MeridianLink Ownership 2024 | Who Owns MeridianLink Now?
Institutional Ownership
76.86%
Insider Ownership
22.01%
Retail Ownership
1.12%
Institutional Holders
94.00
MeridianLink Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| THOMA BRAVO, L.P. | 46.01% | 7.49% | 35,582,388 | - | - | 760,039,808 | Jun 30, 2024 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 6.81% | 5.53% | 5,267,248 | - | - | 112,508,417 | Jun 30, 2024 |
| KEENAN CAPITAL, LLC | 3.53% | 14.26% | 2,727,011 | 161,742 | 6.31% | 58,248,955 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.13% | 0.00% | 2,420,079 | -336,152 | -12.20% | 51,692,887 | Jun 30, 2024 |
| SERENT CAPITAL MANAGEMENT CO LLC | 2.82% | 100.00% | 2,182,144 | -500,000 | -18.64% | 46,610,596 | Jun 30, 2024 |
| BLACKROCK INC. | 2.54% | 0.00% | 1,960,489 | 180,191 | 10.12% | 41,876,046 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 1.48% | 0.06% | 1,147,588 | -6,844 | -0.59% | 24,673,142 | Jun 30, 2024 |
| PARK WEST ASSET MANAGEMENT LLC | 1.33% | 1.61% | 1,028,685 | 1,028,685 | 100.00% | 21,972,712 | Jun 30, 2024 |
| GREENSTONE PARTNERS & CO., LLC | 1.16% | 8.00% | 896,744 | - | - | 19,154,452 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.03% | 0.00% | 797,074 | 150,712 | 23.32% | 17,026,011 | Jun 30, 2024 |
| VOSS CAPITAL, LLC | 0.97% | 1.61% | 753,985 | -108,393 | -12.57% | 16,105,120 | Jun 30, 2024 |
| STATE STREET CORP | 0.71% | 0.00% | 552,623 | 29,574 | 5.65% | 11,804,027,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.70% | 0.00% | 537,609 | 33,445 | 6.63% | 11,485,622 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.56% | 0.00% | 429,607 | 418,465 | 3755.74% | 9,176,406 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.53% | 0.00% | 413,487 | -13,406 | -3.14% | 8,832,083,000 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.49% | 0.03% | 380,326 | 116,801 | 44.32% | 8,123,763 | Jun 30, 2024 |
| NORWOOD INVESTMENT PARTNERS, LP | 0.34% | 3.61% | 262,370 | 48,370 | 22.60% | 5,604,223 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.23% | 0.00% | 175,802 | 2,626 | 1.52% | 3,755,120 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.13% | 0.00% | 102,940 | 26,751 | 35.11% | 2,198,798 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.13% | 0.00% | 98,299 | 12,302 | 14.31% | 2,099,667 | Jun 30, 2024 |
MeridianLink's largest institutional shareholder is THOMA BRAVO, L.P., holding 46.01% of the company's total share outstanding, currently valued at $760.04M. The top 10 institutional shareholders own together 69.84% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SERENT CAPITAL MANAGEMENT CO LLC | 2.82% | 100.00% | 2,182,144 | -500,000 | -18.64% | 46,610,596 | Jun 30, 2024 |
| KEENAN CAPITAL, LLC | 3.53% | 14.26% | 2,727,011 | 161,742 | 6.31% | 58,248,955 | Jun 30, 2024 |
| GREENSTONE PARTNERS & CO., LLC | 1.16% | 8.00% | 896,744 | - | - | 19,154,452 | Jun 30, 2024 |
| THOMA BRAVO, L.P. | 46.01% | 7.49% | 35,582,388 | - | - | 760,039,808 | Jun 30, 2024 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 6.81% | 5.53% | 5,267,248 | - | - | 112,508,417 | Jun 30, 2024 |
| NORWOOD INVESTMENT PARTNERS, LP | 0.34% | 3.61% | 262,370 | 48,370 | 22.60% | 5,604,223 | Jun 30, 2024 |
| VOSS CAPITAL, LLC | 0.97% | 1.61% | 753,985 | -108,393 | -12.57% | 16,105,120 | Jun 30, 2024 |
| PARK WEST ASSET MANAGEMENT LLC | 1.33% | 1.61% | 1,028,685 | 1,028,685 | 100.00% | 21,972,712 | Jun 30, 2024 |
| GIBSON CAPITAL, LLC | 0.10% | 0.38% | 81,050 | - | - | 1,731,228 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.03% | 0.18% | 22,763 | -10,040 | -30.61% | 486,218 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.09% | 0.09% | 70,069 | 70,069 | 100.00% | 1,496,674 | Jun 30, 2024 |
| STATE OF WYOMING | 0.03% | 0.07% | 20,947 | 7,083 | 51.09% | 447,428 | Jun 30, 2024 |
