What is the 13F Pro Quality Score for MKTW?

13F Pro ranks MARKETWISE, INC. (MKTW) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View MKTW's current score at https://13fpro.ai/research/MKTW (free sign-up required for the full ranking).

Which hedge funds own the most MKTW stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of MKTW include BARCLAYS PLC, BASS SID R, BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/MKTW as soon as new 13F filings post.

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.

What sector is MKTW in?

MARKETWISE, INC. (MKTW) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is MKTW research updated on 13F Pro?

MKTW's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

MARKETWISE, INC.(MKTW)Stock Analysis

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13F Pro Quality Score

37.7/100

Rank #2,047 of 2,879 stocks

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

8.6/100

Profitability

40.1/100

Balance Sheet

47.6/100

Earnings Quality

34.7/100

Free Cash Flow

53.4/100

Institutional Flow

97.2/100

Revenue Scale

30.8/100

Dilution Risk

31.6/100

MKTW Stock Analysis & AI Quality Score

AI stock analysis and institutional research for MARKETWISE, INC. (MKTW), a Technology sector company. 13F Pro's AI-powered ranking engine scores MKTW at 37.7/100 on a 32-signal composite quality model, placing it at rank #2,047 of 2,879 stocks — the bottom half of the AI-ranked universe. MKTW scores in the top quartile across institutional flow (97.2). Areas of concern include revenue growth (8.6) and revenue scale (30.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 31.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), MARKETWISE, INC. reports quarterly revenue of $77.0M, net income of $-573.0K, free cash flow of $-2.5M. Top institutional holders of MKTW by reported 13-F value include BARCLAYS PLC, BASS SID R, BlackRock,, 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. MARKETWISE, INC.'s 13F Pro composite quality score has ranged between 24 and 53 since 2022, currently 37.7 — a declining long-term trajectory across 26 quarterly and live scoring snapshots.

✦

Fun facts about MARKETWISE, INC.

Quirks, history, and lore behind MKTW — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. digital media company · operates in the financial publishing space · listed on Nasdaq · headquartered in Maryland.
2
The Numbers
Annual revenue in the range of roughly $500 million, built almost entirely on subscription and advertising models targeting retail investors.
3
The History
The company was formed through the 2021 merger of several financial media brands, bringing together a collection of investment newsletters and research platforms under one roof.
4
The Secret
Its real product isn't news — it's persuasion: a sprawling network of email-driven investment pitches and paid advisory letters aimed at everyday traders chasing the next big idea.
5
The Lore
Its stable of brands includes Stansberry Research and Legacy Research, names well known to anyone who's ever fallen down a rabbit hole of apocalyptic financial forecasts in their inbox.
6
The Giveaway
The parent company of InvestorPlace, Stansberry, and a dozen other financial newsletter empires — its ticker is practically a portmanteau of "market" and "wise."

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Revenue

Q1 2026

$77.0M

Net Income

Q1 2026

$-573.0K

Free Cash Flow

Q1 2026

$-2.5M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-6.7% YoY

$512.4MFY 2022

FY19 $272.2MFY20 $364.2MFY21 $549.2MFY22 $512.4M

Net Income

+101.8% YoY

$18.0MFY 2022

FY19 $28.0MFY20 $-538.4MFY21 $-1.01BFY22 $18.0M

Operating Income

+109.0% YoY

$87.3MFY 2022

FY19 $25.6MFY20 $-538.7MFY21 $-967.6MFY22 $87.3M

EPS (Diluted)

$0.73FY 2022

FY19 —FY20 —FY21 —FY22 $0.73

Total Assets

+5.0% YoY

$442.5MFY 2022

FY19 —FY20 $415.4MFY21 $421.6MFY22 $442.5M

Total Debt

—FY 2022

FY19 —FY20 $0.00FY21 —FY22 —

Op. Cash Flow

-24.0% YoY

$48.4MFY 2022

FY19 $54.2MFY20 $55.9MFY21 $63.6MFY22 $48.4M

Metric	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$512.4M -6.7%	$549.2M +50.8%	$364.2M +33.8%	$272.2M
Net Income	$18.0M +101.8%	$-1.01B -88.2%	$-538.4M -2025.7%	$28.0M
Operating Income	$87.3M +109.0%	$-967.6M -79.6%	$-538.7M -2206.7%	$25.6M
EPS (Diluted)	$0.73	—	—	—
Total Assets	$442.5M +5.0%	$421.6M +1.5%	$415.4M	—
Total Debt	—	—	$0.00	—
Operating Cash Flow	$48.4M -24.0%	$63.6M +13.9%	$55.9M +3.1%	$54.2M

