MKTW is the ticker symbol for MARKETWISE, INC., a publicly traded Technology sector company listed on Nasdaq. 13F Pro tracks MKTW with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is MKTW a good stock to buy?

13F Pro's AI ranking engine scores MKTW at 41.1/100, ranked #2,066 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for MKTW is available at https://13fpro.ai/company/MKTW. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source MKTW data?

All MARKETWISE, INC. fundamentals and ownership data come directly from SEC EDGAR. MARKETWISE, INC. files with the SEC under CIK 1805651. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

MARKETWISE, INC. MKTW

NasdaqSmall CapTechnology

13F Pro quality score

Rank #2,066 of 2,925

Why it scores 41 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$75.81M

Quarter to Jun 30

Net income

$-629.0K

Quarter to Jun 30

Free cash flow

$22.27M

Quarter to Jun 30

Operating margin

-5.6%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$15.87M total

BARCLAYS PLC

$2.72M+0.6%

BlackRock, Inc.

$2.60M+19.6%

BASS SID R

$2.60M+7.7%

Phraction Management LLC

$1.65M-6.1%

VANGUARD CAPITAL MANAGEMENT LLC

$1.14M0.0%

GEODE CAPITAL MANAGEMENT, LLC

$992.4K+13.0%

STATE STREET CORP

$587.7K+18.6%

AQR CAPITAL MANAGEMENT LLC

$572.4K+134.2%

RENAISSANCE TECHNOLOGIES LLC

$460.3K-5.1%

MTM Investment Management, LLC

$423.4K+23.6%

NORTHERN TRUST CORP

$284.2K+20.6%

Formidable Asset Management, LLC

$272.2K0.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

$258.6K+45.6%

VANGUARD FIDUCIARY TRUST CO

$221.1K+2.7%

Vident Advisory, LLC

$215.7KNew

SkyView Investment Advisors, LLC

$178.0KNew

Copeland Capital Management, LLC

$134.6KNew

Russell Investments Group, Ltd.

$131.5K+164.4%

$77.5K+63.0%

$58.3K+0.7%

$48.5K-0.1%

$32.9K-33.5%

WELLS FARGO & COMPANY/MN

$32.8K+182.9%

ROYAL BANK OF CANADA

$25.0K+334.0%

ACADIAN ASSET MANAGEMENT LLC

$24.0KNew

See all 52 institutional holders →

What's Driving MKTW's Business? Latest 10-Q Breakdown

29/29 datapoints verified

AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue declined 5.2% YoY to $75.8M as legacy wind-down offset 56.7% YoY billings growth; net loss of $2.6M vs. net income of $15.3M YoY.

Biggest Revenue Drivers

Membership subscriptions$39.8M-4.8% YoY

Decrease primarily due to Legacy Research wind-down and lower prior-period Billings deferred and recognized.

Term subscriptions$35.6M-4.9% YoY

Decline driven by Legacy Research wind-down and lower prior-period Billings deferred over subscription terms.

Biggest Revenue Drivers

Total revenue: $75.8M-5.2% YoY

Membership subscriptions$39.8M-4.8% YoY

Decrease primarily due to Legacy Research wind-down and lower prior-period Billings deferred and recognized.

Term subscriptions$35.6M-4.9% YoY

Decline driven by Legacy Research wind-down and lower prior-period Billings deferred over subscription terms.

Non-subscription revenue$0.5M-28.6% YoY

Decrease in income related to revenue share agreements with external parties.

Largest Expense Items

Sales and marketing$42.8M+35.4% YoY

$12.8M increase in direct marketing expense from multiple successful product launches and increased customer acquisition efforts.

General and administrative$22.7M+14.9% YoY

$1.4M increase in incentive compensation, $0.8M in professional services, $0.7M in software expense, $1.1M in stock-based compensation.

Cost of revenue$11.1M+1.5% YoY

$1.0M increase in credit card fees, partially offset by $0.4M decrease in stock-based compensation.

Research and development$2.7M+27.1% YoY

$0.4M additional spending on expanded maintenance and SaaS platform enhancements with external technical support.

Margins: Operating margin deteriorated to negative 5.6% in Q2 2026 from positive 18.5% YoY, driven by $11.2M increase in sales and marketing expenses (56.5% of revenue) to fund aggressive customer acquisition campaigns, while revenue recognition lagged billings growth due to multi-year subscription deferrals.

Watch Items from the Filing

Paid Subscribers grew only 1.5% YoY (400K vs 394K) despite 56.7% billings growth; company explicitly states it expects to reduce marketing investments in H2 2026 and focus on monetizing existing base.
Cash declined from $70.1M to $32.9M in first half 2026, driven by $40.4M total distributions to noncontrolling interests and $12.2M settlement payment; company estimates ~$97.2M 'float' but has no debt and operating cash flow of $20.3M YTD.
Net revenue retention improved to 91% in 2025 from 53% in 2024, and ARPU increased 73.3% YoY to $822 per user, reflecting deeper customer monetization across membership and higher-value products.
Active Free Subscribers declined 6.1% YoY to 2.1M as company rationalized free product offerings; historical data shows 52% of new paid subscribers convert from free tier.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/MKTW

Earnings Per Share

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MARKETWISE, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$328.1M	$5.6M	19.1%
FY 2024	10-K	$408.7M	$7.1M	21.8%
FY 2023	10-K	$448.2M	$1.8M	11.6%
FY 2022	10-K	$512.4M	$18.0M	17.0%
FY 2021	10-K	$549.2M	$-1.0B	-176.2%
FY 2020	10-K	$364.2M	$-538.4M	-147.9%

About MARKETWISE, INC. (MKTW): stock profile, AI score and financials

MARKETWISE, INC. (MKTW) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores MKTW at 41.1/100 on a composite quality score built from its SEC filings, placing it at rank #2,066 of 2,925 stocks — the bottom half of the AI-ranked universe. MKTW scores in the top quartile across earnings quality (94.3), institutional flow (87.0). Areas of concern include revenue growth (6.1) and revenue scale (30.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 29.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), MARKETWISE, INC. reports quarterly revenue of $75.8M, net income of $-629.0K, an operating margin of -5.6%. Top institutional holders of MKTW by reported 13-F value include BARCLAYS PLC, BlackRock, BASS SID R, based on the most recent SEC filings. MKTW trades on the Nasdaq exchange and files with the SEC under CIK 1805651. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MKTW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MARKETWISE, INC. directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1805651 →

MARKETWISE, INC. MKTW

Top Institutional Holders

What's Driving MKTW's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

MKTW key financials by period

MKTW insiders

About MARKETWISE, INC. (MKTW): stock profile, AI score and financials

MARKETWISE, INC. MKTW

Top Institutional Holders

What's Driving MKTW's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

MKTW key financials by period

Companies similar to MKTW

MKTW insiders

About MARKETWISE, INC. (MKTW): stock profile, AI score and financials