CARDLYTICS INC (CDLX) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $18.34M 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 $5.46M in its March 31, 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 $25.94M, representing an estimated gain of +375.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% 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
60
Total Reported Value
$18.34M
Largest Holder
CAS Investment Partners
Largest Position
$5.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
84
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 | 0.31% | 5,198,067 | $5,457,970 | $25,938,354 | +$20,480,384 | +375.24% |
| Vanguard Capital Management Llc | 0.00% | 2,063,367 | $2,166,535 | $10,296,201 | +$8,129,666 | +375.24% | |
| 683 Capital Management, Llc | 0.14% | 1,450,000 | $1,522,500 | $7,235,500 | +$5,713,000 | +375.24% | |
| Kps Global Asset Management Uk Ltd | 0.21% | 1,218,830 | $1,279,772 | $6,081,962 | +$4,802,190 | +375.24% | |
| Worldly Partners Management, Llc | 1.03% | 1,157,989 | $1,215,888 | $5,778,365 | +$4,562,477 | +375.24% | |
| Blackrock, Inc. | 0.00% | 990,629 | $1,040,161 | $4,943,239 | +$3,903,078 | +375.24% | |
| Rbf Capital, Llc | 0.04% | 800,103 | $840,108 | $3,992,514 | +$3,152,406 | +375.24% | |
| Geode Capital Management, Llc | 0.00% | 734,232 | $771,164 | $3,663,818 | +$2,892,654 | +375.10% | |
| Eversource Wealth Advisors, Llc | 0.02% | 8,858 | $732,969 | $44,201 | -$688,768 | -93.97% | |
| Quinn Opportunity Partners Llc | 0.03% | 462,402 | $485,522 | $2,307,386 | +$1,821,864 | +375.24% | |
| Lpl Financial Llc | 0.00% | 437,412 | $459,283 | $2,182,686 | +$1,723,403 | +375.24% | |
| Vanguard Fiduciary Trust Co | 0.00% | 324,700 | $340,935 | $1,620,253 | +$1,279,318 | +375.24% | |
| State Street Corp | 0.00% | 227,731 | $239,118 | $1,136,378 | +$897,260 | +375.24% | |
| Ubs Group Ag | 0.00% | 213,265 | $223,928 | $1,064,192 | +$840,264 | +375.24% | |
| Vanguard Portfolio Management Llc | 0.00% | 172,195 | $180,805 | $859,253 | +$678,448 | +375.24% | |
| Invesco Ltd. | 0.00% | 172,008 | $180,608 | $858,320 | +$677,712 | +375.24% | |
| Raymond James Financial Inc | 0.00% | 143,185 | $150,344 | $714,493 | +$564,149 | +375.24% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 112,500 | $118,125 | $561,375 | +$443,250 | +375.24% |
| Northern Trust Corp | 0.00% | 108,455 | $113,878 | $541,190 | +$427,312 | +375.24% | |
| Brown Advisory Inc | 0.00% | 103,828 | $109,020 | $518,102 | +$409,082 | +375.24% | |
| Bridgeway Capital Management, Llc | 0.00% | 75,758 | $79,546 | $378,032 | +$298,486 | +375.24% | |
| Simplex Trading, Llc | 0.00% | 69,396 | $72,865 | $346,286 | +$273,421 | +375.24% | |
| Millennium Management Llc | 0.00% | 65,556 | $68,834 | $327,124 | +$258,290 | +375.24% | |
| Goldman Sachs Group Inc | 0.00% | 61,720 | $64,806 | $307,983 | +$243,177 | +375.24% | |
| Jacobs Levy Equity Management, Inc | 0.00% | 53,100 | $55,755 | $264,969 | +$209,214 | +375.24% | |
| Barclays Plc | 0.00% | 48,866 | $51,309 | $243,841 | +$192,532 | +375.24% | |
| Xtx Topco Ltd | 0.00% | 36,552 | $38,380 | $182,394 | +$144,014 | +375.23% | |
| Bank Of America Corp | 0.00% | 35,459 | $37,232 | $176,940 | +$139,708 | +375.24% | |
| Two Sigma Securities, Llc | 0.00% | 31,624 | $33,205 | $157,804 | +$124,599 | +375.24% | |
| Osaic Holdings, Inc. | 0.00% | 28,475 | $29,888 | $142,090 | +$112,202 | +375.41% | |
| Corient Private Wealth Llc | 0.00% | 20,000 | $21,000 | $99,800 | +$78,800 | +375.24% | |
| Post Resch Tallon Group Inc. | 0.02% | 20,000 | $20,002 | $99,800 | +$79,798 | +398.95% | |
| Creative Planning | 0.00% | 18,515 | $19,441 | $92,390 | +$72,949 | +375.23% | |
| Bip Wealth, Llc | 0.00% | 18,205 | $19,115 | $90,843 | +$71,728 | +375.24% | |
| Susquehanna International Group, Llp | 0.00% | 15,915 | $16,711 | $79,416 | +$62,705 | +375.23% | |
| Vanguard Global Advisers, Llc | 0.00% | 15,324 | $16,090 | $76,467 | +$60,377 | +375.24% | |
| Summit Financial Strategies, Inc. | 0.00% | 14,000 | $14,700 | $69,860 | +$55,160 | +375.24% | |
| Fmr Llc | 0.00% | 13,310 | $13,976 | $66,417 | +$52,441 | +375.22% | |
| Warren Street Wealth Advisors, Llc | 0.00% | 12,947 | $13,594 | $64,606 | +$51,012 | +375.25% | |
| Vanguard Personalized Indexing Management, Llc | 0.00% | 12,324 | $12,940 | $61,497 | +$48,557 | +375.25% | |
| Group One Trading Llc | 0.00% | 5,897 | $6,192 | $29,426 | +$23,234 | +375.23% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,250 | $2,363 | $11,228 | +$8,865 | +375.14% | |
| Royal Bank Of Canada | 0.00% | 2,314 | $2,000 | $11,547 | +$9,547 | +477.34% | |
| Us Bancorp \De\ | 0.00% | 1,591 | $1,671 | $7,939 | +$6,268 | +375.11% | |
| Wells Fargo & Company/Mn | 0.00% | 1,300 | $1,365 | $6,487 | +$5,122 | +375.24% | |
| Morgan Stanley | 0.00% | 626 | $657 | $3,124 | +$2,467 | +375.46% | |
| Rialto Wealth Management, Llc | 0.00% | 540 | $567 | $2,695 | +$2,128 | +375.24% | |
| Gsa Capital Partners Llp | 0.02% | 263,311 | $276 | $1,313,922 | +$1,313,646 | +475958.66% | |
| Signaturefd, Llc | 0.00% | 262 | $275 | $1,307 | +$1,032 | +375.41% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 200 | $210 | $998 | +$788 | +375.24% |
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.