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MediaAlpha, Inc.

MAX Communication Services
$8.49 +$0.22 (2.66%)
Market Cap: $529.36 M
Gurus Holding
3
Popularity Rank
#3158
% of Shares Held
1.94%
Net Activity (Q1 2026)
-$7.76 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 Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $10.28 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $7.76 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Cliff Asness reduced exposure by 40.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$93,000
Total Buy Value
New Buys 1
Additions 0
-$7.86 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
1

FAQs for MediaAlpha, Inc. (MAX)

Major holders include Renaissance Technologies (RenTech) ($6.69 M), Cliff Asness ($4.48 M), Jefferies Group ($93,000). According to the latest reported data, 3 tracked investment managers collectively hold approximately 1.21 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $7.76 M, with 1 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited MAX. The total reported sell value was $7.86 M.

Yes, 1 managers opened new positions in MAX, and 0 increased their existing holdings. The total reported buy value was $93,000.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Reduce -31.2% 719,300 $6.69 M Q1 2026
0.00% Reduce -40.1% 481,951 $4.48 M Q1 2026
0.00% New Buy 10,000 $93,000 Q1 2026
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