CARDLYTICS INC (CDLX) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to CARDLYTICS INC (CDLX) during the quarter ended March 31, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of CDLX during the latest reporting period was CAS Investment Partners, which increased its reported CDLX position by approximately $13.88M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in CDLX exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward CARDLYTICS INC (CDLX). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $17.73M in reported CDLX exposure during the latest filing period, reflecting continued institutional interest in CARDLYTICS INC's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Renaissance Technologies LLC | Buy | 58,500 | 112,500 | $118,125 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 59,900 | 410,935 | $1,314,992 |
| Q2 2024 | Renaissance Technologies LLC | Buy | 307,800 | 351,035 | $2,881,997 |
| Q2 2024 | CAS Investment Partners | Buy | 91,183 | 6,464,859 | $53,076,492 |
| Q1 2024 | CAS Investment Partners | Buy | 957,560 | 6,373,676 | $92,354,565 |
| Q4 2023 | Renaissance Technologies LLC | Buy | 72,900 | 140,835 | $1,297 |
| Q3 2022 | Renaissance Technologies LLC | Buy | 136,200 | 227,735 | $2,141 |
| Q2 2022 | Oakcliff Capital Partners | Buy | 35,000 | 339,736 | $7,580 |
| Q2 2022 | Renaissance Technologies LLC | Buy | 8,800 | 91,535 | $2,042 |
| Q1 2022 | CAS Investment Partners | Buy | 229,650 | 5,416,116 | $297,778 |
| Q1 2022 | ARK Invest | Buy | 344 | 3,232 | $178 |
| Q4 2021 | Renaissance Technologies LLC | Buy | 138,032 | 154,867 | $10,235 |
| Q4 2021 | CAS Investment Partners | Buy | 36,875 | 5,186,466 | $342,774 |
| Q4 2021 | Oakcliff Capital Partners | Buy | 33,289 | 304,736 | $20,140 |
| Q4 2021 | ARK Invest | Buy | 2,888 | 2,888 | $191 |
| Q3 2021 | CAS Investment Partners | Buy | 660,619 | 5,149,591 | $432,257 |
| Q3 2021 | Oakcliff Capital Partners | Buy | 35,000 | 271,447 | $22,785 |
| Q4 2020 | CAS Investment Partners | Buy | 97,386 | 4,488,972 | $640,891 |
| Q3 2020 | CAS Investment Partners | Buy | 377,337 | 4,391,586 | $309,914 |
| Q2 2020 | CAS Investment Partners | Buy | 62,734 | 4,014,249 | $280,917 |
| Q1 2020 | CAS Investment Partners | Buy | 1,129,805 | 3,951,515 | $138,145 |
| Q1 2020 | Oakcliff Capital Partners | Buy | 51,781 | 332,845 | $11,636 |
| Q4 2019 | CAS Investment Partners | Buy | 502,299 | 2,821,710 | $177,373 |
| Q4 2019 | Tiger Global Management | Buy | 455,100 | 455,100 | $28,608 |
| Q4 2019 | Renaissance Technologies LLC | Buy | 274,200 | 377,135 | $23,707 |
| Q3 2019 | Oakcliff Capital Partners | Buy | 281,064 | 281,064 | $9,421 |
| Q3 2019 | CAS Investment Partners | Buy | 157,391 | 2,319,411 | $77,747 |
| Q3 2019 | Renaissance Technologies LLC | Buy | 102,935 | 102,935 | $3,450 |
| Q2 2019 | CAS Investment Partners | Buy | 2,162,020 | 2,162,020 | $56,169 |
Frequently asked questions about CDLX activity
Which institutional owners are buying CDLX?
Institutional owners buying CDLX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CDLX activity?
"Buy" means an investor increased their reported position in CDLX compared to the prior reporting period. This reflects growing exposure to CARDLYTICS INC (CDLX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CDLX increasing?
Institutional interest in CDLX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.