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. reported Q3 2025 results. Total net revenue was $81.3 million, down from $97.2 million a year ago, as subscription revenue softened. Income from operations was $17.8 million versus $21.9 million, and net income was $17.9 million compared with $22.7 million. Diluted EPS was $0.58 ($0.87 prior year).
Cash and cash equivalents were $50.5 million at September 30, 2025. Year‑to‑date operating cash flow improved to $21.7 million from a use of $28.1 million last year. Deferred revenue was $373.1 million (current $186.8 million; noncurrent $186.2 million), and remaining performance obligations totaled $374.9 million, about half expected to be recognized over the next twelve months. The company completed a 1‑for‑20 reverse stock split in April 2025, paid regular and special dividends during the period, and repurchased Class A shares. MarketWise, Inc. held a 15.3% ownership interest in MarketWise, LLC as of September 30, 2025.
MarketWise, Inc. received a proposal from Monument & Cathedral Holdings, LLC to acquire all equity interests of MarketWise, Inc. and Marketwise, LLC not already owned by M&C for $17.25 per share in cash. The proposal is contingent upon termination of the Company’s tax receivable agreement concurrent with closing. The Board of Directors is reviewing the proposal with its advisors. The company stated the proposal may or may not lead to a transaction and it does not intend to provide updates unless a definitive agreement is reached or disclosure is otherwise required.
MarketWise (MKTW): Insider transaction reported. The company’s Chief Executive Officer and Director reported a disposition of 1,250 shares of Class A common stock on 09/16/2025 at a price of $0. The filing states these were unvested earnout shares released from escrow and cancelled because the requisite stock price triggers were not met before the earnout period expired on July 21, 2025.
Following the transaction, the reporting person beneficially owned 32,894 shares, held directly.
MarketWise, Inc. (MKTW) reports a Form 4 disclosing that 2,750 Class A common shares were disposed on 09/16/2025 under transaction code J(1). The filing states these shares were unvested earn‑out shares that were released from escrow and then cancelled because the stock‑price triggering events did not occur before the earn‑out period expired on 07/21/2025.
Following the reported transaction the reporting person’s beneficial ownership stands at 34,256 Class A shares, shown as direct ownership. The Form 4 was signed by an attorney‑in‑fact on 10/06/2025.
MarketWise, Inc. director Michael Palmer reported a disposal of 7,500 shares of Class A common stock on 09/16/2025. After the transaction the reporting person beneficially owned 17,269 shares. The filing states these 7,500 shares were unvested earn-out shares that were released from escrow and then cancelled by the issuer because the specified stock-price triggering events did not occur before the earn-out expired on 07/21/2025. The Form 4 was signed by an attorney-in-fact on 10/06/2025.
Barclays PLC reports beneficial ownership of 148,961 shares of MarketWise Inc common stock, equal to 5.62% of the class. The filing states Barclays has sole voting and sole dispositive power over these shares and identifies Barclays Bank PLC and Barclays Capital Inc as relevant subsidiaries. The statement certifies the securities are held in the ordinary course of business and not held to change or influence control of the issuer. This is a material disclosure of institutional ownership above the 5% reporting threshold.
MarketWise, Inc. (MKTW) – Form 4 filing (07/25/2025)
General Counsel Scott D. Forney reported an automatic share withholding related to the vesting and net-settlement of previously disclosed RSUs. On 07/21/2025, the issuer withheld 76 Class A common shares at an implied price of $18.22 per share (transaction code F) to cover statutory tax obligations. The action reduced the officer’s direct holdings marginally to 19,239 shares; no open-market sale or purchase occurred. The filer notes the Form 4 was submitted late due to an administrative oversight, not by the reporting person. No derivative security activity, option exercise, or insider selling was disclosed. Given the de minimis share count (≈0.4% of Forney’s post-transaction holdings) and its routine tax-withholding nature, the transaction is unlikely to influence ownership structure, float, or investor sentiment.