Markforged Holding Corp (MKFG) Ownership

3.24 ↑0.12 (3.85%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Matrix IX Management Co. LLC is the biggest individual institutional holder of Markforged Holding Corp (MKFG), owning a total of 29.9 million shares. Combined, the top 46 institutional holders of MKFG own 70.16% of the company with a total of 69.4 million shares.

In the latest ownership report on September 30th 2024, the top 46 institutional holders increased their combined ownership of MKFG by 278 thousand shares. 9 institutions bought 1,156,783 total additional shares and increased their ownership by an average of 80.89%. However 8 institutions sold 878,509 total shares and decreased their ownership by an average of 8.98%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Markforged Holding Corp increased by a net total of 278,274 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
RIMA MANAGEMENT, LLC	7.805%	1.022%	1,609,380	16,280	2024-09-30
Summit Partners L P	7.144%	0.000%	1,473,154	-2	2024-09-30
ARK Investment Management LLC	5.742%	-37.125%	1,184,083	-699,147	2024-09-30
Divisar Capital Management, LLC	3.551%	-6.902%	732,202	-54,287	2024-09-30
Nikko Asset Management Americas Inc	2.906%	-7.684%	599,128	-49,866	2024-09-30
Sumitomo Mitsui Trust Group Inc	2.906%	-10.113%	599,128	-67,404	2024-09-30
Vanguard Group Inc	2.309%	0.000%	476,197	-2	2024-09-30
Neuberger Berman Group LLC	2.112%	0.000%	435,418	435,418	2024-09-30
Morgan Stanley - Brokerage Accounts	1.808%	0.000%	372,865	372,865	2024-09-30
Gabelli Securities Inc	0.774%	0.000%	159,665	159,665	2024-09-30
Geode Capital Management, LLC	0.556%	1.303%	114,678	1,475	2024-09-30
Gabelli Funds LLC	0.433%	0.000%	89,374	89,374	2024-09-30
Jacobs Levy Equity Management, Inc.	0.339%	-10.038%	69,897	-7,799	2024-09-30
Millennium Management LLC	0.261%	0.000%	53,852	53,852	2024-09-30
State Street Corp	0.180%	-0.005%	37,200	-2	2024-09-30
Ancora Advisors LLC	0.155%	0.000%	31,970	0	2024-09-30
Susquehanna International Group, LLP	0.154%	725.716%	31,691	27,853	2024-09-30
Northern Trust Corp	0.110%	0.004%	22,709	1	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Matrix IX Management Co. LLC	15.295%	0.000%	29,920,109	0	2022-09-30
Sumitomo Mitsui Trust Holdings Inc	3.279%	-3.493%	6,665,317	-241,277	2024-06-30
Ameriprise Financial Inc	1.645%	1.985%	3,370,811	65,594	2024-06-30
Wasatch Advisors Inc.	1.494%	-32.134%	2,977,953	-1,410,044	2023-12-31
Wasatch Advisors LP	1.407%	-1.985%	2,883,555	-58,399	2024-06-30
Columbia Mgmt Investment Advisers, LLC	1.352%	0.000%	2,667,990	2,667,990	2023-06-30
Portolan Capital Management, LLC	1.002%	0.000%	1,967,418	1,967,418	2022-12-31
BAMCO Inc	0.940%	0.000%	1,845,074	0	2023-03-31
RIMA MANAGEMENT, LLC	7.805%	1.022%	1,609,380	16,280	2024-09-30
Summit Partners L P	7.144%	0.000%	1,473,154	-2	2024-09-30
TVL Management Corp.	0.636%	-73.401%	1,267,799	-3,498,544	2023-09-30
ARK Investment Management LLC	5.742%	-37.125%	1,184,083	-699,147	2024-09-30
BlackRock Inc	0.436%	0.000%	898,230	0	2024-06-30
G2 Investment Partners Management LLC	0.375%	-26.123%	755,000	-266,968	2024-03-31
Divisar Capital Management, LLC	3.551%	-6.902%	732,202	-54,287	2024-09-30
Silvercrest Asset Management Group LLC	0.333%	-5.204%	644,172	-35,366	2022-06-30
Essex Investment Management Company, LLC	0.324%	0.000%	642,128	642,128	2023-09-30
Nikko Asset Management Americas Inc	2.906%	-7.684%	599,128	-49,866	2024-09-30
Sumitomo Mitsui Trust Group Inc	2.906%	-10.113%	599,128	-67,404	2024-09-30
Charles Schwab Investment Management Inc	0.265%	-5.931%	538,340	-33,942	2024-06-30
Vanguard Group Inc	2.309%	0.000%	476,197	-2	2024-09-30
Neuberger Berman Group LLC	2.112%	0.000%	435,418	435,418	2024-09-30
Bridgeway Capital Management, LLC	0.200%	0.000%	409,500	0	2024-06-30
Public Employees Retirement System Of Ohio	0.193%	0.000%	375,412	0	2022-09-30
Morgan Stanley - Brokerage Accounts	1.808%	0.000%	372,865	372,865	2024-09-30
GSA Capital Partners LLP	0.180%	-30.272%	366,550	-159,133	2024-06-30
State Street Corporation	0.179%	0.000%	363,719	0	2024-03-31
Citigroup Inc	0.176%	759.059%	350,857	310,015	2023-12-31
Marshall Wace Asset Management Ltd	0.178%	832.525%	346,284	309,150	2022-06-30
Bank of New York Mellon Corp	0.175%	0.611%	343,074	2,084	2023-03-31
Goldman Sachs Group Inc	0.166%	318.258%	326,726	248,610	2023-03-31
Renaissance Technologies Corp	0.152%	-16.739%	308,148	-61,952	2024-03-31
Nuveen Asset Management, LLC	0.128%	-9.359%	252,205	-26,040	2023-03-31
Jane Street Group LLC	0.116%	181.071%	239,158	154,070	2024-06-30
JANE STREET GROUP, LLC	0.118%	181.071%	239,158	154,070	2024-06-30
Atlantic Private Wealth, LLC	0.105%	0.000%	215,000	0	2024-06-30
Gabelli Securities Inc	0.774%	0.000%	159,665	159,665	2024-09-30
Squarepoint Ops LLC	0.071%	10.436%	145,480	13,748	2024-06-30
Geode Capital Management, LLC	0.556%	1.303%	114,678	1,475	2024-09-30
Gabelli Funds LLC	0.433%	0.000%	89,374	89,374	2024-09-30
Jacobs Levy Equity Management, Inc.	0.339%	-10.038%	69,897	-7,799	2024-09-30
Millennium Management LLC	0.261%	0.000%	53,852	53,852	2024-09-30
State Street Corp	0.180%	-0.005%	37,200	-2	2024-09-30
Ancora Advisors LLC	0.155%	0.000%	31,970	0	2024-09-30
Susquehanna International Group, LLP	0.154%	725.716%	31,691	27,853	2024-09-30
Northern Trust Corp	0.110%	0.004%	22,709	1	2024-09-30

