Mediaalpha Inc. Class AMAX
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 152 institutions reported holding Mediaalpha Inc. Class A (MAX) in their 13F filings, up 8 from Q1 2025. 29 opened new positions and 22 sold out. The largest holders were White Mountains Insurance Group Ltd. ($195.5M), BlackRock, Inc. ($43.8M) and Vanguard Group Inc. ($31.3M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Mediaalpha Inc. Class A
- CUSIP
- 58450V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $18.1M |
| Exits | 22 | $18.3M |
All 13F filers, Q1 2025 → Q2 2025: 7,098,078 shares bought and 6,051,808 shares sold, net +1,046,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| White Mountains Insurance Group Ltd. | 100.00% | No change | 17,856,614 | $195.5M |
| BlackRock, Inc. | 0.00% | Add +8.3% | 4,003,419 | $43.8M |
| Vanguard Group Inc. | 0.00% | Reduce -1.9% | 2,859,199 | $31.3M |
| Broad Bay Capital Management, LP | 3.85% | Reduce -9.1% | 2,498,507 | $27.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +172.5% | 2,007,186 | $22.0M |
| Clearline Capital LP | 1.37% | Reduce -46.3% | 1,425,308 | $15.6M |
| Nuveen, LLC | 0.00% | Add +78.0% | 900,790 | $9.9M |
| D. E. Shaw & Co. | 0.01% | Add +33.5% | 895,348 | $9.8M |
| Jacobs Asset Management, LLC | 4.98% | Add +95.5% | 798,666 | $8.7M |
| Renaissance Technologies | 0.01% | Add +36.6% | 772,300 | $8.5M |
| Geode Capital Management, LLC | 0.00% | Add +5.1% | 764,702 | $8.4M |
| Morgan Stanley | 0.00% | Add +2.4% | 755,926 | $8.3M |
| Shay Capital LLC | 1.67% | Add +17.2% | 670,000 | $7.3M |
| State Street Corp. | 0.00% | Add +4.7% | 652,838 | $7.1M |
| Janus Henderson Group PLC | 0.00% | Add +4465.6% | 632,888 | $6.9M |
| AQR Capital Management | 0.01% | Add +7.8% | 601,593 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Add +75.9% | 542,246 | $5.9M |
| Acadian Asset Management LLC | 0.01% | Add +65.7% | 532,437 | $5.8M |
| UBS Group AG | 0.00% | Add +4.7% | 528,380 | $5.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +12.1% | 526,349 | $5.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +63.6% | 484,342 | $5.3M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +238.8% | 469,561 | $5.1M |
| Lazard Asset Management LLC | 0.01% | New | 389,806 | $4.3M |
| Hillsdale Investment Management Inc. | 0.15% | Add +67.4% | 359,200 | $3.9M |
| Pacer Advisors, Inc. | 0.01% | New | 333,958 | $3.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.9% | 311,591 | $3.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.7% | 277,927 | $3.0M |
| Earnest Partners LLC | 0.01% | Reduce -1.0% | 269,607 | $3.0M |
| Algert Global LLC | 0.05% | Add +1.5% | 228,778 | $2.5M |
| Bank of America Corp. | 0.00% | Add +5.4% | 225,789 | $2.5M |
| Millennium Management | 0.00% | Reduce -70.2% | 183,063 | $2.0M |
| J. Goldman & Co LP | 0.06% | Reduce -69.2% | 175,000 | $1.9M |
| Marshall Wace, LLP | 0.00% | Reduce -63.9% | 165,627 | $1.8M |
| PDT Partners, LLC | 0.10% | Add +27.6% | 165,540 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.48% | New | 164,060 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +519.1% | 162,747 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Add +651.7% | 149,933 | $1.6M |
| Canada Pension Plan Investment Board | 0.00% | New | 125,400 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +36.5% | 124,070 | $1.4M |
| Trexquant Investment LP | 0.01% | Add +8.6% | 120,775 | $1.3M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -19.5% | 119,528 | $1.3M |
| Sei Investments Co. | 0.00% | Add +11.7% | 116,027 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -73.1% | 115,626 | $1.3M |
| Barclays PLC | 0.00% | Add +80.0% | 113,648 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +6.0% | 95,072 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.2% | 92,067 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +122.4% | 87,048 | $953K |
