Portfolio Update
Double Edition: QNST + J
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.


