Y-Intercept (HK)’s Maximus MMS Stock Holding History

Y-Intercept (HK)’s Portfolio MMS Stock Details MMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.1M	Buy	95,827 +22,764	+31%	+$1.31M	0.11%	227
2026 Q2	$3.93M	Buy	73,063 +3,990	+6%	+$249K	0.08%	362
2026 Q1	$4.43M	Buy	69,073 +45,953	+199%	+$3.73M	0.08%	365
2025 Q4	$2M	Buy	+23,120	New	+$1.98M	0.04%	625
2025 Q3	–	Sell	-5,085	Closed	-$357K	–	1855
2025 Q2	$357K	Sell	5,085 -20,531	-80%	-$1.44M	0.01%	1309
2025 Q1	$1.75M	Buy	+25,616	New	+$1.82M	0.12%	227
2024 Q4	–	Sell	-10,824	Closed	-$1.01M	–	1483
2024 Q3	$1.01M	Buy	+10,824	New	+$967K	0.06%	444
2024 Q1	–	Sell	-6,252	Closed	-$524K	–	1612
2023 Q4	$524K	Buy	6,252 +700	+13%	+$55.8K	0.05%	579
2023 Q3	$415K	Sell	5,552 -4,608	-45%	-$375K	0.04%	635
2023 Q2	$859K	Buy	+10,160	New	+$836K	0.09%	358
2022 Q2	–	Sell	-6,514	Closed	-$488K	–	1068
2022 Q1	$488K	Buy	+6,514	New	+$498K	0.11%	272
2021 Q3	–	Sell	-5,324	Closed	-$468K	–	813
2021 Q2	$468K	Buy	+5,324	New	+$488K	0.12%	281

Other funds holding MMS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Y-Intercept (HK)'s MMS Position: Q3 2026 in Review

Y-Intercept (HK) increased its Maximus (MMS) stake by 31% in Q3 2026, buying an estimated $1.31M and bringing the position to 95,827 shares worth $5.1M. The position accounts for 0.11% of the portfolio, ranked #227.

Y-Intercept (HK) first reported a position in MMS in Q2 2021 and has held it in 12 quarters since. 113 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

Y-Intercept (HK) held 95,827 shares of Maximus worth $5.1M as of Q3 2026.
Y-Intercept (HK) bought 22,764 Maximus shares in Q3 2026, an estimated $1.31M.
Maximus made up 0.11% of Y-Intercept (HK)'s portfolio in Q3 2026, its #227 holding.
Y-Intercept (HK) first reported a position in Maximus in Q2 2021 and has held it in 12 quarters since.
113 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.