Jared Kelly (NASDAQ: MKTW) reports MarketWise stake under 5% line

Rhea-AI Filing Summary

MarketWise, Inc. (MKTW) shareholder Jared Kelly filed Amendment No. 1 to a Schedule 13G reporting his current ownership in the company’s Class A Common Stock. The filing states that he beneficially owns 138,317 shares of Class A Common Stock, representing 4.72% of the class.

Kelly reports sole voting and dispositive power over all 138,317 shares, with no shared voting or dispositive power. The amendment also notes that his holdings are now at or below the 5 percent ownership threshold for this class of securities.

Key Figures

Shares beneficially owned: 138,317 shares Percent of class: 4.72% Sole voting power: 138,317 shares +3 more

6 metrics

Shares beneficially owned 138,317 shares Class A Common Stock beneficially owned by Jared Kelly

Percent of class 4.72% Percentage of MarketWise Class A Common Stock beneficially owned

Sole voting power 138,317 shares Shares over which Jared Kelly has sole power to vote or direct the vote

Shared voting power 0 shares Shares over which Jared Kelly has shared power to vote

Sole dispositive power 138,317 shares Shares over which Jared Kelly has sole power to dispose or direct disposition

Shared dispositive power 0 shares Shares over which Jared Kelly has shared power to dispose

Key Terms

Schedule 13G, beneficially owned, sole voting power, sole dispositive power, +1 more

5 terms

Schedule 13G regulatory

"Jared Kelly filed Amendment No. 1 to a Schedule 13G reporting his ownership"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

beneficially owned financial

"The filing states that he beneficially owns 138,317 shares of Class A Common Stock"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole voting power financial

"Kelly reports sole voting and dispositive power over all 138,317 shares"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

sole dispositive power financial

"Kelly reports sole voting and dispositive power over all 138,317 shares"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

percent of class financial

"The filing states that he beneficially owns 138,317 shares, representing 4.72% of the class"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

What percentage of MarketWise (MKTW) does Jared Kelly report owning in this Schedule 13G/A?

Jared Kelly reports owning 4.72% of MarketWise’s Class A Common Stock. This ownership level places him at or below the 5 percent reporting threshold for this class under Schedule 13G rules.

How many MarketWise (MKTW) shares does Jared Kelly beneficially own according to the 13G/A?

Jared Kelly beneficially owns 138,317 shares of MarketWise Class A Common Stock. The filing also states he has sole voting and dispositive power over all of these shares, with no shared power reported.

Does Jared Kelly share voting power over his MarketWise (MKTW) shares?

No. The Schedule 13G/A states he has 0 shares with shared voting power and 138,317 shares with sole voting power. He also has sole dispositive power over all reported shares, with no shared dispositive power.

What does the Schedule 13G/A say about Jared Kelly’s dispositive power in MarketWise (MKTW)?

The filing reports that Jared Kelly has sole dispositive power over 138,317 shares and 0 shares with shared dispositive power. This means he alone controls decisions to sell or otherwise dispose of these shares.

What class of MarketWise (MKTW) securities is covered by Jared Kelly’s Schedule 13G/A?

The Schedule 13G/A covers MarketWise’s Class A Common Stock, identified by CUSIP 57064P107. All ownership figures in the filing, including the 138,317 shares and 4.72% of the class, relate specifically to this security.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/17/2026 - 09:16 AM Accepted by SEC EDGAR 08/17/2026 - 09:15 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

MARKETWISE, INC.

(Name of Issuer)

Class A Common Stock

(Title of Class of Securities)

57064P107

(CUSIP Number)

04/07/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 57064P107

1

Names of Reporting Persons

Kelly Jared M

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 138,317.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 138,317.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

138,317.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.7 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: MARKETWISE, INC.
(b)	Address of issuer's principal executive offices: 1125 N. CHARLES STREET, 1125 N. CHARLES STREET, BALTIMORE, MARYLAND, 21201.
Item 2.
(a)	Name of person filing: This statement is filed on behalf of Jared Kelly (the "Reporting Person").
(b)	Address or principal business office or, if none, residence: The business address of the Reporting Person is 1119 Saddle Creek Court, Sparks, MD 21152.
(c)	Citizenship: Jared Kelly is a citizen of the United States.
(d)	Title of class of securities: Class A Common Stock
(e)	CUSIP No.: 57064P107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 138317
(b)	Percent of class: 4.72%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 138317
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 138317
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.	Certifications:
	Not Applicable

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Kelly Jared M

Signature:	/s/ Jared Kelly
Name/Title:	N/A
Date:	08/17/2026