Divisadero Street Capital Management’s MediaAlpha MAX Stock Holding History

Divisadero Street Capital Management’s Portfolio MAX Stock Details MAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$808K	Sell	86,907 -762,104	-90%	-$7.51M	0.03%	97
2025 Q4	$11M	Buy	849,011 +762,104	+877%	+$9.31M	0.51%	38
2025 Q3	$989K	Hold	86,907	–	–	0.04%	125
2025 Q2	$952K	Buy	+86,907	New	+$839K	0.06%	101
2024 Q4	–	Sell	-748,694	Closed	-$13.6M	–	98
2024 Q3	$13.6M	Buy	748,694 +144,588	+24%	+$2.3M	1.64%	19
2024 Q2	$7.96M	Buy	+604,106	New	+$11.1M	1.21%	20
2023 Q2	–	Sell	-345,000	Closed	-$5.17M	–	57
2023 Q1	$5.17M	Buy	+345,000	New	+$4.67M	2.26%	16

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Divisadero Street Capital Management's MAX Position: Q1 2026 in Review

Divisadero Street Capital Management reduced its MediaAlpha (MAX) stake by 90% in Q1 2026, selling an estimated $7.51M and leaving 86,907 shares worth $808K. The position accounts for 0.03% of the portfolio, ranked #97.

Divisadero Street Capital Management first reported a position in MAX in Q1 2023 and has held it in 7 quarters since. The position peaked at $13.6M in Q3 2024. 162 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

Divisadero Street Capital Management held 86,907 shares of MediaAlpha worth $808K as of Q1 2026.
Divisadero Street Capital Management sold 762,104 MediaAlpha shares in Q1 2026, an estimated $7.51M.
MediaAlpha made up 0.03% of Divisadero Street Capital Management's portfolio in Q1 2026, its #97 holding.
Divisadero Street Capital Management first reported a position in MediaAlpha in Q1 2023 and has held it in 7 quarters since.
Divisadero Street Capital Management's MediaAlpha position peaked at $13.6M in Q3 2024.
162 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Divisadero Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.