Institutional Ownership Cardlytics, Inc. (CDLX)
This table provides information about the institutional ownership of Cardlytics, Inc. (CDLX). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
27,094
shares
|
$37,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
22,517
shares
|
$31,298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
20,000
shares
|
$27,799
0.02% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Antipodean Advisors LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
20,000
shares
|
$27,799
1.81% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
18,515
shares
|
$25,735
0.0% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
14,797
shares
|
$20,567
0.01% of portfolio
|
Q3 2025
Reduced 49.63%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 27, 2026 Q4 2025 |
14,000
shares
|
$19,460
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2026 Q4 2025 |
12,947
shares
|
$17,996
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
11,927
shares
|
$16,578
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
11,321
shares
|
$15,736
0.01% of portfolio
|
Q4 2025
Reduced 75.05%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
10,633
shares
|
$14,779
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
10,000
shares
|
$13,899
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$13,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$13,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$13,899
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,650
shares
|
$7,853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5,614
shares
|
$7,803
0.0% of portfolio
|
Q3 2025
Reduced 14.54%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,403
shares
|
$4,730
0.0% of portfolio
|
Q2 2025
Added 26.41%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
2,045
shares
|
$2,842
0.0% of portfolio
|
Q3 2025
Reduced 73.7%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
1,356
shares
|
$1,884
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,300
shares
|
$1,806
0.0% of portfolio
|
Q3 2025
Reduced 21.92%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
524
shares
|
$728
0.0% of portfolio
|
Q4 2022
Reduced 19.88%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
494
shares
|
$686
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
472
shares
|
$656
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
300
shares
|
$416
0.0% of portfolio
|
Q1 2023
New holding
|
|