Institutional Ownership Cardlytics, Inc. (CDLX)
This table provides information about the institutional ownership of Cardlytics, Inc. (CDLX). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $31.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
39,907
shares
|
$44,695
0.0% of portfolio
|
Q2 2025
Added 223.32%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
39,395
shares
|
$44,122
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
35,900
shares
|
$40,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
33,196
shares
|
$37,179
0.0% of portfolio
|
Q2 2021
Reduced 0.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
30,242
shares
|
$33,871
0.0% of portfolio
|
Q2 2025
Added 8029.57%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
29,375
shares
|
$32,900
0.01% of portfolio
|
Q2 2025
Added 79291.89%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
25,789
shares
|
$28,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,316
shares
|
$28,353
0.0% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
21,456
shares
|
$24,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
20,800
shares
|
$23,296
0.0% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,230
shares
|
$22,657
0.0% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
20,000
shares
|
$22,400
0.03% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Antipodean Advisors LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
20,000
shares
|
$22,400
1.81% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,710
shares
|
$22,075
0.0% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,515
shares
|
$20,736
0.0% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
14,000
shares
|
$15,680
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
13,914
shares
|
$15,583
0.0% of portfolio
|
Q2 2025
Reduced 73.96%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
12,947
shares
|
$14,500
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
12,477
shares
|
$13,974
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Jul 31, 2025 Q2 2025 |
12,105
shares
|
$13,557
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,579
shares
|
$12,968
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
10,000
shares
|
$11,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$11,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
10,000
shares
|
$11,200
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
7,776
shares
|
$8,709
0.0% of portfolio
|
Q2 2025
Added 68.24%
|