CARDLYTICS INC (CDLX) Institutional Shareholders
CARDLYTICS INC (CDLX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $7.68M in CDLX holdings during the latest filing period.
CAS Investment Partners is currently the largest disclosed institutional shareholder of CDLX tracked by InsiderSet, reporting ownership valued at approximately $2.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.77M, representing an estimated loss of -16.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed CDLX value among the investors covered in this analysis. Major shareholders include CAS Investment Partners, Vanguard Capital Management Llc, 683 Capital Management, Llc, and several other long-term asset managers with concentrated positions in CARDLYTICS INC (CDLX).
This page ranks the largest institutional CDLX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
38
Total Reported Value
$7.68M
Largest Holder
CAS Investment Partners
Largest Position
$2.11M
Insider Transactions (90d)
24
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| CAS Investment Partners | Clifford Sosin | 0.11% | 470,986 | $2,114,727 | $1,766,198 | -$348,530 | -16.48% |
| Vanguard Capital Management Llc | 0.00% | 218,612 | $981,568 | $819,795 | -$161,773 | -16.48% | |
| 683 Capital Management, Llc | 0.08% | 200,000 | $898,000 | $750,000 | -$148,000 | -16.48% | |
| Kps Global Asset Management Uk Ltd | 0.09% | 121,883 | $547,255 | $457,061 | -$90,194 | -16.48% | |
| Worldly Partners Management, Llc | 0.42% | 115,798 | $519,933 | $434,243 | -$85,691 | -16.48% | |
| Blackrock, Inc. | 0.00% | 84,654 | $380,098 | $317,453 | -$62,646 | -16.48% | |
| Rbf Capital, Llc | 0.02% | 80,010 | $359,245 | $300,038 | -$59,208 | -16.48% | |
| Geode Capital Management, Llc | 0.00% | 58,618 | $263,293 | $219,818 | -$43,476 | -16.51% | |
| Quinn Opportunity Partners Llc | 0.01% | 46,239 | $207,613 | $173,396 | -$34,217 | -16.48% | |
| Jane Street Group, Llc | 0.00% | 39,541 | $177,540 | $148,279 | -$29,261 | -16.48% | |
| Ubs Group Ag | 0.00% | 35,754 | $160,535 | $134,078 | -$26,458 | -16.48% | |
| Vanguard Fiduciary Trust Co | 0.00% | 32,688 | $146,769 | $122,580 | -$24,189 | -16.48% | |
| Citadel Advisors Llc | 0.00% | 28,597 | $128,400 | $107,239 | -$21,161 | -16.48% | |
| Squarepoint Ops Llc | 0.00% | 26,973 | $121,109 | $101,149 | -$19,960 | -16.48% | |
| Kmt Wealth Management, Llc | 0.10% | 26,845 | $120,534 | $100,669 | -$19,865 | -16.48% | |
| Lpl Financial Llc | 0.00% | 25,986 | $116,677 | $97,448 | -$19,230 | -16.48% | |
| Qube Research & Technologies Ltd | 0.00% | 19,765 | $88,745 | $74,119 | -$14,626 | -16.48% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 18,405 | $82,638 | $69,019 | -$13,619 | -16.48% |
| Invesco Ltd. | 0.00% | 15,617 | $70,120 | $58,564 | -$11,556 | -16.48% | |
| Hrt Financial Lp | 0.00% | 15,610 | $70,000 | $58,538 | -$11,463 | -16.38% | |
| Northern Trust Corp | 0.00% | 11,308 | $50,773 | $42,405 | -$8,368 | -16.48% | |
| Goldman Sachs Group Inc | 0.00% | 10,264 | $46,085 | $38,490 | -$7,595 | -16.48% | |
| Osaic Holdings, Inc. | 0.00% | 2,816 | $12,631 | $10,560 | -$2,071 | -16.40% | |
| Vanguard Global Advisers, Llc | 0.00% | 1,532 | $6,879 | $5,745 | -$1,134 | -16.48% | |
| Belvedere Trading Llc | 0.00% | 761 | $3,417 | $2,854 | -$563 | -16.48% | |
| Tower Research Capital Llc (Trc) | 0.00% | 673 | $3,022 | $2,524 | -$498 | -16.49% | |
| Jpmorgan Chase & Co | 0.00% | 179 | $872 | $671 | -$201 | -23.02% | |
| Barclays Plc | 0.00% | 131 | $589 | $491 | -$98 | -16.60% | |
| Wells Fargo & Company/Mn | 0.00% | 130 | $584 | $488 | -$97 | -16.52% | |
| Morgan Stanley | 0.00% | 66 | $297 | $248 | -$50 | -16.67% | |
| Us Bancorp \De\ | 0.00% | 54 | $242 | $203 | -$40 | -16.32% | |
| Signaturefd, Llc | 0.00% | 26 | $117 | $98 | -$20 | -16.67% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 20 | $90 | $75 | -$15 | -16.67% | |
| Farther Finance Advisors, Llc | 0.00% | 4 | $18 | $15 | -$3 | -16.67% | |
| Arax Advisory Partners | 0.00% | 2 | $9 | $8 | -$2 | -16.67% | |
| Danske Bank A/S | 0.00% | 2 | $9 | $8 | -$2 | -16.67% | |
| Bnp Paribas Financial Markets | 0.00% | 1 | $4 | $4 | -$0 | -6.25% | |
| Sbi Securities Co., Ltd. | 0.00% | 1 | $4 | $4 | -$0 | -6.25% |
Frequently asked questions about CDLX
Who owns the most CDLX stock?
The largest holders of CDLX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CARDLYTICS INC (CDLX).
Is CDLX widely held by superinvestors?
Many widely followed stocks like CDLX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CDLX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.