Inspire Investing, LLC MMI — MARCUS & MILLICHAP INC

Ownership history in Inspire Investing, LLC  ·  7 quarters on record

AI Ownership Summary

Inspire Investing, LLC reported MARCUS & MILLICHAP INC (MMI) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows MMI at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Inspire Investing, LLC's position in MARCUS & MILLICHAP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MMI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MMI stock page Inspire Investing, LLC fund profile Inspire Investing, LLC full holdings
How Inspire Investing, LLC held MMI — position size vs. price
% of Fund (quarterly)    MMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 19,244 +2,092 +12.2% 0.04% $512K 2026-04-23 $27.95
2025 Q4 ADDED — — — 17,152 +1,640 +10.6% 0.04% $468K 2026-02-17 $24.77
2025 Q3 ADDED — — — 15,512 +2,665 +20.7% 0.04% $455K 2025-10-15 $28.85
2025 Q2 ADDED — — — 12,847 +2,807 +28.0% 0.04% $395K 2025-07-24 $30.82
2025 Q1 REDUCED — — — 10,040 -390 -3.7% 0.04% $346K 2025-06-03 $28.94
2024 Q4 REDUCED — — — 10,430 -58 -0.6% 0.04% $399K 2025-01-17 $35.74
2024 Q3 INITIATED — — — 10,488 — — 0.04% $416K 2024-10-10 $34.66

🏢 Other funds also holding MMI

As of 2026 Q1 — sorted by position size

Tributary Capital Management, LLC 3Y 7Y 1.97% Verdad Advisers, LP 3Y 0.47% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 0.17% CX Institutional 3Y 7Y 0.17% ALGERT GLOBAL LLC 3Y 7Y 0.16% SPROTT INC. 3Y 7Y 0.16% EntryPoint Capital, LLC 0.15% Hunter Perkins Capital Management, LLC 3Y 0.15% ROYCE & ASSOCIATES LP 3Y 7Y 0.13% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.13%

FAQ About Inspire Investing, LLC and MMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Inspire Investing, LLC reported owning MMI?

Inspire Investing, LLC reported MMI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MMI position in Inspire Investing, LLC's portfolio?

The largest reported portfolio weight for MMI was 0.04% in 2024 Q4.

What is the latest reported MMI position on this page?

The most recent filing on this page is 2026 Q1, when Inspire Investing, LLC reported 19,244 shares, equal to 0.04% of portfolio, with an estimated market value of $512K.

What does the chart on this MMI ownership page compare?

The chart compares Inspire Investing, LLC's quarterly MMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Inspire Investing, LLC time their MMI position?

Based on 13F filing dates vs. subsequent MMI price moves, Inspire Investing, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on MMI relative to SPY over the holding period was -24.9%.

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