 19, 2026 | Stansberry Frank PorterDirector and Beneficial Owner of more than 10% of a Class of Security | Purchase at price 17.21 per share. | 20.1K | $345.92K |
| May 17, 2026 | Stansberry Frank PorterDirector and Beneficial Owner of more than 10% of a Class of Security | Purchase at price 16.46 - 16.71 per share. | 3.6K | $59.96K |
| May 13, 2026 | Stansberry Frank PorterDirector and Beneficial Owner of more than 10% of a Class of Security | Purchase at price 17.99 - 18.50 per share. | 30K | $547.40K |
| May 10, 2026 | Stansberry Frank PorterDirector and Beneficial Owner of more than 10% of a Class of Security | Purchase at price 17.15 - 19.93 per share. | 51.4K | $974.58K |
| May 4, 2026 | Galsim MarcoChief Technology Officer | Stock Award(Grant) at price 0.00 per share. | 10K | — |
| Mar 22, 2026 | Mickels ErikChief Financial Officer | Sale at price 14.70 per share. | 6K | $88.20K |
| Mar 19, 2026 | Stansberry Frank PorterDirector and Beneficial Owner of more than 10% of a Class of Security | Purchase at price 14.28 - 15.76 per share. | 40.4K | $592.29K |
| Mar 18, 2026 | Mickels ErikChief Financial Officer | Sale at price 13.83 - 14.10 per share. | 10K | $140.10K |
| Mar 12, 2026 | Mickels ErikChief Financial Officer | Stock Award(Grant) at price 0.00 per share. | 43.9K | — |
| Mar 12, 2026 | Forney Scott DanielGeneral Counsel | Stock Award(Grant) at price 0.00 per share. | 2K | — |
| Mar 10, 2026 | Mickels ErikChief Financial Officer | Sale at price 14.73 - 15.20 per share. | 10K | $148.87K |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.2 | -15.3 | 33.5 | -10.1 | 2.5 | 3.5 | 10.4 | -8.6 | 9.9 | -1.3 | +30.0% | ||
| 2025 | -2.3 | 9.7 | -18.9 | 38.1 | 23.2 | 17.7 | -7.0 | -2.4 | -8.0 | 2.7 | -4.2 | -7.6 | +32.2% |
| 2024 | -14.7 | -22.3 | -4.4 | -9.8 | -16.7 | -10.8 | -1.7 | -30.6 | -15.5 | -13.2 | -10.3 | 9.2 | −79.2% |
| 2023 | 32.1 | -11.3 | -6.1 | -0.5 | 22.8 | -11.5 | -4.0 | -29.7 | 18.5 | 35.6 | 47.0 | -14.4 | +62.5% |
| 2022 | -22.7 | -11.7 | -8.3 | -19.9 | -15.3 | 12.5 | -20.8 | -2.1 | -18.3 | 7.9 | -22.8 | -11.6 | −77.7% |
| 2021 | 0.4 | 3.8 | -7.4 | 0.4 | -0.4 | 0.5 | 41.4 | -35.9 | -8.4 | -15.4 | 2.0 | 5.8 | −26.5% |
| 2020 | -1.6 | 1.7 | 3.1 | +3.2% |
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. 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.
Buy / hold / sell counts