Mutual Fund Ownership

Wasatch Small Cap Growth Investor is the biggest individual fund holder of Markforged Holding Corp (MKFG), owning a total of 4.2 million shares. Combined, the top 58 mutual fund holders of MKFG own 41.04% of the company with a total of 46.3 million shares.

In the latest ownership report on October 31st 2024, the top 58 fund holders increased their combined ownership of MKFG by 4 thousand shares. 6 funds bought 6,622 total additional shares and increased their ownership by an average of 8.37%. However 2 funds sold 2,244 total shares and decreased their ownership by an average of 1.3%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Markforged Holding Corp increased by a net total of 4,378 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.486%	0.000%	306,337	1	2024-10-31
ARK Autonomous Technology&Robotics ETF	0.969%	-0.398%	198,648	-794	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.722%	0.001%	148,903	1	2024-10-31
Fidelity Extended Market Index	0.314%	-2.193%	64,683	-1,450	2024-10-31
ARK Space Exploration & Innovation ETF	0.307%	0.000%	62,982	0	2024-10-31
Fidelity Total Market Index	0.109%	16.435%	22,480	3,173	2024-10-31
Fidelity Series Total Market Index	0.084%	13.118%	17,212	1,996	2024-10-31
Vanguard Balanced Index Inv	0.043%	0.000%	8,790	0	2024-10-31
Spartan Extended Market Index Pool E	0.041%	20.682%	8,461	1,450	2024-10-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.035%	0.014%	7,147	1	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Wasatch Small Cap Growth Investor	2.158%	0.000%	4,189,173	0	2022-09-30
Nikko Global Space Equity Mother Fund	2.030%	-13.467%	4,125,820	-642,080	2023-12-07
Nikko Glob Mobility Services Equity MF	2.069%	21.080%	4,047,077	704,602	2022-07-20
Nikko Global Mobility Service Eq MF	1.852%	-14.710%	3,765,300	-649,400	2024-01-22
Wasatch Micro Cap	1.416%	-1.984%	2,878,930	-58,274	2024-06-30
iShares Russell 2000 ETF	1.251%	-0.120%	2,455,322	-2,947	2023-06-21
Columbia Small Cap Value I A	1.111%	1.762%	2,258,087	39,100	2024-08-31
Columbia Small Cap Value I	1.081%	5.657%	2,198,287	117,700	2024-06-30
The 3D Printing ETF	9.852%	0.000%	2,003,144	2,003,144	2024-10-24
Baron Discovery Institutional	0.869%	0.000%	1,705,185	0	2023-03-31
Baron Discovery Strategy	0.869%	0.000%	1,705,185	0	2023-03-31
SPDR® S&P Kensho New Economies Comps ETF	0.756%	0.000%	1,484,901	0	2023-05-31
Vanguard Extended Market Index Investor	0.639%	4.534%	1,261,144	54,700	2023-08-31
Neuberger Berman Intrinsic Value Instl	0.626%	0.000%	1,215,298	0	2022-12-31
Fidelity® Small Cap Index	0.501%	0.000%	985,719	0	2023-05-31
Strategic Advisers® Small-Mid Cap	0.483%	-15.500%	948,329	-173,948	2023-02-28
iShares Russell 2000 Value ETF	0.481%	0.562%	944,919	5,283	2023-06-21
ARK Industrial Innovation	4.347%	-7.522%	896,284	-72,897	2024-09-30
Columbia VP Small Cap Value 1	0.362%	-1.718%	735,986	-12,864	2024-08-31
Fidelity® Extended Market Index	0.302%	0.000%	598,200	0	2023-11-30
Schwab US Small-Cap ETF™	0.266%	0.000%	540,573	0	2024-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.237%	0.000%	465,376	0	2023-05-31
State St Russell Sm Cap® Indx NL Cl C	0.209%	0.000%	410,477	0	2023-05-31
Bridgeway Ultra-Small Company Market	0.200%	0.000%	409,500	0	2024-06-30
NB MAG Small Cap Intrinsic Value	0.181%	12.810%	355,460	40,364	2023-03-31
NT R2000 Index Fund - NL	0.171%	7.421%	334,825	23,131	2023-03-31
Neuberger Berman US SCp Intrs Val $I Acc	0.149%	3.613%	307,740	10,730	2024-08-31
Vanguard Russell 2000 ETF	0.156%	-0.807%	306,406	-2,492	2023-05-31
Vanguard Total Stock Mkt Idx Inv	1.486%	0.000%	306,337	1	2024-10-31
NT R2000 Value Index Fund - NL	0.143%	-11.853%	281,244	-37,817	2023-03-31
Schwab Small Cap Index	0.137%	6.478%	269,646	16,406	2023-05-31
BlackRock Extended Mkt Composite	0.116%	0.000%	233,574	0	2023-09-30
ARK Autonomous Technology&Robotics ETF	0.969%	-0.398%	198,648	-794	2024-10-31
Fidelity® Total Market Index	0.098%	0.000%	194,100	0	2023-11-30
Northern Trust Russell 2000 Value Index	0.099%	5.203%	193,459	9,567	2023-03-31
10XDNA - Disruptive Tech In I-III	0.088%	-36.905%	174,928	-102,319	2024-01-31
Vanguard Institutional Extnd Mkt Idx Tr	0.722%	0.001%	148,903	1	2024-10-31
Fidelity® Series Total Market Index	0.074%	0.000%	146,014	0	2023-10-31
Neuberger Berman Intrinsic Value I	0.589%	-0.001%	120,697	-1	2024-09-30
Spartan Total Market Index Pool E	0.034%	0.000%	69,276	0	2024-08-31
GAMCO Intl SICAV Merger Arbtrg I (USD)	0.332%	0.000%	68,540	68,540	2024-09-30
Fidelity Extended Market Index	0.314%	-2.193%	64,683	-1,450	2024-10-31
ARK Space Exploration & Innovation ETF	0.307%	0.000%	62,982	0	2024-10-31
Neuberger Berman Small Cap Intrinsic Val	0.160%	-1.455%	32,924	-486	2024-09-30
SSgA U.S. Extended Market Index Class I	0.014%	0.000%	28,000	0	2023-12-31
Fidelity Total Market Index	0.109%	16.435%	22,480	3,173	2024-10-31
BlackRock Extended Equity Market K	0.099%	-0.044%	20,356	-9	2024-09-30
Column Small Cap Select	0.084%	2.845%	17,391	481	2024-09-30
Fidelity Series Total Market Index	0.084%	13.118%	17,212	1,996	2024-10-31
NT Ext Equity Mkt Idx Fd - NL	0.057%	0.009%	11,825	1	2024-09-30
SSgA U.S. Total Market Index Strategy	0.006%	42.199%	11,484	3,408	2024-06-30
Northern Trust Extended Eq Market Idx	0.049%	0.000%	10,127	0	2024-09-30
NT Ext Equity Mkt Idx Fd - L	0.049%	0.000%	10,127	0	2024-09-30
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.046%	0.316%	9,527	30	2024-09-30
Vanguard Balanced Index Inv	0.043%	0.000%	8,790	0	2024-10-31
Spartan Extended Market Index Pool E	0.041%	20.682%	8,461	1,450	2024-10-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.035%	0.014%	7,147	1	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	0.035%	0.000%	7,146	0	2024-09-30