Cardlytics Ownership | Who Owns Cardlytics?

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Cardlytics Ownership Summary

Cardlytics is owned by 29.76% institutional investors, 4.54% insiders, and 65.70% retail investors. Cas investment partners is the largest institutional shareholder, holding 8.18% of CDLX shares. Sosin Partners, LP is the top mutual fund, with 9.44% of its assets in Cardlytics shares.

CDLX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Cardlytics	29.76%	4.54%	65.70%
Sector	Communication Services Stocks	43.28%	17.96%	38.76%
Industry	Advertising Stocks	36.74%	17.32%	45.94%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Cas investment partners	470.99K	8.18%	$2.11M
Blackrock	3.15M	7.29%	$25.88M
Vanguard group	2.61M	4.88%	$3.00M
Wolverine asset management	517.20K	1.20%	$4.25M
Jane street group	39.54K	0.69%	$177.54K
Citadel advisors	28.60K	0.50%	$128.40K
Squarepoint ops	26.97K	0.47%	$121.11K
Kmt wealth management	26.84K	0.47%	$120.53K
Qube research	19.77K	0.34%	$88.75K
Nuveen asset management	166.19K	0.33%	$616.58K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cas investment partners	470.99K	0.11%	$2.11M
Kmt wealth management	26.84K	0.10%	$120.53K
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
Sender co & partners	86.44K	0.02%	$210.04K
Point72 asia (singapore) pte.	14.80K	0.01%	$35.95K
Css llc/il	9.00K	0.00%	$73.89K
Voleon capital management lp	52.27K	0.00%	$127.02K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	3.15M	0.00%	281.00K
Vanguard group	2.61M	-	208.35K
G2 investment partners management	128.13K	0.06%	128.13K
Private advisor group	111.76K	0.00%	111.76K
Sender co & partners	86.44K	0.02%	86.44K

Top Sellers

Holder	Shares	% Assets	Change
Cas investment partners	470.99K	0.11%	-4.73M
Vanguard capital management	-	-	-2.06M
683 capital management	-	-	-1.45M
Kps global asset management uk	-	-	-1.22M
Worldly partners management	-	-	-1.16M

New Positions

Holder	Shares	% Assets	Change	Value
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
Voleon capital management lp	52.27K	0.00%	52.27K	$127.02K
Jane street group	39.54K	-	39.54K	$177.54K

Sold Out

Holder	Change
Citigroup	-1.00
Caitong asset management	-1.00
Nelson, van denburg & campbell wealth management group	-8.00
Northwestern mutual wealth management	-10.00
Sbi securities	-17.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	47	-28.79%	1,714,105	-90.06%	29	3.02%	12	-47.83%	30	36.36%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Sosin Partners, LP	5.20M	9.44%	-
Vanguard US Total Market Shares ETF	1.38M	2.65%	-
Vanguard Morn Total Stk Mkt Idx Investor	150.52K	2.59%	-2.00
Vanguard Total Stock Mkt Idx Inv	150.52K	2.59%	-2.00
Vanguard MStar Total Stk Mkt Idx Invest	150.52K	2.56%	-
Vanguard Institutional Extnd Mkt Idx Tr	63.47K	1.08%	-
Fidelity Small Cap Index	434.25K	0.83%	-7.18K
Morgan Stanley Insight	338.95K	0.68%	-12.82K
Morgan Stanley Insight A	338.95K	0.68%	-12.82K
iShares Russell 2000 Growth ETF	345.67K	0.66%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 01, 2026	Gupta Amit	Chief Executive Officer	Sell	$28.05K
Oct 02, 2026	Gupta Amit	Chief Executive Officer	Sell	$18.70K
Aug 17, 2026	Gupta Amit	Chief Executive Officer	Sell	$26.91K
Aug 18, 2026	Gupta Amit	Chief Executive Officer	Sell	$26.91K
Jul 02, 2026	Gupta Amit	Chief Executive Officer	Sell	$28.56K

Insider Transactions Trends

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

CDLX Ownership FAQ

Who Owns Cardlytics?

Cardlytics shareholders are primarily institutional investors at 29.76%, followed by 4.54% insiders and 65.70% retail investors. The average institutional ownership in Cardlytics's industry, Advertising Stocks , is 36.74%, which Cardlytics falls below.

Who owns the most shares of Cardlytics?

Cardlytics’s largest shareholders are Cas investment partners (470.99K shares, 8.18%), Blackrock (3.15M shares, 7.29%), and Vanguard group (2.61M shares, 4.88%). Together, they hold 20.34% 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?

Cas investment partners is Cardlytics’s biggest shareholder by percentage of total assets invested, with 0.11% of its assets in 470.99K Cardlytics shares, valued at 2.11M$.

Who is the top mutual fund holder of Cardlytics shares?

Sosin Partners, LP is the top mutual fund holder of Cardlytics shares, with 9.44% of its total shares outstanding invested in 5.2M Cardlytics shares.

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