Versant Capital Management’s MediaAlpha MAX Stock Holding History

Versant Capital 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 Q3	$9.2K	Buy	961 +132	+16%	+$1.65K	﹤0.01%	2289
2026 Q2	$10.4K	Sell	829 -170	-17%	-$1.6K	﹤0.01%	2216
2026 Q1	$9.29K	Buy	999 +921	+1,181%	+$9.08K	﹤0.01%	2170
2025 Q4	$1.01K	Buy	78 +46	+144%	+$562	﹤0.01%	2531
2025 Q3	$364	Hold	32	–	–	﹤0.01%	2583
2025 Q2	$350	Buy	+32	New	+$309	﹤0.01%	2572
2025 Q1	–	Sell	-34	Closed	-$384	–	2581
2024 Q4	$384	Hold	34	–	–	﹤0.01%	2294
2024 Q3	$616	Hold	34	–	–	﹤0.01%	1838
2024 Q2	$448	Hold	34	–	–	﹤0.01%	1810
2024 Q1	$693	Hold	34	–	–	﹤0.01%	1629
2023 Q4	$379	Hold	34	–	–	﹤0.01%	1745
2023 Q3	$281	Buy	+34	New	+$304	﹤0.01%	1802

Other funds holding MAX

TIM

Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Versant Capital Management's MAX Position: Q3 2026 in Review

Versant Capital Management increased its MediaAlpha (MAX) stake by 16% in Q3 2026, buying an estimated $1.65K and bringing the position to 961 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Versant Capital Management first reported a position in MAX in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.4K in Q2 2026. 10 funds tracked by Wall St. Rank hold MAX as of Q3 2026.

Versant Capital Management held 961 shares of MediaAlpha worth $9.2K as of Q3 2026.
Versant Capital Management bought 132 MediaAlpha shares in Q3 2026, an estimated $1.65K.
MediaAlpha made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #2289 holding.
Versant Capital Management first reported a position in MediaAlpha in Q3 2023 and has held it in 12 quarters since.
Versant Capital Management's MediaAlpha position peaked at $10.4K in Q2 2026.
10 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.