MERIDIANLINK INC
COMMON STOCK · CUSIP 58985J105
70
institutional holders
+0 vs Q1 2023
58.1m
shares reported held*
$1.2bnreported value*
9 new
32 added
17 reduced
9 sold out
net bought ≈ $19.8m (+953.0k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $20.80. Options: 2 managers hold calls ($4.2k notional), 3 hold puts ($250.8k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 69 |
| Q4 2022 | 68 |
| Q1 2023 | 70 |
| Q2 2023 | 70 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 41 | 26 |
| Q1 2023 | 36 | 33 |
| Q2 2023 | 41 | 26 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $0 | — |
| Q4 2022 | $0 | $0 | — |
| Q1 2023 | $1.7k | $171.0k | 98.84 |
| Q2 2023 | $4.2k | $250.8k | 60.29 |
Biggest buyers
| VANGUARD GROUP INC | Added | +772.5k |
| BlackRock Inc. | Added | +321.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +107.4k |
| FIRST TRUST ADVISORS LP | New | +63.9k |
| WELLS FARGO & COMPANY/MN | Added | +51.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +46.6k |
| STATE STREET CORP | Added | +35.9k |
| GOLDMAN SACHS GROUP INC | New | +26.7k |
| Woodline Partners LP | New | +25.5k |
| Nuveen Asset Management, LLC | Added | +23.9k |
Biggest sellers
| Norwood Investment Partners, LP | Reduced | -341.4k |
| Gibson Capital, LLC | Sold out | -81.0k |
| Greenstone Partners & Co., LLC | Reduced | -63.4k |
| ROYCE & ASSOCIATES LP | Sold out | -42.3k |
| Voss Capital, LP | Reduced | -39.4k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -15.8k |
| Vident Investment Advisory, LLC | Sold out | -13.9k |
| LPL Financial LLC | Reduced | -13.0k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -11.6k |
| NORTHERN TRUST CORP | Reduced | -11.1k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $4.2k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $176.8k8.5k shares |
| SIMPLEX TRADING, LLC | Unchanged | $74.0k3.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Nguyen Timothy 13G · exempt (held before listing) -0.6 pts · filed 2025-02-13 | 15.2% |
Fell to 5% or below in the last year: DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP (0.0%, 2026-02-13), THOMA BRAVO UGP, LLC (0.0%, 2026-02-10)
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| THOMA BRAVO, L.P. 10.78% of their portfolio | 40.5m $841.6m | Unchanged |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 5.94% of their portfolio | 4.2m $86.7m | Unchanged |
| Keenan Capital, LLC 9.68% of their portfolio | 2.6m $54.0m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.5m $52.3m | Added +772.5k |
| BlackRock Inc. 0.00% of their portfolio | 1.7m $34.5m | Added +321.4k |
| WCM INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 984.2k $20.4m | Added +2.7k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.12% of their portfolio | 859.5k $17.9m | Reduced -725 |
| Norwood Investment Partners, LP 12.86% of their portfolio | 815.4k $17.0m | Reduced -341.4k |
| Greenstone Partners & Co., LLC 11.59% of their portfolio | 814.9k $16.9m | Reduced -63.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 448.7k $9.3m | Added +46.6k |
| STATE STREET CORP 0.00% of their portfolio | 446.5k $9.3m | Added +35.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 425.6k $8.9m | Reduced -11.1k |
| Voss Capital, LP 0.93% of their portfolio | 370.0k $7.7m | Reduced -39.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 208.2k $4.3m | Added +107.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 166.4k $3.5m | Added +8.7k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 110.2k $2.3m | Reduced -9.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 95.5k $2.0m | Added +9.1k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 76.5k $1.6m | Added +23.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 63.9k $1.3m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 56.4k $1.2m | Added +51.7k |
| Swiss National Bank 0.00% of their portfolio | 43.7k $909.0k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 40.8k $849.1k | Reduced -13.0k |
| Rock Creek Group LLC 0.12% of their portfolio | 40.0k $832.0k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 37.1k $771.7k | Added +12.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 36.8k $764.9k | Added +6.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 32.9k $685.2k | Added +4.8k |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 32.4k $673.1k | Added +5.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 30.0k $624.1k | Reduced -6.7k |
| Invesco Ltd. 0.00% of their portfolio | 26.7k $556.0k | Reduced -248 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 26.7k $555.3k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 26.5k $550.8k | Added +162 |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 26.1k $543.5k | Added +7.0k |
| Woodline Partners LP 0.01% of their portfolio | 25.5k $531.4k | New |
| New York Life Investment Management LLC 0.01% of their portfolio | 23.8k $495.5k | Reduced -4.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 22.8k $474.5k | Unchanged |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 22.6k $469.5k | Added +7.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 22.3k $464.1k | Added +3.7k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 18.6k $386.2k | Added +943 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 17.0k $353.7k | New |
| UBS Group AG 0.00% of their portfolio | 16.0k $333.3k | Added +6.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 15.2k $262.8k | Unchanged |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 14.3k $297.5k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 14.0k $290.3k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 13.6k $281.9k | Added +5.0k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 12.6k $263.0k | Added +1.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 11.4k $237.8k | Reduced -3.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 11.4k $237.7k | Added +1.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 11.2k $233.5k | Reduced -17 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 11.2k $232.6k | Reduced -4 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 10.8k $223.6k | New |
| Summit Trail Advisors, LLC 0.01% of their portfolio | 10.0k $208.0k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 9.0k $186.5k | Reduced -1.9k |
| BARCLAYS PLC 0.00% of their portfolio | 8.9k $184.4k | Reduced -2.8k |
| CITIGROUP INC 0.00% of their portfolio | 8.3k $173.3k | Added +7.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.4k $112.0k | Added +3.7k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 4.9k $102.0k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 3.4k $71.0k | Added +203 |
| Aquatic Capital Management LLC 0.00% of their portfolio | 3.2k $67.0k | Added +3.1k |
| Quantbot Technologies LP 0.00% of their portfolio | 3.0k $63.4k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.2k $45.1k | Added +410 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.1k $44.3k | Added +393 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 1.5k $31.0k | Unchanged |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 1.5k $30.5k | Added +269 |
| FMR LLC 0.00% of their portfolio | 374 $7.8k | Reduced -454 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 224 $4.7k | Added +6 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 111 $2.3k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 50 $1.0k | Reduced -211 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 27 $562 | Unchanged |
| Covestor Ltd 0.00% of their portfolio | 12 $0 | Added +1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |