Welcome to our dedicated page for Marketwise SEC filings (Ticker: MKTW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The MarketWise, Inc. (MKTW) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. MarketWise describes itself as a multi-brand digital subscription services platform that offers premium financial research, software, education, and tools for self-directed investors, and its filings expand on how this business model is reflected in its financial and corporate reporting.
Investors can review Form 8-K filings in which MarketWise reports material events. Recent 8-Ks furnish earnings press releases that detail quarterly Net Revenue, Billings, Net Income, Cash from Operating Activities, and non-GAAP measures such as Adjusted CFFO, Free Cash Flow, and EBITDA. Other 8-Ks describe Board and stockholder actions, including amendments to the company’s 2021 Incentive Award Plan and information from the annual meeting.
Additional 8-K disclosures address capital markets and corporate finance developments. MarketWise has reported a 1-for-20 reverse stock split of its Class A common stock, the authorization of a stock repurchase program, and notices related to Nasdaq listing compliance. The company has also filed 8-Ks describing an unsolicited, non-binding proposal from Monument & Cathedral Holdings, LLC to acquire equity interests not already owned by that party, and the formation of a Special Committee of the Board to evaluate that proposal and any alternatives.
Through Stock Titan, users can track new MarketWise filings as they are pulled from EDGAR in real time and use AI-powered summaries to understand the key points of lengthy documents. This includes quickly seeing the main drivers in quarterly earnings releases, the nature of any material corporate actions, and the details of Board or stockholder approvals disclosed in 8-Ks or related materials.
For investors analyzing MKTW, these filings provide insight into the company’s subscription-based operations, capital allocation choices, incentive plans, and any significant transaction proposals under consideration by the Board.
BlackRock, Inc. reported beneficial ownership of 121,841 shares of MarketWise, Inc. Class A stock, representing 4.97% of the class as of 03/31/2026. The filing (Amendment No. 1 to Schedule 13G) shows sole voting power over 119,418 shares and sole dispositive power over 121,841 shares. The filing states this holding reflects securities attributable to certain Reporting Business Units of BlackRock and that no single outside person holds more than 5% of MarketWise common stock.
MarketWise, Inc. entered into a Settlement Agreement and Release with former Chief Executive Officer Mark P. Arnold and JAMA 2021, LLC, resolving an arbitration demand previously disclosed in its annual reports. MarketWise will make a one-time cash payment of $12,160,000 to Mr. Arnold.
In exchange, the Arnold Parties will surrender and have redeemed and canceled 520,867 common units of MarketWise, LLC and the related Class B common shares, waive and release their rights to future payments under the July 21, 2021 Tax Receivables Agreement, and grant mutual general releases covering all claims, including those in the arbitration. MarketWise also agrees to indemnify Mr. Arnold for certain possible tax implications tied to his claims. The company states that this settlement avoids the cost, distraction, and uncertainty of continued proceedings and removes exposure to future TRA-related payments.
MarketWise, Inc. reports an amended beneficial ownership filing showing 103,317 shares of Class A Common Stock owned by Robert D. Lynch, representing 3.9% of the class. The filing notes a 1-for-20 reverse stock split effective April 2, 2025, and cites 45,013,797 pre-split shares outstanding as of February 27, 2025.
MarketWise, Inc. calls a virtual annual stockholder meeting on June 4, 2026, asking investors to elect Matthew Turner as Class II director, approve executive pay, choose the frequency of future say‑on‑pay votes, and ratify Grant Thornton LLP as auditor for 2026.
The proxy highlights a strong 2025. Billings rose 13% year over year to $271.2 million, with fourth‑quarter Billings up 42%. Cash from operating activities reached $46.0 million, a $68.1 million improvement, producing a cash‑flow margin above 16%. Total shareholder return for fiscal 2025 was 51%.
MarketWise returned capital through dividends of $1.90 per Class A share and share repurchases. For 2026, the company reaffirms an outlook of approximately $300 million in Billings and $50 million in cash from operating activities and has set a regular‑dividend target of $1.80 per Class A share. The filing also details governance practices, board structure, and 2025 executive compensation, including incentive plans and severance protections.
MarketWise, Inc. reported preliminary, unaudited first quarter 2026 results showing a return to growth in paid subscribers and stronger billings. Paid subscribers rose to 381 thousand at March 31, 2026 from 374 thousand at December 31, 2025, while active free subscribers reached 2.0 million.
Billings for the quarter were approximately $81 million, a 15% year-over-year increase and the highest quarterly billings since 2023. The company affirmed its full-year 2026 guidance for billings of $300 million and cash from operating activities of $50 million, and maintained its dividend target of $1.80 per Class A share after paying $0.45 per share in the quarter.
Cash and cash equivalents were $53 million at March 31, 2026 compared with $70.1 million at December 31, 2025, reflecting seasonal first-quarter cash use tied to marketing, tax distributions, and working capital. MarketWise plans to release full audited first quarter 2026 results on May 7, 2026.
MARKETWISE, INC. Schedule 13G: Pinkney Partners, L.P. reports beneficial ownership of 135,000 shares of Class A Common Stock, representing approximately 5.5% of the outstanding shares. The filing states sole voting and dispositive power over these 135,000 shares is exercised through investment advisor BBT Capital Management Advisors, LLC pursuant to an Investment Advisory and Management Agreement.
MARKETWISE, INC. Chief Financial Officer Erik Mickels reported an open-market sale of 6,000 shares of Class A Common Stock. The shares were sold at a weighted average price of $14.70 per share. After this transaction, Mickels directly owns 79,064 shares of MarketWise stock.
The reported price is an average of multiple trades executed on the same day in a range from $14.50 to $15.44 per share, as described in the footnote.
MarketWise, Inc. director and 10% owner Frank Porter Stansberry reported open-market purchases of Class A Common Stock. He bought a total of 40,373 shares across three transactions on March 19–20 at weighted average prices between about $14 and $16 per share. Following these purchases, he directly owns 250,381 shares. The filing notes the trades were executed in multiple transactions within intraday price ranges from $13.79 to $16.00, with full trade-by-trade details available on request.
MarketWise, Inc. major shareholder Frank Porter Stansberry has increased and updated his reported stake in the company. He now reports beneficial ownership of 3,081,266 shares of Class A common stock, representing 58.29% of the class, adjusted for a 1-for-20 reverse stock split effected on April 2, 2025.
The filing shows he acquired 40,373 Class A shares in open market purchases from March 19 to March 20, 2026 for an aggregate purchase price of $592,292.42 using personal funds, stating he believed the stock was undervalued at the time. His holdings include 239,946 shares purchased in the market and via redemptions, 3,660 shares from vested restricted stock units, and the right to acquire 2,837,659 additional shares underlying Common Units of MarketWise, LLC. The 58.29% ownership calculation is based on 2,448,135 Class A shares outstanding as of March 2, 2026, plus the units he can convert.
Erik A. Mickels filed Form 144 reporting Class A share transactions and notices of proposed sales. The filing lists four open-market dispositions: 03/10/2026 3,334 shares for $50,669.09; 03/11/2026 6,666 shares for $98,174.69; 03/18/2026 6,666 shares for $94,016.11; and 03/19/2026 3,334 shares for $46,119.57.
The filing also lists Class A restricted stock vesting entries from the issuer dated 07/01/2025 (3,817 shares) and 03/13/2026 (2,183 shares). The broker-dealer shown is Fidelity Brokerage Services LLC.