Marketwise, Inc. (MKTW) — SEC Filings
Marketwise, Inc. (MKTW) — 39 SEC filings. Latest: 8-K (Apr 13, 2026). Includes 20 8-K, 6 10-Q, 4 SC 13D/A.
View Marketwise, Inc. on SEC EDGAR
Overview
Marketwise, Inc. (MKTW) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Nov 20, 2025: MarketWise, Inc. filed an 8-K on November 20, 2025, reporting under Regulation FD and including financial statements and exhibits. The company, formerly known as Ascendant Digital Acquisition Corp., is incorporated in Delaware and headquartered in Baltimore, Maryland.
Sentiment Summary
Across 39 filings, the sentiment breakdown is: 4 bearish, 35 neutral. The dominant filing sentiment for Marketwise, Inc. is neutral.
Filing Type Overview
Marketwise, Inc. (MKTW) has filed 20 8-K, 6 10-Q, 3 DEF 14A, 1 10-K, 4 SC 13D/A, 2 SC 13G/A, 3 SC 13G with the SEC between Feb 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (39)
Risk Profile
Risk Assessment: Of MKTW's 33 recent filings, 4 were flagged as high-risk, 13 as medium-risk, and 16 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $244.7M |
| Net Income | $3.69M |
| Cash Position | $50.5M |
| Total Assets | $201.7M |
Key Executives
- Jonathan S. Ledecky
- David M. Meline
- Jonathan S. Miller
- David L. Cohen
- Erika Nolan
- Myles Norin
- Dr. Michael J. Casey
- Frank Porter Stansberry
- David G. Johnson
- David L. Murphy
- SCOTT STEWART MILLER
- Jonathan S. B. McNeely
- David L. Johnson
- Adam F. Halpert
Industry Context
The subscription-based information and advisory services industry is characterized by recurring revenue models. Companies in this sector face intense competition, requiring continuous investment in content quality and customer acquisition. Trends include a shift towards digital delivery, personalized content, and the need for strong customer retention strategies to combat churn.
Top Tags
financials (5) · financial-reporting (5) · governance (4) · corporate-governance (4) · 10-Q (4) · sec-filing (4) · 8-K (3) · disclosure (3) · ownership-change (3) · Revenue Decline (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Total Net Revenue | $244.7M | Down 21.4% from $311.2M year-over-year for nine months ended September 30, 2025. |
| Net Income Attributable to MarketWise, Inc. | $3.69M | Down 25.0% from $4.92M year-over-year for nine months ended September 30, 2025. |
| Cash and Cash Equivalents | $50.5M | Decreased by $47.3M from $97.9M at December 31, 2024. |
| Decrease in Deferred Revenue | $50.7M | Reflects reduced future revenue for the nine months ended September 30, 2025. |
| Net Cash Used in Financing Activities | $68.0M | Primarily driven by distributions to noncontrolling interests for the nine months ended September 30, 2025. |
| Revenue Decline | 21.4% | Percentage decrease in total net revenue for the nine months ended September 30, 2025. |
| Net Income Decline | 25.0% | Percentage decrease in net income attributable to MarketWise, Inc. for the nine months ended September 30, 2025. |
| Tax Distributions to Noncontrolling Interests | $50.0M | Significant cash outflow in financing activities for the nine months ended September 30, 2025. |
| SEC File Number | 001-39405 | Identifies the company's filing history with the SEC. |
| EIN | 871767914 | Employer Identification Number for tax purposes. |
| Net Loss (Q2 2025) | $10.5M | Increased from $7.2M in Q2 2024, indicating worsening profitability. |
| Revenue (Q2 2025) | $105.3M | Decreased by 11.3% from $118.7M in Q2 2024, showing declining sales. |
| Q2 Revenue Growth | -11.3% | Represents a significant year-over-year decline in top-line performance. |
| Net Loss (YTD 2025) | $21.1M | Wider than $14.5M loss in YTD 2024, indicating sustained unprofitability. |
| Revenue (YTD 2025) | $210.5M | Down 9.8% from $233.4M in YTD 2024, reflecting a consistent revenue slump. |
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Frequently Asked Questions
What are the latest SEC filings for Marketwise, Inc. (MKTW)?
Marketwise, Inc. has 39 recent SEC filings from Feb 2024 to Apr 2026, including 20 8-K, 6 10-Q, 4 SC 13D/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of MKTW filings?
Across 39 filings, the sentiment breakdown is: 4 bearish, 35 neutral. The dominant sentiment is neutral.
Where can I find Marketwise, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Marketwise, Inc. (MKTW) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Marketwise, Inc.?
Key financial highlights from Marketwise, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for MKTW?
The investment thesis for MKTW includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Marketwise, Inc.?
Key executives identified across Marketwise, Inc.'s filings include Jonathan S. Ledecky, David M. Meline, Jonathan S. Miller, David L. Cohen, Erika Nolan and 9 others.
What are the main risk factors for Marketwise, Inc. stock?
Of MKTW's 33 assessed filings, 4 were flagged high-risk, 13 medium-risk, and 16 low-risk.
What are recent predictions and forward guidance from Marketwise, Inc.?
Forward guidance and predictions for Marketwise, Inc. are extracted from SEC filings as they are enriched.