Marketwise, Inc.: 5%+ holders

Marketwise, Inc. has 11 Schedule 13D or 13G filings on record since 2025-07-18. 5 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

Purpose of Transaction (Item 4)

Monument & Cathedral Holdings, LLC

Item 4 is hereby amended and supplemented by adding the following: On October 28, 2025, Monument (collectively with its affiliates, "M&C") delivered a letter to the board of directors of the Issuer (the "Board"), which contained a proposal (the "Proposal") to acquire all of the outstanding equity interests of each of the Issuer and Marketwise, LLC (collectively, "Marketwise" or the "Company") that are not owned directly or indirectly by M&C, for cash consideration of $17.25 per share (the "Proposed Transaction"). The Reporting Persons continue to believe the Proposal represents an extremely attractive value to the Issuer's shareholders for the reasons set forth in the Proposal. However, after nearly four months of minimal substantive engagement from the special committee of independent directors of the Board (the "Special Committee"), the Reporting Persons no longer believe it is in their best interests to pursue the Proposed Transaction on the terms proposed by the Reporting Persons, and have informed the Special Committee that the Proposal is withdrawn. Notwithstanding the withdrawal of the Proposal, the Reporting Persons intend to continue to engage in discussions with, among others, the Issuer and the Board and/or third parties, including debt and equity financing sources and other relevant parties and may take other actions concerning any extraordinary corporate transaction (including but not limited to a merger, reorganization, liquidation, asset sale or …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-02-17; the filing has the rest

Frank Porter Stansberry

Item 4 of Schedule 13D is hereby amended and supplemented by adding the following: The Reporting Person believes that the Issuer's Class A Common Stock were undervalued by the market at the times of the share purchases. The Reporting Person further intends to review the investment in the Issuer on a continuing basis and may acquire additional shares of Class A Common Stock or dispose of shares of Class A Common Stock based upon consideration of various factors, including, without limitation, the price levels of the Class A Common Stock, general market and economic conditions, the Issuer's business, financial condition, and prospects, and the Reporting Person's need for liquidity.Item 4 of the SCHEDULE 13D/A filed 2026-03-23

Timeline

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

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