| Divisadero Street Capital Management, LP | 0.06% | New | 86,907 | $952K |
| State of Wisconsin Investment Board | 0.00% | New | 84,739 | $928K |
| Janney Montgomery Scott LLC | 0.00% | New | 81,723 | $895K |
| Allianz Asset Management GmbH | 0.00% | Reduce -56.6% | 70,276 | $770K |
| Engineers Gate Manager LP | 0.01% | Add +6.3% | 69,184 | $758K |
| Tudor Investment Corporation | 0.01% | Reduce -1.8% | 66,206 | $725K |
| Two Sigma Investments, LP | 0.00% | Reduce -51.2% | 66,094 | $724K |
| Dimensional Fund Advisors LP | 0.00% | New | 64,108 | $702K |
| Blair William & Co. | 0.00% | Reduce -0.2% | 64,007 | $701K |
| Swiss National Bank | 0.00% | Reduce -15.4% | 58,700 | $643K |
| Squarepoint Ops LLC | 0.00% | Reduce -56.4% | 58,666 | $642K |
| Rhumbline Advisers | 0.00% | Add +34.4% | 55,622 | $609K |
| Amundi | 0.00% | New | 57,537 | $598K |
| Russell Investments Group, Ltd. | 0.00% | Add +50.8% | 54,176 | $592K |
| Victory Capital Management Inc. | 0.00% | Reduce -32.4% | 52,194 | $572K |
| HSBC Holdings PLC | 0.00% | Add +2.3% | 51,550 | $561K |
| Mariner, LLC | 0.00% | Reduce -65.3% | 47,481 | $520K |
| Ieq Capital, LLC | 0.00% | Add +52.6% | 44,578 | $488K |
| Verition Fund Management LLC | 0.00% | Reduce -20.6% | 43,188 | $473K |
| Two Sigma Advisers, LP | 0.00% | Reduce -48.1% | 41,900 | $459K |
| Graham Capital Management, L.P. | 0.01% | Reduce -44.3% | 41,164 | $451K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -6.4% | 39,582 | $429K |
| Cannell & Spears LLC | 0.01% | Reduce -11.5% | 39,100 | $428K |
| Nomura Holdings Inc. | 0.00% | New | 39,015 | $427K |
| Alliancebernstein L.P. | 0.00% | Add +36.4% | 38,630 | $423K |
| Gotham Asset Management | 0.00% | New | 38,504 | $422K |
| Lighthouse Investment Partners, LLC | 0.02% | Reduce -73.6% | 37,987 | $416K |
| Legal & General Group Plc | 0.00% | Add +29.3% | 36,315 | $398K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -58.2% | 36,236 | $397K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +106.7% | 34,617 | $379K |
| California State Teachers Retirement System | 0.00% | No change | 30,346 | $332K |
| Ameriprise Financial Inc. | 0.00% | New | 28,470 | $312K |
| Fox Run Management, L.L.C. | 0.05% | Reduce -42.4% | 27,238 | $298K |
| Deutsche Bank AG | 0.00% | Reduce -85.0% | 27,014 | $296K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -34.6% | 26,987 | $296K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +21.1% | 26,254 | $287K |
| Nebula Research & Development LLC | 0.02% | Reduce -32.3% | 25,141 | $275K |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.9% | 24,475 | $269K |
| Centiva Capital, LP | 0.02% | New | 24,529 | $269K |
| AlphaQuest LLC | 0.02% | Reduce -55.6% | 23,150 | $253K |
| Cwm, LLC | 0.00% | Add +37.3% | 22,681 | $248K |
| MetLife Investment Management, LLC | 0.00% | No change | 21,402 | $234K |
| Stoneridge Investment Partners LLC | 0.18% | Reduce -22.4% | 21,362 | $234K |
| Man Group plc | 0.00% | New | 21,145 | $232K |
| Quantbot Technologies LP | 0.01% | Reduce -20.8% | 20,594 | $226K |
| Franklin Resources Inc. | 0.00% | Reduce -57.6% | 20,117 | $220K |
| Cerity Partners LLC | 0.00% | Add +23.6% | 20,071 | $220K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +57.5% | 20,000 | $219K |
| Gsa Capital Partners LLP | 0.02% | Reduce -36.0% | 19,865 | $218K |
| Corton Capital Inc. | 0.24% | Add +8.2% | 18,865 | $207K |
| Virtus Advisers, LLC | 0.13% | No change | 18,711 | $205K |
| Intech Investment Management LLC | 0.00% | Add +6.3% | 18,502 | $203K |
| Brevan Howard Capital Management LP | 0.00% | New | 18,468 | $202K |
"% of holder's portfolio" is MAX's weight in each manager's 13F, not the share of Mediaalpha Inc. Class A the manager owns.