CDLX · Company research
Cardlytics, Inc. Common Stock (CDLX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120 | 539 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2816 | 12631 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3430 | 15401 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35754 | 160535 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CAS Investment Partners, LLC | 1697591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 470986 | 2114727 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 4 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 0 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 90 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kingsbury Capital Investment Advisors LLC | 1927315 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26845 | 120534 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25986 | 116677 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WORLDLY PARTNERS MANAGEMENT, LLC | 1904574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115798 | 519933 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 9 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| KMT WEALTH MANAGEMENT, LLC | 2058235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26845 | 120534 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131 | 589 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 673 | 3022 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 117 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| PenderFund Capital Management Ltd. | 1706164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53802000 | 15523222 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 1346554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000000 | 1552535 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179 | 872 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56300 | 252787 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| DeepCurrents Investment Group LLC | 1754535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3263000 | 931000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 18 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100600 | 451694 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33240 | 149248 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 683 Capital Management, LLC | 1404574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20500000 | 5904820 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15617 | 70120 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 45 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Belvedere Trading LLC | 1632341 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13300 | 5985 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15610 | 70 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 584 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84595 | 379832 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17745 | 79675 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 242 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19765 | 88745 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KPS Global Asset Management UK Ltd | 1799162 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121883 | 547255 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 4 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 18 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| RBF Capital, LLC | 1134621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000000 | 401500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10264 | 46085 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WOLVERINE ASSET MANAGEMENT LLC | 1279891 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12379000 | 3573777 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 710300 | 3189247 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26973 | 121109 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218612 | 981568 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18405 | 82638 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 9 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1532 | 6879 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32688 | 146769 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Context Capital Management, LLC | 1301396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42939000 | 12399470 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11280 | 50647 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22768 | 102228000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10264 | 46085000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11280 | 50647000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 18000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| CAPSTONE INVESTMENT ADVISORS, LLC | 1426196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11145000 | 4586168 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47157 | 211834 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quinn Opportunity Partners LLC | 1633275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46239 | 207613 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1300 | 1365 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Kingsbury Capital Investment Advisors LLC | 1927315 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 295659 | 310442 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| Goldman Sachs Group Inc. | 886982 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61720 | 64806000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 227731 | 239118000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108153 | 113561000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9375 | 9844000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| Invesco LTD | 914208 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172008 | 180608000 | — | — | — | May 12, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| ALGERT GLOBAL LLC | 1275218 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 41330 | 47529 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 3237 | 3723000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| Invesco LTD | 914208 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 170122 | 195640000 | — | — | — | Feb 19, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 227731 | 261891000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 9375 | 10781000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Jefferies Financial Group Inc. | 96223 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 86150 | 99073000 | — | — | — | Feb 9, 2026 | SEC_13F_HR |
| ALGERT GLOBAL LLC | 1275218 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 41330 | 100432 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Invesco LTD | 914208 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 123149 | 299252000 | — | — | — | Nov 13, 2025 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 72418 | 175976000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 227731 | 553386000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| Jefferies Financial Group Inc. | 96223 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 86150 | 209345000 | — | — | — | Nov 13, 2025 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 10657 | 25897000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 105 | 255000 | — | — | — | Nov 10, 2025 | SEC_13F_HR |
| Jump Financial, LLC | 1831577 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 14594 | 24007 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 20200 | 36764 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Sun Mar 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 14262 | 206656 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.