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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 3 sales; 43 institutions reported holding it in 13F filings for Q2 2026, worth $7.92M in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Cardlytics, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
103
−17 vs. Q4 2022
Shares held
28.8M
−964.9K (−3.2%) vs. Q4 2022
Total value
$97.9M
−$73.9M (−43.0%) vs. Q4 2022
New holders
12
26 more added
Sold out
29
47 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CDLX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 103 institutions
Q1 2021: 206 institutionsQ2 2021: 191 institutionsQ3 2021: 166 institutionsQ4 2021: 163 institutionsQ1 2022: 153 institutionsQ2 2022: 139 institutionsQ3 2022: 132 institutionsQ4 2022: 121 institutionsQ1 2023: 103 institutionsQ2 2023: 110 institutionsQ3 2023: 112 institutionsQ4 2023: 124 institutionsQ1 2024: 144 institutionsQ2 2024: 127 institutionsQ3 2024: 111 institutionsQ4 2024: 108 institutionsQ1 2025: 109 institutionsQ2 2025: 89 institutionsQ3 2025: 81 institutionsQ4 2025: 70 institutionsQ1 2026: 61 institutionsQ2 2026: 43 institutions
Value heldQ1 2023: $97.9M
Q1 2021: $3.36BQ2 2021: $3.99BQ3 2021: $2.62BQ4 2021: $2.17BQ1 2022: $1.83BQ2 2022: $707.4MQ3 2022: $297.5MQ4 2022: $172.1MQ1 2023: $97.9MQ2 2023: $173.4MQ3 2023: $463.1MQ4 2023: $269.1MQ1 2024: $516.2MQ2 2024: $276.6MQ3 2024: $99.2MQ4 2024: $112.5MQ1 2025: $52.1MQ2 2025: $40.4MQ3 2025: $55.3MQ4 2025: $25.1MQ1 2026: $18.4MQ2 2026: $7.92M
Institutions holding CDLX and their total value by quarter
QuarterHoldersValue
Q2 202643$7.92M
Q1 202661$18.4M
Q4 202570$25.1M
Q3 202581$55.3M
Q2 202589$40.4M
Q1 2025109$52.1M
Q4 2024108$112.5M
Q3 2024111$99.2M
Q2 2024127$276.6M
Q1 2024144$516.2M
Q4 2023124$269.1M
Q3 2023112$463.1M
Q2 2023110$173.4M
Q1 2023103$97.9M
Q4 2022121$172.1M
Q3 2022132$297.5M
Q2 2022139$707.4M
Q1 2022153$1.83B
Q4 2021163$2.17B
Q3 2021166$2.62B
Q2 2021191$3.99B
Q1 2021206$3.36B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Cardlytics, Inc.; share changes are against Q4 2022.

Institutions holding CDLX in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ronald Blue Trust, Inc.42$00.00%−99−70.2%Reduced
Covestor Ltd19$00.00%+11+137.5%Added
Private Ocean, LLC15$510.00%+15New
Tilia Fiduciary Partners, Inc.18$610.00%00.0%Unchanged
Quadrant Capital Group LLC87$2960.00%00.0%Unchanged
Register Financial Advisors LLC100$3400.00%00.0%Unchanged
Nisa Investment Advisors, LLC304$1.00K0.00%−33,093−99.1%Reduced
Advisor Group Holdings, Inc.300$1.02K0.00%−90−23.1%Reduced
GPS Wealth Strategies Group, LLC300$1.02K0.00%+300New
The PNC Financial Services Group, Inc.440$1.49K0.00%+72+19.6%Added
CVA Family Office, LLC500$1.70K0.00%00.0%Unchanged
Signaturefd, LLC524$1.78K0.00%00.0%Unchanged
CWM, LLC532$2.00K0.00%−127−19.3%Reduced
FMR LLC1,563$5.31K0.00%−1,586−50.4%Reduced
New York State Common Retirement Fund1,975$6.71K0.00%−21,075−91.4%Reduced
Royal Bank of Canada1,935$7.00K0.00%−3,965−67.2%Reduced
Ameritas Investment Partners, Inc.2,507$8.51K0.00%00.0%Unchanged
Legal & General Group Plc2,855$9.69K0.00%−27,067−90.5%Reduced
Amalgamated Bank3,319$11.0K0.00%−836−20.1%Reduced
STRS Ohio3,900$13.0K0.00%00.0%Unchanged
State of Wyoming5,614$19.1K0.01%+5,614New
Check Capital Management Inc10,800$36.7K0.00%+200+1.9%Added
California State Teachers Retirement System11,874$40.3K0.00%−29,454−71.3%Reduced
Wolverine Trading, LLC13,694$41.0K0.00%−2,052−13.0%Reduced
Voya Investment Management LLC12,630$42.9K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC13,115$44.5K0.00%−6,841−34.3%Reduced
Manufacturers Life Insurance Company, The13,302$45.2K0.00%00.0%Unchanged
Group One Trading, L.P.13,958$47.4K0.00%+13,958New
Summit Financial Strategies, Inc.14,000$47.5K0.01%+14,000New
Public Employees Retirement System of Ohio14,018$48.0K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System14,921$50.7K0.00%00.0%Unchanged
American International Group, Inc.15,413$52.3K0.00%+306+2.0%Added
Ingalls & Snyder LLC17,011$58.0K0.00%−3,745−18.0%Reduced
Creative Planning17,723$60.2K0.00%+17,723New
