MediaAlpha, Inc.
MAX- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001818383
In the last 90 days, MediaAlpha, Inc. insiders filed 0 open-market purchases and 24 sales; 153 institutions reported holding it in 13F filings for Q2 2026, worth $610.7M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in MediaAlpha, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 122
- +32 vs. Q4 2023
- Shares held
- 44.5M
- +2.41M (+5.7%) vs. Q4 2023
- Total value
- $905.9M
- +$436.9M (+93.2%) vs. Q4 2023
- New holders
- 40
- 37 more added
- Sold out
- 8
- 33 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MAX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 153 | $610.7M |
| Q1 2026 | 163 | $452.0M |
| Q4 2025 | 172 | $618.6M |
| Q3 2025 | 157 | $544.3M |
| Q2 2025 | 152 | $528.5M |
| Q1 2025 | 144 | $436.3M |
| Q4 2024 | 162 | $542.2M |
| Q3 2024 | 151 | $885.5M |
| Q2 2024 | 149 | $660.8M |
| Q1 2024 | 122 | $905.9M |
| Q4 2023 | 91 | $470.3M |
| Q3 2023 | 89 | $341.7M |
| Q2 2023 | 94 | $463.6M |
| Q1 2023 | 98 | $602.5M |
| Q4 2022 | 101 | $398.7M |
| Q3 2022 | 88 | $358.0M |
| Q2 2022 | 89 | $393.0M |
| Q1 2022 | 96 | $677.3M |
| Q4 2021 | 93 | $616.6M |
| Q3 2021 | 89 | $708.5M |
| Q2 2021 | 98 | $1.59B |
| Q1 2021 | 96 | $1.29B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding MediaAlpha, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 201,685 | $4.11M | 0.00% | +201,685 | New |
| Emerald Mutual Fund Advisers Trust | 208,369 | $4.24M | 0.22% | +208,369 | New |
| HBK Investments L P | 221,124 | $4.50M | 0.11% | +221,124 | New |
| Jacobs Asset Management, LLC | 225,000 | $4.58M | 3.51% | −93,215−29.3% | Reduced |
| Earnest Partners LLC | 244,269 | $4.98M | 0.02% | −371−0.2% | Reduced |
| Triad Investment Management | 248,895 | $5.07M | 6.15% | +368+0.1% | Added |
| Morgan Stanley | 249,860 | $5.09M | 0.00% | +164,297+192.0% | Added |
| Citadel Advisors LLC | 336,246 | $6.85M | 0.01% | +307,818+1,082.8% | Added |
| Wells Fargo & Company | 349,266 | $7.11M | 0.00% | +35,133+11.2% | Added |
| Silvercrest Asset Management Group LLC | 375,509 | $7.65M | 0.05% | +1,667+0.4% | Added |
| Renaissance Technologies LLC | 394,600 | $8.04M | 0.01% | +216,500+121.6% | Added |
| J. Goldman & Co LP | 444,157 | $9.05M | 0.41% | +237,493+114.9% | Added |
| State Street Corp | 450,520 | $9.18M | 0.00% | +27,532+6.5% | Added |
| Driehaus Capital Management LLC | 465,775 | $9.49M | 0.09% | +465,775 | New |
| Geode Capital Management, LLC | 470,991 | $9.60M | 0.00% | +17,438+3.8% | Added |
| Millennium Management LLC | 609,782 | $12.4M | 0.01% | −194,230−24.2% | Reduced |
| TimesSquare Capital Management, LLC | 1,088,893 | $22.2M | 0.32% | +1,088,893 | New |
| BlackRock Inc. | 1,739,961 | $35.4M | 0.00% | +17,746+1.0% | Added |
| Broad Bay Capital Management, LP | 2,060,000 | $42.0M | 5.44% | −258,964−11.2% | Reduced |
| Vanguard Group Inc | 2,119,189 | $43.2M | 0.00% | +276,641+15.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,090,763 | $103.7M | 0.24% | −394,530−7.2% | Reduced |
| White Mountains Insurance Group Ltd | 22,856,814 | $465.6M | 75.44% | 00.0% | Unchanged |
| HST Ventures, LLC | 0 | $0 | 0.00% | −142,581−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,469−100.0% | Sold out |
| Elkhorn Partners Limited Partnership | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Cannell Peter B & Co Inc | – | – | – | – | Not filed |