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MediaAlpha, Inc.

MAX Communication Services
$12.69 $-0.48 (-3.64%)
Market Cap: $777.44 M
Gurus Holding
3
Popularity Rank
#3227
% of Shares Held
1.62%
Net Activity (Q2 2026)
-$2.73 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 Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $12.59 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.73 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 20.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$323,652
Total Buy Value
New Buys 1
Additions 0
-$3.05 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
1

FAQs for MediaAlpha, Inc. (MAX)

Major holders include Renaissance Technologies (RenTech) ($7.22 M), Cliff Asness ($4.92 M), Paul Tudor Jones ($323,652). According to the latest reported data, 3 tracked investment managers collectively hold approximately 991,796 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.73 M, with 1 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited MAX. The total reported sell value was $3.05 M.

Yes, 1 managers opened new positions in MAX, and 0 increased their existing holdings. The total reported buy value was $323,652.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Reduce -20.1% 574,407 $7.22 M Q2 2026
0.00% Reduce -18.7% 391,641 $4.92 M Q2 2026
0.00% New Buy 25,748 $323,652 Q2 2026
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