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.
MarketWise, Inc. filings document the public-company disclosures of a digital financial research and subscription services business. Its Form 8-K reports cover earnings releases, preliminary operating updates, Regulation FD investor presentations, dividend and distribution announcements, share repurchase authorizations, and other material events.
The filing record also includes proxy materials describing governance matters and company strategy, as well as material-agreement disclosures involving MarketWise, LLC units, Class B common stock, the tax receivables agreement and resolved arbitration matters. These documents frame the company’s capital structure, board actions, shareholder voting matters, operating performance, and risk disclosures for its Class A common stock.
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.
MARKETWISE, INC. Chief Financial Officer Erik Mickels reported open-market sales of Class A common stock totaling 10,000 shares. He sold 6,666 shares on March 18 at a weighted average price of $14.10 per share and 3,334 shares on March 19 at a weighted average price of $13.83 per share. After these transactions, he directly holds 85,064 shares of Class A common stock.
MKTW reported insider dispositions of Class A shares by Erik A. Mickels. The filing lists three transactions: 03/10/2026 sale of 3,334 shares for $50,669.09, 03/11/2026 sale of 6,666 shares for $98,174.69, and 03/18/2026 sale of 6,666 shares for $94,016.11.
The filing also shows a restricted stock vesting event of 3,334 Class A shares on 03/13/2026 described as compensation.