AI Insight: MKTW Financial Trends

MKTW's revenue has fallen 27% from Q2 2024's $105M to $77M in Q1 2026, with operating income swinging to a $1M loss for the first time in the dataset.

• Revenue declined steadily from $105M in Q2 2024 to $77M in Q1 2026, a 27% contraction over seven quarters.

• Operating income collapsed from $24M in Q4 2024 to -$1M in Q1 2026, erasing prior profitability entirely.

• Operating cash flow improved from -$6M in Q3 2024 to $24M in Q4 2025, though Q1 2026 reverted to -$2M.

• Equity deficit narrowed modestly from -$24M in Q2 2024 to -$12M in Q1 2026, a slight balance-sheet improvement.

⚠ Operating income turned negative in Q1 2026 (-$1M) after six consecutive quarters of profitability — a critical inflection point.

⚠ Net income flipped to -$1M in Q1 2026; if revenue erosion continues, sustained losses appear likely.

⚠ Operating cash flow swings are volatile (-$6M to +$24M to -$2M); cash conversion quality warrants close monitoring.

AI Insight: MKTW Ratio Trends

Q1 2026 operating margin collapsed to -1.4%, snapping a multi-quarter profitable streak and raising urgent questions about cost discipline or revenue deterioration.

• Operating margin peaked at 24.8% in Q4 2024 but plummeted to -1.4% in Q1 2026 — a 26.2pp swing into negative territory.

• Net profit margin turned negative at -0.7% in Q1 2026, the first loss quarter in the dataset, after ranging 1.1%–2.3% across prior periods.

• ROA swung from +3.5% in Q4 2025 to -1.1% in Q1 2026, reversing a trend of generally improving asset returns since Q1 2025.

⚠ Q1 2026 marks the first operating loss; confirm whether this is a seasonal dip or structural revenue/cost shift in subsequent quarters.

⚠ TTM operating margin of 13.9% masks the sharp Q1 2026 deterioration — watch if Q2 2026 rebounds toward the 18–22% range seen in 2024–2025.

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Available Research

13F Pro tracks comprehensive data for MARKETWISE, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of MKTW

BARCLAYS PLC
$2.8M151,800 sh
BASS SID R
$2.5M135,116 sh
BlackRock, Inc.
$2.3M122,025 sh
Phraction Management LLC
$1.8M98,316 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.2M63,948 sh
GEODE CAPITAL MANAGEMENT, LLC
$921.9K49,242 sh
STATE STREET CORP
$519.8K27,767 sh
RENAISSANCE TECHNOLOGIES LLC
$508.7K27,174 sh
ROYCE & ASSOCIATES LP
$468.0K25,000 sh
EverSource Wealth Advisors, LLC
$359.6K2,432 sh

Fund	Value	Shares
BARCLAYS PLC	$2.8M	151,800
BASS SID R	$2.5M	135,116
BlackRock, Inc.	$2.3M	122,025
Phraction Management LLC	$1.8M	98,316
VANGUARD CAPITAL MANAGEMENT LLC	$1.2M	63,948
GEODE CAPITAL MANAGEMENT, LLC	$921.9K	49,242
STATE STREET CORP	$519.8K	27,767
RENAISSANCE TECHNOLOGIES LLC	$508.7K	27,174
ROYCE & ASSOCIATES LP	$468.0K	25,000
EverSource Wealth Advisors, LLC	$359.6K	2,432

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Is MKTW a good stock to buy?

13F Pro's AI-powered analysis of MARKETWISE, INC. (MKTW) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MKTW are available on the MKTW stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own MKTW?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MKTW. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MARKETWISE, INC.'s investment landscape.