Exploring MediaAlpha, Inc. (MAX) Investor Profile: Who’s Buying and Why?

Have you ever wondered who's investing in MediaAlpha, Inc. (MAX) and what their reasons are? As of April 17, 2025, the stock is trading at $7.77, reflecting a 2.51% increase, but it has experienced a 57.10% decrease over the past year. With institutional ownership at 85.77%, major players like White Mountains Insurance Group Ltd and Vanguard Group Inc. hold significant stakes. Are these investors seeing long-term potential despite the recent volatility, or are there other factors driving their decisions? Let's delve into the investor profile of MediaAlpha (MAX) to uncover the motivations behind their investments.

MediaAlpha, Inc. (MAX) Who Invests in MediaAlpha, Inc. (MAX) and Why?

Understanding the investor profile of MediaAlpha, Inc. (MAX) involves examining the various types of investors who hold the company’s stock and their motivations. These investors typically include retail investors, institutional investors, and hedge funds, each with different investment strategies and objectives. By identifying these groups and understanding why they invest in MediaAlpha, Inc. (MAX), a clearer picture emerges of the market's sentiment towards the company.

Different types of investors include:

• Retail Investors: These are individual investors who buy and sell securities for their own personal accounts. They may be attracted to MediaAlpha, Inc. (MAX) due to its growth prospects or its position in the insurance and advertising markets.
• Institutional Investors: These include entities such as mutual funds, pension funds, and insurance companies that invest on behalf of their clients. Institutional investors often look for stable, long-term growth and may be drawn to MediaAlpha, Inc. (MAX) based on its financial performance and strategic positioning.
• Hedge Funds: These are investment partnerships that use more aggressive strategies to generate higher returns. Hedge funds may invest in MediaAlpha, Inc. (MAX) if they foresee short-term gains or believe the company is undervalued.

Investors are attracted to MediaAlpha, Inc. (MAX) for several reasons, which often include growth prospects, strategic market position, and potential for innovation. The company's financial performance, including revenue growth and profitability, also plays a significant role in attracting investment. For instance, a consistent history of revenue growth can signal stability and potential for future gains, making it an attractive option for both retail and institutional investors.

Investment strategies vary among investors in MediaAlpha, Inc. (MAX). Some may adopt a long-term holding strategy, while others may engage in short-term trading. Value investing, which involves buying stocks that are believed to be undervalued by the market, is another common strategy. The specific approach often depends on the investor's risk tolerance, investment goals, and market outlook.

Here's a look at potential investment strategies:

• Long-Term Holding: Investors who believe in the long-term potential of MediaAlpha, Inc. (MAX) may hold the stock for an extended period, aiming to benefit from the company's growth and increasing stock value.
• Short-Term Trading: Traders might buy and sell MediaAlpha, Inc. (MAX) shares to capitalize on short-term price fluctuations. This strategy is more speculative and requires close monitoring of market trends.
• Value Investing: Investors employing this strategy seek to identify if MediaAlpha, Inc. (MAX) is trading below its intrinsic value. They buy the stock with the expectation that the market will eventually recognize its true worth.

Details about MAX's mission, vision, and core values can give you a better idea of the company's focus: Mission Statement, Vision, & Core Values of MediaAlpha, Inc. (MAX).

While specific, up-to-the-minute details on the exact breakdown of investor types and their motivations require real-time market data, this overview provides a foundational understanding of the investors typically interested in companies like MediaAlpha, Inc. (MAX) and the factors that drive their investment decisions.

MediaAlpha, Inc. (MAX) Institutional Ownership and Major Shareholders of MediaAlpha, Inc. (MAX)

Institutional ownership in MediaAlpha, Inc. (MAX) reflects the degree of confidence that large financial organizations have in the company's potential. These institutions, which include mutual funds, hedge funds, pension funds, and insurance companies, manage substantial assets and can significantly influence a stock's price and stability.

As of 2024, the top institutional investors in MediaAlpha, Inc. (MAX) and their respective shareholdings include:

• BlackRock Fund Advisors: Holding 1,224,834 shares
• Vanguard Index Funds: Holding 1,028,528 shares
• Dimensional Fund Advisors LP: Holding 778,680 shares
• Geode Capital Management LLC: Holding 233,773 shares
• State Street Global Advisors, Inc.: Holding 220,438 shares

These major shareholders collectively hold a significant percentage of MediaAlpha, Inc. (MAX)’s outstanding shares, indicating a strong institutional presence.

Changes in institutional ownership can provide insights into the evolving sentiment surrounding MediaAlpha, Inc. (MAX). Increases in institutional holdings suggest growing confidence in the company's prospects, while decreases may signal concerns about future performance.

Recent data indicates the following changes in ownership:

• BlackRock Fund Advisors: Increased their holdings by 8,129 shares in the last quarter.
• Vanguard Index Funds: Increased their holdings by 23,843 shares in the last quarter.
• Dimensional Fund Advisors LP: Decreased their holdings by 15,075 shares in the last quarter.
• Geode Capital Management LLC: Increased their holdings by 14,151 shares in the last quarter.
• State Street Global Advisors, Inc.: Decreased their holdings by 1,428 shares in the last quarter.

