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MediaAlpha, Inc.

MAX Communication Services
$10.12 $-0.24 (-2.32%)
Market Cap: $652.7 M
Gurus Holding
5
Popularity Rank
#1765
% of Shares Held
3.09%
Net Activity (Q4 2025)
+$3.01 M

Guru Ownership Trend

Guru Analysis for MediaAlpha, Inc. (MAX)

MediaAlpha, Inc. (MAX), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $20.15 M.

Top institutional holders include Renaissance Technologies and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $3.01 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Joel Greenblatt reduced exposure by 7.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$3.05 M
Total Buy Value
New Buys 2
Additions 2
-$43,006.96
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for MediaAlpha, Inc. (MAX)

Major holders include Renaissance Technologies ($13.54 M), Cliff Asness ($10.41 M), Paul Tudor Jones ($1.08 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.99 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.01 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited MAX. The total reported sell value was $43,006.96.

Yes, 2 managers opened new positions in MAX, and 2 increased their existing holdings. The total reported buy value was $3.05 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 10.6% 1,045,400 $13.54 M Q4 2025
0.01% Add 4.3% 804,095 $10.41 M Q4 2025
0.00% New Buy 83,330 $1.08 M Q4 2025
0.00% Reduce -7.8% 39,123 $506,643 Q4 2025
0.00% New Buy 18,751 $242,825 Q4 2025
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