Russell Investments Group, Ltd.18,134$61.6K0.00%−464−2.5%Reduced
JS Capital Management LLC20,000$67.9K0.01%−230,000−92.0%Reduced
BNP Paribas Arbitrage, SA22,200$75.4K0.00%−20,462−48.0%Reduced
Barclays PLC23,759$80.7K0.00%+6,227+35.5%Added
Tower Research Capital LLC (TRC)26,242$89.0K0.00%+12,654+93.1%Added
Kent Lake Capital LLC26,940$91.5K0.06%+26,940New
UBS Group AG27,215$92.4K0.00%−147,607−84.4%Reduced
Ergoteles LLC28,117$95.5K0.00%+28,117New
Price T Rowe Associates Inc28,977$99.0K0.00%+6,600+29.5%Added
Vanderbilt University29,387$99.8K0.02%+29,387New
Gsa Capital Partners LLP30,025$102.0K0.01%−112,895−79.0%Reduced
SG Americas Securities, LLC30,821$105.0K0.00%+105+0.3%Added
Wells Fargo & Company33,952$115.3K0.00%−27,700−44.9%Reduced
Antipodean Advisors LLC35,000$118.8K0.74%−40,000−53.3%Reduced
Empower Advisory Group, LLC39,395$135.9K0.00%+39,395New
Ameriprise Financial Inc45,493$154.4K0.00%+16,819+58.7%Added
Jane Street Group, LLC46,422$157.6K0.00%−7,786−14.4%Reduced
Occudo Quantitative Strategies LP47,804$162.3K0.01%−28,336−37.2%Reduced
Ensign Peak Advisors, Inc47,820$162.3K0.00%00.0%Unchanged
Rhumbline Advisers50,309$171.0K0.00%−320−0.6%Reduced
Worth Venture Partners, LLC51,616$175.2K0.09%−51,616−50.0%Reduced
Alliancebernstein L.P.54,100$183.7K0.00%−200−0.4%Reduced
Susquehanna Fundamental Investments, LLC60,203$204.4K0.00%00.0%Unchanged
Vetamer Capital Management, L.P.63,042$214.0K0.29%−8,348−11.7%Reduced
JPMorgan Chase & Co67,925$231.0K0.00%−15,275−18.4%Reduced
PDT Partners, LLC71,493$242.7K0.03%−22,347−23.8%Reduced
Deutsche Bank AG79,660$270.4K0.00%−4,108−4.9%Reduced
Brown Advisory Inc85,508$290.3K0.00%−141,544−62.3%Reduced
Nuveen Asset Management, LLC93,749$318.0K0.00%−152,124−61.9%Reduced
Bank of America Corp95,508$324.3K0.00%+43,863+84.9%Added
Acadian Asset Management LLC110,673$374.0K0.00%−96,352−46.5%Reduced
Bank of New York Mellon Corp110,660$375.7K0.00%−6,520−5.6%Reduced
Brooktree Capital Management116,864$396.8K0.31%+75,596+183.2%Added
Susquehanna International Group, LLP119,111$404.4K0.00%+102,124+601.2%Added
Goldman Sachs Group Inc119,856$406.9K0.00%−6,623−5.2%Reduced
Invesco Ltd.126,469$429.4K0.00%+109,123+629.1%Added
Federated Hermes, Inc.128,854$437.5K0.00%+27,101+26.6%Added
State of Wisconsin Investment Board135,400$459.7K0.00%−45,932−25.3%Reduced
Squarepoint Ops LLC172,597$586.0K0.00%+156,429+967.5%Added
Potomac Capital Management, Inc.177,000$600.9K0.73%+177,000New
Bank of Montreal112,028$636.3K0.00%+44,546+66.0%Added
Walleye Capital LLC225,543$765.7K0.02%+181,224+408.9%Added
Charles Schwab Investment Management Inc244,055$828.6K0.00%+34,551+16.5%Added
Landscape Capital Management, L.L.C.250,000$848.8K0.12%−25,915−9.4%Reduced
LPL Financial LLC251,341$853.3K0.00%+25,327+11.2%Added
Northern Trust Corp261,415$887.5K0.00%−21,066−7.5%Reduced
Citadel Advisors LLC263,869$895.8K0.00%+188,465+249.9%Added
Acorn Financial Advisory Services Inc310,616$1.05M0.21%+40,800+15.1%Added
Alua Capital Management LP320,899$1.09M0.09%−459,846−58.9%Reduced
Frontier Capital Management Co LLC322,213$1.09M0.01%−29,121−8.3%Reduced
PB Investment Partners, L.P.343,061$1.17M1.04%00.0%Unchanged
Assenagon Asset Management S.A.352,842$1.20M0.00%+352,842New
Morgan Stanley406,028$1.38M0.00%−64,107−13.6%Reduced
Jacobs Levy Equity Management, Inc418,249$1.42M0.01%+2,914+0.7%Added
Brightlight Capital Management LP454,769$1.54M1.30%00.0%Unchanged
Two Sigma Investments, LP592,917$2.01M0.01%−50,324−7.8%Reduced
State Street Corp598,555$2.03M0.00%−66,610−10.0%Reduced
Geode Capital Management, LLC638,730$2.17M0.00%+14,066+2.3%Added
Two Sigma Advisers, LP639,600$2.17M0.01%−8,200−1.3%Reduced
Worldly Partners Management, LLC978,289$3.32M2.10%00.0%Unchanged
Marshall Wace, LLP988,332$3.36M0.01%+769,287+351.2%Added
D. E. Shaw & Co., Inc.1,124,228$3.82M0.01%−151,255−11.9%Reduced
KPS Global Asset Management UK Ltd1,218,830$4.14M3.65%00.0%Unchanged
Baillie Gifford & Co1,426,941$4.84M0.00%−9,279−0.6%Reduced
General Equity Holdings LP1,508,988$5.12M12.06%+628,907+71.5%Added
Vanguard Group Inc1,778,502$6.04M0.00%−614,255−25.7%Reduced