Who owns Meridian Holdings Inc. (MRDN)
Which tracked institutional funds hold MRDN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MRDN company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
20 tracked funds added or opened MRDN while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MRDN’s largest tracked holder by dollar value, THOMA BRAVO, L.P., sizes it at 8.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MRDN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 105 tracked filers holding MRDN, 60 increased or opened the position and 40 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MRDN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- VANGUARD CAPITAL MANAGEMENT LLC$9M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- VANGUARD FIDUCIARY TRUST CO$1M
- ALGERT GLOBAL LLC$1M
- Topline Capital Management, LLC$1M
- Qube Research & Technologies Ltd$999K
Full exits 4
- VANGUARD GROUP INC$10M
- TUDOR INVESTMENT CORP ET AL$969K
- MALTESE CAPITAL MANAGEMENT LLC$607K
- JANE STREET GROUP, LLC$572K
Largest adds
- Fourthstone LLC$3M
- BlackRock, Inc.$2M
- BANC FUNDS CO LLC$1M
- DIMENSIONAL FUND ADVISORS LP$1M
- AMERICAN CENTURY COMPANIES INC$1M
- ACADIAN ASSET MANAGEMENT LLC$974K
Largest trims
- Ategra Capital Management, LLC$2M
- MARSHALL WACE, LLP$792K
- SEGALL BRYANT & HAMILL, LLC$737K
- LOS ANGELES CAPITAL MANAGEMENT LLC$357K
- PRUDENTIAL FINANCIAL INC$349K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fourthstone LLC added | 1,175,301 | $22M | 1.9% | 2026-Q1 |
| STRATEGIC VALUE BANK PARTNERS LLC | 651,298 | $12M | 1.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 486,842 | $9M | 0.8% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. | 437,696 | $8M | 0.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 434,002 | $8M | 0.7% | 2026-Q1 |
| BANC FUNDS CO LLC added | 369,333 | $7M | 0.6% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 250,937 | $5M | 0.4% | 2026-Q1 |
| Ategra Capital Management, LLC trimmed | 239,210 | $5M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 192,682 | $4M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 168,863 | $3M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 166,439 | $3M | 0.3% | 2026-Q1 |
| Wick Capital Partners, LLC added | 144,516 | $3M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 138,031 | $3M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 110,949 | $2M | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 89,467 | $2M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 78,435 | $1M | 0.1% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 79,390 | $1M | 0.1% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 67,256 | $1M | 0.1% | 2026-Q1 |
| Meridian Wealth Partners, LLC | 66,839 | $1M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 66,341 | $1M | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61,203 | $1M | 0.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 59,873 | $1M | 0.1% | 2026-Q1 |
| Key Financial Inc | 59,366 | $1M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC new | 55,350 | $1M | 0.1% | 2026-Q1 |
| SummerHaven Investment Management, LLC trimmed | 54,421 | $1M | 0.1% | 2026-Q1 |
| Topline Capital Management, LLC new | 140,266 | $1M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 52,671 | $999K | 0.1% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 51,990 | $986K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 41,480 | $786K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 38,973 | $739K | 0.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 95,243 | $688K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 31,518 | $598K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 27,298 | $518K | 0.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 70,766 | $511K | 0.0% | 2026-Q1 |
| MENDON CAPITAL ADVISORS CORP | 26,722 | $507K | 0.0% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 26,100 | $495K | 0.0% | 2026-Q1 |
| Traynor Capital Management, Inc. | 25,000 | $472K | 0.0% | 2026-Q1 |
| Whetstone Capital Advisors, LLC new | 63,319 | $457K | 0.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 23,719 | $450K | 0.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 23,705 | $449K | 0.0% | 2026-Q1 |
| Jump Financial, LLC trimmed | 22,500 | $427K | 0.0% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 21,891 | $416K | 0.0% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 19,479 | $367K | 0.0% | 2026-Q1 |
