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/company/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, BlackRock,, BASS SID R. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/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.

What drives MKTW's revenue?

Per MARKETWISE, INC.'s latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: Membership subscriptions ($39.8M, -4.8% YoY); Term subscriptions ($35.6M, -4.9% YoY); Non-subscription revenue ($0.5M, -28.6% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/MKTW.

What are MKTW's largest expenses?

MARKETWISE, INC.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($42.8M, +35.4% YoY); General and administrative ($22.7M, +14.9% YoY); Cost of revenue ($11.1M, +1.5% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

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

41.0/100

Rank #2,082 of 2,962 stocks

View Technology peers →

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

Revenue Growth

5.8/100

Profitability

34.1/100

Balance Sheet

44.4/100

Earnings Quality

94.2/100

Free Cash Flow

64.6/100

Institutional Flow

84.1/100

Revenue Scale

30.4/100

Dilution Risk

30.3/100

Email me the moment this company reports earnings

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Why MKTW Scores 41/100

exact factor attribution · 2026-09-11

MKTW's composite is driven by earnings quality and free cash flow, held back by revenue growth and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Earnings quality

+4.4 pts

94th pct

Free cash flow

+2.2 pts

65th pct

Institutional flow

+1.7 pts

84th pct

Capital efficiency

-0.6 pts

44th pct

Shareholder dilution

-1.0 pts

30th pct

Earnings growth

-1.6 pts

18th pct

Profitability

-2.4 pts

34th pct

Scale

-2.9 pts

30th pct

Revenue growth

-8.8 pts

6th pct

Latest change (2026-08-06): 38 → 35 · ↓ Free cash flow 53→35; ↓ Earnings growth 35→26

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

MKTW Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for MARKETWISE, INC. (MKTW), a Technology sector company. 13F Pro's AI-powered ranking engine scores MKTW at 41.0/100 on a 32-signal composite quality model, placing it at rank #2,082 of 2,962 stocks — the bottom half of the AI-ranked universe. MKTW scores in the top quartile across earnings quality (94.2), institutional flow (84.1). Areas of concern include revenue growth (5.8) and revenue scale (30.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 30.3/100, 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, free cash flow of $22.3M. 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. MARKETWISE, INC.'s 13F Pro composite quality score has ranged between 24 and 53 since 2022, currently 41.0 — a stable long-term trajectory across 64 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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What's Driving MKTW's Business? Latest 10-Q Breakdown

✓ 29/29 datapoints verified

AI-extracted from MARKETWISE, INC.'s 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 →Share on X

Revenue

Q2 2026

$75.8M

Net Income

Q2 2026

$-629.0K

Free Cash Flow

Q2 2026

$22.3M

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-19.7% YoY

$328.1MFY 2025

FY22 $512.4MFY23 $448.2MFY24 $408.7MFY25 $328.1M

Net Income

-20.4% YoY

$5.6MFY 2025

FY22 $18.0MFY23 $1.8MFY24 $7.1MFY25 $5.6M

Operating Income

-29.7% YoY

$62.6MFY 2025

FY22 $87.3MFY23 $51.8MFY24 $89.0MFY25 $62.6M

EPS (Diluted)

-35.5% YoY

$2.31FY 2025

FY22 $0.73FY23 $1.07FY24 $3.58FY25 $2.31

Total Assets

-15.9% YoY

$218.4MFY 2025

FY22 $442.5MFY23 $396.6MFY24 $259.5MFY25 $218.4M

Total Debt

—FY 2025

FY22 —FY23 $0.00FY24 —FY25 —

Op. Cash Flow

+307.5% YoY

$46.0MFY 2025

FY22 $48.4MFY23 $62.4MFY24 $-22.1MFY25 $46.0M

Free Cash Flow

+304.5% YoY

$45.6MFY 2025

FY22 $48.3MFY23 $62.4MFY24 $-22.3MFY25 $45.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$328.1M -19.7%	$408.7M -8.8%	$448.2M -12.5%	$512.4M -6.7%	$549.2M +50.8%	$364.2M
Net Income	$5.6M -20.4%	$7.1M +296.1%	$1.8M -90.1%	$18.0M +101.8%	$-1.01B -88.2%	$-538.4M
Operating Income	$62.6M -29.7%	$89.0M +71.8%	$51.8M -40.6%	$87.3M +109.0%	$-967.6M -79.6%	$-538.7M
EPS (Diluted)	$2.31 -35.5%	$3.58 +234.6%	$1.07 +46.6%	$0.73	—	—
Total Assets	$218.4M -15.9%	$259.5M -34.6%	$396.6M -10.4%	$442.5M +5.0%	$421.6M +48.0%	$284.8M
Total Debt	—	—	$0.00	—	—	$0.00
Operating Cash Flow	$46.0M +307.5%	$-22.1M -135.5%	$62.4M +29.1%	$48.4M -24.0%	$63.6M +13.9%	$55.9M
Free Cash Flow	$45.6M +304.5%	$-22.3M -135.7%	$62.4M +29.0%	$48.3M -23.8%	$63.5M +14.2%	$55.6M

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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
$2.7M152,675 sh
BlackRock, Inc.
$2.6M145,952 sh
BASS SID R
$2.6M145,524 sh
Phraction Management LLC
$1.6M92,316 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.1M63,973 sh
GEODE CAPITAL MANAGEMENT, LLC
$992.4K55,625 sh
STATE STREET CORP
$587.7K32,943 sh
AQR CAPITAL MANAGEMENT LLC
$572.4K32,085 sh
RENAISSANCE TECHNOLOGIES LLC
$460.3K25,799 sh
MTM Investment Management, LLC
$423.4K23,735 sh

Fund	Value	Shares
BARCLAYS PLC	$2.7M	152,675
BlackRock, Inc.	$2.6M	145,952
BASS SID R	$2.6M	145,524
Phraction Management LLC	$1.6M	92,316
VANGUARD CAPITAL MANAGEMENT LLC	$1.1M	63,973
GEODE CAPITAL MANAGEMENT, LLC	$992.4K	55,625
STATE STREET CORP	$587.7K	32,943
AQR CAPITAL MANAGEMENT LLC	$572.4K	32,085
RENAISSANCE TECHNOLOGIES LLC	$460.3K	25,799
MTM Investment Management, LLC	$423.4K	23,735

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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. MKTW is classified as a small company.

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.