Which hedge funds own MAX? MEDIAALPHA INC, Q2 2026 13F holders
29 tracked hedge funds disclosed a position in MAX (MEDIAALPHA INC) in their Q2 2026 13F filings, worth $128.7m in total. The largest holder by portfolio weight is Jacobs Asset Management, LLC at 8.7% of its book. 7 opened a new position this quarter: EVR Research LP, Lighthouse Investment Partners, LLC, Hillsdale Investment Management Inc., Brevan Howard Capital Management LP. 4 exited: Philadelphia Financial Management of San Francisco, LLC, Gsa Capital Partners LLP, Y-Intercept (Hong Kong) Ltd.
- 29
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 7
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 4
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $8.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $7.1m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $129m
- Combined value Sum of the holders' reported positions in the security.
- 2.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Philadelphia Financial Management of San Francisco, LLC | 1.4% | $4.5m |
| Gsa Capital Partners LLP | 0.06% | $1.0m |
| Y-Intercept (Hong Kong) Ltd | 0.03% | $1.5m |
| Schonfeld Strategic Advisors LLC | 0.0% | $129k |
Ownership over time
Who discovered MAX first? Beta
| Jacobs Asset Management, LLC high conviction | Q2 2025 | +1.6 pts |
| Philadelphia Financial Management of San Francisco, LLC | Q4 2022 | +0.8 pts |
| Manatuck Hill Partners, LLC | Q1 2022 | +0.7 pts |
| Clearline Capital LP | Q3 2024 | +0.6 pts |
| Divisadero Street Capital Management, LP | Q1 2023 | +0.3 pts |
| Ararat Capital Management LP high conviction | Q4 2021 | +0.2 pts |
| G2 Investment Partners Management LLC | Q3 2025 | +0.1 pts |
| Nantahala Capital Management, LLC | Q2 2022 | −0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.