| COUNTERPOINT MUTUAL FUNDS LLC | 0.02% | 0.06% | 12,821 | 12,821 | 100.00% | 273,857 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 1.48% | 0.06% | 1,147,588 | -6,844 | -0.59% | 24,673,142 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.49% | 0.03% | 380,326 | 116,801 | 44.32% | 8,123,763 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.03% | 1,052 | 753 | 251.84% | 22,471 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.02% | 0.03% | 16,850 | 16,850 | 100.00% | 359,916 | Jun 30, 2024 |
| ROCK CREEK GROUP, LP | 0.01% | 0.03% | 9,729 | -1,678 | -14.71% | 207,811 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.02% | 1,900 | 1,900 | 100.00% | 40,584 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.01% | 0.02% | 9,511 | -19,935 | -67.70% | 203,155 | Jun 30, 2024 |
The largest MeridianLink shareholder by % of total assets is SERENT CAPITAL MANAGEMENT CO LLC. The company owns 2.18M shares of MeridianLink (MLNK), representing 100.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PARK WEST ASSET MANAGEMENT LLC | 1.33% | 1.61% | 1,028,685 | 1,028,685 | 100.00% | 21,972,712 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.56% | 0.00% | 429,607 | 418,465 | 3755.74% | 9,176,406 | Jun 30, 2024 |
| BLACKROCK INC. | 2.54% | 0.00% | 1,960,489 | 180,191 | 10.12% | 41,876,046 | Jun 30, 2024 |
| KEENAN CAPITAL, LLC | 3.53% | 14.26% | 2,727,011 | 161,742 | 6.31% | 58,248,955 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.03% | 0.00% | 797,074 | 150,712 | 23.32% | 17,026,011 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.49% | 0.03% | 380,326 | 116,801 | 44.32% | 8,123,763 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.10% | 0.00% | 78,384 | 78,384 | 100.00% | 1,674,282 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.09% | 0.09% | 70,069 | 70,069 | 100.00% | 1,496,674 | Jun 30, 2024 |
| NORWOOD INVESTMENT PARTNERS, LP | 0.34% | 3.61% | 262,370 | 48,370 | 22.60% | 5,604,223 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.70% | 0.00% | 537,609 | 33,445 | 6.63% | 11,485,622 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.07% | 0.00% | 52,925 | 29,977 | 130.63% | 1,130,478 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.04% | 0.00% | 29,607 | 29,607 | 100.00% | 632,406 | Jun 30, 2024 |
| STATE STREET CORP | 0.71% | 0.00% | 552,623 | 29,574 | 5.65% | 11,804,027,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.13% | 0.00% | 102,940 | 26,751 | 35.11% | 2,198,798 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.03% | 0.01% | 25,241 | 25,241 | 100.00% | 539,148 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.07% | 0.00% | 58,010 | 20,680 | 55.40% | 1,239,093 | Jun 30, 2024 |
| PURE FINANCIAL ADVISORS, LLC | 0.03% | 0.01% | 20,308 | 20,308 | 100.00% | 433,779 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.02% | 0.03% | 16,850 | 16,850 | 100.00% | 359,916 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.02% | 0.00% | 15,715 | 15,715 | 100.00% | 335,672 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.00% | 14,510 | 14,510 | 100.00% | 309,934 | Jun 30, 2024 |
As of Jun 30 2024, MeridianLink's largest institutional buyer is PARK WEST ASSET MANAGEMENT LLC. The company purchased 1.03M stocks of MLNK, valued at $21.97M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SERENT CAPITAL MANAGEMENT CO LLC | 2.82% | 100.00% | 2,182,144 | -500,000 | -18.64% | 46,610,596 | Jun 30, 2024 |
| VANGUARD GROUP INC | 3.13% | 0.00% | 2,420,079 | -336,152 | -12.20% | 51,692,887 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | - | - | - | -150,358 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -120,622 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | - | 265 | -118,882 | -99.78% | 5,660 | Jun 30, 2024 |
