Vault-13

MERIDIANLINK INC

COMMON STOCK · CUSIP 58985J105

101 institutional holders +6 vs Q2 2024
60,022,02760.0m shares reported held*
$1.2bnreported value*
15 new 38 added 27 reduced 10 sold out net bought ≈ $6.1m (+298.2k 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 ($184.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.58. Options: 2 managers hold calls ($209.8k notional), 2 hold puts ($8.2k).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 69Q4 22: 68Q1 23: 70Q2 23: 70Q3 23: 75Q4 23: 86Q1 24: 96Q2 24: 95Q3 24: 101101Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202269
Q4 202268
Q1 202370
Q2 202370
Q3 202375
Q4 202386
Q1 202496
Q2 202495
Q3 2024101

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 41 bought or addedQ4 22: 26 cut or sold outQ1 23: 36 bought or addedQ1 23: 33 cut or sold outQ1 23Q2 23: 41 bought or addedQ2 23: 26 cut or sold outQ3 23: 46 bought or addedQ3 23: 27 cut or sold outQ3 23Q4 23: 48 bought or addedQ4 23: 26 cut or sold outQ1 24: 54 bought or addedQ1 24: 38 cut or sold outQ1 24Q2 24: 54 bought or addedQ2 24: 46 cut or sold outQ3 24: 53 bought or addedQ3 24: 37 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224126
Q1 20233633
Q2 20234126
Q3 20234627
Q4 20234826
Q1 20245438
Q2 20245446
Q3 20245337

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ4 23 calls: $170.9kQ4 23 puts: $651.5kQ4 23P/C 3.81Q1 24 calls: $219.8kQ1 24 puts: $130.9kQ1 24P/C 0.60Q2 24 calls: $226.3kQ2 24 puts: $322.5kQ2 24P/C 1.43Q3 24 calls: $209.8kQ3 24 puts: $8.2kQ3 24P/C 0.04
Numbers
QuarterCallsPutsP/C
Q4 2023$170.9k$651.5k3.81
Q1 2024$219.8k$130.9k0.60
Q2 2024$226.3k$322.5k1.43
Q3 2024$209.8k$8.2k0.04

Biggest buyers

Park West Asset Management LLC Added +2,169,788+2.2m
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP Added +1,500,000+1.5m
CITADEL ADVISORS LLC Added +672,694+672.7k
VANGUARD GROUP INC Added +535,716+535.7k
Polar Asset Management Partners Inc. New +418,000+418.0k
Ghisallo Capital Management LLC New +350,000+350.0k
Maven Securities LTD New +261,396+261.4k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +154,438+154.4k
MORGAN STANLEY Added +149,417+149.4k
STATE STREET CORP Added +114,578+114.6k

Biggest sellers

THOMA BRAVO, L.P. Reduced -6,000,000-6.0m
Voss Capital, LP Reduced -383,985-384.0k
BANK OF AMERICA CORP /DE/ Reduced -311,977-312.0k
Greenstone Partners & Co., LLC Reduced -194,563-194.6k
MARSHALL WACE, LLP Sold out -58,358-58.4k
JPMORGAN CHASE & CO Reduced -53,220-53.2k
Woodline Partners LP Sold out -25,241-25.2k
Bank of New York Mellon Corp Reduced -21,282-21.3k
Quadrature Capital Ltd Sold out -13,643-13.6k
Counterpoint Mutual Funds LLC Sold out -12,821-12.8k

Biggest calls

CITADEL ADVISORS LLC Added $209.8k10.2k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $8.2k400 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.

HolderStakeChangeShares Last filed
Nguyen Timothy 13G · exempt (held before listing) -0.6 pts · filed 2025-02-13 15.2% -0.6 pts 11.4m 2025-02-13

