What is the 13F Pro Quality Score for MGNI?

13F Pro ranks MAGNITE, INC. (MGNI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View MGNI's current score at https://13fpro.ai/company/MGNI (free sign-up required for the full ranking).

Which hedge funds own the most MGNI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of MGNI include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, FMR. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/MGNI as soon as new 13F filings post.

Where does 13F Pro source MGNI data?

All MAGNITE, INC. fundamentals and ownership data come directly from SEC EDGAR. MAGNITE, INC. files with the SEC under CIK 1595974. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is MGNI in?

MAGNITE, INC. (MGNI) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives MGNI's revenue?

Per MAGNITE, INC.'s latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: CTV ($100.1M, +21% YoY); Mobile ($66.0M, +3% YoY); Desktop ($26.8M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/MGNI.

What are MGNI's largest expenses?

MAGNITE, INC.'s latest 10-Q reports these as the largest expense items: Cost of revenue ($62.0M, -4% YoY); Sales and marketing ($47.0M, +11% YoY); General and administrative ($28.4M, +26% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is MGNI research updated on 13F Pro?

MGNI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

MAGNITE, INC.(MGNI)Stock Analysis

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13F Pro Quality Score

66.1/100

Rank #445 of 2,961 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

59.2/100

Profitability

86.1/100

Balance Sheet

72.3/100

Earnings Quality

63.4/100

Free Cash Flow

83.1/100

Institutional Flow

89.0/100

Revenue Scale

44.1/100

Dilution Risk

15.5/100

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Why MGNI Scores 66/100

exact factor attribution · 2026-09-11

MGNI's composite is driven by profitability and free cash flow, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+5.4 pts

86th pct

Free cash flow

+5.0 pts

83th pct

Capital efficiency

+2.2 pts

72th pct

Institutional flow

+1.9 pts

89th pct

Revenue growth

+1.8 pts

59th pct

Earnings quality

+1.3 pts

63th pct

Earnings growth

+1.0 pts

69th pct

Scale

-0.9 pts

44th pct

Shareholder dilution

-1.7 pts

16th pct

Latest change (2026-08-05): 43 → 52 · ↑ Free cash flow 19→75; ↑ Capital efficiency 42→50; despite ↓ Revenue growth 59→45

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in MGNI

Events flagged as statistical outliers against MGNI's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-05
MGNI quality score jumped 9 points (43→52) on a new filing
View source filing →

MGNI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for MAGNITE, INC. (MGNI), a Technology sector company. 13F Pro's AI-powered ranking engine scores MGNI at 66.1/100 on a 32-signal composite quality model, placing it at rank #445 of 2,961 stocks — the top 25% of the AI-ranked universe. MGNI scores in the top quartile across institutional flow (89.0), profitability (86.1), free cash flow (83.1). Shareholder dilution risk is elevated at 15.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), MAGNITE, INC. reports quarterly revenue of $192.8M, net income of $19.4M, an operating margin of 16.2%. Top institutional holders of MGNI by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, FMR, based on the most recent SEC filings. MGNI trades on the Nasdaq exchange and files with the SEC under CIK 1595974. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MGNI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MAGNITE, INC. directly from SEC EDGAR. MAGNITE, INC.'s 13F Pro composite quality score has ranged between 33 and 66 since 2021, currently 66.1 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about MAGNITE, INC.

Quirks, history, and lore behind MGNI — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. ad-tech company · listed on Nasdaq · operates in programmatic advertising · headquartered in New York City.
2
The Numbers
Annual revenue in the low hundreds of millions of dollars — not a giant, but it handles billions of ad auctions every single day across the open internet.
3
The History
The company was formed through the 2020 merger of two competing supply-side platforms, Rubicon Project and Telaria, creating one of the largest independent SSPs in the world.
4
The Secret
Its bread and butter is the sell side of programmatic advertising — it helps publishers and streaming platforms monetize their ad inventory, not advertisers buy it.
5
The Lore
As streaming TV exploded, the company doubled down on connected TV (CTV) inventory, positioning itself as the go-to marketplace for publishers moving away from traditional broadcast.
6
The Giveaway
Born from the union of Rubicon Project and Telaria, this supply-side platform trades under a ticker that sounds like a small but mighty explosive — and it's trying to blow up the old ad world.

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What's Driving MGNI's Business? Latest 10-Q Breakdown

✓ 31/31 datapoints verified

AI-extracted from MAGNITE, INC.'s 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Magnite grew Q2 FY2026 revenue 11% YoY to $192.8M on 21% CTV growth, with net income up 74% to $19.4M as operating margin expanded to 16% from 13%.

Biggest Revenue Drivers

CTV$100.1M+21% YoY

Revenue growth driven by growth in CTV; CTV expected to remain the biggest growth driver

Mobile$66.0M+3% YoY

Biggest Revenue Drivers

Total revenue: $192.8M+11% YoY

CTV$100.1M+21% YoY

Revenue growth driven by growth in CTV; CTV expected to remain the biggest growth driver

Mobile$66.0M+3% YoY

Desktop$26.8M

Largest Expense Items

Cost of revenue$62.0M-4% YoY

Decrease of $8.1M in traffic acquisition costs from lower gross-basis revenue, partially offset by higher D&A, software license, and personnel costs

Sales and marketing$47.0M+11% YoY

$4.9M increase in personnel costs, partially offset by lower amortization as certain acquired intangibles became fully amortized in 2025

General and administrative$28.4M+26% YoY

$4.1M increase in professional fees including legal costs, plus higher personnel, insurance/tax, and software license costs

Technology and development$24.1M+12% YoY

$2.1M increase in personnel costs

Margins: Gross profit rose 21% to $130.8M as cost of revenue fell to 32% of revenue from 37%, driven by CTV growth and lower traffic acquisition costs; operating margin expanded to 16% from 13% and Adjusted EBITDA grew 30% to $70.6M.