| SG CAPITAL MANAGEMENT LLC | - | - | - | -113,196 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.12% | 0.00% | 92,800 | -110,800 | -54.42% | 1,982,208 | Jun 30, 2024 |
| VOSS CAPITAL, LLC | 0.97% | 1.61% | 753,985 | -108,393 | -12.57% | 16,105,120 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.08% | 0.00% | 58,358 | -80,684 | -58.03% | 1,246,527 | Jun 30, 2024 |
| MONASHEE INVESTMENT MANAGEMENT LLC | - | - | - | -80,000 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -62,503 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.03% | 0.00% | 26,545 | -58,184 | -68.67% | 567,001 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | - | - | - | -54,997 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.03% | 0.00% | 23,711 | -50,495 | -68.05% | 506,000 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.06% | 0.00% | 44,995 | -48,603 | -51.93% | 961,093 | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -27,644 | -100.00% | - | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -23,417 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.01% | 0.02% | 9,511 | -19,935 | -67.70% | 203,155 | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -17,400 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | 0.00% | 10,684 | -16,461 | -60.64% | 228,210 | Jun 30, 2024 |
As of Jun 30 2024, MeridianLink's biggest institutional seller is SERENT CAPITAL MANAGEMENT CO LLC. The company sold -0.50M shares of MLNK, valued at $46.61M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PARK WEST ASSET MANAGEMENT LLC | 1.33% | 1.61% | 1,028,685 | 1,028,685 | 100.00% | 21,972,712 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.10% | 0.00% | 78,384 | 78,384 | 100.00% | 1,674,282 | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | 0.09% | 0.09% | 70,069 | 70,069 | 100.00% | 1,496,674 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.04% | 0.00% | 29,607 | 29,607 | 100.00% | 632,406 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.03% | 0.01% | 25,241 | 25,241 | 100.00% | 539,148 | Jun 30, 2024 |
| PURE FINANCIAL ADVISORS, LLC | 0.03% | 0.01% | 20,308 | 20,308 | 100.00% | 433,779 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.02% | 0.03% | 16,850 | 16,850 | 100.00% | 359,916 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.02% | 0.00% | 15,715 | 15,715 | 100.00% | 335,672 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.00% | 14,510 | 14,510 | 100.00% | 309,934 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.02% | 0.00% | 13,643 | 13,643 | 100.00% | 291,551 | Jun 30, 2024 |
| COUNTERPOINT MUTUAL FUNDS LLC | 0.02% | 0.06% | 12,821 | 12,821 | 100.00% | 273,857 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.01% | 0.00% | 11,300 | 11,300 | 100.00% | 241,368 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.00% | 0.00% | 2,234 | 2,234 | 100.00% | 47,718 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.02% | 1,900 | 1,900 | 100.00% | 40,584 | Jun 30, 2024 |
| AMUNDI | 0.00% | - | 1,720 | 1,720 | 100.00% | 36,705 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.00% | 0.00% | 1,000 | 1,000 | 100.00% | 21,360 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 648 | 648 | 100.00% | 13,932 | Jun 30, 2024 |
| BESSEMER GROUP INC | 0.00% | - | 644 | 644 | 100.00% | 14,000 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 57 | 57 | 100.00% | 1,218 | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | 6 | 6 | 100.00% | 128 | Jun 30, 2024 |
MeridianLink's largest new institutional shareholder by number of shares is PARK WEST ASSET MANAGEMENT LLC, purchased 1.03M shares, valued at $21.97M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | - | - | - | -150,358 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -120,622 | -100.00% | - | Jun 30, 2024 |
| SG CAPITAL MANAGEMENT LLC | - | - | - | -113,196 | -100.00% | - | Jun 30, 2024 |
