Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CDLX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | CAS Investment Partners, LLC | 5.2M | $5.5M | — | 89.501% | 0.31% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | $2.2M | — | 35.527% | 0.00% |
| 3 | 683 Capital Management, LLC | 1.4M | $1.5M | +3.6% | 24.966% | 0.12% |
| 4 | KPS Global Asset Management UK Ltd | 1.2M | $1.3M | 0.0% | 20.986% | 0.21% |
| 5 | WORLDLY PARTNERS MANAGEMENT, LLC | 1.2M | $1.2M | 0.0% | 19.938% | 1.03% |
| 6 | BlackRock, Inc. | 991K | $1.0M | +2.5% | 17.057% | 0.00% |
| 7 | RBF Capital, LLC | 800K | $840K | 0.0% | 13.776% | 0.04% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 734K | $771K | +12.2% | 12.642% | 0.00% |
| 9 | EverSource Wealth Advisors, LLC | 9K | $733K | +633.3% | 0.152% | 0.02% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 629K | $661K | -22.8% | 10.832% | 0.00% |
| 11 | Quinn Opportunity Partners LLC | 462K | $486K | 0.0% | 7.962% | 0.03% |
| 12 | LPL Financial LLC | 437K | $459K | -1.8% | 7.531% | 0.00% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 325K | $341K | — | 5.591% | 0.00% |
| 14 | STATE STREET CORP | 228K | $239K | 0.0% | 3.921% | 0.00% |
| 15 | UBS Group AG | 213K | $224K | +14.8% | 3.672% | 0.00% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 172K | $181K | — | 2.965% | 0.00% |
| 17 | Invesco Ltd. | 172K | $181K | +1.1% | 2.962% | 0.00% |
| 18 | RAYMOND JAMES FINANCIAL INC | 143K | $150K | -12.2% | 2.465% | 0.00% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 113K | $118K | +108.3% | 1.937% | 0.00% |
| 20 | NORTHERN TRUST CORP | 108K | $114K | -3.0% | 1.867% | 0.00% |
| 21 | BROWN ADVISORY INC | 104K | $109K | -3.5% | 1.788% | 0.00% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 76K | $80K | 0.0% | 1.304% | 0.00% |
| 23 | SIMPLEX TRADING, LLC | 69K | $73K | -62.8% | 1.195% | 0.00% |
| 24 | MILLENNIUM MANAGEMENT LLC | 66K | $69K | -74.3% | 1.129% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 62K | $65K | -43.4% | 1.063% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CDLX — a direct measure of their conviction.
Filings activity in CDLX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 60 | 10% | 60.43% | +1.58 pp | $19M | +2.7% |
| Q4 2025 | 67 | 14% | 58.85% | 120.67 pp | $18M | 67% |
| Q3 2025 | 78 | 11% | 179.52% | +53.20 pp | $56M | +42% |
| Q2 2025 | 88 | 18% | 126.32% | 37.88 pp | $40M | 23% |
| Q1 2025 | 107 | 1.8% | 164.20% | 35.79 pp | $52M | 99% |
| Q4 2024 | 109 | 0.9% | 199.99% | +0.00 pp | $4.75B | +4692% |
| Q3 2024 | 110 | 12% | 199.99% | +0.00 pp | $99M | 66% |
| Q2 2024 | 125 | — | 199.99% | — | $292M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CDLX stock.
Based on Q1 2026 13F filings, institutional ownership of Cardlytics, Inc. stands at 60.4%, held across 60 reporting institutions.
CAS Investment Partners, LLC is the largest reported institutional holder of CDLX, with approximately 5,198,067 shares worth $0.01B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of CDLX, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for CDLX is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in CDLX during Q1 2026, while 21 fully exited. 7 added to existing positions and 38 trimmed.
CDLX institutional ownership rose by 1.58 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 82.6% of all reported 13F value in CDLX, and the top 25 account for 97.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Cardlytics, Inc. (CDLX) Institutional Ownership