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MKTW · Marketwise, Inc.
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MKTW Marketwise (MKTW) Insider Trading, Ownership & Congress Trades

Software & IT · Services-prepackaged software · CIK 0001805651
Quote by TradingView
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
32
13F, latest reported quarter

What the filings say about MKTW

Insiders, 180 days
+$2.0M net bought
1 buyer · 3 sellers · 0% of sales under a 10b5-1 plan

Marketwise insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, MARKETWISE, INC. insiders bought a net $2.0M of stock across 161 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Forney Scott Daniel
General Counsel
SELL
2026-07-02 SECtraded 2026-07-01
711
$13.6K
+4.9%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 3.3% of the 21,459 shares held after it.
  • 2 other insiders sold within 30 days.
  • 32 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Forney Scott Daniel sold about $13.6K of MKTW on Jul 1, 2026; 2 other insiders sold within 30 days and 32 funds added in the latest 13F quarter.
Galsim Marco
Chief Information Officer
SELL
2026-07-02 SECtraded 2026-07-01
3,294
$63.0K
+4.9%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Aug 27, 2021.
  • The trade is 8.3% of the 39,495 shares held after it.
  • 2 other insiders sold within 30 days.
  • 32 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Information Officer Galsim Marco sold about $63.0K of MKTW on Jul 1, 2026; 2 other insiders sold within 30 days and 32 funds added in the latest 13F quarter.
Mickels Erik
Chief Finacial Officer
SELL
2026-07-02 SECtraded 2026-07-01
3,973
$76.0K
+4.9%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (3 buys, 5 sales), the last on Mar 23, 2026.
  • +5.2% median (+49.1% mean) 90-day return after 3 previous buys.
  • The trade is 5.3% of the 75,091 shares held after it.
  • 2 other insiders sold within 30 days.
  • 32 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Finacial Officer Mickels Erik sold about $76.0K of MKTW on Jul 1, 2026; 2 other insiders sold within 30 days and 32 funds added in the latest 13F quarter.
Stansberry Frank Porter
Director
BUY
2026-05-26 SECtraded 2026-05-22
10,000
$178.8K
+11.4%
Context
  • 91 earlier Form 4 trades (code P or S) here by this insider (73 buys, 18 sales), the last on May 20, 2026.
  • -1.7% median (-1.9% mean) 90-day return after 26 previous buys.
  • The trade is 2.7% of the 365,490 shares held after it.
  • No other insider bought within 30 days.
  • 32 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Stansberry Frank Porter bought about $178.8K of MKTW on May 22, 2026; 32 funds added in the latest 13F quarter.
Stansberry Frank Porter
Director
BUY
2026-05-22 SECtraded 2026-05-20
20,100
$345.9K
+13.7%
Context
  • 90 earlier Form 4 trades (code P or S) here by this insider (72 buys, 18 sales), the last on May 18, 2026.
  • -6.2% median (-2.3% mean) 90-day return after 25 previous buys.
  • The trade is 5.7% of the 355,490 shares held after it.
  • No other insider bought within 30 days.
  • 32 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Stansberry Frank Porter bought about $345.9K of MKTW on May 20, 2026; 32 funds added in the latest 13F quarter.
161 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 156 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$2.0M over 180 days
+$2.1M of it by a 10%+ holder
more than 95% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
32 funds bought in last quarter
below 69% of Software & IT
Revenue
-19.7% year over year
below 86% of Software & IT
Margin
1.7% net margin
more than 58% of Software & IT
Buybacks
$370.0K repurchased, FY to 2026-06-30
below 96% of Software & IT
Short interest
3.6% of the float short (float per yahoo 2026-10-26) · 3.3 days to cover · settled 2026-09-30
What changed in the last 30 days
Oct 28Insider selling stopped: no sales in 90 days after 3 in the prior 90
Why it matters
The absence is the signal: 3 sales in one 90-day window and none in the next is a change of behaviour, not a filing.
Oct 28Insider buying stopped: no purchases in 90 days after 12 in the prior 90
Why it matters
The absence is the signal: 12 purchases in one 90-day window and none in the next is a change of behaviour, not a filing.

