CARDLYTICS INC (CDLX) Institutional Ownership

CDLX is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.58M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is CAS Investment Partners, which reported ownership valued at approximately $5.46M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, CAS Investment Partners's CDLX position is now estimated to be worth approximately $27.76M, representing an estimated gain of +408.57% since the filing period.

Major shareholders tracked on this page include CAS Investment Partners, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward CARDLYTICS INC (CDLX).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$5,576,0955,310,567
Q4 20251$62,10054,000
Q3 20251$12,631,3035,198,067
Q2 20252$9,433,2505,734,498
Q1 20251$10,217,3385,613,922
Q4 20242$25,125,3226,772,324
Q3 20242$21,858,1386,830,668
Q2 20242$55,958,4896,815,894
Q1 20242$92,355,1916,416,911
Q4 20232$49,883,7255,556,951
Q3 20232$89,367,0355,484,051
Q2 20231$34,229,8535,416,116

Related CDLX Institutional Insights: