Magnite Inc (MGNI) Institutional Investor Snapshot (313 Funds, Q2 2026)

MGNI ranks #2020 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MGNI is a top-conviction position for Nine Ten Capital Management LLC — at 19.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MGNI belongs to BlackRock, Inc., but the position matters far more to Nine Ten Capital Management LLC, who has 19.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Canada Pension Plan Investment Board has added to its MGNI position for two straight quarters, increasing it by $56.5M to reach $56.8M today.

Squarepoint Ops LLC has trimmed its MGNI position for two straight quarters, cutting it by $13.1M while still holding $15.6M.

MGNI is up 1.5% today, and institutions have been net buyers of $391.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

MGNI posted net income of $166.9M over the trailing twelve months, and currently trades at a P/E of 21.8.

• Profitable — net income of $166.9M over the trailing twelve months
• Revenue grew 8.3% year over year
• Net income improved year over year, from $43.1M to $166.9M
• Generated $236.2M in positive operating cash flow
• Current ratio of 1.02x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.43x equity — a highly leveraged balance sheet worth noting