Cardlytics, Inc.
CDLX- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001666071
In the last 90 days, Cardlytics, Inc. insiders filed 0 open-market purchases and 4 sales; 43 institutions reported holding it in 13F filings for Q2 2026, worth $7.92M in total; no superinvestor holds it.
Q1 2023 vs. Q4 2022
How the institutions holding Cardlytics, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 121 | 1 | 103 | −17 |
| Shares | 29.8M | 39.4K | 28.8M | −964.9K (−3.2%) |
| Value | $172.1M | $227.7K | $97.9M | −$73.9M (−43.0%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Cardlytics, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Assenagon Asset Management S.A. | 352,842 | $1.20M | 0.00% |
| Potomac Capital Management, Inc. | 177,000 | $600.9K | 0.73% |
| Empower Advisory Group, LLC | 39,395 | $135.9K | 0.00% |
| Vanderbilt University | 29,387 | $99.8K | 0.02% |
| Ergoteles LLC | 28,117 | $95.5K | 0.00% |
| Kent Lake Capital LLC | 26,940 | $91.5K | 0.06% |
| Creative Planning | 17,723 | $60.2K | 0.00% |
| Summit Financial Strategies, Inc. | 14,000 | $47.5K | 0.01% |
| Group One Trading, L.P. | 13,958 | $47.4K | 0.00% |
| State of Wyoming | 5,614 | $19.1K | 0.01% |
| GPS Wealth Strategies Group, LLC | 300 | $1.02K | 0.00% |
| Private Ocean, LLC | 15 | $51 | 0.00% |
Sold out (29)
Institutions that held Cardlytics, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
Not filed for Q1 2023 yet (1)
Institutions that held Cardlytics, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Personal Capital Advisors Corp | 39,395 | $227.7K |