Maximus, Inc.
US ˙ NYSE ˙ US5779331041

SecurityMMS / Maximus, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership23,647 shares
Latest Disclosed Value $ 1,516
Amalgamated Bank reports 0.38% decrease in ownership of MMS / Maximus, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 23,647 shares of Maximus, Inc. (US:MMS) valued at $1,515,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 23,737 shares of Maximus, Inc.. This represents a change in shares of -0.38% during the quarter. The current value of the position is $1,422,131 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F MAXIMUS COM 577933104 23,647 -90 -0.38 2 -50.00 0.0116
2026-02-05 2025-12-31 13F MAXIMUS COM 577933104 23,737 -998 -4.03 2 0.00 0.0148
2025-10-29 2025-09-30 13F MAXIMUS COM 577933104 24,735 -60 -0.24 2 100.00 0.0161
2025-08-04 2025-06-30 13F MAXIMUS COM 577933104 24,795 -126 -0.51 2 0.00 0.0134
2025-04-25 2025-03-31 13F MAXIMUS COM 577933104 24,921 -2,681 -9.71 2 -50.00 0.0145
2025-02-04 2024-12-31 13F MAXIMUS COM 577933104 27,602 0 0.00 2 0.00 0.0169
2024-10-30 2024-09-30 13F MAXIMUS COM 577933104 27,602 -1,935 -6.55 3 0.00 0.0212
2024-08-12 2024-06-30 13F MAXIMUS COM 577933104 29,537 -2,423 -7.58 3 0.00 0.0216
2024-04-23 2024-03-31 13F MAXIMUS COM 577933104 31,960 -5,693 -15.12 3 -33.33 0.0229
2024-02-06 2023-12-31 13F MAXIMUS COM 577933104 37,653 -1,163 -3.00 3 50.00 0.0252
2023-11-08 2023-09-30 13F MAXIMUS COM 577933104 38,816 -932 -2.34 3 -33.33 0.0247
2023-08-11 2023-06-30 13F MAXIMUS COM 577933104 39,748 -785 -1.94 3 0.00 0.0272
2023-05-02 2023-03-31 13F MAXIMUS COM 577933104 40,533 -2,143 -5.02 3 0.00 0.0272
2023-02-10 2022-12-31 13F MAXIMUS COM 577933104 42,676 669 1.59 3 -99.88 0.0279
2022-11-09 2022-09-30 13F MAXIMUS COM 577933104 42,007 406 0.98 2,431 -6.50 0.0235
2022-08-15 2022-06-30 13F MAXIMUS COM 577933104 41,601 -391 -0.93 2,600 -17.38 0.0242
2022-08-25 2022-03-31 13F/A-1 MAXIMUS COM 577933104 41,992 -1,773 -4.05 3,147 -9.75 0.0244
2022-06-30 2022-03-31 13F MAXIMUS COM 577933104 41,992 -1,773 3,147 0.0250
2022-02-15 2021-12-31 13F/A-1 MAXIMUS COM 577933104 43,765 164 0.38 3,487 -3.89 0.0257
2022-02-15 2021-12-31 13F MAXIMUS COM 577933104 43,765 164 3,487 0.0257
2021-10-29 2021-09-30 13F MAXIMUS COM 577933104 43,601 -4,614 -9.57 3,628 -14.45 0.0306
2021-08-16 2021-06-30 13F MAXIMUS COM 577933104 48,215 38,978 421.98 4,241 415.94 0.0340
2021-05-13 2021-03-31 13F MAXIMUS COM 577933104 9,237 -856 -8.48 822 11.23 0.0308
2021-02-12 2020-12-31 13F MAXIMUS COM 577933104 10,093 89 0.89 739 8.04 0.0280
2020-10-30 2020-09-30 13F MAXIMUS COM 577933104 10,004 -331 -3.20 684 -6.04 0.0297
2020-08-10 2020-06-30 13F MAXIMUS COM 577933104 10,335 -1,589 -13.33 728 4.90 0.0337
2020-05-13 2020-03-31 13F MAXIMUS COM 577933104 11,924 -376 -3.06 694 -24.15 0.0170
2020-02-13 2019-12-31 13F MAXIMUS COM 577933104 12,300 482 4.08 915 0.22 0.0168
2019-11-13 2019-09-30 13F MAXIMUS COM 577933104 11,818 -180 -1.50 913 4.94 0.0192
2019-08-14 2019-06-30 13F MAXIMUS COM 577933104 11,998 1,720 16.73 870 19.18 0.0203
2019-05-15 2019-03-31 13F MAXIMUS COM 577933104 10,278 285 2.85 730 12.31 0.0177
2019-02-15 2018-12-31 13F MAXIMUS COM 577933104 9,993 5,584 126.65 650 126.48 0.0184
2018-11-14 2018-09-30 13F MAXIMUS COM 577933104 4,409 -6,155 -58.26 287 -56.25 0.0071
2018-07-18 2018-06-30 13F MAXIMUS COM 577933104 10,564 1,315 14.22 656 6.32 0.0160
2018-05-22 2018-03-31 13F MAXIMUS COM 577933104 9,249 -164 -1.74 617 -8.46 0.0164
2018-02-13 2017-12-31 13F MAXIMUS COM 577933104 9,413 575 6.51 674 18.25 0.0182
2017-11-09 2017-09-30 13F MAXIMUS COM 577933104 8,838 -420 -4.54 570 -1.72 0.0178
2017-08-10 2017-06-30 13F MAXIMUS COM 577933104 9,258 429 4.86 580 5.65 0.0190
2017-05-12 2017-03-31 13F MAXIMUS COM 577933104 8,829 -7 -0.08 549 11.36 0.0273
2017-02-14 2016-12-31 13F MAXIMUS COM 577933104 8,836 1,084 13.98 493 12.56 0.0223
2016-11-15 2016-09-30 13F/A-1 MAXIMUS COM 577933104 7,752 -3 -0.04 438 -5.40 0.0254
2016-08-16 2016-06-30 13F MAXIMUS COM 577933104 7,755 519 7.17 463 21.52 0.0268
2016-05-11 2016-03-31 13F MAXIMUS COM 577933104 7,236 605 9.12 381 2.14 0.0371
2016-02-10 2015-12-31 13F MAXIMUS COM 577933104 6,631 -575 -7.98 373 -13.05 0.0460
2015-11-04 2015-09-30 13F MAXIMUS COM 577933104 7,206 89 1.25 429 -8.33 0.0450
2015-07-10 2015-06-30 13F MAXIMUS COM 577933104 7,117 -50 -0.70 468 -2.09 0.0460
2015-04-22 2015-03-31 13F MAXIMUS COM 577933104 7,167 7,167 0.00 478 0.0584
2015-01-29 2014-12-31 13F MAXIMUS COM 577933104 0 -6,603 -100.00 0 -100.00
2014-11-14 2014-09-30 13F MAXIMUS COM 577933104 6,603 -3 -0.05 265 -6.69 0.0394
2014-08-11 2014-06-30 13F MAXIMUS COM 577933104 6,606 -412 -5.87 284 -9.84 0.0429
2014-05-12 2014-03-31 13F MAXIMUS COM 577933104 7,018 -64 -0.90 315 0.96 0.0543
2014-02-13 2013-12-31 13F MAXIMUS COM 577933104 7,082 7,082 312 0.0530
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.