Cardlytics Ownership | Who Owns Cardlytics?

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Cardlytics Ownership Summary

Cardlytics is owned by 43.11% institutional investors, 2.95% insiders, and 53.93% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Cardlytics	43.11%	2.95%	53.93%
Sector	Communication Services Stocks	31.39%	16.65%	51.96%
Industry	Advertising Stocks	39.66%	14.60%	45.74%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Cas investment partners	5.20M	9.85%	$12.63M
Blackrock	3.15M	7.29%	$25.88M
Vanguard group	2.40M	4.55%	$5.84M
Kps global asset management uk	1.22M	2.31%	$2.96M
D. e. shaw	1.13M	2.26%	$4.20M
683 capital management	1.18M	2.23%	$2.86M
Worldly partners management	1.16M	2.20%	$2.81M
Quinn opportunity partners	1.10M	2.09%	$2.67M
Blackrock funding, inc. /de	971.56K	1.84%	$2.36M
Rbf capital	800.10K	1.52%	$1.94M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Worldly partners management	1.16M	1.68%	$2.81M
Cas investment partners	5.20M	0.56%	$12.63M
Kps global asset management uk	1.22M	0.38%	$2.96M
Quinn opportunity partners	1.10M	0.19%	$2.67M
683 capital management	1.18M	0.15%	$2.86M
Rbf capital	800.10K	0.09%	$1.94M
Thompson davis	45.37K	0.07%	$111.47K
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

Top Buyers

Holder	Shares	% Assets	Change
Quinn opportunity partners	1.10M	0.19%	990.00K
Jane street group	799.66K	0.00%	637.23K
D. e. shaw	1.13M	0.00%	558.24K
Citizens financial group inc/ri	518.66K	0.02%	518.66K
Blackrock	3.15M	0.00%	281.00K

Top Sellers

Holder	Shares	% Assets	Change
Mirabella financial services llp	-	-	-1.16M
Brightlight capital management lp	-	-	-1.07M
Lane generational	-	-	-780.08K
Tenzing global management	-	-	-625.00K
Lpl financial	470.12K	0.00%	-578.53K

New Positions

Holder	Shares	% Assets	Change	Value
Citizens financial group inc/ri	518.66K	0.02%	518.66K	$1.26M
Millennium management	144.24K	0.00%	144.24K	$535.12K
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
Eversource wealth advisors	-13.00
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 %
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%
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	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Sosin Partners, LP	5.61M	10.55%	-
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
Oct 02, 2025	Lynton Nicholas Hollmeyer	Chief Legal & Privacy Officer	Sell	$13.85K
Oct 02, 2025	Gupta Amit	Chief Executive Officer	Sell	$17.71K
Oct 02, 2025	DeSieno Alexis	Chief Financial Officer	Sell	$19.29K
Aug 19, 2025	SOSIN CLIFFORD	-	Sell	$224.54K
Aug 18, 2025	SOSIN CLIFFORD	-	Sell	$228.22K

Insider Transactions Trends

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

CDLX Ownership FAQ

Who Owns Cardlytics?

Cardlytics shareholders are primarily institutional investors at 43.11%, followed by 2.95% insiders and 53.94% retail investors. The average institutional ownership in Cardlytics's industry, Advertising Stocks , is 39.66%, which Cardlytics exceeds.

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 (2.4M shares, 4.55%). Together, they hold 21.69% 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.

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