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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 26 sales; 153 institutions reported holding it in 13F filings for Q2 2026, worth $610.7M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in MediaAlpha, Inc. as of Dec 31, 2025. 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
172
+16 vs. Q3 2025
Shares held
47.8M
−45.6K (−0.1%) vs. Q3 2025
Total value
$618.6M
+$74.4M (+13.7%) vs. Q3 2025
New holders
35
76 more added
Sold out
19
48 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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.

Institutional holdersQ4 2025: 172 institutions
Q1 2021: 96 institutionsQ2 2021: 98 institutionsQ3 2021: 89 institutionsQ4 2021: 93 institutionsQ1 2022: 96 institutionsQ2 2022: 89 institutionsQ3 2022: 88 institutionsQ4 2022: 101 institutionsQ1 2023: 98 institutionsQ2 2023: 94 institutionsQ3 2023: 89 institutionsQ4 2023: 91 institutionsQ1 2024: 122 institutionsQ2 2024: 149 institutionsQ3 2024: 151 institutionsQ4 2024: 162 institutionsQ1 2025: 144 institutionsQ2 2025: 152 institutionsQ3 2025: 157 institutionsQ4 2025: 172 institutionsQ1 2026: 163 institutionsQ2 2026: 153 institutions
Value heldQ4 2025: $618.6M
Q1 2021: $1.29BQ2 2021: $1.59BQ3 2021: $708.5MQ4 2021: $616.6MQ1 2022: $677.3MQ2 2022: $393.0MQ3 2022: $358.0MQ4 2022: $398.7MQ1 2023: $602.5MQ2 2023: $463.6MQ3 2023: $341.7MQ4 2023: $470.3MQ1 2024: $905.9MQ2 2024: $660.8MQ3 2024: $885.5MQ4 2024: $542.2MQ1 2025: $436.3MQ2 2025: $528.5MQ3 2025: $544.3MQ4 2025: $618.6MQ1 2026: $452.0MQ2 2026: $610.7M
Institutions holding MAX and their total value by quarter
QuarterHoldersValue
Q2 2026153$610.7M
Q1 2026163$452.0M
Q4 2025172$618.6M
Q3 2025157$544.3M
Q2 2025152$528.5M
Q1 2025144$436.3M
Q4 2024162$542.2M
Q3 2024151$885.5M
Q2 2024149$660.8M
Q1 2024122$905.9M
Q4 202391$470.3M
Q3 202389$341.7M
Q2 202394$463.6M
Q1 202398$602.5M
Q4 2022101$398.7M
Q3 202288$358.0M
Q2 202289$393.0M
Q1 202296$677.3M
Q4 202193$616.6M
Q3 202189$708.5M
Q2 202198$1.59B
Q1 202196$1.29B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding MediaAlpha, Inc.; share changes are against Q3 2025.

