Marketwise, Inc.: which funds bought and sold
Institutions that bought and sold Marketwise shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 32 institutions that filed 13F reports for both quarters added to or opened positions in Marketwise, and 19 cut or closed them. Together they added a net 64K shares, +7.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 922 shares (+1.3%); index fund managers were net buyers of 42K shares (+14.0%). 9 opened a new position and 8 sold out entirely.
Bought, Q2 2026 32 institutions, 9 of them new holders Sold, Q2 2026 19 institutions, 8 of them sold out
Net change, all compared +64K shares (+7.9%)
Net change, active managers +922 shares (+1.3%), 4 bought, 3 sold
Buyers versus sellers
32 bought 8 19 sold
Active managers and hedge funds 4 bought · 3 sold · +922
Index fund managers 7 bought · 1 sold · +42K
Other institutions 21 bought · 15 sold · +21K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +24K +19.6% | 146K | $2.6M |
| AQR Capital Management LLC Hedge fund | +18K +134.2% | 32K | $572,399 |
| Vident Advisory, LLC | +12K New position | 12K | $215,686 |
| Bass Sid R | +10K +7.7% | 146K | $2.6M |
| Copeland Capital Management, LLC Active manager | +7,545 New position | 7,545 | $134,602 |
| Geode Capital Management, LLC Index funds | +6,383 +13.0% | 56K | $992,416 |
| State Street Corp Index funds | +5,176 +18.6% | 33K | $587,703 |
| Russell Investments Group, Ltd. | +4,583 +164.4% | 7,370 | $131,479 |
| Vanguard Portfolio Management LLC Index funds | +4,542 +45.6% | 14K | $258,609 |
| Mtm Investment Management, LLC | +4,531 +23.6% | 24K | $423,427 |
| Northern Trust Corp Index funds | +2,717 +20.6% | 16K | $284,155 |
| Morgan Stanley | +1,679 +63.0% | 4,346 | $77,533 |
| Acadian Asset Management LLC Active manager | +1,400 New position | 1,400 | $24,000 |
| Wells Fargo & Company | +1,189 +182.9% | 1,839 | $32,808 |
| Royal Bank Of Canada | +1,101 +336.7% | 1,428 | $25,000 |
| Citigroup Inc | +928 +1145.7% | 1,009 | $18,001 |
| Barclays PLC | +875 +0.6% | 153K | $2.7M |
| Arax Advisory Partners | +745 +12416.7% | 751 | $13,398 |
| Vanguard Fiduciary Trust Co Index funds | +323 +2.7% | 12K | $221,091 |
| Integrated Wealth Concepts LLC | +220 New position | 220 | $3,930 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +18K +134.2% | 32K | $572,399 |
| Copeland Capital Management, LLC Active manager | +7,545 New position | 7,545 | $134,602 |
| Acadian Asset Management LLC Active manager | +1,400 New position | 1,400 | $24,000 |
| FMR LLC Active manager | +22 +0.7% | 3,267 | $58,283 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Royce & Associates LP Active manager | −25K Sold out | 0 | — |
| Deutsche Bank Ag\ | −7,419 Sold out | 0 | — |
| Phraction Management LLC | −6,000 −6.1% | 92K | $1.6M |
| Jones Financial Companies LLLP | −1,836 Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −1,375 −5.1% | 26K | $460,254 |
| Rhumbline Advisers Index funds | −932 −33.5% | 1,847 | $32,944 |
| BNP Paribas Financial Markets | −571 −57.8% | 417 | $7,439 |
| Meeder Asset Management Inc | −502 Sold out | 0 | — |
| Tower Research Capital LLC (TRC) | −481 −44.3% | 604 | $10,775 |
| Jpmorgan Chase & Co | −379 −26.7% | 1,039 | $18,296 |
| Steward Partners Investment Advisory, LLC | −194 Sold out | 0 | — |
| California State Teachers Retirement System | −81 −76.4% | 25 | $446 |
| Federated Hermes, Inc. Active manager | −58 Sold out | 0 | — |
| Optiver Holding B.V. | −37 Sold out | 0 | — |
| Sterling Capital Management LLC | −33 −50.8% | 32 | $571 |
| Mirae Asset Global Etfs Holdings Ltd. | −20 −1.9% | 1,010 | $18,018 |
| Essential Partners LLC | −4 −7.8% | 47 | $838 |
| UBS Group AG | −4 −0.1% | 2,718 | $48,489 |
| Root Financial Partners, LLC | −2 Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Royce & Associates LP Active manager | −25K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −1,375 −5.1% | 26K | $460,254 |
| Federated Hermes, Inc. Active manager | −58 Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Vident Advisory, LLC | 12K | $215,686 |
| Copeland Capital Management, LLCActive manager | 7,545 | $134,602 |
| Acadian Asset Management LLCActive manager | 1,400 | $24,000 |
| Integrated Wealth Concepts LLC | 220 | $3,930 |
| Sbi Securities Co., Ltd. | 107 | $1,909 |
| Rothschild Investment LLC | 13 | $232 |
| Farther Finance Advisors, LLC | 10 | $177 |
| Summit Securities Group LLC | 7 | $125 |
| Fortitude Family Office, LLC | 5 | $89 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Royce & Associates LPActive manager | 25K | $468,000 |
| Deutsche Bank Ag\ | 7,419 | $138,884 |
| Jones Financial Companies LLLP | 1,836 | $35,123 |
| Meeder Asset Management Inc | 502 | $9,397 |
| Steward Partners Investment Advisory, LLC | 194 | $3,632 |
| Federated Hermes, Inc.Active manager | 58 | $1,086 |
| Optiver Holding B.V. | 37 | $693 |
| Root Financial Partners, LLC | 2 | $37 |
Who holds the shares
- Institutions reporting
- 51
- Ten largest holders
- 87.6% of 13F-reported shares
- Index fund managers
- 39.0% of 13F-reported shares
- Active managers and hedge funds
- 8.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 4 | 3 | 2 | 2 | +922 | +1.3% |
| Index fund managers | 7 | 1 | 0 | 0 | +42K | +14.0% |
| Other institutions | 21 | 15 | 7 | 6 | +21K | +4.7% |