Cardlytics Ownership | Who Owns Cardlytics?

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Cardlytics Ownership Summary

Cardlytics is owned by 29.69% institutional investors, 5.25% insiders, and 65.06% retail investors. Cas investment partners is the largest institutional shareholder, holding 12.73% of CDLX shares. Sosin Partners, LP is the top mutual fund, with 12.53% of its assets in Cardlytics shares.

CDLX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Cardlytics	29.69%	5.25%	65.06%
Sector	Communication Services Stocks	31.68%	14.81%	53.51%
Industry	Advertising Stocks	32.52%	12.08%	55.40%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Cas investment partners	6.37M	12.73%	$23.63M
Blackrock	3.15M	7.29%	$25.88M
Blackrock funding, inc. /de	3.23M	6.45%	$11.98M
Vanguard group	2.69M	5.38%	$9.99M
Morgan stanley	2.17M	5.01%	$17.78M
683 capital management	1.31M	2.62%	$4.86M
Kps global asset management uk	1.22M	2.44%	$4.52M
Worldly partners management	1.16M	2.31%	$4.30M
Mirabella financial services llp	1.16M	2.31%	$4.29M
D. e. shaw	1.13M	2.26%	$4.20M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Worldly partners management	1.16M	2.25%	$4.30M
Cas investment partners	6.37M	1.38%	$23.63M
Pb investment partners	338.23K	0.94%	$1.25M
Kps global asset management uk	1.22M	0.92%	$4.52M
Brooktree capital management	175.21K	0.48%	$650.03K
Mirabella financial services llp	1.16M	0.39%	$4.29M
683 capital management	1.31M	0.30%	$4.86M
Rbf capital	803.76K	0.15%	$2.98M
Acorn financial advisory services inc /adv	245.81K	0.15%	$911.94K
Landscape capital management	339.16K	0.13%	$1.26M

Top Buyers

Holder	Shares	% Assets	Change
Mirabella financial services llp	1.16M	0.39%	1.16M
D. e. shaw	1.13M	0.00%	558.24K
Citigroup	477.34K	0.00%	447.81K
Rbf capital	803.76K	0.15%	315.63K
Blackrock	3.15M	0.00%	281.00K

Top Sellers

Holder	Shares	% Assets	Change
Brightlight capital management lp	-	-	-1.07M
683 capital management	1.31M	0.30%	-915.10K
Marshall wace, llp	207.06K	0.00%	-646.89K
Tenzing global management	-	-	-625.00K
Davidson kempner capital management lp	-	-	-550.00K

New Positions

Holder	Shares	% Assets	Change	Value
Mirabella financial services llp	1.16M	0.39%	1.16M	$4.29M
Millennium management	144.24K	0.00%	144.24K	$535.12K
Natixis	124.60K	0.00%	124.60K	$462.27K
Bridgeway capital management	112.00K	0.01%	112.00K	$415.52K
Susquehanna fundamental investments	89.21K	0.00%	89.21K	$330.96K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-8.00
Rothschild investment	-20.00
Quadrant capital group	-58.00
Register financial advisors	-100.00
Lindbrook capital	-253.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	161	20.15%	35,635,111	22.35%	97	1.66%	94	23.68%	33	-5.71%
Dec 31, 2023	134	11.67%	29,126,404	4.04%	76	1.19%	76	28.81%	35	6.06%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Sosin Partners, LP	6.37M	12.53%	-50.82K
Vanguard Total Stock Mkt Idx Inv	1.38M	2.66%	-
Vanguard US Total Market Shares ETF	1.38M	2.65%	-
iShares Russell 2000 ETF	1.15M	2.20%	-9.96K
Vanguard Institutional Extnd Mkt Idx Tr	776.56K	1.49%	-
Fidelity Small Cap Index	358.51K	0.69%	-51.10K
iShares Russell 2000 Growth ETF	355.39K	0.68%	-1.69K
Morgan Stanley Insight	338.95K	0.68%	-12.82K
Morgan Stanley Insight A	338.95K	0.68%	-12.82K
Morgan Stanley Inst Inception I	298.50K	0.60%	-21.85K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 02, 2025	Gupta Amit	Chief Executive Officer	Sell	$13.26K
Apr 02, 2025	DeSieno Alexis	Chief Financial Officer	Sell	$14.44K
Apr 02, 2025	Lynton Nicholas Hollmeyer	Chief Legal & Privacy Officer	Sell	$10.39K
Feb 18, 2025	Gupta Amit	Chief Executive Officer	Sell	$159.22K
Feb 19, 2025	Gupta Amit	Chief Executive Officer	Sell	$173.46K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	3
2025 Q1	-	8
2024 Q4	-	9
2024 Q3	3	5
2024 Q2	4	7

CDLX Ownership FAQ

Who Owns Cardlytics?

Cardlytics shareholders are primarily institutional investors at 29.69%, followed by 5.25% insiders and 65.06% 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 (6.37M shares, 12.73%), Blackrock (3.15M shares, 7.29%), and Blackrock funding, inc. /de (3.23M shares, 6.45%). Together, they hold 26.47% 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 12.53% of its total shares outstanding invested in 6.37M Cardlytics shares.

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