Creative Planning’s MeridianLink MLNK Stock Holding History

Creative Planning’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
2025 Q1	–	Sell	-43	Closed	-$888	–	3632
2024 Q4	$888	Buy	+43	New	+$947	﹤0.01%	3544

Other funds holding MLNK

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's MLNK Position: Q1 2025 in Review

Creative Planning sold out of MeridianLink (MLNK) in Q1 2025, closing a stake of 43 shares — an estimated $888 sold.

Creative Planning first reported a position in MLNK in Q4 2024 and held it in 1 quarter. The position peaked at $888 in Q4 2024. 113 funds tracked by Wall St. Rank hold MLNK as of Q1 2025.

Creative Planning reported no remaining MeridianLink position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 43 MeridianLink shares in Q1 2025, an estimated $888.
Creative Planning first reported a position in MeridianLink in Q4 2024 and held it in 1 quarter.
Creative Planning's MeridianLink position peaked at $888 in Q4 2024.
113 funds tracked by Wall St. Rank held MeridianLink as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.