| THOMA BRAVO, L.P. | 28,932,388 | $577M | 49.8% | 2025-Q3 stale |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP trimmed | 6,558,899 | $131M | 11.3% | 2025-Q3 stale |
| Keenan Capital, LLC | 2,815,242 | $56M | 4.8% | 2025-Q3 stale |
| Park West Asset Management LLC added | 2,763,858 | $45M | 3.9% | 2025-Q2 stale |
| VICTORY CAPITAL MANAGEMENT INC added | 1,824,395 | $34M | 2.9% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,120,144 | $22M | 1.9% | 2025-Q3 stale |
| WATER ISLAND CAPITAL LLC new | 930,234 | $19M | 1.6% | 2025-Q3 stale |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 1,049,707 | $17M | 1.5% | 2025-Q2 stale |
| Fort Baker Capital Management LP new | 671,340 | $13M | 1.2% | 2025-Q3 stale |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC new | 662,128 | $13M | 1.1% | 2025-Q3 stale |
| Greenstone Partners & Co., LLC | 693,943 | $11M | 1.0% | 2025-Q2 stale |
| NEXPOINT ASSET MANAGEMENT, L.P. new | 532,370 | $11M | 0.9% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 584,072 | $10M | 0.9% | 2025-Q4 stale |
| Verition Fund Management LLC added | 445,731 | $9M | 0.8% | 2025-Q3 stale |
| Magnetar Financial LLC new | 358,926 | $7M | 0.6% | 2025-Q3 stale |
| Capula Management Ltd new | 346,952 | $7M | 0.6% | 2025-Q3 stale |
| Western Standard LLC trimmed | 307,010 | $6M | 0.5% | 2025-Q1 stale |
| CenterBook Partners LP trimmed | 243,080 | $5M | 0.4% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. added | 233,425 | $5M | 0.4% | 2025-Q3 stale |
| Norwood Investment Partners, LP added | 281,000 | $5M | 0.4% | 2025-Q2 stale |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC added | 181,822 | $4M | 0.3% | 2025-Q3 stale |
| Select Equity Group, L.P. trimmed | 168,583 | $3M | 0.3% | 2025-Q3 stale |
| AQR Arbitrage LLC new | 120,388 | $2M | 0.2% | 2025-Q3 stale |
| Groupe la Francaise new | 88,200 | $2M | 0.2% | 2025-Q3 stale |
| Gibson Capital, LLC | 81,050 | $2M | 0.1% | 2025-Q3 stale |
| Truffle Hound Capital, LLC trimmed | 124,295 | $2M | 0.1% | 2025-Q2 stale |
| Morningstar Investment Management LLC new | 72,550 | $1M | 0.1% | 2025-Q3 stale |
| GABELLI FUNDS LLC new | 68,450 | $1M | 0.1% | 2025-Q3 stale |
| Swiss National Bank added | 67,400 | $1M | 0.1% | 2025-Q3 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 81,556 | $1M | 0.1% | 2025-Q2 stale |
| CREDIT INDUSTRIEL ET COMMERCIAL new | 58,800 | $1M | 0.1% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL | 48,610 | $969K | 0.1% | 2025-Q4 stale |
| FIRST TRUST ADVISORS LP trimmed | 57,029 | $926K | 0.1% | 2025-Q2 stale |
| PDT Partners, LLC trimmed | 52,334 | $849K | 0.1% | 2025-Q2 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 59,467 | $830K | 0.1% | 2025-Q2 stale |
| Cerity Partners LLC new | 49,609 | $805K | 0.1% | 2025-Q2 stale |
| MACKENZIE FINANCIAL CORP added | 48,997 | $795K | 0.1% | 2025-Q2 stale |
| ALLIANCEBERNSTEIN L.P. added | 36,662 | $731K | 0.1% | 2025-Q3 stale |
| Versor Investments LP added | 43,582 | $707K | 0.1% | 2025-Q2 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 34,737 | $692K | 0.1% | 2025-Q3 stale |
| AMERIPRISE FINANCIAL INC trimmed | 41,738 | $677K | 0.1% | 2025-Q2 stale |
| BCK Capital Management LP new | 33,850 | $675K | 0.1% | 2025-Q3 stale |
| XTX Topco Ltd added | 39,536 | $642K | 0.1% | 2025-Q2 stale |
| Campbell & CO Investment Adviser LLC new | 39,503 | $641K | 0.1% | 2025-Q2 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 32,058 | $639K | 0.1% | 2025-Q3 stale |
| MONIMUS CAPITAL MANAGEMENT, LP new | 30,809 | $614K | 0.1% | 2025-Q3 stale |
| MALTESE CAPITAL MANAGEMENT LLC added | 34,523 | $607K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 32,542 | $572K | 0.0% | 2025-Q4 stale |
| WOLVERINE ASSET MANAGEMENT LLC new | 28,143 | $561K | 0.0% | 2025-Q3 stale |
| GABELLI & Co INVESTMENT ADVISERS, INC. new | 27,200 | $542K | 0.0% | 2025-Q3 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 26,807 | $534K | 0.0% | 2025-Q3 stale |
| GLAZER CAPITAL, LLC new | 26,019 | $519K | 0.0% | 2025-Q3 stale |
| Inspire Investing, LLC trimmed | 22,630 | $451K | 0.0% | 2025-Q3 stale |
| FRANKLIN RESOURCES INC added | 27,212 | $442K | 0.0% | 2025-Q2 stale |
| AlphaQuest LLC added | 21,883 | $436K | 0.0% | 2025-Q3 stale |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 20,557 | $381K | 0.0% | 2025-Q1 stale |
| Borer Denton & Associates, Inc. trimmed | 21,029 | $370K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.