Stocks Technology MKTW
NASDAQ · TechnologyMarketwise, Inc. (MKTW)
Marketwise, Inc. brought in $316.3M of revenue over the twelve months to September 30, 2026, down 7.6% from a year earlier. Net income was $2.3M, a net margin of 0.7%. Operating cash flow minus capital spending left $45.6M of free cash flow in fiscal 2025. At September 30, 2026 it held $27.4M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Marketwise, Inc.
- Net worth
- Marketwise, Inc. has a market value (market cap) of $351.6M at the latest share price, and shareholders' equity of -$34.5M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $328.1M (-19.7% year on year), with net income of $5.6M. Over the 12 months to September 30, 2026: revenue $316.3M, net income $2.3M.
- Cash flow
- In fiscal 2025 operations brought in $46M of cash; after $391K of capital spending, free cash flow was $45.6M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Marketwise, Inc.'s next report is expected around January 21, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Marketwise, Inc. does
Marketwise, Inc. is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NASDAQ under the ticker MKTW.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $328.1M | $5.6M | $2.31 | $45.6M |
| 2024 | $408.7M | $7.1M | $3.58 | -$22.3M |
| 2023 | $448.2M | $1.8M | $1.07 | $62.4M |
| 2022 | $512.4M | $18M | $15.62 | $48.3M |
| 2021 | $549.2M | -$1B | n/a | $63.5M |
| 2020 | $364.2M | -$538.4M | n/a | $55.6M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where MKTW ranks in Technology
Dividends
It paid out $4.8M in cash dividends, 85% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | n/a | $4.8M | 85% |
| 2024 | n/a | $1.5M | 21% |
| 2023 | n/a | $5.7M | 322% |
| 2022 | n/a | $0 | 0% |
| 2021 | n/a | $0 | n/a |
Latest SEC filings
What Marketwise, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 1.5% to $80.1M versus the same quarter last year; diluted EPS $0.53 versus $0.58.
- September 24, 2026
- August 17, 2026Passive stake changed SCHEDULE 13G/A
- August 12, 2026Shareholder vote results 8-K/A
- August 6, 2026
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue fell 5.2% to $75.8M versus the same quarter last year; diluted EPS -$0.24 versus $0.53.
- July 29, 2026Passive stake (5% or more) SCHEDULE 13G
- July 10, 2026
- June 8, 2026
What is MKTW worth? A DCF from its reported cash flow
Insider trades
What the people running Marketwise, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| July 1, 2026 | Mickels ErikChief Finacial Officer | Sold | 3,973 | $76K |
| July 1, 2026 | Forney Scott DanielGeneral Counsel | Sold | 711 | $13.6K |
| July 1, 2026 | Galsim MarcoChief Information Officer | Sold | 3,294 | $63K |
| June 4, 2026 | Tongue Glenn HDirector | Received as pay | 8,127 | - |
| June 4, 2026 | Stansberry Frank PorterDirector, 10% owner | Received as pay | 7,525 | - |
| June 4, 2026 | Turner Matthew JosephDirector | Received as pay | 8,127 | - |
| June 4, 2026 | Smith Matthew TateDirector | Received as pay | 7,525 | - |
| June 4, 2026 | Simmons Van DDirector | Received as pay | 7,525 | - |
Who owns MKTW
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Monument & Cathedral Holdings, LLC13D, may seek influence with 3 related filers | 74.3% | February 17, 2026 |
| Elizabeth W. P. Bonner 2009 Irrevocable Trust Number Two13D, may seek influence with 5 related filers | 72.9% | November 22, 2024 |
| Frank Porter Stansberry13D, may seek influence | 58.29% | March 23, 2026 |
| Scott Stewart Miller13D, may seek influence with 4 related filers | 9.9% | June 5, 2024 |
| Amber Mason13G, passive | 6% | November 13, 2024 |
| Pinkney Partners, L.P.13G, passive | 5.5% | March 27, 2026 |
| Marco Ferri13G, passive | 5.4% | November 13, 2024 |
Largest institutional holders
Insiders
9 insiders reported holding 617,593 shares in total, about $13.8M at the last price.
| Holder | Shares |
|---|---|
| Stansberry Frank PorterDirector, 10% owner | 373,015 |
| Mickels ErikChief Finacial Officer | 75,091 |
| Galsim MarcoChief Information Officer | 39,495 |
| Tongue Glenn HDirector | 28,234 |
| Simmons Van DDirector | 25,685 |
| Turner Matthew JosephDirector | 23,629 |
| Smith Matthew TateDirector | 22,485 |
| Forney Scott DanielGeneral Counsel | 21,459 |
| Kaufman Steven AndrewController | 8,500 |
Questions about MKTW
What does Marketwise, Inc. do?
Marketwise, Inc. is a company in the Technology sector, listed on NASDAQ as MKTW. Its shares trade on NASDAQ under the ticker MKTW.
What is Marketwise, Inc.'s net worth?
Marketwise, Inc. has a market value (market cap) of $351.6M at the latest share price, and shareholders' equity of -$34.5M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Marketwise, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $2.3M on revenue of $316.3M, a net margin of 0.7%.
How much revenue does Marketwise, Inc. make?
Over the twelve months to September 30, 2026 Marketwise, Inc. reported revenue of $316.3M. That is 7.6% less than a year earlier.
When did Marketwise, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is Marketwise, Inc.'s next earnings report?
Marketwise, Inc.'s next report is expected around January 21, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Marketwise, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.