Jacobs Levy Equity Management’s MediaAlpha MAX Stock Holding History

Jacobs Levy Equity 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	$12.2M	Buy	971,232 +221,178	+29%	+$2.09M	0.04%	288
2026 Q1	$6.98M	Buy	750,054 +49,557	+7%	+$488K	0.03%	360
2025 Q4	$9.07M	Buy	700,497 +139,732	+25%	+$1.71M	0.04%	318
2025 Q3	$6.38M	Buy	560,765 +91,204	+19%	+$1.01M	0.03%	372
2025 Q2	$5.14M	Buy	469,561 +330,963	+239%	+$3.19M	0.02%	428
2025 Q1	$1.28M	Sell	138,598 -337,744	-71%	-$3.61M	0.01%	763
2024 Q4	$5.38M	Buy	476,342 +459,227	+2,683%	+$6.61M	0.02%	419
2024 Q3	$310K	Sell	17,115 -31,551	-65%	-$503K	﹤0.01%	884
2024 Q2	$641K	Buy	+48,666	New	+$895K	﹤0.01%	809
2023 Q4	–	Sell	-12,473	Closed	-$103K	–	1037
2023 Q3	$103K	Sell	12,473 -38,047	-75%	-$340K	﹤0.01%	937
2023 Q2	$521K	Buy	+50,520	New	+$457K	﹤0.01%	819

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

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 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

Jacobs Levy Equity Management's MAX Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its MediaAlpha (MAX) stake by 29% in Q2 2026, buying an estimated $2.09M and bringing the position to 971,232 shares worth $12.2M. The position accounts for 0.04% of the portfolio, ranked #288.

Jacobs Levy Equity Management first reported a position in MAX in Q2 2023 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

Jacobs Levy Equity Management held 971,232 shares of MediaAlpha worth $12.2M as of Q2 2026.
Jacobs Levy Equity Management bought 221,178 MediaAlpha shares in Q2 2026, an estimated $2.09M.
MediaAlpha made up 0.04% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #288 holding.
Jacobs Levy Equity Management first reported a position in MediaAlpha in Q2 2023 and has held it in 11 quarters since.
154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.