Institutions holding MAX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
White Mountains Insurance Group Ltd17,856,614$231.2M88.28%00.0%Unchanged
BlackRock, Inc.3,551,465$46.0M0.00%−21,725−0.6%Reduced
Vanguard Group Inc2,570,992$33.3M0.00%−29,629−1.1%Reduced
JPMorgan Chase & Co1,367,896$17.7M0.00%+309,455+29.2%Added
Clearline Capital LP1,301,453$16.9M1.27%+10,604+0.8%Added
Renaissance Technologies LLC1,045,400$13.5M0.02%+100,300+10.6%Added
Morgan Stanley960,154$12.4M0.00%+88,123+10.1%Added
Arrowstreet Capital, Limited Partnership855,904$11.1M0.01%+335,452+64.5%Added
Divisadero Street Capital Management, LP849,011$11.0M0.63%+762,104+876.9%Added
AQR Capital Management LLC804,095$10.4M0.01%+33,416+4.3%Added
J. Goldman & Co LP786,369$10.2M0.40%+255,342+48.1%Added
Geode Capital Management, LLC777,304$10.1M0.00%+7,530+1.0%Added
Millennium Management LLC751,745$9.74M0.01%−677,811−47.4%Reduced
State Street Corp731,407$9.47M0.00%+59,281+8.8%Added
Victory Capital Management Inc729,457$9.45M0.01%+18,638+2.6%Added
Goldman Sachs Group Inc729,367$9.45M0.00%−550,593−43.0%Reduced
Jacobs Asset Management, LLC705,299$9.13M5.09%−113,727−13.9%Reduced
Jacobs Levy Equity Management, Inc700,497$9.07M0.04%+139,732+24.9%Added
Nuveen, LLC666,539$8.63M0.00%−23,926−3.5%Reduced
Acadian Asset Management LLC606,171$7.84M0.01%+186,332+44.4%Added
Shay Capital LLC591,000$7.65M1.23%−199,100−25.2%Reduced
G2 Investment Partners Management LLC496,916$6.44M1.53%+121,443+32.3%Added
D. E. Shaw & Co., Inc.397,380$5.15M0.00%−57,503−12.6%Reduced
Jane Street Group, LLC360,129$4.66M0.01%+183,824+104.3%Added
Franklin Resources Inc328,712$4.26M0.00%+10,740+3.4%Added
Marshall Wace, LLP328,388$4.25M0.00%+145,645+79.7%Added
Dimensional Fund Advisors LP319,798$4.14M0.00%+201,106+169.4%Added
Qube Research & Technologies Ltd284,012$3.68M0.01%−220,330−43.7%Reduced
Charles Schwab Investment Management Inc279,817$3.62M0.00%+830.0%Added
Triad Investment Management275,437$3.57M3.61%+275,437New
BNP Paribas Arbitrage, SA273,151$3.54M0.00%+79,564+41.1%Added
Northern Trust Corp267,278$3.46M0.00%−20,484−7.1%Reduced
Janus Henderson Group PLC265,906$3.44M0.00%−120,249−31.1%Reduced
Pacer Advisors, Inc.263,024$3.41M0.01%+16,597+6.7%Added
Y-Intercept (Hong Kong) Ltd210,352$2.72M0.06%+2,736+1.3%Added
Stoic Point Capital Management LLC207,298$2.68M2.28%+207,298New
Balyasny Asset Management LLC184,159$2.38M0.00%+184,159New
Citadel Advisors LLC169,647$2.20M0.00%+169,647New
PDT Partners, LLC165,540$2.14M0.14%00.0%Unchanged
Canada Pension Plan Investment Board136,500$1.77M0.00%+5,900+4.5%Added
Squarepoint Ops LLC124,288$1.61M0.00%+93,630+305.4%Added
Man Group plc110,876$1.44M0.00%+110,876New
HRT Financial LP109,023$1.41M0.00%+109,023New
Boothbay Fund Management, LLC108,143$1.40M0.04%+37,477+53.0%Added
Barclays PLC91,424$1.18M0.00%+5,584+6.5%Added
Russell Investments Group, Ltd.90,843$1.18M0.00%+39,209+75.9%Added
XTX Topco Ltd90,702$1.17M0.03%+61,628+212.0%Added
Ieq Capital, LLC88,136$1.14M0.00%+8,579+10.8%Added
Bank of New York Mellon Corp87,312$1.13M0.00%−11,832−11.9%Reduced
