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Haymaker · Aug 10, 2026

Portfolio Update

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Double Edition: QNST + J

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Update #1

QuinStreet (QNST) | Original recommendation February 13, 2026, at $11.25

The timing of this update is pretty juicy because just QuinStreet reported Q4 FY2026 earnings after market close on August 6, and the stock jumped 36% in the after-hours session. As of this writing on August 7, QNST is trading at approximately $20.70, up 84% from our February entry in under six months. The stock just set a new 52-week high of $20.91 intraday and we think the recent earnings beat was a pretty thorough validation of every element of the thesis we laid out in February.

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