CDLX Institutional Ownership & Shareholders
CARDLYTICS INC (CDLX) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $918,422.7, representing an estimated loss of -56.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% 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
42
Total Reported Value
$7.49M
Largest Holder
CAS Investment Partners
Largest Position
$2.11M
Insider Transactions (90d)
14
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
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 | $918,423 | -$1,196,304 | -56.57% |
| Vanguard Capital Management Llc | 0.00% | 218,612 | $981,568 | $426,293 | -$555,275 | -56.57% | |
| 683 Capital Management, Llc | 0.08% | 200,000 | $898,000 | $390,000 | -$508,000 | -56.57% | |
| Worldly Partners Management, Llc | 0.42% | 115,798 | $519,933 | $225,806 | -$294,127 | -56.57% | |
| Blackrock, Inc. | 0.00% | 84,654 | $380,098 | $165,075 | -$215,023 | -56.57% | |
| Rbf Capital, Llc | 0.02% | 80,010 | $359,245 | $156,020 | -$203,226 | -56.57% | |
| Kps Global Asset Management Uk Ltd | 0.06% | 121,883 | $358,336 | $237,672 | -$120,664 | -33.67% | |
| Quinn Opportunity Partners Llc | 0.01% | 46,239 | $207,613 | $90,166 | -$117,447 | -56.57% | |
| Geode Capital Management, Llc | 0.00% | 63,855 | $187,798 | $124,517 | -$63,281 | -33.70% | |
| Jane Street Group, Llc | 0.00% | 39,541 | $177,540 | $77,105 | -$100,435 | -56.57% | |
| Ubs Group Ag | 0.00% | 35,754 | $160,535 | $69,720 | -$90,815 | -56.57% | |
| Vanguard Fiduciary Trust Co | 0.00% | 32,688 | $146,769 | $63,742 | -$83,027 | -56.57% | |
| Citadel Advisors Llc | 0.00% | 28,597 | $128,400 | $55,764 | -$72,636 | -56.57% | |
| Squarepoint Ops Llc | 0.00% | 26,973 | $121,109 | $52,597 | -$68,512 | -56.57% | |
| Kmt Wealth Management, Llc | 0.10% | 26,845 | $120,534 | $52,348 | -$68,186 | -56.57% | |
| State Street Corp | 0.00% | 22,768 | $102,228 | $44,398 | -$57,830 | -56.57% | |
| Qube Research & Technologies Ltd | 0.00% | 19,765 | $88,745 | $38,542 | -$50,203 | -56.57% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 18,405 | $82,638 | $35,890 | -$46,748 | -56.57% |
| Lpl Financial Llc | 0.00% | 25,199 | $74,085 | $49,138 | -$24,947 | -33.67% | |
| Invesco Ltd. | 0.00% | 15,617 | $70,120 | $30,453 | -$39,667 | -56.57% | |
| Hrt Financial Lp | 0.00% | 15,610 | $70,000 | $30,440 | -$39,561 | -56.52% | |
| Northern Trust Corp | 0.00% | 11,308 | $50,773 | $22,051 | -$28,722 | -56.57% | |
| Goldman Sachs Group Inc | 0.00% | 10,264 | $46,085 | $20,015 | -$26,070 | -56.57% | |
| Fmr Llc | 0.00% | 8,496 | $15,463 | $16,567 | +$1,104 | +7.14% | |
| Osaic Holdings, Inc. | 0.00% | 2,816 | $12,631 | $5,491 | -$7,140 | -56.53% | |
| Belvedere Trading Llc | 0.00% | 2,556 | $7,515 | $4,984 | -$2,531 | -33.68% | |
| Vanguard Global Advisers, Llc | 0.00% | 1,532 | $6,879 | $2,987 | -$3,892 | -56.57% | |
| Tower Research Capital Llc (Trc) | 0.00% | 673 | $3,022 | $1,312 | -$1,710 | -56.57% | |
| Jpmorgan Chase & Co | 0.00% | 179 | $872 | $349 | -$523 | -59.97% | |
| Wells Fargo & Company/Mn | 0.00% | 130 | $584 | $254 | -$331 | -56.59% | |
| Eversource Wealth Advisors, Llc | 0.00% | 120 | $353 | $234 | -$119 | -33.71% | |
| Morgan Stanley | 0.00% | 66 | $297 | $129 | -$168 | -56.67% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 20 | $90 | $39 | -$51 | -56.67% | |
| Signaturefd, Llc | 0.00% | 26 | $76 | $51 | -$25 | -33.29% | |
| Barclays Plc | 0.00% | 4 | $12 | $8 | -$4 | -35.00% | |
| Farther Finance Advisors, Llc | 0.00% | 4 | $12 | $8 | -$4 | -35.00% | |
| Arax Advisory Partners | 0.00% | 2 | $9 | $4 | -$5 | -56.67% | |
| Danske Bank A/S | 0.00% | 2 | $9 | $4 | -$5 | -56.67% | |
| Bnp Paribas Financial Markets | 0.00% | 1 | $4 | $2 | -$2 | -51.25% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 1 | $3 | $2 | -$1 | -35.00% | |
| Citigroup Inc | 0.00% | 1 | $3 | $2 | -$1 | -35.00% | |
| Sbi Securities Co., Ltd. | 0.00% | 1 | $3 | $2 | -$1 | -35.00% |
Frequently asked questions about CDLX
Who are the largest institutional holders of CDLX?
The largest institutional holders of CDLX reported in the latest SEC Form 13F filings include CAS Investment Partners, Vanguard Capital Management Llc, 683 Capital Management, Llc, Worldly Partners Management, Llc, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported CDLX position.
What is CDLX institutional ownership?
This page tracks CDLX positions reported by institutional investment managers through SEC Form 13F. CARDLYTICS INC (CDLX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CDLX?
InsiderSet currently tracks 42 institutional managers reporting CDLX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CDLX shareholders.
How much CDLX stock do institutions own?
Institutional investment managers disclosed approximately $7.49M in CDLX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CDLX institutional ownership last updated?
The latest CDLX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CDLX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CDLX position after the reporting date.
Are institutions buying or selling CDLX?
Institutional buying and selling can be analyzed by comparing CDLX positions across consecutive 13F reporting periods. InsiderSet's CDLX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CDLX ownership changes.
How has CDLX institutional ownership changed over time?
InsiderSet tracks CDLX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.