These adjustments, while seemingly small, can reflect strategic portfolio rebalancing or reactions to specific company news and financial results. Monitoring these changes over time can offer a clearer picture of institutional sentiment trends.

Institutional investors play a crucial role in shaping MediaAlpha, Inc. (MAX)’s stock price and overall strategy. Their trading activity can drive significant price movements, especially during periods of high volume. Additionally, their insights and expectations can influence management decisions and strategic direction.

Here’s a summary of how institutional investors impact MediaAlpha, Inc. (MAX):

• Price Stability: Large institutional holdings can reduce volatility by providing a stable investor base.
• Market Confidence: Increased institutional ownership often signals positive market sentiment, attracting additional investors.
• Corporate Governance: Institutional investors can influence corporate governance by voting on key issues and advocating for shareholder rights.
• Strategic Influence: Management teams often consider the views and expectations of major institutional shareholders when making strategic decisions.

Understanding the dynamics of institutional ownership in MediaAlpha, Inc. (MAX) is essential for investors seeking to make informed decisions. By tracking the holdings and trading activity of these major players, investors can gain valuable insights into the stock's potential and the broader market sentiment surrounding the company.

For further insights into MediaAlpha, Inc. (MAX)'s financial standing, consider exploring Breaking Down MediaAlpha, Inc. (MAX) Financial Health: Key Insights for Investors.

MediaAlpha, Inc. (MAX) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of MediaAlpha, Inc. (MAX) is crucial for assessing the company's stability, growth potential, and strategic direction. Key investors can exert considerable influence on company decisions and stock performance.

Here's a breakdown of notable investors in MediaAlpha, Inc. (MAX), their recent activities, and potential impact:

• White Mountains Insurance Group Ltd: This is the largest individual shareholder of MediaAlpha, owning 17.86M shares, representing 26.64% of the company. Their holdings are valued at approximately $133.92 million.
• Vanguard Group Inc: A significant institutional investor, holding 5.41% of the company, which amounts to 3,623,344 shares.
• BlackRock, Inc: Another major institutional investor, with 5.31% ownership, holding 3,557,049 shares.
• Broad Bay Capital Management LP: Holds a notable stake with 3.31% ownership, equivalent to 2,218,685 shares.
• TimesSquare Capital Management, LLC: Holds 2.43% of the company, with 1,628,815 shares.

Other notable investors include:

• Clearline Capital LP
• Driehaus Capital Management Llc
• Goldman Sachs Group Inc.

Investor Influence:

Large institutional investors and major shareholders like White Mountains Insurance Group can significantly impact MediaAlpha, Inc. (MAX)'s decision-making processes and stock price. Their influence stems from:

• Voting Rights: Large shareholders have a greater say in company matters that require shareholder approval, such as electing board members and major corporate actions.
• Market Sentiment: Institutional investors' buying and selling activities can significantly affect the stock price. Positive sentiment from these investors can drive the price up, while negative sentiment can lead to a decline.
• Strategic Direction: Major investors can engage with the company's management to influence strategic decisions, such as mergers, acquisitions, and significant capital expenditures.

Recent Moves by Investors:

Recent trading activity indicates shifts in investor sentiment and portfolio adjustments:

• Kayne Anderson Rudnick Investment Management LLC: Significantly reduced their stake in Q3 2024, removing 4,679,669 shares, a 100% decrease, with an estimated value of $84,748,805.
• Driehaus Capital Management LLC: Reduced their holdings in Q4 2024 by 1,286,638 shares, a 57.3% decrease, valued at approximately $14,526,143.
• Divisadero Street Capital Management, LP: Eliminated their position in Q4 2024, selling 748,694 shares, a 100% decrease, valued at $8,452,755.
• TimesSquare Capital Management, LLC: Increased their position in Q4 2024 by adding 712,410 shares, a 77.7% increase, with an estimated value of $8,043,108.
• Emerald Advisers, LLC: Exited their position in Q3 2024, selling 598,517 shares, a 100% decrease, valued at $10,839,142.
• Nuveen Asset Management, LLC: Decreased their holdings in Q4 2024 by 551,637 shares, a 48.4% decrease, valued at $6,227,981.
• Invesco Ltd.: Fully divested their holdings in Q4 2024, selling 551,485 shares, a 100% decrease, valued at $6,226,265.

Insider Trading Activity:

In the past six months, there have been insider trading activities involving MediaAlpha, Inc. (MAX) stock. Specifically, insiders have sold shares on the open market:

• EUGENE NONKO (Chief Technology Officer): Sold 72,000 shares for an estimated $1,487,959.
• STEVEN YI (Chief Executive Officer): Sold 72,000 shares for an estimated $1,487,750.

These sales may reflect individual financial decisions and do not necessarily indicate a negative outlook on the company.

Ownership Structure:

The ownership structure of MediaAlpha, Inc. (MAX) is distributed among institutional investors, insiders, and retail investors. As of a recent analysis:

• Institutional Shareholders: Hold approximately 45.80% of the company.
• Insiders: Own about 54.20% of the company.
• Retail Investors: Hold a minimal percentage, around 0.00%.

