MediaAlpha, Inc. 13F holders
154 funds reported a position in MediaAlpha, Inc. in their 13F for the quarter ended 30 June 2026, together 48.7 million shares worth $610.7 million. Against the quarter before, 19 opened a position, 47 added, 66 trimmed and 29 sold out; together they bought a net 235,596 shares. The largest holders: White Mountains Insurance Group Ltd, BlackRock, Inc. and Clearline Capital LP.
Funds holding154-11 on Q1 2026
Shares they held48.7Mworth $610.7 million
Net bought on the quarter235,596 sharesabout $3.0 million at the funds' values
Funds buying to selling66 to 95opened or added, to cut or sold
Opened 19Added 47Held 21Trimmed 66Sold out 29
What each fund did in MAX against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in MAX in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 29 reported a position in MediaAlpha, Inc.: 9 opened one, 10 added, 3 trimmed and 2 sold out, a net 177,527 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in MediaAlpha, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 1.1 million shares worth $13.4 million, 0.0% of its reported book. In the quarter, 2 funds added or opened a position and 4 trimmed or sold out; together they bought a net 437,131 shares, about $5.5 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 1,068,308 | $13.4 million | 0.0% | -1,776 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 589,696 | $7.4 million | 0.0% | +360,373 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 574,407 | $7.2 million | 0.0% | -144,893 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 409,480 | $5.1 million | 0.0% | +234,191 | added | 30 June 2026 | 13F |
| Millennium Management | 37,065 | $465,907 | 0.0% | -9,976 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 26,386 | $331,677 | 0.0% | -788 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| White Mountains Insurance Group Ltd | 17,856,614 | 36.69% | $224.5 million | 57.03% | no change | 13F |
| BlackRock, Inc. | 3,392,357 | 6.97% | $42.6 million | 0.00% | -84,330 | 13F |
| Clearline Capital LP | 2,713,890 | 5.58% | $34.1 million | 2.20% | +123,220 | 13F |
| JPMorgan Chase & Co. | 1,880,062 | 3.86% | $23.3 million | 0.00% | +134,383 | 13F |
| Vanguard Capital Management LLC | 1,276,369 | 2.62% | $16.0 million | 0.00% | -109,360 | 13F |
| Geode Capital Management, LLC | 1,068,308 | 2.20% | $13.4 million | 0.00% | -1,776 | 13F |
| Divisadero Street Capital Management, LP | 1,019,988 | 2.10% | $12.8 million | 0.30% | +933,081 | 13F |
| Jacobs Levy Equity Management, Inc. | 971,232 | 2.00% | $12.2 million | 0.04% | +221,178 | 13F |
| Acadian Asset Management LLC | 957,095 | 1.97% | $12.0 million | 0.01% | +109,896 | 13F |
| Jacobs Asset Management, LLC | 919,761 | 1.89% | $11.6 million | 8.71% | -4,682 | 13F |
| State Street Corp. | 862,235 | 1.77% | $10.8 million | 0.00% | +24,074 | 13F |
| Arrowstreet Capital, Limited Partnership | 829,958 | 1.71% | $10.4 million | 0.01% | -232,023 | 13F |
| Morgan Stanley | 821,170 | 1.69% | $10.3 million | 0.00% | +118,152 | 13F |
| Nuveen, LLC | 752,447 | 1.55% | $9.5 million | 0.00% | +51,048 | 13F |
| Dimensional Fund Advisors LP | 701,914 | 1.44% | $8.8 million | 0.00% | +81,245 | 13F |
| J. Goldman & Co LP | 598,070 | 1.23% | $7.5 million | 0.27% | -584,603 | 13F |
| Citadel Advisors LLC | 589,696 | 1.21% | $7.4 million | 0.00% | +360,373 | 13F |
| Renaissance Technologies LLC | 574,407 | 1.18% | $7.2 million | 0.01% | -144,893 | 13F |
| Shay Capital LLC | 570,000 | 1.17% | $7.2 million | 0.79% | -205,000 | 13F |
| Jane Street Group, LLC | 551,625 | 1.13% | $6.9 million | 0.00% | +268,617 | 13F |
| D. E. Shaw & Co., Inc. | 535,926 | 1.10% | $6.7 million | 0.00% | +193,868 | 13F |
| Speece Thorson Capital Group Inc. | 489,098 | 1.01% | $6.1 million | 1.31% | -9,913 | 13F |
| EVR Research LP | 440,000 | 0.90% | $5.5 million | 2.73% | new | 13F |
| Vanguard Portfolio Management LLC | 433,046 | 0.89% | $5.4 million | 0.00% | -113,699 | 13F |
| Goldman Sachs Group Inc. | 428,866 | 0.88% | $5.4 million | 0.00% | -194,555 | 13F |
| Two Sigma Investments, LP | 409,480 | 0.84% | $5.1 million | 0.00% | +234,191 | 13F |
| AQR Capital Management LLC | 391,641 | 0.80% | $4.9 million | 0.00% | -90,310 | 13F |
| HRT Financial LP | 372,929 | 0.77% | $4.7 million | 0.01% | +43,597 | 13F |
| Bank of America Corp. | 371,840 | 0.76% | $4.7 million | 0.00% | +92,136 | 13F |
| Triad Investment Management | 368,731 | 0.76% | $4.6 million | 5.11% | +34,867 | 13F |
| Stoic Point Capital Management LLC | 297,150 | 0.61% | $3.7 million | 3.14% | +76,109 | 13F |
| Northern Trust Corp. | 267,107 | 0.55% | $3.4 million | 0.00% | -4,717 | 13F |
| Charles Schwab Investment Management Inc. | 259,224 | 0.53% | $3.3 million | 0.00% | -15,115 | 13F |
| Squarepoint Ops LLC | 234,255 | 0.48% | $2.9 million | 0.01% | +18,714 | 13F |
| Vanguard Fiduciary Trust Co. | 223,917 | 0.46% | $2.8 million | 0.00% | -3,195 | 13F |
| Teacher Retirement System of Texas | 216,405 | 0.44% | $2.7 million | 0.01% | +31,080 | 13F |
| BNP Paribas Financial Markets | 209,204 | 0.43% | $2.6 million | 0.00% | +152,998 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 180,171 | 0.37% | $2.3 million | 0.00% | -340 | 13F |
| XTX Topco Ltd | 172,269 | 0.35% | $2.2 million | 0.03% | +25,431 | 13F |
| Algert Global LLC | 170,870 | 0.35% | $2.1 million | 0.03% | +86,360 | 13F |
| Man Group plc | 156,754 | 0.32% | $2.0 million | 0.00% | +20,047 | 13F |
| AllianceBernstein L.P. | 211,450 | 0.43% | $2.0 million | 0.00% | +6,010 | 13F |
| Principal Financial Group Inc. | 148,845 | 0.31% | $1.9 million | 0.00% | +11,232 | 13F |
| Quantinno Capital Management LP | 136,034 | 0.28% | $1.7 million | 0.00% | +28,760 | 13F |
| Russell Investments Group, Ltd. | 130,360 | 0.27% | $1.6 million | 0.00% | +45,466 | 13F |
| Stifel Financial Corp. | 126,175 | 0.26% | $1.6 million | 0.00% | new | 13F |
| Victory Capital Management Inc. | 101,365 | 0.21% | $1.3 million | 0.00% | +14,096 | 13F |
| Balyasny Asset Management L.P. | 101,046 | 0.21% | $1.3 million | 0.00% | -7,762 | 13F |
| Qube Research & Technologies Ltd | 92,453 | 0.19% | $1.2 million | 0.00% | -322,827 | 13F |
| PDT Partners, LLC | 84,022 | 0.17% | $1.1 million | 0.06% | -6,000 | 13F |
The 50 largest of the 154 funds that reported a position in MAX in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on MAX
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 83,300 | $1.0 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 30 October 2026 | 13D/A | White Mountains Insurance Group, Ltd. and 1 other | 17.9 million | 35.1% | 28 October 2026 | EDGAR | |
| 28 July 2026 | 13G | Divisadero Street Capital Management, LP and 9 others | 3.1 million | 5.8% | 21 July 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 1 May 2026 | 13D/A | White Mountains Insurance Group, Ltd. and 1 other | 17.9 million | 33.0% | 29 April 2026 | Item 4 is amended and supplemented as follows: On March 31, 2025, Jennifer Moyer, one of White Mountains's two designees on the Issuer's board of directors (the "Board") and the Chair of the Issuer's Nominating and Corporate Governance Comm | EDGAR |
| 12 November 2025 | 13G/A | Insignia Capital Partners GP, L.L.C. and 11 others | 0 | 0.0% | 30 September 2025 | passive, other (13d-1(d)) | EDGAR |
| 31 October 2025 | 13G/A | The Vanguard Group and 1 other | 2.6 million | 4.6% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 1,270 | $12.85 | SEC |
| 27 August 2026 | 9 | $12.67 | SEC |
| 19 August 2026 | 84 | $13.19 | SEC |
| 17 August 2026 | 403 | $13.17 | SEC |
| 7 August 2026 | 16 | $12.34 | SEC |
| 6 August 2026 | 31 | $12.33 | SEC |
| 3 August 2026 | 8,030 | $12.38 | SEC |
| 22 July 2026 | 1,356 | $14.19 | SEC |
| 16 July 2026 | 1,387 | $14.19 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.