MediaAlpha, Inc. (NYSE:MAX) Q1 2026 Earnings Call Transcript
Operator: Thank you for standing by, and welcome to MediaAlpha, Inc. First Quarter 2026 Earnings Call. I'd like to remind everyone that this call is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Clearline Capital Marc Majzner | 2,590,670 | $24,093,231 | +100% | 1.25% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,061,981 | $9,876,423 | +25% | 0.01% |
| 3. | Shay Capital Samuel Ginzburg | 775,000 | $7,207,500 | +32% | 0.6% |
| 4. | Renaissance Technologies Jim Simons | 719,300 | $6,689,490 | -32% | 0.01% |
| 5. | AQR Capital Management Cliff Asness | 481,951 | $4,482,145 | -41% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.60 | 31,000 | $297,575.20 | 129,657 | 2025-08-12 | Filing | |
| $10.00 | 5,916,816 | $59,168,160.00 | 22,856,814 | 2023-06-30 | Filing | |
| $8.59 | 10,000 | $85,920.00 | 83,552 | 2022-06-14 | Filing | |
| $10.29 | 5,000 | $51,425.00 | 49,090 | 2022-05-12 | Filing | |
| $10.65 | 10,000 | $106,516.00 | 44,090 | 2022-05-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.05 | 13,000 | $104,686.40 | 293,528 | 2026-05-15 | Filing | |
| $8.05 | 12,000 | $96,639.60 | 572,985 | 2026-05-15 | Filing | |
| $8.10 | 5,000 | $40,476.50 | 591,764 | 2026-05-15 | Filing | |
| $9.14 | 4,000 | $36,544.80 | 2,879,690 | 2026-05-06 | Filing | |
| $8.93 | 4,000 | $35,720.00 | 2,883,690 | 2026-05-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,856,614 | $166,066,510 | 52.99% | |
| 2. | 3,476,687 | $32,333,189 | 0% | |
| 3. | 1,745,679 | $16,479,210 | 0% | |
| 4. | 1,385,729 | $12,887,280 | 0% | |
| 5. | 1,182,673 | $10,998,859 | 0.32% |