Maximus, Inc.
US ˙ NYSE ˙ US5779331041

SecurityMMS / Maximus, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,217 shares
Latest Disclosed Value $ 78,010
IFP Advisors, Inc reports 25.75% decrease in ownership of MMS / Maximus, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,217 shares of Maximus, Inc. (US:MMS) valued at $78,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,639 shares of Maximus, Inc.. This represents a change in shares of -25.75% during the quarter. The current value of the position is $73,190 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)
2026-04-13 2026-03-31 13F MAXIMUS cs 577933104 1,217 -422 -25.75 78 -44.68 0.0016
2026-02-06 2025-12-31 13F MAXIMUS cs 577933104 1,639 -23 -1.38 141 -6.62 0.0032
2026-02-06 2025-09-30 13F/A-1 MAXIMUS cs 577933104 1,662 104 6.68 152 38.53 0.0039
2025-12-02 2025-09-30 13F MAXIMUS cs 577933104 1,662 104 153 0.0039
2025-07-24 2025-06-30 13F MAXIMUS cs 577933104 1,558 646 70.83 109 75.81 0.0031
2025-05-05 2025-03-31 13F MAXIMUS cs 577933104 912 126 16.03 62 6.90 0.0019
2025-02-04 2024-12-31 13F MAXIMUS cs 577933104 786 302 62.40 59 28.89 0.0019
2025-02-04 2024-09-30 13F MAXIMUS cs 577933104 484 168 53.16 45 66.67 0.0016
2024-07-30 2024-06-30 13F MAXIMUS cs 577933104 316 293 1,273.91 27 2,600.00 0.0011
2024-07-30 2024-03-31 13F MAXIMUS cs 577933104 23 7 43.75 2 0.00 0.0001
2024-01-09 2023-12-31 13F MAXIMUS cs 577933104 16 -249 -93.96 1 -94.74 0.0001
2023-10-12 2023-09-30 13F MAXIMUS cs 577933104 265 -1,452 -84.57 20 -86.90 0.0009
2023-08-14 2023-06-30 13F/A-1 MAXIMUS cs 577933104 1,717 -707 -29.17 145 -2.03 0.0061
2023-08-04 2023-06-30 13F MAXIMUS cs 577933104 1,717 -707 105 0.0049
2023-04-18 2023-03-31 13F MAXIMUS cs 577933104 2,424 -3,531 -59.29 148 0.0065
2023-02-07 2022-12-31 13F MAXIMUS cs 577933104 5,955 551 10.20 0 -100.00 0.0097
2022-11-08 2022-09-30 13F MAXIMUS cs 577933104 5,404 818 17.84 331 18.21 0.0086
2022-09-06 2022-06-30 13F/A-1 MAXIMUS cs 577933104 4,586 0 0.00 280 0.00 0.0090
2022-09-06 2022-03-31 13F/A-1 MAXIMUS cs 577933104 4,586 4,586 280 0.0090
2022-01-12 2021-12-31 13F MAXIMUS INC COM Stock 577933104 0 -10 -100.00 0 -100.00
2021-10-06 2021-09-30 13F MAXIMUS INC COM Stock 577933104 10 10 1 0.0000
2021-07-13 2021-06-30 13F MAXIMUS INC COM Stock 577933104 0 0 0 0.0000
2021-04-30 2021-03-31 13F MAXIMUS INC COM Stock 577933104 0 0 0 0.0000
2021-01-25 2020-12-31 13F MAXIMUS INC COM Stock 577933104 0 0 0 0.0000
2020-10-29 2020-09-30 13F MAXIMUS INC COM Stock 577933104 0 0 0 0.0000
2020-08-05 2020-06-30 13F MAXIMUS INC COM Stock 577933104 0 -92 -100.00 0 -100.00
2020-05-12 2020-03-31 13F MAXIMUS INC COM Stock 577933104 92 92 5 0.0005
2020-01-17 2019-12-31 13F MAXIMUS INC COM Stock 577933104 0 0 0 0.0000
2019-11-07 2019-09-30 13F MAXIMUS INC COM Stock 577933104 0 -87 -100.00 0 -100.00
2019-05-15 2019-03-31 13F MAXIMUS Stock 577933104 87 -5 -5.43 6 0.00 0.0008
2019-06-03 2018-12-31 13F/A-10 MAXIMUS Stock 577933104 92 65 240.74 6 200.00 0.0004
2019-01-23 2018-12-31 13F MAXIMUS Stock 577933104 92 65 6 0.0004
2019-06-03 2018-09-30 13F/A-9 MAXIMUS Stock 577933104 27 0 0.00 2 0.00 0.0001
2018-10-25 2018-09-30 13F MAXIMUS Stock 577933104 27 0 2 0.0001
2019-06-03 2018-06-30 13F/A-8 MAXIMUS Stock 577933104 27 0 0.00 2 0.00 0.0001
2018-08-07 2018-06-30 13F MAXIMUS Stock 577933104 27 0 2
2019-06-03 2018-03-31 13F/A-7 MAXIMUS INC COM Stock 577933104 27 0 0.00 2 0.00 0.0001
2018-05-09 2018-03-31 13F MAXIMUS Stock 577933104 27 0 2
2019-06-03 2017-12-31 13F/A-6 MAXIMUS INC COM Stock 577933104 27 -31 -53.45 2 -50.00 0.0001
2018-01-24 2017-12-31 13F MAXIMUS INC COM Stock 577933104 27 -31 2
2017-10-30 2017-09-30 13F MAXIMUS INC COM Stock 577933104 58 2 3.57 4 0.00 0.0002
2019-06-03 2017-06-30 13F/A-5 MAXIMUS INC COM Stock 577933104 56 0 0.00 4 33.33 0.0002
2017-07-31 2017-06-30 13F MAXIMUS INC COM Stock 577933104 56 0 4
2019-06-03 2017-03-31 13F/A-4 MAXIMUS INC COM Stock 577933104 56 -20 -26.32 3 -25.00 0.0001
2017-04-26 2017-03-31 13F MAXIMUS INC COM Stock 577933104 56 -20 3
2019-06-03 2016-12-31 13F/A-3 MAXIMUS INC COM Stock 577933104 76 0 0.00 4 0.00 0.0002
2017-02-14 2016-12-31 13F MAXIMUS INC COM Stock 577933104 76 0 4
2016-11-04 2016-09-30 13F MAXIMUS INC COM Stock 577933104 76 -8 -9.52 4 -20.00 0.0002
2019-06-03 2016-06-30 13F/A-2 MAXIMUS INC COM Stock 577933104 84 -3 -3.45 5 -16.67 0.0003
2016-08-22 2016-06-30 13F MAXIMUS INC COM Stock 577933104 84 -3 5
2019-06-03 2016-03-31 13F/A-1 MAXIMUS Stock 577933104 87 -8 -8.42 6 20.00 0.0008
2016-05-02 2016-03-31 13F MAXIMUS INC COM Stock 577933104 195 100 10
2016-02-11 2015-12-31 13F MAXIMUS INC COM Stock 577933104 95 95 5 0.0003
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.