CPA
MLNK

Capital Performance Advisors’s MeridianLink MLNK Stock Holding History

Capital Performance Advisors’s Portfolio MLNK Stock Details MLNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4
Closed -$82 – 1674
2024
Q3 		$82 Buy
+4
New +$90 ﹤0.01% 2733

Other funds holding MLNK

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Performance Advisors's MLNK Position: Q4 2024 in Review

Capital Performance Advisors sold out of MeridianLink (MLNK) in Q4 2024, closing a stake of 4 shares — an estimated $82 sold.

Capital Performance Advisors first reported a position in MLNK in Q3 2024 and held it in 1 quarter. The position peaked at $82 in Q3 2024. 114 funds tracked by Wall St. Rank hold MLNK as of Q4 2024.

  • Capital Performance Advisors reported no remaining MeridianLink position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 4 MeridianLink shares in Q4 2024, an estimated $82.
  • Capital Performance Advisors first reported a position in MeridianLink in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MeridianLink position peaked at $82 in Q3 2024.
  • 114 funds tracked by Wall St. Rank held MeridianLink as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.