| MONASHEE INVESTMENT MANAGEMENT LLC | - | - | - | -80,000 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -62,503 | -100.00% | - | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | - | - | - | -54,997 | -100.00% | - | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -27,644 | -100.00% | - | Jun 30, 2024 |
| PDT PARTNERS, LLC | - | - | - | -23,417 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -17,400 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -12,587 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -11,964 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -11,891 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -11,874 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -10,529 | -100.00% | - | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -6,941 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,466 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -84 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
MeridianLink's largest sold out institutional shareholder by shares sold is FIRST TRUST ADVISORS LP, sold -0.15M shares, valued at -, as of undefined.
MeridianLink Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ROYCE MICRO-CAP TRUST, INC. | 0.09% | 42,170 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.04% | 149,605 | 131,505 | 726.55% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 15,154 | - | - | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.02% | 5,000 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 18,935 | -1,186 | -5.89% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 46,932 | -1,903 | -3.90% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,581 | -451 | -11.19% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,120,754 | 373,368 | 21.37% | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 327,390 | 13,666 | 4.36% | Jan 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 478,985 | 38,345 | 8.70% | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 423 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 82,635 | -10,860 | -11.62% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 69,697 | - | - | Jan 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 180,458 | -4,533 | -2.45% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 1,000 | 1,000 | - | Dec 31, 2023 |
| Calvert Variable Products, Inc. | 0.00% | 2,591 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 183,004 | 221 | 0.12% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 9,134 | 8,025 | 723.62% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 12,045 | -39,057 | -76.43% | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 6,444 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 16,055 | 6,119 | 61.58% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 4,897 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 324,780 | 80,278 | 32.83% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 8,957 | -2,127 | -19.19% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 120,755 | 51,630 | 74.69% | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 2,586 | 2,586 | - | Mar 28, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,124 | -205 | -15.43% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 17,720 | 18 | 0.10% | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 106,269 | 190 | 0.18% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 9,200 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 365 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 2,090 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 2,965 | - | - | Mar 31, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 850 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 10,614 | -551 | -4.94% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,639 | 90 | 5.81% | Mar 31, 2024 |
