Cardlytics Ownership | Who Owns Cardlytics?

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Cardlytics Ownership Summary

Cardlytics is owned by 46.54% institutional investors, 2.71% insiders, and 50.75% retail investors. Cas investment partners is the largest institutional shareholder, holding 10.64% of CDLX shares. Sosin Partners, LP is the top mutual fund, with 10.69% of its assets in Cardlytics shares.

CDLX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Cardlytics	46.54%	2.71%	50.75%
Sector	Communication Services Stocks	46.53%	15.90%	37.58%
Industry	Advertising Stocks	46.36%	15.23%	38.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Cas investment partners	5.61M	10.64%	$9.23M
Blackrock	3.15M	7.29%	$25.88M
Vanguard group	2.69M	5.38%	$9.99M
Morgan stanley	2.17M	5.01%	$17.78M
683 capital management	1.65M	3.13%	$2.71M
Kps global asset management uk	1.22M	2.44%	$4.52M
Worldly partners management	1.16M	2.31%	$4.30M
D. e. shaw	1.13M	2.26%	$4.20M
Mirabella financial services llp	1.16M	2.19%	$1.90M
Geode capital management	1.06M	2.12%	$3.94M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Worldly partners management	1.16M	2.25%	$4.30M
Lane generational	780.08K	1.20%	$1.28M
Kps global asset management uk	1.22M	0.92%	$4.52M
Brooktree capital management	175.21K	0.48%	$650.03K
Cas investment partners	5.61M	0.45%	$9.23M
Mirabella financial services llp	1.16M	0.20%	$1.90M
683 capital management	1.65M	0.18%	$2.71M
Acorn financial advisory services inc /adv	245.81K	0.15%	$911.94K
Landscape capital management	339.16K	0.13%	$1.26M
Gsa capital partners llp	311.72K	0.09%	$1.16M

Top Buyers

Holder	Shares	% Assets	Change
D. e. shaw	1.13M	0.00%	558.24K
Citigroup	477.34K	0.00%	447.81K
Blackrock	3.15M	0.00%	281.00K
Lane generational	780.08K	1.20%	170.48K
Millennium management	144.24K	0.00%	144.24K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	1.10M	-	-2.04M
Brightlight capital management lp	-	-	-1.07M
Tenzing global management	-	-	-625.00K
Davidson kempner capital management lp	-	-	-550.00K
General equity lp	-	-	-533.47K

New Positions

Holder	Shares	% Assets	Change	Value
Millennium management	144.24K	0.00%	144.24K	$535.12K
Bridgeway capital management	112.00K	0.01%	112.00K	$415.52K
Two sigma securities	101.54K	0.02%	101.54K	$167.03K
Hrt financial lp	96.83K	0.00%	96.83K	$159.00K
Y-intercept (hong kong)	25.79K	0.00%	25.79K	$42.42K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-8.00
Eversource wealth advisors	-13.00
Rothschild investment	-20.00
Sterling capital management	-41.00
Quadrant capital group	-58.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	69	-45.67%	14,851,236	-51.89%	29	0.78%	32	-38.46%	19	-48.65%
Sep 30, 2024	127	-10.56%	30,868,199	-8.65%	61	1.01%	53	-25.35%	36	-
Jun 30, 2024	141	-12.42%	33,790,073	-5.18%	78	0.82%	70	-25.53%	36	9.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Sosin Partners, LP	5.61M	10.69%	-754.99K
Vanguard US Total Market Shares ETF	1.38M	2.65%	-
Vanguard Total Stock Mkt Idx Inv	1.35M	2.54%	-29.86K
Vanguard Institutional Extnd Mkt Idx Tr	558.15K	1.05%	-218.42K
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%	-
Morgan Stanley Inception	298.50K	0.60%	-25.83K
Morgan Stanley Inst Inception I	298.50K	0.60%	-21.85K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 19, 2025	SOSIN CLIFFORD	-	Sell	$224.54K
Aug 18, 2025	SOSIN CLIFFORD	-	Sell	$228.22K
Aug 18, 2025	Gupta Amit	Chief Executive Officer	Sell	$76.79K
Aug 19, 2025	Gupta Amit	Chief Executive Officer	Sell	$76.79K
Aug 15, 2025	DeSieno Alexis	Chief Financial Officer	Sell	$31.70K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	8
2025 Q2	-	5
2025 Q1	-	8
2024 Q4	-	9
2024 Q3	3	5

CDLX Ownership FAQ

Who Owns Cardlytics?

Cardlytics shareholders are primarily institutional investors at 46.54%, followed by 2.71% insiders and 50.75% retail investors. The average institutional ownership in Cardlytics's industry, Advertising Stocks , is 46.36%, which Cardlytics exceeds.

Who owns the most shares of Cardlytics?

Cardlytics’s largest shareholders are Cas investment partners (5.61M shares, 10.64%), Blackrock (3.15M shares, 7.29%), and Vanguard group (2.69M shares, 5.38%). Together, they hold 23.31% 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 2.25% of its assets in 1.16M Cardlytics shares, valued at 4.3M$.

Who is the top mutual fund holder of Cardlytics shares?

Sosin Partners, LP is the top mutual fund holder of Cardlytics shares, with 10.69% of its total shares outstanding invested in 5.61M Cardlytics shares.

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