mediaalpha is an emerging leader in performance-based digital advertising technology, reshaping how performance media is bought and sold. the company operates the mediaalpha exchange, a transparent, rtb-enabled clearinghouse for insurance and other vertical-specific performance media, handling over $10 million in advertising transactions each month. the mediaalpha exchange is a transformative, vertically integrated, real-time bidding (“rtb”) platform that allows advertisers to target the highest intent customers using structured search and first and third party data. advertisers utilize best-in-class targeting, analytics, and optimization capabilities to maximize their roi from click, call, and lead media purchased across all sources. the transparency we offer provides an opportunity for premium publishers to present a clearer picture to buyers and differentiate themselves from low-quality impressions. publishers maximize their revenue through the industry's only real-time demand m
Company profile
Ticker
MAX
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Guilford Holdings, Inc. • QL Holdings LLC • SkyTiger Studio, Ltd. • As of December 31, 2023, MediaAlpha Inc. ...
IRS number
851854133
MAX stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
10 Apr 24
ARS
2023 FY
Annual report to shareholders
3 Apr 24
DEFA14A
Additional proxy soliciting materials
3 Apr 24
DEF 14A
Definitive proxy
3 Apr 24
PRE 14A
Preliminary proxy
22 Mar 24
8-K
Departure of Directors or Certain Officers
20 Mar 24
8-K
Other Events
12 Mar 24
424B4
Prospectus supplement with pricing info
11 Mar 24
424B4
Prospectus supplement with pricing info
7 Mar 24
10-K
2023 FY
Annual report
22 Feb 24
Transcripts
MAX
Earnings call transcript
2023 Q4
20 Feb 24
MAX
Earnings call transcript
2023 Q3
1 Nov 23
MAX
Earnings call transcript
2023 Q2
2 Aug 23
MAX
Earnings call transcript
2023 Q1
4 May 23
MAX
Earnings call transcript
2023 Q1
4 May 23
MAX
Earnings call transcript
2022 Q4
23 Feb 23
MAX
Earnings call transcript
2022 Q3
3 Nov 22
MAX
Earnings call transcript
2022 Q2
7 Aug 22
MAX
Earnings call transcript
2022 Q1
7 May 22
MAX
Earnings call transcript
2021 Q4
27 Feb 22
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 15.20 mm | 15.20 mm | 15.20 mm | 15.20 mm | 15.20 mm | 15.20 mm |
Cash burn (monthly) | 1.61 mm | 1.25 mm | 6.20 mm | (no burn) | 468.00 k | (no burn) |
Cash used (since last report) | 11.04 mm | 8.57 mm | 42.46 mm | n/a | 3.21 mm | n/a |
Cash remaining | 4.16 mm | 6.63 mm | -27.27 mm | n/a | 11.99 mm | n/a |
Runway (months of cash) | 2.6 | 5.3 | -4.4 | n/a | 25.6 | n/a |
Institutional ownership, Q2 2023
13F holders | Current |
---|---|
Total holders | 94 |
Opened positions | 16 |
Closed positions | 20 |
Increased positions | 42 |
Reduced positions | 21 |
13F shares | Current |
---|---|
Total value | 442.42 bn |
Total shares | 61.85 mm |
Total puts | 13.30 k |
Total calls | 1.50 k |
Total put/call ratio | 8.9 |
Largest owners | Shares | Value |
---|---|---|
WTM White Mountains Insurance | 22.86 mm | $235.65 bn |
Capital Partners GP, L.L.C. Insignia | 8.77 mm | $135.48 mm |
Kayne Anderson Rudnick Investment Management | 6.00 mm | $61.90 bn |
Eugene Nonko | 3.97 mm | $56.81 mm |
Steven Yi | 3.92 mm | $161.94 mm |
Broad Bay Capital Management | 2.67 mm | $27.53 bn |
Vanguard | 2.01 mm | $20.68 bn |
Ambrose Wang | 2.00 mm | $32.00 mm |
BLK Blackrock | 1.76 mm | $18.19 bn |
Nantahala Capital Management | 1.14 mm | $11.78 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Mar 24 | Coyne Jeffrey B | Class A Common Stock | Grant | Acquire A | No | No | 0 | 103,350 | 0.00 | 258,184 |
15 Mar 24 | Patrick Ryan Thompson | Class A Common Stock | Grant | Acquire A | No | No | 0 | 177,500 | 0.00 | 586,349 |
15 Mar 24 | Steven Yi | Class A Common Stock | Grant | Acquire A | No | No | 0 | 43,750 | 0.00 | 2,347,575 |
15 Mar 24 | Steven Yi | Class A Common Stock | Grant | Acquire A | No | No | 0 | 291,400 | 0.00 | 2,303,825 |
15 Mar 24 | Steven Yi | Class A Common Stock | Grant | Acquire A | No | No | 0 | 6,400 | 0.00 | 2,012,425 |
15 Mar 24 | Eugene Nonko | Class A Common Stock | Grant | Acquire A | No | No | 0 | 43,750 | 0.00 | 1,853,745 |
15 Mar 24 | Eugene Nonko | Class A Common Stock | Grant | Acquire A | No | No | 0 | 291,400 | 0.00 | 1,809,995 |
15 Mar 24 | Eugene Nonko | Class A Common Stock | Grant | Acquire A | No | No | 0 | 6,400 | 0.00 | 1,518,595 |
12 Mar 24 | Capital Partners GP, L.L.C. Insignia | Class A Common Stock | Sell | Dispose S | Yes | No | 19.85 | 2,950,000 | 58.56 mm | 50,000 |
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