Marshall Wace
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Marshall Wace’s MediaAlpha MAX Stock Holding History

Marshall Wace’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 		– Sell
-328,388
Closed -$4.25M – 3502
2025
Q4 		$4.25M Buy
328,388
+145,645
+80% +$1.78M ﹤0.01% 1225
2025
Q3 		$2.08M Buy
182,743
+17,116
+10% +$189K ﹤0.01% 1594
2025
Q2 		$1.81M Sell
165,627
-292,882
-64% -$2.83M ﹤0.01% 1602
2025
Q1 		$4.24M Buy
458,509
+70,808
+18% +$756K 0.01% 1143
2024
Q4 		$4.38M Buy
387,701
+209,875
+118% +$3.02M 0.01% 1115
2024
Q3 		$3.22M Sell
177,826
-179,201
-50% -$2.86M ﹤0.01% 1175
2024
Q2 		$4.7M Buy
+357,027
New +$6.57M 0.01% 1016
2023
Q4 		– Sell
-67,364
Closed -$556K – 2436
2023
Q3 		$556K Sell
67,364
-55,640
-45% -$497K ﹤0.01% 1686
2023
Q2 		$1.27M Buy
+123,004
New +$1.11M ﹤0.01% 1620
2022
Q3 		– Sell
-40,581
Closed -$399K – 3609
2022
Q2 		$399K Buy
40,581
+3,402
+9% +$41.5K ﹤0.01% 2903
2022
Q1 		$615K Buy
+37,179
New +$520K ﹤0.01% 2681

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
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Marshall Wace's MAX Position: Q1 2026 in Review

Marshall Wace sold out of MediaAlpha (MAX) in Q1 2026, closing a stake of 328,388 shares — an estimated $4.25M sold.

Marshall Wace first reported a position in MAX in Q1 2022 and held it in 11 quarters. The position peaked at $4.7M in Q2 2024. 163 funds tracked by Wall St. Rank hold MAX as of Q1 2026.

  • Marshall Wace reported no remaining MediaAlpha position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 328,388 MediaAlpha shares in Q1 2026, an estimated $4.25M.
  • Marshall Wace first reported a position in MediaAlpha in Q1 2022 and held it in 11 quarters.
  • Marshall Wace's MediaAlpha position peaked at $4.7M in Q2 2024.
  • 163 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.