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The company

MarketWise, Inc.

MKTW · Nasdaq

TechnologySoftwareJust started moving

MKTW stood above a rising 150-day average in 25 of the last 52 weekly readings, including each of the last 4 weeks. It is 3.0% above that average now. Software: 43% of its 234 stocks in an uptrend (+4 points in four weeks); Technology: 30% (−5 points in four weeks).

Statistics

Rotation
Just started moving
Weeks in an uptrend
4 in a row
Industry in uptrend
43% +4 in 4 wk
Insider buys, 12 months
$5.4M
Insider sales, 12 months
$1.1M
Officials’ trades on record
0
Institutions holding
49 (-1)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 25 of 52 weeks.

20 Apr – 19 Oct
10%26%42%Apr 26Jun 26Jul 26Sep 26Oct 26

Software: About half its stocks are in an uptrend and the share has been climbing. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$4.0MNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months10
Sale orders, 12 months8
Buyers · sellers1 · 3
WhoDidSharesTraded
Erik MickelsChief Finacial Officersold3,973at $19.141 Jul 2026filed 2 Jul 2026
Scott Daniel ForneyGeneral Counselsold711at $19.141 Jul 2026filed 2 Jul 2026
Marco GalsimChief Information Officersold3,294at $19.141 Jul 2026filed 2 Jul 2026
Frank Porter StansberryDirector, 10% ownerbought10,000at $17.8822 May 2026filed 26 May 2026
Frank Porter StansberryDirector, 10% ownerbought20,100at $17.2120 May 2026filed 22 May 2026
Frank Porter StansberryDirector, 10% ownerbought3,523at $16.5018 May 2026filed 19 May 2026
Frank Porter StansberryDirector, 10% ownerbought100at $16.4618 May 2026filed 19 May 2026
Frank Porter StansberryDirector, 10% ownerbought11at $16.7115 May 2026filed 19 May 2026
Frank Porter StansberryDirector, 10% ownerbought10,000at $17.9914 May 2026filed 14 May 2026
Frank Porter StansberryDirector, 10% ownerbought10,000at $18.2514 May 2026filed 14 May 2026
Frank Porter StansberryDirector, 10% ownerbought10,000at $18.5012 May 2026filed 14 May 2026
Frank Porter StansberryDirector, 10% ownerbought10,000at $18.8911 May 2026filed 12 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders49-1 on the quarter
New · exited10 · 10
Reported value$15.7M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BARCLAYS PLCadded · filed 14 Aug 2026152,675$2.7M+875+0.6%
BlackRock, Inc.added · filed 7 Aug 2026145,952$2.6M+23,927+19.6%
BASS SID Radded · filed 6 Aug 2026145,524$2.6M+10,408+7.7%
Phraction Management LLCreduced · filed 20 Jul 202692,316$1.6M-6,000−6.1%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 202663,973$1.1M+250.0%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 202655,625$992K+6,383+13.0%
STATE STREET CORPadded · filed 7 Aug 202632,943$588K+5,176+18.6%
AQR CAPITAL MANAGEMENT LLCadded · filed 14 Aug 202632,085$572K+18,388+134.2%
RENAISSANCE TECHNOLOGIES LLCreduced · filed 13 Aug 202625,799$460K-1,375−5.1%
MTM Investment Management, LLCadded · filed 3 Aug 202623,735$423K+4,531+23.6%
31 Mar 2023 – 30 Jun 2026
384653Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Erik Mickels Company insiderChief Finacial Officer · last 1 Jul 20263 · 6
Marco Galsim Company insiderChief Information Officer · last 1 Jul 20261 · 1
Scott Daniel Forney Company insiderGeneral Counsel · last 1 Jul 20260 · 1
Frank Porter Stansberry Company insiderDirector, 10% owner · last 4 Jun 202627 · 18
Glenn H. Tongue Company insiderDirector · last 4 Jun 20269 · 0
Matthew Joseph Turner Company insiderDirector · last 4 Jun 20260 · 0
Matthew Tate Smith Company insiderDirector · last 4 Jun 20260 · 0
Van D. Simmons Company insiderDirector · last 4 Jun 20261 · 0
Steven Andrew Kaufman Company insiderController · last 13 Mar 20260 · 0
David Eifrig Company insiderChief Executive Officer · last 16 Sep 20250 · 0
Michael Alan Palmer Company insiderDirector · last 16 Sep 20250 · 0
Charles N. Curlett, Jr. Company insiderChief Operating Officer · last 1 Jul 20240 · 0

Same industry

AMPL AmplitudeLeading+58%
GTLB GitLabLeading+57%
RSKD RiskifiedLeading+53%
SMWB SimilarwebLeading+51%
EXFY ExpensifyLeading+50%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202586.5%
Operating profit marginFY 2025 · to 31 Dec 202519.1%
Free cash flow marginFY 2025 · to 31 Dec 202513.9%
Cash conversionFY 2025 · to 31 Dec 2025818%
Research spendFY 2025 · to 31 Dec 20252.7%
Dividend growthFY 2024 · to 31 Dec 20240.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$70.1M
Free cash flowFY 2025 · to 31 Dec 2025$45.6M

Analyst forecasts

No analyst forecasts yet.