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 THOMA BRAVO, L.P. 7.68% of their portfolio CHICAGO, IL 29,582,38829.6m $608.5m $608.5m 7.68% Reduced -6.0m -6,000,000
2 DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 5.63% of their portfolio GREENBRAE, CA 6,767,2486.8m $139.2m $139.2m 5.63% Added +1.5m +1,500,000
3 Park West Asset Management LLC 4.86% of their portfolio SAN FRANCISCO, CA 3,198,4733.2m $65.8m $65.8m 4.86% Added +2.2m +2,169,788
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 2,955,7953.0m $60.8m $60.8m 0.00% Added +535.7k +535,716
5 Keenan Capital, LLC 12.42% of their portfolio BURLINGAME, CA 2,727,0112.7m $56.1m $56.1m 12.42% Unchanged
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,202,4702.2m $45.3m $45.3m 0.00% First filing
7 Serent Capital Management Co LLC 100.00% of their portfolio SAN FRANCISCO, CA 2,182,1442.2m $44.9m $44.9m 100.00% Unchanged
8 WCM INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio LAGUNA BEACH, CA 1,159,5901.2m $24.3m $24.3m 0.06% Added +12.0k +12,002
9 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 878,756878.8k $18.1m $18.1m 0.00% Added +81.7k +81,682
10 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 863,523863.5k $17.8m $17.8m 0.02% Added +672.7k +672,694
11 Greenstone Partners & Co., LLC 5.04% of their portfolio LARKSPUR, CA 702,181702.2k $14.4m $14.4m 5.04% Reduced -194.6k -194,563
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 667,201667.2k $13.7m $13.7m 0.00% Added +114.6k +114,578
13 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 603,443603.4k $12.4m $12.4m 0.00% Added +65.8k +65,834
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 437,950437.9k $9.0m $9.0m 0.00% Added +24.5k +24,463
15 Polar Asset Management Partners Inc. 0.21% of their portfolio TORONTO, A6 418,000418.0k $8.6m $8.6m 0.21% New
16 JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio FLORHAM PARK, NJ 375,575375.6k $7.7m $7.7m 0.03% Reduced -4.8k -4,751
17 Voss Capital, LP 0.63% of their portfolio HOUSTON, TX 370,000370.0k $7.6m $7.6m 0.63% Reduced -384.0k -383,985
18 Ghisallo Capital Management LLC 0.36% of their portfolio BOSTON, MA 350,000350.0k $7.2m $7.2m 0.36% New
19 Norwood Investment Partners, LP 3.85% of their portfolio MILL VALLEY, CA 277,370277.4k $5.7m $5.7m 3.85% Added +15.0k +15,000
20 Maven Securities LTD 0.61% of their portfolio ST HELIER, Y9 261,396261.4k $5.4m $5.4m 0.61% New
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 218,104218.1k $4.5m $4.5m 0.00% Added +42.3k +42,302
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 217,660217.7k $4.5m $4.5m 0.00% Added +149.4k +149,417
23 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 178,149178.1k $3.7m $3.7m 0.00% Added +154.4k +154,438
24 CenterBook Partners LP 0.20% of their portfolio GREENWICH, CT 160,717160.7k $3.3m $3.3m 0.20% Added +90.6k +90,648
25 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 159,000159.0k $3.3m $3.3m 0.00% Added +66.2k +66,200
26 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 123,972124.0k $2.6m $2.6m 0.03% Added +79.0k +78,977
27 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 117,630117.6k $2.4m $2.4m 0.00% Reduced -312.0k -311,977
28 Hudson Bay Capital Management LP 0.02% of their portfolio STAMFORD, CT 109,283109.3k $2.2m $2.2m 0.02% New
29 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 103,167103.2k $2.1m $2.1m 0.00% Added +227 +227
30 SEVEN GRAND MANAGERS, LLC 0.46% of their portfolio BRONXVILLE, NY 100,000100.0k $2.1m $2.1m 0.46% New
31 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 89,56989.6k $1.8m $1.8m 0.00% New
32 ELEMENT CAPITAL MANAGEMENT LLC 0.08% of their portfolio New York, NY 88,67188.7k $1.8m $1.8m 0.08% New
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 83,66383.7k $1.7m $1.7m 0.00% Added +25.7k +25,653
34 Gibson Capital, LLC 0.34% of their portfolio WEXFORD, PA 81,05081.0k $1.7m $1.7m 0.34% Unchanged
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 77,01777.0k $1.6m $1.6m 0.00% Reduced -21.3k -21,282
36 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 70,82070.8k $1.5m $1.5m 0.00% Reduced -7.6k -7,564
37 Monashee Investment Management LLC 0.14% of their portfolio Boston, MA 65,00065.0k $1.3m $1.3m 0.14% New
38 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 53,34053.3k $1.1m $1.1m 0.00% Unchanged
39 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 49,99750.0k $1.0m $1.0m 0.00% Reduced -11.8k -11,768
40 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 49,58249.6k $1.0m $1.0m 0.00% Reduced -3.3k -3,343
41 Swiss National Bank 0.00% of their portfolio ZURICH, V8 45,10045.1k $927.7k $927.7k 0.00% Unchanged
42 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 44,22544.2k $909.7k $909.7k 0.00% Added +360 +360
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 42,46642.5k $873.5k $873.5k 0.00% Reduced -53.2k -53,220
44 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 42,39942.4k $872.1k $872.1k 0.00% Added +32.8k +32,808
45 Centiva Capital, LP 0.04% of their portfolio New York, NY 40,00040.0k $822.8k $822.8k 0.04% New
46 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 33,28333.3k $684.0k $684.0k 0.00% New
47 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 31,94431.9k $657.1k $657.1k 0.00% Added +3.3k +3,295
