Jim Simons
MKTW icon

Jim Simons’s MarketWise MKTW Stock Holding History

Jim Simons’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$460K Sell
25,799
-1,375
-5% -$23.7K ﹤0.01% 2631
2026
Q1 		$509K Buy
27,174
+7,275
+37% +$113K ﹤0.01% 2593
2025
Q4 		$299K Buy
19,899
+900
+5% +$14.1K ﹤0.01% 2764
2025
Q3 		$314K Buy
18,999
+500
+3% +$9.17K ﹤0.01% 2977
2025
Q2 		$366K Buy
18,499
+659
+4% +$10.1K ﹤0.01% 2976
2025
Q1 		$176K Buy
17,840
+270
+2% +$3.23K ﹤0.01% 3101
2024
Q4 		$199K Sell
17,570
-7,010
-29% -$78.2K ﹤0.01% 3173
2024
Q3 		$329K Sell
24,580
-3,190
-11% -$58.5K ﹤0.01% 2948
2024
Q2 		$644K Buy
27,770
+2,954
+12% +$87K ﹤0.01% 2570
2024
Q1 		$859K Buy
24,816
+7,101
+40% +$301K ﹤0.01% 2575
2023
Q4 		$967K Buy
17,715
+9,980
+129% +$488K ﹤0.01% 2432
2023
Q3 		$248K Buy
7,735
+915
+13% +$31K ﹤0.01% 3019
2023
Q2 		$273K Buy
6,820
+655
+11% +$25.7K ﹤0.01% 3166
2023
Q1 		$228K Buy
6,165
+300
+5% +$12.1K ﹤0.01% 3221
2022
Q4 		$197K Buy
5,865
+420
+8% +$18.3K ﹤0.01% 3429
2022
Q3 		$248K Buy
5,445
+435
+9% +$25.6K ﹤0.01% 3286
2022
Q2 		$361K Buy
5,010
+570
+13% +$39.6K ﹤0.01% 3349
2022
Q1 		$419K Buy
4,440
+3,855
+659% +$420K ﹤0.01% 3295
2021
Q4 		$88K Buy
+585
New +$83.2K ﹤0.01% 3704

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
Phraction Management
Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MTM Investment Management
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jim Simons's MKTW Position: Q2 2026 in Review

Jim Simons reduced its MarketWise (MKTW) stake by 5.1% in Q2 2026, selling an estimated $23.7K and leaving 25,799 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Jim Simons first reported a position in MKTW in Q4 2021 and has held it in 19 quarters since. The position peaked at $967K in Q4 2023. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Jim Simons held 25,799 shares of MarketWise worth $460K as of Q2 2026.
  • Jim Simons sold 1,375 MarketWise shares in Q2 2026, an estimated $23.7K.
  • MarketWise made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2631 holding.
  • Jim Simons first reported a position in MarketWise in Q4 2021 and has held it in 19 quarters since.
  • Jim Simons's MarketWise position peaked at $967K in Q4 2023.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.