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John Overdeck’s MediaAlpha MAX Stock Holding History

John Overdeck’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 		$5.15M Buy
409,480
+234,191
+134% +$2.21M ﹤0.01% 2118
2026
Q1 		$1.63M Buy
175,289
+115,429
+193% +$1.14M ﹤0.01% 2915
2025
Q4 		$775K Buy
59,860
+37,336
+166% +$456K ﹤0.01% 3085
2025
Q3 		$256K Sell
22,524
-43,570
-66% -$481K ﹤0.01% 3287
2025
Q2 		$724K Sell
66,094
-69,302
-51% -$669K ﹤0.01% 2416
2025
Q1 		$1.25M Sell
135,396
-88,802
-40% -$948K ﹤0.01% 2048
2024
Q4 		$2.53M Sell
224,198
-51,030
-19% -$734K 0.01% 1559
2024
Q3 		$4.98M Sell
275,228
-606
-0.2% -$9.66K 0.01% 1095
2024
Q2 		$3.63M Buy
275,834
+197,204
+251% +$3.63M 0.01% 1162
2024
Q1 		$1.6M Buy
+78,630
New +$1.26M ﹤0.01% 1640
2023
Q2 		– Sell
-36,644
Closed -$549K – 3162
2023
Q1 		$549K Buy
36,644
+26,044
+246% +$352K ﹤0.01% 2163
2022
Q4 		$105K Buy
+10,600
New +$117K ﹤0.01% 2500
2022
Q2 		– Sell
-24,276
Closed -$402K – 2772
2022
Q1 		$402K Sell
24,276
-42,326
-64% -$592K ﹤0.01% 2114
2021
Q4 		$1.03M Buy
+66,602
New +$1.11M ﹤0.01% 2547
2021
Q2 		– Sell
-29,106
Closed -$1.03M – 4365
2021
Q1 		$1.03M Sell
29,106
-2,772
-9% -$137K ﹤0.01% 2286
2020
Q4 		$1.25M Buy
+31,878
New +$1.24M ﹤0.01% 1828

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $394M AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Acadian Asset Management
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

John Overdeck's MAX Position: Q2 2026 in Review

John Overdeck increased its MediaAlpha (MAX) stake by 134% in Q2 2026, buying an estimated $2.21M and bringing the position to 409,480 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

John Overdeck first reported a position in MAX in Q4 2020 and has held it in 16 quarters since. 153 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

  • John Overdeck held 409,480 shares of MediaAlpha worth $5.15M as of Q2 2026.
  • John Overdeck bought 234,191 MediaAlpha shares in Q2 2026, an estimated $2.21M.
  • MediaAlpha made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2118 holding.
  • John Overdeck first reported a position in MediaAlpha in Q4 2020 and has held it in 16 quarters since.
  • 153 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.