Watch Items from the Filing

Magnite filed an antitrust lawsuit against Google on September 16, 2025 following an April 2025 court ruling that Google violated antitrust laws in ad exchange/server markets; outcome and remedies remain uncertain.
Convertible Senior Notes matured March 15, 2026 and were repaid in full with $205.1M cash on hand, contributing to cash falling to $332.6M from $553.4M at year-end 2025.
Revenue reported on a gross basis fell to 3% of total revenue from 11% YoY, reflecting a decline in the managed service business as advertisers shift to automated solutions.
Q2 2026 included $1.2 million of litigation expense tied to the Google Action and privacy class-action defense costs, an ongoing cost not present in the prior-year quarter.
United States revenue represented 74% of total revenue ($142.4M) in the quarter, indicating continued geographic concentration.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$192.8M

Net Income

Q2 2026

$19.4M

Free Cash Flow

Q2 2026

$174.5M

Operating Margin

Q2 2026

16.2%

ROIC

Q2 2026

9.6%

D/E Ratio

Q2 2026

0.38

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+6.9% YoY

$714.0MFY 2025

FY22 $577.1MFY23 $619.7MFY24 $668.2MFY25 $714.0M

Net Income

+534.7% YoY

$144.6MFY 2025

FY22 $-130.3MFY23 $-159.2MFY24 $22.8MFY25 $144.6M

Operating Income

+91.0% YoY

$97.6MFY 2025

FY22 $-112.8MFY23 $-155.0MFY24 $51.1MFY25 $97.6M

EPS (Diluted)

+493.7% YoY

$0.95FY 2025

FY22 $-0.98FY23 $-1.17FY24 $0.16FY25 $0.95

Total Assets

+10.8% YoY

$3.16BFY 2025

FY22 $2.71BFY23 $2.69BFY24 $2.85BFY25 $3.16B

Total Debt

+1.5% YoY

$565.5MFY 2025

FY22 $761.8MFY23 $543.8MFY24 $557.4MFY25 $565.5M

Op. Cash Flow

+0.4% YoY

$236.2MFY 2025

FY22 $192.6MFY23 $214.4MFY24 $235.2MFY25 $236.2M

Free Cash Flow

-18.2% YoY

$165.6MFY 2025

FY22 $161.7MFY23 $187.6MFY24 $202.4MFY25 $165.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$714.0M +6.9%	$668.2M +7.8%	$619.7M +7.4%	$577.1M +23.2%	$468.4M +111.4%	$221.6M
Net Income	$144.6M +534.7%	$22.8M +114.3%	$-159.2M -22.1%	$-130.3M -200596.9%	$65.0K +100.1%	$-53.4M
Operating Income	$97.6M +91.0%	$51.1M +133.0%	$-155.0M -37.4%	$-112.8M -39.1%	$-81.1M -49.5%	$-54.2M
EPS (Diluted)	$0.95 +493.7%	$0.16 +113.7%	$-1.17 -19.4%	$-0.98	$0.00 +100.0%	$-0.55
Total Assets	$3.16B +10.8%	$2.85B +6.2%	$2.69B -0.9%	$2.71B -0.0%	$2.71B +188.9%	$939.0M
Total Debt	$565.5M +1.5%	$557.4M +2.5%	$543.8M -28.6%	$761.8M -0.5%	$765.4M	$0.00
Operating Cash Flow	$236.2M +0.4%	$235.2M +9.7%	$214.4M +11.3%	$192.6M +52.1%	$126.6M +1149.2%	$-12.1M
Free Cash Flow	$165.6M -18.2%	$202.4M +7.9%	$187.6M +16.0%	$161.7M +48.5%	$108.9M +513.1%	$-26.4M

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Available Research

13F Pro tracks comprehensive data for MAGNITE, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of MGNI

BlackRock, Inc.
$241.3M12,713,156 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$155.6M8,197,286 sh
FMR LLC
$147.3M7,759,426 sh
VANGUARD CAPITAL MANAGEMENT LLC
$118.2M6,225,195 sh
WELLINGTON MANAGEMENT GROUP LLP
$114.7M6,044,492 sh
DIMENSIONAL FUND ADVISORS LP
$99.8M5,260,132 sh
Boston Partners
$95.9M5,013,835 sh
AMERICAN CENTURY COMPANIES INC
$87.7M4,622,736 sh
Capital Research Global Investors
$73.4M3,869,159 sh
Nuveen, LLC
$72.0M3,794,811 sh

Fund	Value	Shares
BlackRock, Inc.	$241.3M	12,713,156
VANGUARD PORTFOLIO MANAGEMENT LLC	$155.6M	8,197,286
FMR LLC	$147.3M	7,759,426
VANGUARD CAPITAL MANAGEMENT LLC	$118.2M	6,225,195
WELLINGTON MANAGEMENT GROUP LLP	$114.7M	6,044,492
DIMENSIONAL FUND ADVISORS LP	$99.8M	5,260,132
Boston Partners	$95.9M	5,013,835
AMERICAN CENTURY COMPANIES INC	$87.7M	4,622,736
Capital Research Global Investors	$73.4M	3,869,159
Nuveen, LLC	$72.0M	3,794,811

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Is MGNI a good stock to buy?

13F Pro's AI-powered analysis of MAGNITE, INC. (MGNI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MGNI are available on the MGNI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MGNI is classified as a mid company.

Which hedge funds own MGNI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MGNI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MAGNITE, INC.'s investment landscape.