§ MEDIA
USD · MediaMAX
MEDIAALPHA INC-CLASS A
USDSector · MediaBeta · 1.10
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
74 increased/new, 66 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 8.4 | P/B | 202.88 |
| EPS (TTM) | 1.42 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| WHITE MOUNTAINS INSURANCE GROUP LTD | 17.9M | 53.0% | ±0% |
| BlackRock, Inc. | 3.5M | 0.0% | −2% |
| Clearline Capital LP | 2.6M | 1.3% | +99% |
| JPMORGAN CHASE & CO | 1.7M | n/a | +28% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | n/a | n/a |
| J. Goldman & Co LP | 1.2M | 0.3% | +50% |
◇ AC INTELLIGENCE
Top institutional owners for MAX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER19.2% · 0 holders
INCOME / DEFENSIVE28.5% · 10 holders
OTHER28.2% · 99 holders
PASSIVE / INDEX8.3% · 8 holders
DEALER / BANK7.6% · 19 holders
QUALITY / COMPOUNDER3.8% · 16 holders
SYSTEMATIC / QUANT3.3% · 7 holders
TACTICAL / MACRO0.7% · 3 holders
ACTIVIST0.5% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MAX in the last 180 days.