Who owns Cardlytics (CDLX)
Which tracked institutional funds hold CDLX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CDLX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on CDLX is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 10 trimmed or exited — on balance reducing.
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
CDLX’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CDLX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CDLX 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 2026-Q1 and 2026-Q2, across 42 tracked filers holding CDLX, 12 increased or opened the position and 60 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 CDLX between the 2026-Q1 and 2026-Q2 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.
Largest trims
- CAS Investment Partners, LLC$3M
- VANGUARD CAPITAL MANAGEMENT LLC$1M
- KPS Global Asset Management UK Ltd$733K
- EverSource Wealth Advisors, LLC$732K
- WORLDLY PARTNERS MANAGEMENT, LLC$696K
- BlackRock, Inc.$660K
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 |
|---|---|---|---|---|
| CAS Investment Partners, LLC trimmed | 470,986 | $2M | 10.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 218,612 | $982K | 4.8% | 2026-Q2 |
| 683 Capital Management, LLC trimmed | 200,000 | $898K | 4.4% | 2026-Q2 |
| KPS Global Asset Management UK Ltd trimmed | 121,883 | $547K | 2.7% | 2026-Q2 |
| WORLDLY PARTNERS MANAGEMENT, LLC trimmed | 115,798 | $520K | 2.5% | 2026-Q2 |
| RBF Capital, LLC added | 1,000,000 | $402K | 2.0% | 2026-Q2 |
| BlackRock, Inc. trimmed | 84,654 | $380K | 1.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 58,618 | $263K | 1.3% | 2026-Q2 |
| Quinn Opportunity Partners LLC trimmed | 46,239 | $208K | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 39,541 | $178K | 0.9% | 2026-Q2 |
| UBS Group AG trimmed | 35,754 | $161K | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 32,688 | $147K | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 28,597 | $128K | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 26,973 | $121K | 0.6% | 2026-Q2 |
| KMT WEALTH MANAGEMENT, LLC new | 26,845 | $121K | 0.6% | 2026-Q2 |
| Kingsbury Capital Investment Advisors LLC trimmed | 26,845 | $121K | 0.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 25,986 | $117K | 0.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 22,768 | $102K | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 19,765 | $89K | 0.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 18,405 | $83K | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 15,617 | $70K | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 11,308 | $51K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 10,264 | $46K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 3,430 | $15K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 2,816 | $13K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,532 | $7K | 0.0% | 2026-Q2 |
| Belvedere Trading LLC new | 761 | $3K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 673 | $3K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 179 | $872 | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 131 | $589 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 130 | $584 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 120 | $539 | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 66 | $297 | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 54 | $242 | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 26 | $117 | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 20 | $90 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 4 | $18 | 0.0% | 2026-Q2 |
| DANSKE BANK A/S new | 2 | $9 | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 2 | $9 | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1 | $4 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 1 | $4 | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 7 | — | 0.0% | 2026-Q2 |
| GSA CAPITAL PARTNERS LLP trimmed | 263,311 | $276K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 172,195 | $181K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 146,395 | $153K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| RAYMOND JAMES FINANCIAL INC trimmed | 143,185 | $150K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| BROWN ADVISORY INC trimmed | 103,828 | $109K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 75,758 | $80K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SIMPLEX TRADING, LLC trimmed | 69,396 | $73K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| MILLENNIUM MANAGEMENT LLC trimmed | 65,556 | $69K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 53,100 | $56K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| XTX Topco Ltd added | 36,552 | $38K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 35,459 | $37K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| ACADIAN ASSET MANAGEMENT LLC new | 32,529 | $34K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA SECURITIES, LLC trimmed | 31,624 | $33K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 25,749 | $27K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Corient Private Wealth LLC added | 20,000 | $21K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Post Resch Tallon Group Inc. | 20,000 | $20K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 2,609,787 | $3M | 14.6% | 2025-Q4 stale (2 quarters behind) |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 483,000 | $555K | 2.7% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA INVESTMENTS, LP added | 283,747 | $326K | 1.6% | 2025-Q4 stale (2 quarters behind) |
| DIMENSIONAL FUND ADVISORS LP trimmed | 127,228 | $146K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV trimmed | 119,933 | $138K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Jefferies Financial Group Inc. | 86,150 | $99K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| ALGERT GLOBAL LLC | 41,330 | $48K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Lighthouse Investment Partners, LLC | 36,563 | $42K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Virtu Financial LLC added | 34,256 | $39K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Scientech Research LLC new | 29,207 | $34K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| D. E. Shaw & Co., Inc. trimmed | 26,206 | $30K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Centiva Capital, LP trimmed | 17,427 | $20K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| G2 Investment Partners Management LLC new | 128,132 | $311K | 1.5% | 2025-Q3 stale (3 quarters behind) |
| Private Advisor Group, LLC new | 111,763 | $272K | 1.3% | 2025-Q3 stale (3 quarters behind) |
| Sender Co & Partners, Inc. new | 86,435 | $210K | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Voleon Capital Management LP new | 52,271 | $127K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| BOOTHBAY FUND MANAGEMENT, LLC new | 30,658 | $74K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC added | 27,094 | $72K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Sanctuary Advisors, LLC | 24,715 | $45K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Point72 Asia (Singapore) Pte. Ltd. trimmed | 14,797 | $36K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| FNY Investment Advisers, LLC new | 13,665 | $33K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Engineers Gate Manager LP new | 11,927 | $29K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Destination Wealth Management | 10,000 | $24K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| FIFTH LANE CAPITAL, LP new | 10,000 | $24K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| MIRABELLA FINANCIAL SERVICES LLP | 1,155,000 | $2M | 9.2% | 2025-Q2 stale (4 quarters behind) |
| Lane Generational LLC added | 780,083 | $1M | 6.2% | 2025-Q2 stale (4 quarters behind) |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 400,000 | $658K | 3.2% | 2025-Q2 stale (4 quarters behind) |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 269,724 | $444K | 2.2% | 2025-Q2 stale (4 quarters behind) |
| BROOKTREE CAPITAL MANAGEMENT added | 242,249 | $398K | 1.9% | 2025-Q2 stale (4 quarters behind) |
| TUDOR INVESTMENT CORP ET AL trimmed | 93,877 | $154K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| CHECK CAPITAL MANAGEMENT INC/CA added | 74,500 | $123K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| DEUTSCHE BANK AG\ added | 59,986 | $99K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Jain Global LLC new | 45,896 | $75K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 45,366 | $75K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| TWO SIGMA ADVISERS, LP added | 42,746 | $70K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| HSBC HOLDINGS PLC added | 39,907 | $66K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| MARSHALL WACE, LLP trimmed | 35,900 | $59K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Y-Intercept (Hong Kong) Ltd new | 25,789 | $42K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Sand Hill Global Advisors, LLC new | 21,456 | $35K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Catalyst Funds Management Pty Ltd new | 19,600 | $32K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Hudson Bay Capital Management LP new | 12,477 | $21K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Ground Swell Capital, LLC new | 12,105 | $20K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.