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.
MARKETWISE, INC. Chief Financial Officer Erik Mickels reported an equity compensation grant and related tax withholding in Class A common stock. He received an award of 43,911 restricted stock units, which will vest in four equal annual installments beginning on March 15, 2027.
To cover tax obligations from the vesting and net settlement of previously reported restricted stock units, 5,284 shares were withheld by the company at a reference price of $14.15 per share. After these transactions, Mickels directly holds 95,064 shares of Class A common stock.
MARKETWISE, INC. Controller Steven Andrew Kaufman reported a routine tax-related share disposition. On March 13, 2026, 350 shares of Class A Common Stock at $14.15 per share were withheld by the company to satisfy tax obligations from vesting restricted stock units. After this withholding, Kaufman directly owned 8,500 shares of Class A Common Stock.
MarketWise, Inc. Chief Information Officer Marco Galsim reported a routine tax-related share disposition. On the vesting and net settlement of previously reported restricted stock units, 2,288 shares of Class A Common Stock were withheld by the company at $14.15 per share to satisfy tax obligations. This is explicitly noted as not an open-market sale by Galsim. After this withholding, he directly holds 32,379 shares of Class A Common Stock, which includes 411 shares acquired under the employee stock purchase plan on December 31, 2025.
MarketWise, Inc. released an updated investor presentation detailing FY 2025 performance and FY 2026 targets. FY 2025 Billings were $271M, up 13% versus 2024, while GAAP net revenue was $328.1M, down 20%. GAAP net income was $64.0M, a 31% decline, but cash flow from operations improved to $46.0M from a ($22.2M) use in 2024. Q4 2025 Billings of about $79M grew 42% year over year, and year-end cash was $70.1M with no debt. The company highlighted a FY 2026 Billings target of roughly $300M, CFFO of about $50M, and a planned dividend of $1.80 per Class A share, emphasizing a mix of growth, margin expansion, and shareholder returns.
MARKETWISE, INC. Chief Financial Officer Erik Mickels reported open-market sales of a total of 10,000 shares of Class A common stock. He sold 3,334 shares on March 10 at a weighted average price of $15.20 per share and 6,666 shares on March 11 at a weighted average price of $14.73 per share. Following these transactions, he directly holds 56,437 shares. The reported prices are weighted averages from multiple trades within ranges of $14.96 to $15.40 and $14.63 to $14.87.
MKTW reporting a Form 144 notice that a holder, Erik A. Mickels, offered 3,334 shares of Class A for sale and reported proceeds of $50,669.09 in its selling activity dated 03/10/2026. The filing lists earlier scheduled restricted stock vestings on 09/08/2023, 03/21/2024, and 07/01/2025.
MKTW filed an amended Form 144/A reporting a proposed sale of Class A shares. The amendment lists 3,334 Class A shares tied to restricted stock vesting with an event date of 03/14/2025. The filing shows a broker address for Fidelity Brokerage Services LLC and cites 03/10/2026 and NASDAQ as the market.
MarketWise, Inc. reported fourth-quarter 2025 net revenue of $83.4 million and net income of $14.0 million, with Billings of $78.9 million, up 42% year over year. Cash from operating activities improved sharply, reaching $24.2 million in the quarter and $46.0 million for full year 2025, compared with $(22.2) million in 2024.
For full year 2025, total net revenue was $328.1 million versus $408.7 million in 2024, while Billings rose to $271.2 million from $239.1 million. Net income was $64.0 million versus $93.1 million a year earlier. Despite fewer paid subscribers, ARPU increased to $670 as the company focused on higher-priced products and higher-value customers.
The company exceeded its 2025 guidance for Billings and CFFO and raised its 2026 targets to Billings of approximately $300 million and CFFO of approximately $50 million. The board increased the regular dividend by 25% and is targeting $1.80 per Class A share in 2026 dividends, alongside resuming a $50 million share repurchase program after filing its 2025 annual report. A prior $17.25-per-share acquisition proposal from Monument & Cathedral Holdings was withdrawn after the board’s special committee concluded it undervalued the company.
MarketWise, Inc. (MKTW) describes itself as a multi-brand subscription platform providing digital financial research, software, education, and tools for self-directed investors. The company distributes content across desktop and mobile devices under brands such as Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, TradeSmith, and Altimetry.
As of December 31, 2025, MarketWise reports approximately 374 thousand Paid Subscribers within a broader base of about 2 million total subscribers. It states that more than 50% of 2025 Billings came from subscribers who have been with the firm for over four years, and that software and analytical tool solutions represented 52% of 2025 Billings.
The company outlines growth strategies focused on acquiring new subscribers through data-driven, omni-channel marketing, deepening relationships via free and paid content, launching new products at varied price points, expanding AI-driven analytics, and selectively pursuing acquisitions and joint ventures. It highlights key risks including dependence on subscription renewals, intense competition from both free and paid financial content providers, technology and cybersecurity risks, payment processing and regulatory compliance requirements, and evolving data privacy and AI-related rules.