Triad Investment Management’s MediaAlpha MAX Stock Holding History

Triad Investment 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	$4.63M	Buy	368,731 +34,867	+10%	+$329K	5.11%	5
2026 Q1	$3.1M	Buy	333,864 +58,427	+21%	+$576K	3.67%	11
2025 Q4	$3.57M	Buy	+275,437	New	+$3.36M	3.61%	11
2024 Q1	$5.07M	Buy	248,895 +368	+0.1%	+$5.88K	6.15%	1
2023 Q4	$2.77M	Buy	248,527 +77,184	+45%	+$764K	3.64%	10
2023 Q3	$1.42M	Buy	171,343 +138,937	+429%	+$1.24M	2.07%	22
2023 Q2	$334K	Buy	32,406 +22,306	+221%	+$202K	0.46%	37
2023 Q1	$151K	Buy	+10,100	New	+$137K	0.22%	57

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

Triad Investment Management's MAX Position: Q2 2026 in Review

Triad Investment Management increased its MediaAlpha (MAX) stake by 10% in Q2 2026, buying an estimated $329K and bringing the position to 368,731 shares worth $4.63M. The position accounts for 5.11% of the portfolio, ranked #5.

Triad Investment Management first reported a position in MAX in Q1 2023 and has held it in 8 quarters since. The position peaked at $5.07M in Q1 2024. 154 funds tracked by Wall St. Rank hold MAX as of Q2 2026.

Triad Investment Management held 368,731 shares of MediaAlpha worth $4.63M as of Q2 2026.
Triad Investment Management bought 34,867 MediaAlpha shares in Q2 2026, an estimated $329K.
MediaAlpha made up 5.11% of Triad Investment Management's portfolio in Q2 2026, its #5 holding.
Triad Investment Management first reported a position in MediaAlpha in Q1 2023 and has held it in 8 quarters since.
Triad Investment Management's MediaAlpha position peaked at $5.07M in Q1 2024.
154 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.