| Investment Managers Series Trust | 0.00% | 92,600 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 4,814 | -116 | -2.35% | Jan 31, 2024 |
| iSHARES TRUST | 0.00% | 977,329 | -93,977 | -8.77% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 118,495 | 13,456 | 12.81% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 239 | - | - | Dec 31, 2023 |
| FundVantage Trust | 0.00% | 866 | 863 | 28766.67% | Mar 28, 2024 |
| LAZARD FUNDS INC | 0.00% | 2,076 | -80 | -3.71% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 59,437 | -6,512 | -9.87% | Mar 31, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 12,722 | 10,422 | 453.13% | Jan 31, 2024 |
| VALIC Co I | 0.00% | 10,081 | -41 | -0.41% | Feb 29, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 119 | - | - | Dec 31, 2023 |
| PENN SERIES FUNDS INC | 0.00% | 800 | - | - | Mar 28, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 5,878 | - | - | Feb 29, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 3,177 | 4,177 | -417.70% | Mar 31, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 11,457 | -183 | -1.57% | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 63,214 | - | - | Jan 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 123 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 5,635 | 605 | 12.03% | Jan 31, 2024 |
| ProFunds | 0.00% | 199 | -22 | -9.95% | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 3,849 | 455 | 13.41% | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 16 | - | - | Dec 31, 2023 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 2,851 | 346 | 13.81% | Jan 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 53,340 | 16,475 | 44.69% | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 11,893 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 594 | 594 | - | Dec 31, 2023 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 25,907 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 1,186 | -156 | -11.62% | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 8,983 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 971 | - | - | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 520 | - | - | Feb 29, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 482 | - | - | Feb 29, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 2,976 | -12 | -0.40% | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 16,018 | -263 | -1.62% | Mar 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 10,300 | -394 | -3.68% | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 1,671 | - | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 14,917 | 635 | 4.45% | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 70 | - | - | Jan 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 8,990 | -227 | -2.46% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 1,854 | - | - | Dec 31, 2023 |
| Bridge Builder Trust | 0.00% | 6,853 | -22 | -0.32% | Mar 31, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 197 | 15 | 8.24% | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 3,218 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 186 | - | - | Jan 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 64 | 15 | 30.61% | Jan 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 3,594 | - | - | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 3,283 | 352 | 12.01% | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 5,300 | - | - | Feb 29, 2024 |
| Meeder Funds | 0.00% | 1 | - | - | Mar 31, 2024 |
MeridianLink's largest mutual fund holder by % of total assets is "ROYCE MICRO-CAP TRUST, INC.", owning 42.17K shares, compromising 0.09% of its total assets.
MeridianLink Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 94 | -1.05% |
| 31 Mar, 24 | 95 | 9.20% |
| 31 Dec, 23 | 87 | 19.18% |
| 30 Sep, 23 | 73 | 4.29% |
| 30 Jun, 23 | 70 | 1.45% |
| 31 Mar, 23 | 69 | 2.99% |
| 31 Dec, 22 | 67 | - |
| 30 Sep, 22 | 67 | 19.64% |
| 30 Jun, 22 | 56 | 9.80% |
| 31 Mar, 22 | 51 | -1.92% |
| 31 Dec, 21 | 52 | 8.33% |
| 30 Sep, 21 | 48 | - |
As of 30 Jun 24, 94 institutions are holding MeridianLink's shares, representing a decrease of -1.05% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 59,443,544 | 0.49% |
| 31 Mar, 24 | 59,154,161 | -2.05% |
| 31 Dec, 23 | 60,391,841 | 4.05% |
| 30 Sep, 23 | 58,042,868 | -0.10% |
| 30 Jun, 23 | 58,102,137 | 1.67% |
| 31 Mar, 23 | 57,148,686 | 0.31% |
| 31 Dec, 22 | 56,970,992 | -4.95% |
| 30 Sep, 22 | 59,936,192 | 2.53% |
| 30 Jun, 22 | 58,458,408 | 1.43% |
| 31 Mar, 22 | 57,632,148 | 1.06% |
| 31 Dec, 21 | 57,026,432 | 14.85% |
| 30 Sep, 21 | 49,653,142 | - |
MeridianLink (MLNK) has 59.44M shares outstanding as of 30 Jun 24, up 0.49% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 76.86% | 1.42% |
| 31 Mar, 24 | 73.62% | 1.33% |
| 31 Dec, 23 | 74.49% | 1.45% |
| 30 Sep, 23 | 71.74% | 1.38% |
| 30 Jun, 23 | 72.03% | 1.43% |
| 31 Mar, 23 | 70.85% | 1.42% |
| 31 Dec, 22 | 70.55% | 1.28% |
| 30 Sep, 22 | 74.31% | 1.41% |
| 30 Jun, 22 | 72.69% | 1.40% |
| 31 Mar, 22 | 72.06% | 0.90% |
| 31 Dec, 21 | 89.36% | 1.86% |
| 30 Sep, 21 | 69.25% | - |
As of 30 Jun 24, MeridianLink is held by 76.86% institutional shareholders, representing a 1.42% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 55 | 1.85% |
| 31 Mar, 24 | 54 | 5.88% |
| 31 Dec, 23 | 51 | 10.87% |
| 30 Sep, 23 | 46 | 12.20% |
| 30 Jun, 23 | 41 | 13.89% |
| 31 Mar, 23 | 36 | -14.29% |
| 31 Dec, 22 | 42 | - |
| 30 Sep, 22 | 42 | 35.48% |
| 30 Jun, 22 | 31 | -18.42% |
| 31 Mar, 22 | 38 | 11.76% |
| 31 Dec, 21 | 34 | -29.17% |
| 30 Sep, 21 | 48 | - |
55 institutional shareholders have increased their position in MLNK stock as of 30 Jun 24 compared to 54 in the previous quarter (a 1.85% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 24 | -14.29% |
| 31 Mar, 24 | 28 | 40.00% |
| 31 Dec, 23 | 20 | 11.11% |
| 30 Sep, 23 | 18 | 5.88% |
| 30 Jun, 23 | 17 | -29.17% |
| 31 Mar, 23 | 24 | 41.18% |
| 31 Dec, 22 | 17 | 13.33% |
| 30 Sep, 22 | 15 | -16.67% |
| 30 Jun, 22 | 18 | 100.00% |
| 31 Mar, 22 | 9 | 50.00% |
| 31 Dec, 21 | 6 | - |
| 30 Sep, 21 | - | - |
24 institutional shareholders have reduced their position in MLNK stock as of 30 Jun 24 compared to 28 in the previous quarter (a -14.29% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 94 | -1.05% | 59,443,544 | 0.49% | 76.86% | 1.42% | 55 | 1.85% | 24 | -14.29% |
| 31 Mar, 24 | 95 | 9.20% | 59,154,161 | -2.05% | 73.62% | 1.33% | 54 | 5.88% | 28 | 40.00% |
| 31 Dec, 23 | 87 | 19.18% | 60,391,841 | 4.05% | 74.49% | 1.45% | 51 | 10.87% | 20 | 11.11% |
| 30 Sep, 23 | 73 | 4.29% | 58,042,868 | -0.10% | 71.74% | 1.38% | 46 | 12.20% | 18 | 5.88% |
| 30 Jun, 23 | 70 | 1.45% | 58,102,137 | 1.67% | 72.03% | 1.43% | 41 | 13.89% | 17 | -29.17% |
| 31 Mar, 23 | 69 | 2.99% | 57,148,686 | 0.31% | 70.85% | 1.42% | 36 | -14.29% | 24 | 41.18% |
| 31 Dec, 22 | 67 | - | 56,970,992 | -4.95% | 70.55% | 1.28% | 42 | - | 17 | 13.33% |
| 30 Sep, 22 | 67 | 19.64% | 59,936,192 | 2.53% | 74.31% | 1.41% | 42 | 35.48% | 15 | -16.67% |
| 30 Jun, 22 | 56 | 9.80% | 58,458,408 | 1.43% | 72.69% | 1.40% | 31 | -18.42% | 18 | 100.00% |
| 31 Mar, 22 | 51 | -1.92% | 57,632,148 | 1.06% | 72.06% | 0.90% | 38 | 11.76% | 9 | 50.00% |
| 31 Dec, 21 | 52 | 8.33% | 57,026,432 | 14.85% | 89.36% | 1.86% | 34 | -29.17% | 6 | - |
| 30 Sep, 21 | 48 | - | 49,653,142 | - | 69.25% | - | 48 | - | - | - |
MeridianLink Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of MeridianLink's stock was made by Maloof Chris on Aug 16 2024, selling 87,456 shares at $21.60 per share (valued at $1.89M).