Tudor Investment Corp Et Al83,330$1.08M0.01%+83,330New
Nomura Holdings Inc82,313$1.07M0.00%+29,348+55.4%Added
Lighthouse Investment Partners, LLC82,050$1.06M0.04%−271,880−76.8%Reduced
SEI Investments Co81,844$1.06M0.00%+19,123+30.5%Added
ExodusPoint Capital Management, LP81,791$1.06M0.01%+81,791New
Susquehanna International Group, LLP80,990$1.05M0.00%+16,810+26.2%Added
Globeflex Capital L P80,233$1.04M0.16%+80,233New
Allianz Asset Management GmbH70,176$908.8K0.00%00.0%Unchanged
Mariner, LLC69,891$905.4K0.00%+7,982+12.9%Added
Los Angeles Capital Management LLC72,285$884.0K0.00%−32,295−30.9%Reduced
UBS Asset Management Americas Inc65,085$842.9K0.00%−6,373−8.9%Reduced
Blair William & Co60,146$778.9K0.00%−6,051−9.1%Reduced
Two Sigma Investments, LP59,860$775.2K0.00%+37,336+165.8%Added
UBS Group AG59,689$773.0K0.00%−78,497−56.8%Reduced
Swiss National Bank58,700$760.2K0.00%00.0%Unchanged
Amundi58,616$759.1K0.00%+58,616New
Bank of America Corp58,164$753.2K0.00%−23,915−29.1%Reduced
Raymond James Financial Inc52,708$682.6K0.00%+11,300+27.3%Added
Rhumbline Advisers48,522$628.4K0.00%−5,068−9.5%Reduced
State of Wisconsin Investment Board46,842$606.6K0.00%+15,651+50.2%Added
Gsa Capital Partners LLP46,784$606.0K0.05%+46,784New
Mackenzie Financial Corp42,975$558.9K0.00%+27,858+184.3%Added
Quantinno Capital Management LP42,748$553.6K0.00%+25,495+147.8%Added
CWM, LLC42,278$548.0K0.00%+3,895+10.1%Added
Allspring Global Investments Holdings, LLC42,950$513.3K0.00%+3,755+9.6%Added
Verition Fund Management LLC39,303$509.0K0.00%−1,950−4.7%Reduced
Gotham Asset Management, LLC39,123$506.6K0.00%−3,321−7.8%Reduced
State of Wyoming38,832$502.9K0.06%−7,393−16.0%Reduced
Quest Partners LLC37,463$485.1K0.03%+27,604+280.0%Added
Wells Fargo & Company37,072$480.1K0.00%+16,610+81.2%Added
Thrivent Financial for Lutherans36,379$471.0K0.00%+36,379New
Principal Financial Group Inc35,403$458.5K0.00%+10,687+43.2%Added
PharVision Advisers, LLC34,034$440.7K0.22%+9,554+39.0%Added
Alliancebernstein L.P.33,930$439.4K0.00%−4,700−12.2%Reduced
Legal & General Group Plc33,817$437.9K0.00%−117−0.3%Reduced
Deutsche Bank AG31,640$409.7K0.00%+1,231+4.0%Added
Price T Rowe Associates Inc31,014$402.0K0.00%+2,238+7.8%Added
Versor Investments LP29,318$379.7K0.06%+29,318New
Two Sigma Advisers, LP26,896$348.3K0.00%+6,496+31.8%Added
Fox Run Management, L.L.C.26,035$337.2K0.05%+26,035New
Invesco Ltd.26,024$337.0K0.00%+6,319+32.1%Added
Spears Abacus Advisors LLC25,550$330.9K0.01%−150−0.6%Reduced
California State Teachers Retirement System25,504$330.3K0.00%−4,843−16.0%Reduced
Creative Planning25,272$327.3K0.00%+5,743+29.4%Added
Wealth Enhancement Advisory Services, LLC26,437$313.3K0.00%+6,225+30.8%Added
Graham Capital Management, L.P.23,427$303.4K0.01%+23,427New
Brookwood Investment Group LLC22,841$295.8K0.04%+22,841New
Mangrove Partners22,700$294.0K0.02%+22,700New
MetLife Investment Management21,402$277.2K0.00%00.0%Unchanged
Cerity Partners LLC20,777$269.1K0.00%−6,867−24.8%Reduced
Point72 Asset Management, L.P.18,751$242.8K0.00%+18,751New