Jeff Yass’s MediaAlpha MAX Stock Holding History

Jeff Yass’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	$292K	Sell	23,247 -166,489	-88%	-$1.57M	﹤0.01%	11101
2026 Q1	$1.76M	Buy	189,736 +108,746	+134%	+$1.07M	﹤0.01%	6458
2025 Q4	$1.05M	Buy	80,990 +16,810	+26%	+$205K	﹤0.01%	7075
2025 Q3	$730K	Sell	64,180 -27,887	-30%	-$308K	﹤0.01%	8097
2025 Q2	$1.01M	Sell	92,067 -75,965	-45%	-$733K	﹤0.01%	7405
2025 Q1	$1.55M	Buy	168,032 +136,779	+438%	+$1.46M	﹤0.01%	6126
2024 Q4	$353K	Sell	31,253 -29,417	-48%	-$423K	﹤0.01%	9467
2024 Q3	$1.1M	Buy	60,670 +44,123	+267%	+$703K	﹤0.01%	6573
2024 Q2	$218K	Buy	+16,547	New	+$304K	﹤0.01%	10168
2024 Q1	–	Sell	-11,469	Closed	-$183K	–	12848
2023 Q4	$128K	Buy	+11,469	New	+$114K	﹤0.01%	11123
2023 Q3	–	Sell	-20,263	Closed	-$209K	–	12553
2023 Q2	$209K	Sell	20,263 -77,184	-79%	-$698K	﹤0.01%	10178
2023 Q1	$1.46M	Buy	+97,447	New	+$1.32M	﹤0.01%	5870

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

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

Jeff Yass's MAX Position: Q2 2026 in Review

Jeff Yass reduced its MediaAlpha (MAX) stake by 88% in Q2 2026, selling an estimated $1.57M and leaving 23,247 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #11101.

Jeff Yass first reported a position in MAX in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.76M in Q1 2026. 153 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

Jeff Yass held 23,247 shares of MediaAlpha worth $292K as of Q2 2026.
Jeff Yass sold 166,489 MediaAlpha shares in Q2 2026, an estimated $1.57M.
MediaAlpha made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11101 holding.
Jeff Yass first reported a position in MediaAlpha in Q1 2023 and has held it in 12 quarters since.
Jeff Yass's MediaAlpha position peaked at $1.76M in Q1 2026.
153 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.