Raymond James Financial
MLNK

Raymond James Financial’s MeridianLink MLNK Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-4,695
Closed -$76.2K – 6026
2025
Q2 		$76.2K Buy
+4,695
New +$78.5K ﹤0.01% 4994

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial's MLNK Position: Q3 2025 in Review

Raymond James Financial sold out of MeridianLink (MLNK) in Q3 2025, closing a stake of 4,695 shares — an estimated $76.2K sold.

Raymond James Financial first reported a position in MLNK in Q2 2025 and held it in 1 quarter. The position peaked at $76.2K in Q2 2025. 119 funds tracked by Wall St. Rank hold MLNK as of Q3 2025.

  • Raymond James Financial reported no remaining MeridianLink position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 4,695 MeridianLink shares in Q3 2025, an estimated $76.2K.
  • Raymond James Financial first reported a position in MeridianLink in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's MeridianLink position peaked at $76.2K in Q2 2025.
  • 119 funds tracked by Wall St. Rank held MeridianLink as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.