Institutional Ownership Cardlytics, Inc. (CDLX)
This table provides information about the institutional ownership of Cardlytics, Inc. (CDLX). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 28.9 Million shares, which have been reported (via 13F filing form) to have a value of $52.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
259
shares
|
$468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
218
shares
|
$394
0.0% of portfolio
|
Q1 2025
Added 215.94%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
200
shares
|
$362
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
149
shares
|
$269
0.0% of portfolio
|
Q1 2025
Added 282.05%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
104
shares
|
$188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
100
shares
|
$181
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
93
shares
|
$168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
72
shares
|
$130
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
41
shares
|
$74
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
40
shares
|
$72
0.0% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
37
shares
|
$66
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
23
shares
|
$41
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
13
shares
|
$23
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|