Watch MKTW

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+44.3%12M
-5%+15%+34%+54%2025-102025-122026-022026-042026-062026-082026-10 2026-05-08 · Stansberry Frank Porter bought $371.2K2026-05-20 · Stansberry Frank Porter bought $345.9K2026-03-19 · Stansberry Frank Porter bought $329.9K2026-05-08 · Stansberry Frank Porter bought $225.8K2026-05-11 · Stansberry Frank Porter bought $188.9K2026-05-08 · Stansberry Frank Porter bought $188.6K2026-05-12 · Stansberry Frank Porter bought $185.0K2026-05-14 · Stansberry Frank Porter bought $182.5K2026-05-14 · Stansberry Frank Porter bought $179.9K2026-05-22 · Stansberry Frank Porter bought $178.8K2026-03-20 · Stansberry Frank Porter bought $147.8K2026-03-20 · Stansberry Frank Porter bought $114.6K2026-03-11 · Mickels Erik sold $98.2K2026-03-18 · Mickels Erik sold $94.0K2026-03-23 · Mickels Erik sold $88.2K2026-07-01 · Mickels Erik sold $76.0K2026-07-01 · Galsim Marco sold $63.0K2026-05-18 · Stansberry Frank Porter bought $58.1K2026-03-10 · Mickels Erik sold $50.7K2026-03-19 · Mickels Erik sold $46.1K2026-07-01 · Forney Scott Daniel sold $13.6K2026-05-18 · Stansberry Frank Porter bought $1.6K2026-05-15 · Stansberry Frank Porter bought $184
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns MKTW: institutional holders (13F)

13F holdings, latest reported quarter
BARCLAYS PLC
152,675 sh
$2.7M
BlackRock, Inc.
145,952 sh
$2.6M
BASS SID R
145,524 sh
$2.6M
Phraction Management LLC
92,316 sh
$1.6M
VANGUARD CAPITAL MANAGEMENT LLC
63,973 sh
$1.1M

Congress trades in MKTW

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

MKTW planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

MKTW mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Acuitas Small Cap Active ETF
$215.7K position · as of 2026-06-30
0.2%
Harbor AlphaEdge Small Cap Earners ETF
$6.4K position · as of 2026-07-31
0.1%
Applied Finance IVS US SMID ETF
$5.4K position · as of 2026-06-30
0.0%
iShares Micro-Cap ETF
$135.6K position · as of 2026-06-30
0.0%
1290 VT Micro Cap Portfolio
$8.9K position · as of 2026-06-30
0.0%
BlackRock Small Cap Index V.I. Fund
$13.4K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $2.0M bought by insiders over 180 days, 32 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
TEAMMETACRWVCRMCRWDNETDDOGAPPIOTPCTYDUOLMDB

MKTW financials

Revenue growth
-19.7%
XBRL, annual
Net margin
1.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$317.5M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+0.7%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$45.9M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Cash flow to debt
66.09x
TTM operating cash flow over long-term 2024-03-31 (27 months older than the period end) plus current 2021-06-30 (60 months older than the period end)
Return on equity
n/a
average equity is zero or negative
Return on assets
+1.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
invested capital is zero or negative
Return on capital employed
n/a
capital employed is zero or negative
P/E, trailing
22.25x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
trailing EPS growth -69%, PEG needs growth
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$328.1M$408.7M$448.2M$512.4M
Operating income$62.6M$89.0M$51.8M$87.3M
Net income$5.6M$7.1M$1.8M$18.0M
EPS (diluted)2.313.581.070.73
Operating cash flow$46.0M-$22.1M$62.4M$48.4M
Cash$70.1M$97.9M$155.2M$158.6M
Long-term debtn/an/a$0n/a
Buybacks$3.4M$10.8M$0$13.1M
SEC XBRL, fiscal years, as known on 2026-10-28

MKTW Stock Sonar score 5/7 axes

Find similar shapesCompare

MKTW ranks highest on financial health (99th percentile) and insider conviction (82nd), and lowest on growth (22nd), among Software & IT peers.

HealthGrowthInsidersInstitutionsRisk
Financial health
99
Inputs
  • Debt to equityequity is zero or negative, the ratio has no meaning
  • Cash flow to debt66.09x · 99 pct, sector of 241
Growth
22
Inputs
  • Revenue growth, YoY-19.7% · 14 pct, sector of 480
  • Backlog growth, YoY-1.7% · 30 pct, sector of 182
Insider conviction
82
Inputs
  • Net Form 4 buying (codes P and S), 180d$2.0M · 95 pct, sector of 285
  • Insider buyers, 180d1 · 69 pct, sector of 290
Institutional and government
31
Inputs
  • Funds adding, latest quarter32 · 31 pct, sector of 415
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
72
Inputs
  • Short interest, % of float+3.6% · 59 pct, sector of 530
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+5.0% · 86 pct, sector of 316
2 not measured: Profitability, US patents
  • Profitability needs 2 of 4 inputs, 1 present: average equity is zero or negative; capital employed is zero or negative; invested capital is zero or negative
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

MKTW filings, in plain words

Are Marketwise insiders buying or selling MKTW?

In the 180 days to 2026-10-28, Marketwise insiders were net buyers, a net $2.0M: $2.1M of purchases and $152.7K of sales reported on Form 4, by 1 buyer and 3 sellers.

Read the full summary

In the 180 days to 2026-10-28, Marketwise insiders were net buyers of MKTW, a net $2.0M across purchases and sales reported on Form 4 by 1 buyer and 3 sellers. Most of that figure, $2.1M, came from a holder of 10% or more rather than an officer or director. Purchases outweighed sales more than tenfold by value. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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