Chuck Royce's MKTW Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 0 shares of MarketWise, Inc. (MKTW) worth $0, representing 0.00% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in MKTW, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 50,000 shares. Largest reduction occurred in Q4 2024, reducing 31,155 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's MarketWise (MKTW) Holding Value Over Time
Track share changes against reported price movement
Quarterly MarketWise (MKTW) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -25,000 | Sold Out | 0 | $0.00 |
| Q4 2024 | -31,155 | Reduce 55.48% | 25,000 | $11.35 |
| Q3 2024 | -4,415 | Reduce 7.29% | 56,155 | $13.37 |
| Q3 2022 | +50,000 | Add 473.04% | 60,570 | $45.60 |
| Q1 2022 | +1,250 | Add 13.41% | 10,570 | $94.42 |
| Q4 2021 | +6,820 | Add 272.80% | 9,320 | $150.75 |
| Q3 2021 | +2,500 | New Buy | 2,500 | $165.20 |
Chuck Royce's MarketWise Investment FAQs
Chuck Royce first purchased MarketWise, Inc. (MKTW) in Q3 2021, acquiring 2,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held MarketWise, Inc. (MKTW) for 20 quarters since Q3 2021.
Chuck Royce's largest addition to MarketWise, Inc. (MKTW) was in Q3 2022, adding 60,570 shares worth $2.76 M.
According to the latest 13F filing for Q2 2026, Chuck Royce's firm, Royce & Associates Lp, owns 0 shares of MarketWise, Inc. (MKTW), valued at approximately $0.
As of the Q2 2026 filing, MarketWise, Inc. (MKTW) represents approximately 0.00% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in MarketWise, Inc. (MKTW) was 60,570 shares, as reported at the end of Q3 2022.