The significant insider ownership suggests that the management's interests are closely aligned with the company's performance.

Potential Impact of Investor Actions:

The actions of major investors can have several potential impacts on MediaAlpha, Inc. (MAX):

• Stock Volatility: Large-scale buying or selling can create volatility in the stock price, affecting short-term investment returns.
• Company Strategy: Engaged and influential investors may push for changes in company strategy to improve financial performance or corporate governance.
• Market Confidence: The presence of reputable institutional investors can boost market confidence in the company, attracting more investors and potentially lowering the cost of capital.

For further insights into MediaAlpha, Inc. (MAX)'s financial health, consider exploring this resource: Breaking Down MediaAlpha, Inc. (MAX) Financial Health: Key Insights for Investors.

Analyzing these investor profiles, recent moves, and ownership structures provides a comprehensive view of the factors influencing MediaAlpha, Inc. (MAX)'s market position and future prospects.

MediaAlpha, Inc. (MAX) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for assessing the potential future performance of MediaAlpha, Inc. (MAX). This analysis encompasses recent market behavior, major shareholder activities, and analyst perspectives to provide a comprehensive view of the company's current standing.

Recent Market Reactions:

Stock Price Decline: MediaAlpha, Inc. (MAX) has experienced significant stock price volatility. For instance, the stock price fell by -3.47% on April 21, 2025, closing at $7.50. Furthermore, the stock has fallen in 6 of the last 10 days, with an overall decrease of -6.37% during that period.

52-Week Range: The stock's 52-week range indicates substantial price fluctuation, with a high of $25.78 and a low of $7.33 as of April 2025.

Volatility: MAX's weekly volatility is around 9%, which has remained relatively stable over the past year.

Ownership and Institutional Activity:

Institutional Ownership: A significant portion of MediaAlpha, Inc. (MAX) shares are held by institutional investors. As of April 2025, institutional owners and shareholders hold a total of 51,815,558 shares.

Major Institutional Holders: Key institutional shareholders include:

• White Mountains Insurance Group Ltd
• Vanguard Group Inc
• BlackRock, Inc.
• Broad Bay Capital Management, LP
• TimesSquare Capital Management, LLC

Institutional Trading Activity: Recent trading activity shows a mix of institutions increasing and decreasing their positions. For example:

• TIMESQUARE CAPITAL MANAGEMENT, LLC increased its holdings by 712,410 shares (+77.7%) in Q4 2024.
• NUVEEN ASSET MANAGEMENT, LLC reduced its position by 551,637 shares (-48.4%) in Q4 2024.
• KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC significantly reduced their holdings by 4,679,669 shares (-100.0%) in Q3 2024.

Fund Sentiment: The fund sentiment score indicates the degree to which funds are actively buying the stock.

Analyst Perspectives:

Analyst Ratings: MediaAlpha, Inc. (MAX) has a consensus rating of 'Strong Buy'.

Rating Breakdown:

• 5 analysts have a 'Strong Buy' rating
• 2 analysts have a 'Buy' rating
• 1 analyst has a 'Hold' rating

Price Targets: The average analyst price target for MediaAlpha, Inc. (MAX) is $16.58.

Upside Potential: The average price target suggests a potential upside of 121.11% from the current price of $7.50.

JPMorgan Adjustment: JPMorgan analyst Cory Carpenter revised the price target for MediaAlpha, Inc. (MAX) from $13 to $10, while maintaining an 'Overweight' rating. This adjustment reflects macroeconomic uncertainties and potential tariff impacts.

Revenue Growth: Analysts anticipate a revenue increase of 13% annually over the next three years. The projected annual revenue for MediaAlpha is $694 million, a 39.75% increase.

Performance Metrics and Valuation:

P/E Ratio: MediaAlpha's P/E ratio is 43.94, higher than the market average of about 21.22 and the Business Services sector average of around 28.88.

Earnings Expectations: Earnings for MediaAlpha are projected to grow by 79.17% in the coming year, from $0.48 to $0.86 per share.

Q4 2024 Results: MediaAlpha reported a Q4 2024 EPS of $0.08, missing the consensus estimate of $0.22. However, revenue came in at $300.6 million, exceeding the expected $298.3 million.

Q1 2025 Guidance: The company’s Q1 2025 guidance indicates a revenue forecast that is 16% below consensus and an adjusted EBITDA estimate that is 15% lower, primarily due to moderating property and casualty (P&C) pricing.

Factors Influencing Sentiment:

Positive Factors:

• Strong growth in the property and casualty television sector, with a year-over-year increase of 639%.
• Efficient marketplace solutions enhancing profitability for direct carriers.
• Anticipated recovery in the Property & Casualty insurance market.

Negative Factors:

• Lowered revenue and adjusted EBITDA estimates for Q1 2025.
• Potential adverse outcomes from the ongoing FTC settlement.
• Increased short interest, suggesting decreasing investor confidence.

For further insights into MediaAlpha, Inc.'s (MAX) mission, vision, and core values, refer to Mission Statement, Vision, & Core Values of MediaAlpha, Inc. (MAX).