48 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 31,38131.4k $645.5k $645.5k 0.00% Reduced -4.3k -4,317
49 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 29,76829.8k $612.3k $612.3k 0.00% Added +161 +161
50 Legal & General Group Plc 0.00% of their portfolio London, X0 28,97529.0k $596.0k $596.0k 0.00% Added +8.1k +8,126
51 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 28,33928.3k $582.9k $582.9k 0.00% Added +9.4k +9,443
52 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 26,97227.0k $564.3k $564.3k 0.00% Unchanged
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,91425.9k $533.1k $533.1k 0.00% Reduced -280 -280
54 Select Equity Group, L.P. 0.00% of their portfolio NEW YORK, NY 24,64824.6k $507.0k $507.0k 0.00% New
55 FMR LLC 0.00% of their portfolio BOSTON, MA 23,40823.4k $481.5k $481.5k 0.00% Added +1.1k +1,139
56 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 22,56722.6k $464.2k $464.2k 0.00% Unchanged
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 22,04422.0k $453.4k $453.4k 0.00% Reduced -586 -586
58 State of Wyoming 0.06% of their portfolio CHEYENNE, WY 20,84120.8k $428.7k $428.7k 0.06% Reduced -106 -106
59 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 19,52919.5k $401.7k $401.7k 0.00% Added +12.5k +12,534
60 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 19,05919.1k $392.0k $392.0k 0.00% Reduced -7.5k -7,486
61 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 18,47518.5k $380.0k $380.0k 0.00% Added +12 +12
62 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 16,75216.8k $344.6k $344.6k 0.00% Added +3.8k +3,826
63 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 16,54016.5k $340.2k $340.2k 0.00% Unchanged
64 Pure Financial Advisors, LLC 0.01% of their portfolio SAN DIEGO, CA 16,46316.5k $338.6k $338.6k 0.01% Reduced -3.8k -3,845
65 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 15,90215.9k $327.1k $327.1k 0.00% Reduced -821 -821
66 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 15,79815.8k $325.0k $325.0k 0.00% Reduced -420 -420
67 UBS Group AG 0.00% of their portfolio ZURICH, V8 14,83614.8k $305.2k $305.2k 0.00% Added +4.2k +4,152
68 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 14,74314.7k $303.3k $303.3k 0.00% Reduced -2.2k -2,224
69 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 14,42114.4k $296.6k $296.6k 0.00% Reduced -89 -89
70 Numerai GP LLC 0.08% of their portfolio SAN FRANCISCO, CA 13,71713.7k $282.2k $282.2k 0.08% Reduced -9.0k -9,046
71 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 13,62513.6k $280.3k $280.3k 0.02% Reduced -3.2k -3,225
72 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 11,22411.2k $231.0k $231.0k 0.00% New
73 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 11,09311.1k $228.1k $228.1k 0.00% Unchanged
74 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 10,87510.9k $223.7k $223.7k 0.00% Reduced -4.8k -4,840
75 Rock Creek Group LLC 0.02% of their portfolio Washington, DC 7,5937.6k $156.2k $156.2k 0.02% Reduced -2.1k -2,136
76 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 7,1117.1k $146.3k $146.3k 0.00% Reduced -3.2k -3,183
77 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,6576.7k $136.9k $136.9k 0.00% Reduced -4.6k -4,600
78 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 4,9925.0k $102.7k $102.7k 0.00% Unchanged
79 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 4,4164.4k $90.8k $90.8k 0.00% Unchanged
80 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,1164.1k $85.0k $85.0k 0.00% Added +1.2k +1,197
81 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,5912.6k $53.3k $53.3k 0.00% Unchanged
82 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 2,5862.6k $53.0k $53.0k 0.00% New
83 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1,8991.9k $39.9k $39.9k 0.00% Added +1.3k +1,251
84 Amundi 0.00% of their portfolio Paris, I0 1,7201.7k $35.4k $35.4k 0.00% Unchanged
85 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 897897 $18.0k $18.0k 0.00% Unchanged
86 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 630630 $13.0k $13.0k 0.00% Reduced -14 -14
87 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 525525 $10.8k $10.8k 0.00% Added +230 +230
88 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 319319 $6.6k $6.6k 0.00% Added +54 +54
89 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 241241 $5.0k $5.0k 0.00% Added +4 +4
90 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 105105 $2.2k $2.2k 0.00% Added +38 +38
91 CWM, LLC 0.00% of their portfolio OMAHA, NE 9191 $2.0k $2.0k 0.00% Added +12 +12
92 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6464 $1.3k $1.3k 0.00% Added +7 +7
93 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 5454 $1.1k $1.1k 0.00% New
94 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 5050 $1.0k $1.0k 0.00% Added +25 +25
95 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 5050 $1.0k $1.0k 0.00% First filing
96 Lindbrook Capital, LLC 0.00% of their portfolio CALABASAS, CA 2626 $535 $535 0.00% Unchanged
97 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 99 $185 $185 0.00% Unchanged
98 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 66 $123 $123 0.00% Unchanged
99 Covestor Ltd 0.00% of their portfolio LONDON, X0 55 $0 $0 0.00% Unchanged
100 EARNED WEALTH ADVISORS, LLC 0.00% of their portfolio WALNUT CREEK, CA 44 $82 $82 0.00% New