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 Q2	$12.8M	Buy	1,019,988 +933,081	+1,074%	+$8.81M	0.29%	55
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 $394M AUM 22.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JAM

Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Divisadero Street Capital Management's MAX Position: Q2 2026 in Review

Divisadero Street Capital Management increased its MediaAlpha (MAX) stake by 1,074% in Q2 2026, buying an estimated $8.81M and bringing the position to 1,019,988 shares worth $12.8M. The position accounts for 0.29% of the portfolio, ranked #55.

Divisadero Street Capital Management first reported a position in MAX in Q1 2023 and has held it in 8 quarters since. The position peaked at $13.6M in Q3 2024. 153 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

Divisadero Street Capital Management held 1,019,988 shares of MediaAlpha worth $12.8M as of Q2 2026.
Divisadero Street Capital Management bought 933,081 MediaAlpha shares in Q2 2026, an estimated $8.81M.
MediaAlpha made up 0.29% of Divisadero Street Capital Management's portfolio in Q2 2026, its #55 holding.
Divisadero Street Capital Management first reported a position in MediaAlpha in Q1 2023 and has held it in 8 quarters since.
Divisadero Street Capital Management's MediaAlpha position peaked at $13.6M in Q3 2024.
153 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Divisadero Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.