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Companies / Information Technology / MarketWise, Inc.
MKTW

MarketWise, Inc.

Information TechnologyPrepackaged Software
Ticker MKTWBALTIMORE, MDFiscal year ends DecemberBook value per share $-12.34Diluted shares 2.8M

MarketWise, Inc. (Nasdaq: MKTW) operates a multi-brand digital subscription platform providing financial research, software, education, and tools to self-directed investors. Its research covers strategies and asset classes including value and growth investing, income, commodities, cryptocurrencies, biotechnology,… From the company’s description.

Over the twelve months to Sep 30, 2026, MarketWise, Inc. reported revenue of $316.32M, down 7.6% from a year earlier, and net income of $25.85M. Its operating margin was 7.5%, and operations generated $52.40M in cash. In fiscal 2025, it reported revenue of $328.12M, down 19.7% from fiscal 2024, and net income of $64.04M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$328.12MFY2025
−19.7% year over year
Last 12 mo $316.32M
19.08%FY2025
−2.7 percentage points
Last 12 mo 7.50%
$64.04MFY2025
−31.2% year over year
Last 12 mo $25.85M
-51.24%FY2025
+39.3 percentage points
Last 12 mo -6.59%
Cash & financing
$45.96MFY2025
+307.5% year over year
Last 12 mo $52.40M
$44.39MFY2025
+294.4% year over year
Last 12 mo $49.84M
—
Last 12 mo -0.09
2.4MFY2025
−93.8% year over year
Last 12 mo 2.8M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What MarketWise, Inc. does

In the company’s own words

MarketWise, Inc. (Nasdaq: MKTW) operates a multi-brand digital subscription platform providing financial research, software, education, and tools to self-directed investors. Its research covers strategies and asset classes including value and growth investing, income, commodities, cryptocurrencies, biotechnology, options, and trading; its software and analytical products support stock research, portfolio management, investment screening, and financial analysis. The company serves retail investors through nine primary customer-facing brands, including Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, and TradeSmith, with products also offered under Altimetry. It maintains a portfolio of free and paid subscriptions, and offers research through desktop and mobile platforms. In 2025, software and analytical tools accounted for 52% of billings. At December 31, 2025, MarketWise had approximately 374,000 paid subscribers and 451 employees. Founded in 1999, the company has expanded its product portfolio through acquisitions and joint ventures while retaining established brands. Its website is MarketWise.com.

Company details
Sector
Information Technology
Industry (SIC)
Prepackaged Software
Headquarters
BALTIMORE, MD
Fiscal year end
December
CIK
1805651
SIC
7372

Financial performance, year by year

Fiscal 2021–2025 · USD
$-1.10B$-653.27M$-202.35M$248.57M$699.49M20212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns MarketWise, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

72
funds hold it
0 of 35
superinvestors hold it
$4.51M
held by funds, at market
9.4%
of shares held by funds

Largest fund holders · MarketWise, Inc.’s weight in each

iShares Russell 2000 ETF
IWM · iShares Trust
0.00%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
VANGUARD EXTENDED MARKET INDEX FUND
VXF · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 Value ETF
IWN · iShares Trust
0.00%of fund net assets
Fidelity Small Cap Index Fund
FSSNX · Fidelity Salem Street Trust
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Could not be determined for this company: bond issues.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do MarketWise, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of MarketWise, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in MarketWise, Inc.'s last four quarterly filings that the numbers alone won't show?”
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