Microcap Ledger Marketwise, Inc. $MKTW
Facts as of . Built from SEC filings and our own data. Small caps move fast; check the latest filings.
Snapshot
- Exchange
- Nasdaq Global Market
- Sector
- Services-Prepackaged Software
- Headquarters
- Baltimore, MD
- Fiscal year end
- December 31
What the company doesAI summary of filing
MarketWise, Inc. is a revenue-generating subscription business that provides premium financial research, software, education, and tools for self-directed retail investors through nine customer-facing brands including Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, and TradeSmith. The company generates revenue by selling subscriptions to its research products, ranging from approximately $100 to $5,000 annually, along with software and analytical tools that represented 52% of billings in 2025. It serves approximately 374,000 paid subscribers through digital channels across desktop, laptop, and mobile devices, and operates a multi-brand platform covering diverse investment strategies such as value investing, income, growth, commodities, cryptocurrencies, and options. The company acquires customers through omni-channel marketing including display ads, email, direct mail, television, and radio, and generates revenue through both free-to-paid conversion and direct subscription sales. [10-K 2026-03-06]
Financial health
| Period | Revenue | Net income | Operating cash flow | Cash | Filing |
|---|---|---|---|---|---|
| 6 months to Jun 2026 | $152.84M | −$1.20M | $20.35M | $32.91M | [10-Q 2026-08-06] |
| FY ended Dec 2025 | $328.12M | $5.62M | $45.96M | $70.14M | [10-K 2026-03-06] |
| FY ended Dec 2024 | $408.70M | $7.06M | −$22.15M | $97.88M | [10-K 2026-03-06] |
Listing status
Current status: 1 Form 8-K Item 3.01 filing(s) in the last 24 months, most recent 2025-03-31. Item 3.01 covers delisting notices, failures to meet a listing rule and listing transfers; read the filing for which one.
| Date | Event | Details | Deadline | Filing |
|---|---|---|---|---|
| 2025-03-31 | 8-K Item 3.01 | Notice of delisting or failure to satisfy a continued listing rule or standard; or transfer of listing | — | [8-K 2025-03-31] |
Who owns it
| Date | Insider | Type | Shares | Price | Filing |
|---|---|---|---|---|---|
| 2026-07-01 | Galsim Marco | sell | 3,294 | $19.14 | [4 2026-07-02] |
| 2026-07-01 | Forney Scott Daniel | sell | 711 | $19.14 | [4 2026-07-02] |
| 2026-07-01 | Mickels Erik | sell | 3,973 | $19.14 | [4 2026-07-02] |
| 2026-06-04 | Simmons Van D | grant | 7,525 | — | [4 2026-06-08] |
| 2026-06-04 | Smith Matthew Tate | grant | 7,525 | — | [4 2026-06-08] |
| 2026-06-04 | Turner Matthew Joseph | grant | 8,127 | — | [4 2026-06-08] |
| 2026-06-04 | Stansberry Frank Porter | grant | 7,525 | — | [4 2026-06-08] |
| 2026-06-04 | Tongue Glenn H | grant | 8,127 | — | [4 2026-06-08] |
Catalysts and calendar
| Date | Type | Title |
|---|---|---|
| 2026-09-24 | 8-K | Regulation FD disclosure |
| 2026-08-17 | 13G/A | Beneficial ownership report (5%+ holder) |
| 2026-08-12 | 8-K | Shareholder vote results |
| 2026-08-06 | 8-K | Results of operations |
| 2026-08-06 | 10-Q | Quarterly report |
| 2026-07-29 | 13G | Beneficial ownership report (5%+ holder) |
| 2026-07-10 | 8-K | Results of operations |
| 2026-06-08 | 8-K | Shareholder vote results |
| 2026-05-07 | 8-K | Results of operations; Other events |
| 2026-05-07 | 10-Q | Quarterly report |
| 2026-04-27 | 13G/A | Beneficial ownership report (5%+ holder) |
| 2026-04-24 | 8-K | Material agreement entered |
Alerts for $MKTW
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Facts as of . Small caps move fast; check the latest filings.