CardlyticsCDLX
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 61 institutions reported holding Cardlytics Inc. (CDLX) in their 13F filings, down 9 from Q4 2025. 9 opened new positions and 20 sold out. The largest holders were CAS Investment Partners, LLC ($5.5M), Vanguard Capital Management LLC ($2.2M) and 683 Capital Management, LLC ($1.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Cardlytics Inc.
- CUSIP
- 14161W105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $247K |
| Exits | 20 | $2.6M |
All 13F filers, Q4 2025 → Q1 2026: 517,519 shares bought and 5,015,125 shares sold, net −4,497,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| CAS Investment Partners, LLC | 0.31% | No change | 5,198,067 | $5.5M |
| Vanguard Capital Management LLC | 0.00% | — | 2,063,367 | $2.2M |
| 683 Capital Management, LLC | 0.15% | Add +3.6% | 1,450,000 | $1.5M |
| KPS Global Asset Management UK Ltd | 0.21% | No change | 1,218,830 | $1.3M |
| Worldly Partners Management, LLC | 1.03% | No change | 1,157,989 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +2.5% | 990,629 | $1.0M |
| RBF Capital, LLC | 0.04% | No change | 800,103 | $840K |
| Geode Capital Management, LLC | 0.00% | Add +12.2% | 734,232 | $771K |
| Quinn Opportunity Partners LLC | 0.03% | No change | 462,402 | $486K |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 437,412 | $459K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 324,700 | $341K |
| Kingsbury Capital Investment Advisors LLC | 0.29% | — | 295,659 | $310K |
| Gsa Capital Partners LLP | 0.02% | Reduce -44.0% | 263,311 | $276K |
| State Street Corp. | 0.00% | No change | 227,731 | $239K |
| UBS Group AG | 0.00% | Add +14.8% | 213,265 | $224K |
| Vanguard Portfolio Management LLC | 0.00% | — | 172,195 | $181K |
| Invesco Ltd. | 0.00% | Add +1.1% | 172,008 | $181K |
| HRT Financial LP | 0.00% | New | 146,395 | $153K |
| Raymond James Financial Inc. | 0.00% | Reduce -12.2% | 143,185 | $150K |
| Renaissance Technologies | 0.00% | Add +108.3% | 112,500 | $118K |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 108,455 | $114K |
| Brown Advisory Inc. | 0.00% | Reduce -3.5% | 103,828 | $109K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 75,758 | $80K |
| Simplex Trading, LLC | 0.00% | Reduce -62.8% | 69,396 | $73K |
| Millennium Management | 0.00% | Reduce -74.3% | 65,556 | $69K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.4% | 61,720 | $65K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -91.7% | 53,100 | $56K |
| Barclays PLC | 0.00% | Reduce -12.7% | 48,866 | $51K |
| XTX Topco Ltd | 0.00% | Add +200.0% | 36,552 | $38K |
| Bank of America Corp. | 0.00% | Reduce -97.6% | 35,459 | $37K |
| Acadian Asset Management LLC | 0.00% | New | 32,529 | $34K |
| Two Sigma Securities, LLC | 0.00% | Reduce -13.5% | 31,624 | $33K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.2% | 28,475 | $30K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 25,749 | $27K |
| Corient Private Wealth LP | 0.00% | Add +100.0% | 20,000 | $21K |
| Post Resch Tallon Group Inc. | 0.02% | No change | 20,000 | $20K |
| Creative Planning | 0.00% | No change | 18,515 | $19K |
| BIP Wealth, LLC | 0.00% | New | 18,205 | $19K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.5% | 15,915 | $17K |
| Vanguard Global Advisers, LLC | 0.00% | — | 15,324 | $16K |
| Summit Financial Strategies, Inc. | 0.00% | No change | 14,000 | $15K |
| FMR LLC | 0.00% | Add +34.0% | 13,310 | $14K |
| Warren Street Wealth Advisors, LLC | 0.00% | No change | 12,947 | $14K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 12,324 | $13K |
| Group One Trading LLC | 0.00% | Reduce -87.8% | 5,897 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,250 | $2K |
| Royal Bank of Canada | 0.00% | Add +423.5% | 2,314 | $2K |
| US Bancorp \de | 0.00% | Reduce -40.9% | 1,591 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1,300 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,208 | $1K |
| Morgan Stanley | 0.00% | Reduce -83.2% | 626 | $657 |
| Rialto Wealth Management, LLC | 0.00% | New | 540 | $567 |
| Signaturefd, LLC | 0.00% | Reduce -50.0% | 262 | $275 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $210 |
| Advisory Services Network, LLC | 0.00% | New | 117 | $123 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 72 | $75 |
| Farther Finance Advisors, LLC | 0.00% | No change | 40 | $40 |
| BNP Paribas Financial Markets | 0.00% | No change | 20 | $21 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -15.0% | 17 | $18 |
| Citigroup Inc. | 0.00% | New | 1 | $1 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.6% | 1 | $1 |
"% of holder's portfolio" is CDLX's weight in each manager's 13F, not the share of Cardlytics Inc. the manager owns.