MeridianLink Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | 5 | 60.00% |
| Q2 2024 | 10 | 9 | 111.11% |
| Q1 2024 | 1 | 5 | 20.00% |
| Q4 2023 | - | 4 | - |
| Q3 2023 | 2 | 2 | 100.00% |
| Q2 2023 | 10 | 7 | 142.86% |
| Q1 2023 | 5 | 9 | 55.56% |
| Q4 2022 | - | 2 | - |
| Q3 2022 | 3 | 2 | 150.00% |
| Q2 2022 | 10 | 6 | 166.67% |
| Q4 2021 | 2 | - | - |
| Q3 2021 | 13 | 14 | 92.86% |
| Q4 2017 | 18 | 2 | 900.00% |
| Q3 2017 | - | 4 | - |
| Q1 2017 | 6 | 1 | 600.00% |
| Q4 2016 | 1 | - | - |
| Q2 2016 | 1 | - | - |
| Q1 2016 | 6 | 1 | 600.00% |
| Q4 2015 | 1 | 2 | 50.00% |
| Q2 2015 | 10 | - | - |
3 total buy trades, and 5 total sell trades (buy/sell ratio of 0.60%) were made by MeridianLink's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 3 | - |
| Q1 2024 | - | 3 | - |
| Q4 2023 | - | 2 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 3 | - |
| Q1 2023 | - | 3 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 2 | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 1 | 9 | 11.11% |
| Q4 2017 | 1 | - | - |
| Q3 2017 | - | 4 | - |
| Q1 2017 | - | 1 | - |
| Q4 2016 | 1 | - | - |
| Q2 2016 | 1 | - | - |
| Q1 2016 | - | 1 | - |
| Q4 2015 | - | - | - |
| Q2 2015 | 9 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of MeridianLink's stocks.
MeridianLink Peer Ownership
| Ticker | Company |
|---|---|
| CWAN | Clearwater Analytics Holdings, Inc. |
| PCTY | Paylocity Holding Corporation |
| PRO | PROS Holdings, Inc. |
| PWSC | PowerSchool Holdings, Inc. |
| ETWO | E2open Parent Holdings, Inc. |
| PYCR | Paycor HCM, Inc. |
| ADEA | Adeia Inc. |
| CCRD | CoreCard Corporation |
| ENFN | Enfusion, Inc. |
| AMSWA | American Software, Inc. |
| AGYS | Agilysys, Inc. |
| ALKT | Alkami Technology, Inc. |
MLNK Ownership FAQ
Who Owns MeridianLink?
MeridianLink is owned by institutional shareholders (76.86%), insiders (22.01%), and public (1.12%). The largest institutional shareholder of MeridianLink is THOMA BRAVO, L.P. (46.01% of total shares) and the top mutual fund owner is ROYCE MICRO-CAP TRUST, INC. (0.09% of total shares).
Who are the major institutional shareholders of MeridianLink?
MeridianLink's major institutional shareholders are THOMA BRAVO, L.P., DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP, KEENAN CAPITAL, LLC, VANGUARD GROUP INC, and SERENT CAPITAL MANAGEMENT CO LLC. The top five shareholders own together 62.30% of the company's share outstanding.
How many MeridianLink shareholders are there?
As of Jun 2024, there are 94 institutional shareholders of MeridianLink.
What percentage of MeridianLink is owned by THOMA BRAVO, L.P?
THOMA BRAVO, L.P owns 35.58M shares of MeridianLink, representing 46.01% of the company's total shares outstanding, valued at $760.04M (as of Jun 2024).
What percentage of MeridianLink is owned by DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP?
As of Jun 2024, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP holds 5.27M shares of MeridianLink (MLNK), compromising 6.81% of the company, valued at $112.51M.
What percentage of MeridianLink is owned by KEENAN CAPITAL, LLC?
KEENAN CAPITAL, LLC is the third largest holder of MeridianLink. The company owns 2.73M of the company's shares outstanding (worth $58.25M).