Cardlytics Ownership | Who Owns Cardlytics?

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Cardlytics Ownership Summary

Cardlytics is owned by 9.04% institutional investors, 4.18% insiders, and 86.79% retail investors. Cas investment partners is the largest institutional shareholder, holding 9.79% of CDLX shares. Sosin Partners, LP is the top mutual fund, with 9.62% of its assets in Cardlytics shares.

CDLX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Cardlytics	9.04%	4.18%	86.79%
Sector	Communication Services Stocks	28.76%	18.16%	53.08%
Industry	Advertising Stocks	27.72%	17.00%	55.28%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Cas investment partners	5.20M	9.79%	$5.46M
Blackrock	3.15M	7.29%	$25.88M
Vanguard group	2.61M	4.88%	$3.00M
683 capital management	1.45M	2.73%	$1.52M
Kps global asset management uk	1.22M	2.29%	$1.28M
Worldly partners management	1.16M	2.18%	$1.22M
Blackrock funding, inc. /de	990.63K	1.87%	$1.04M
Rbf capital	800.10K	1.51%	$840.11K
Geode capital management	734.23K	1.38%	$771.16K
Wolverine asset management	517.20K	1.20%	$4.25M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Worldly partners management	1.16M	1.03%	$1.22M
Cas investment partners	5.20M	0.31%	$5.46M
Kps global asset management uk	1.22M	0.21%	$1.28M
683 capital management	1.45M	0.08%	$1.52M
G2 investment partners management	128.13K	0.06%	$311.36K
Clarivest asset management	72.55K	0.06%	$595.60K
Concentric capital strategies, lp	118.60K	0.05%	$973.71K
Wolverine asset management	517.20K	0.05%	$4.25M
Rbf capital	800.10K	0.04%	$840.11K
Quinn opportunity partners	462.40K	0.03%	$485.52K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	324.70K	0.00%	324.70K
Blackrock	3.15M	0.00%	281.00K
Vanguard group	2.61M	-	208.35K
Hrt financial lp	146.40K	0.00%	146.40K
G2 investment partners management	128.13K	0.06%	128.13K

Top Sellers

Holder	Shares	% Assets	Change
Mirabella financial services llp	-	-	-1.16M
Brightlight capital management lp	-	-	-1.07M
Lane generational	-	-	-780.08K
Jane street group	-	-	-658.78K
Tenzing global management	-	-	-625.00K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	324.70K	0.00%	324.70K	$340.94K
Hrt financial lp	146.40K	0.00%	146.40K	$153.00K
G2 investment partners management	128.13K	0.06%	128.13K	$311.36K
Private advisor group	111.76K	0.00%	111.76K	$271.58M
Sender co & partners	86.44K	0.02%	86.44K	$210.04K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-8.00
Northwestern mutual wealth management	-10.00
Rothschild investment	-20.00
True wealth design	-25.00
Sterling capital management	-41.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	19	-74.67%	4,800,926	-78.00%	9	0.54%	8	-68.00%	5	-80.77%
Dec 31, 2025	46	-51.06%	11,218,429	-50.76%	20	1.12%	15	-63.41%	17	-32.00%
Sep 30, 2025	92	-1.08%	22,743,130	-7.37%	43	1.99%	39	-13.33%	25	-3.85%
Jun 30, 2025	92	-19.30%	24,550,926	-14.10%	46	1.53%	44	-4.35%	26	-31.58%
Mar 31, 2025	114	-2.56%	28,582,302	-5.76%	55	1.50%	46	-19.30%	38	26.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Sosin Partners, LP	5.20M	9.62%	-
Vanguard Total Stock Mkt Idx Inv	1.51M	2.73%	-
Vanguard US Total Market Shares ETF	1.38M	2.65%	-
Vanguard Institutional Extnd Mkt Idx Tr	558.15K	1.01%	-
Fidelity Small Cap Index	434.25K	0.83%	-7.18K
Morgan Stanley Insight A	338.95K	0.68%	-12.82K
Morgan Stanley Insight	338.95K	0.68%	-12.82K
iShares Russell 2000 Growth ETF	345.67K	0.66%	-
Fidelity Extended Market Index	358.51K	0.62%	65.20K
Morgan Stanley Inst Inception I	298.50K	0.60%	-21.85K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 15, 2026	Evans David Thomas	Chief Financial Officer	Buy	$97.35K
May 18, 2026	Evans David Thomas	Chief Financial Officer	Buy	$31.65K
Apr 06, 2026	Gupta Amit	Chief Executive Officer	Sell	$82.89K
Apr 01, 2026	Gupta Amit	Chief Executive Officer	Sell	$61.92K
Apr 02, 2026	Gupta Amit	Chief Executive Officer	Sell	$56.50K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	2	4
2026 Q1	-	5
2025 Q4	-	3
2025 Q3	-	8
2025 Q2	-	5

CDLX Ownership FAQ

Who Owns Cardlytics?

Cardlytics shareholders are primarily institutional investors at 9.04%, followed by 4.18% insiders and 86.78% retail investors. The average institutional ownership in Cardlytics's industry, Advertising Stocks , is 27.72%, which Cardlytics falls below.

Who owns the most shares of Cardlytics?

Cardlytics’s largest shareholders are Cas investment partners (5.2M shares, 9.79%), Blackrock (3.15M shares, 7.29%), and Vanguard group (2.61M shares, 4.88%). Together, they hold 21.95% of Cardlytics’s total shares outstanding.

Does Blackrock own Cardlytics?

Yes, BlackRock owns 7.29% of Cardlytics, totaling 3.15M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 25.88M$. In the last quarter, BlackRock increased its holdings by 281K shares, a 9.79% change.

Who is Cardlytics’s biggest shareholder by percentage of total assets invested?

Worldly partners management is Cardlytics’s biggest shareholder by percentage of total assets invested, with 1.03% of its assets in 1.16M Cardlytics shares, valued at 1.22M$.

Who is the top mutual fund holder of Cardlytics shares?

Sosin Partners, LP is the top mutual fund holder of Cardlytics shares, with 9.62% of its total shares outstanding invested in 5.2M Cardlytics shares.

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