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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
6,958
shares
|
$7,792
0.0% of portfolio
|
Q2 2025
Reduced 97.52%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
6,569
shares
|
$7,357
0.0% of portfolio
|
Q2 2025
Added 34.83%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,403
shares
|
$3,811
0.0% of portfolio
|
Q2 2025
Added 26.41%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,851
shares
|
$2,073
0.0% of portfolio
|
Q2 2025
Added 382.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,665
shares
|
$1,864
0.0% of portfolio
|
Q2 2025
Reduced 92.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
934
shares
|
$1,046
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
524
shares
|
$586
0.0% of portfolio
|
Q4 2022
Reduced 19.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
360
shares
|
$403
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
333
shares
|
$372
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$336
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
256
shares
|
$286
0.0% of portfolio
|
Q2 2025
Reduced 44.59%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
227
shares
|
$254
0.0% of portfolio
|
Q2 2025
Reduced 91.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
200
shares
|
$224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
100
shares
|
$112
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
98
shares
|
$109
0.0% of portfolio
|
Q2 2025
Reduced 55.05%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
93
shares
|
$104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
72
shares
|
$80
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
40
shares
|
$44
0.0% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
25
shares
|
$28
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
21
shares
|
$23
0.0% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
20
shares
|
$22
0.0% of portfolio
|
Q2 2025
Reduced 86.58%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|