Cardlytics Ownership | Who Owns Cardlytics?


OverviewForecastRevenueFinancialsChartTranscripts

Cardlytics Ownership Summary


Cardlytics is owned by 20.97% institutional investors, 2.95% insiders, and 76.07% retail investors. Cas investment partners is the largest institutional shareholder, holding 9.85% of CDLX shares. Sosin Partners, LP is the top mutual fund, with 10.55% of its assets in Cardlytics shares.

CDLX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCardlytics20.97%2.95%76.07%
SectorCommunication Services Stocks 24.72%16.64%58.63%
IndustryAdvertising Stocks 32.52%14.52%52.96%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Cas investment partners5.20M9.85%$12.63M
Blackrock3.15M7.29%$25.88M
Vanguard group2.61M4.88%$3.00M
Kps global asset management uk1.22M2.31%$2.96M
D. e. shaw1.13M2.26%$4.20M
683 capital management1.18M2.23%$2.86M
Worldly partners management1.16M2.20%$2.81M
Quinn opportunity partners1.10M2.09%$2.67M
Blackrock funding, inc. /de966.22K1.81%$1.11M
Rbf capital800.10K1.52%$1.94M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Worldly partners management1.16M1.68%$2.81M
Cas investment partners5.20M0.56%$12.63M
Kps global asset management uk1.22M0.38%$2.96M
Quinn opportunity partners1.10M0.19%$2.67M
683 capital management1.18M0.15%$2.86M
Rbf capital800.10K0.09%$1.94M
G2 investment partners management128.13K0.06%$311.36K
Clarivest asset management72.55K0.06%$595.60K
Concentric capital strategies, lp118.60K0.05%$973.71K
Wolverine asset management517.20K0.05%$4.25M

Top Buyers

HolderShares% AssetsChange
Quinn opportunity partners1.10M0.19%990.00K
D. e. shaw1.13M0.00%558.24K
Gsa capital partners llp470.35K0.05%356.47K
Blackrock3.15M0.00%281.00K
Vanguard group2.61M-208.35K

Top Sellers

HolderShares% AssetsChange
Mirabella financial services llp---1.16M
Brightlight capital management lp---1.07M
Lane generational---780.08K
Tenzing global management---625.00K
Davidson kempner capital management lp---550.00K

New Positions

HolderShares% AssetsChangeValue
Millennium management144.24K0.00%144.24K$535.12K
G2 investment partners management128.13K0.06%128.13K$311.36K
Private advisor group111.76K0.00%111.76K$271.58M
Sender co & partners86.44K0.02%86.44K$210.04K
Voleon capital management lp52.27K0.00%52.27K$127.02K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-8.00
Rothschild investment-20.00
True wealth design-25.00
Sterling capital management-41.00
Quadrant capital group-58.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202546-51.06%11,218,429-50.76%201.12%15-63.41%17-32.00%
Sep 30, 202592-1.08%22,743,130-7.37%431.99%39-13.33%25-3.85%
Jun 30, 202592-19.30%24,550,926-14.10%461.53%44-4.35%26-31.58%
Mar 31, 2025114-2.56%28,582,302-5.76%551.50%46-19.30%3826.67%
Dec 31, 202469-45.67%14,851,236-51.89%290.78%32-38.46%19-48.65%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Sosin Partners, LP5.61M10.55%-
Vanguard US Total Market Shares ETF1.38M2.65%-
Vanguard Total Stock Mkt Idx Inv1.35M2.54%-29.86K
Vanguard Institutional Extnd Mkt Idx Tr558.15K1.05%-218.42K
Fidelity Small Cap Index434.25K0.83%-7.18K
Morgan Stanley Insight338.95K0.68%-12.82K
Morgan Stanley Insight A338.95K0.68%-12.82K
iShares Russell 2000 Growth ETF345.67K0.66%-
Morgan Stanley Inception298.50K0.60%-25.83K
Morgan Stanley Inst Inception I298.50K0.60%-21.85K

Recent Insider Transactions


DateNameRoleActivityValue
Jan 05, 2026Lynton Nicholas Hollmeyer Chief Legal & Privacy OfficerSell$7.32K
Jan 05, 2026Gupta Amit Chief Executive OfficerSell$6.79K
Jan 05, 2026DeSieno Alexis Chief Financial OfficerSell$10.07K
Oct 02, 2025Lynton Nicholas Hollmeyer Chief Legal & Privacy OfficerSell$13.85K
Oct 02, 2025Gupta Amit Chief Executive OfficerSell$17.71K

Insider Transactions Trends


DateBuySell
2026 Q1-3
2025 Q4-3
2025 Q3-8
2025 Q2-5
2025 Q1-8

CDLX Ownership FAQ


Who Owns Cardlytics?

Cardlytics shareholders are primarily institutional investors at 20.97%, followed by 2.95% insiders and 76.08% retail investors. The average institutional ownership in Cardlytics's industry, Advertising Stocks , is 32.52%, which Cardlytics falls below.

Who owns the most shares of Cardlytics?

Cardlytics’s largest shareholders are Cas investment partners (5.2M shares, 9.85%), Blackrock (3.15M shares, 7.29%), and Vanguard group (2.61M shares, 4.88%). Together, they hold 22.02% 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 1.68% of its assets in 1.16M Cardlytics shares, valued at 2.81M$.

Who is the top mutual fund holder of Cardlytics shares?

Sosin Partners, LP is the top mutual fund holder of Cardlytics shares, with 10.55% of its total shares outstanding invested in 5.61M Cardlytics shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools