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Cardlytics Inc (CDLX)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
CAS Investment Partners, LLC
DECREASED
Shares470,986 from 5,198,067
Change-4,727,081 (-91%)
Value$2.1M (-$3.3M)
Filed 2026-08-14
Vanguard Capital Management LLC
CLOSED
Shares0 from 2,063,367
Change-2,063,367 (-100%)
Value$0 (-$2.2M)
Filed 2026-08-13
683 Capital Management, LLC
CLOSED
Shares0 from 1,450,000
Change-1,450,000 (-100%)
Value$0 (-$1.5M)
Filed 2026-08-14
KPS Global Asset Management UK Ltd
CLOSED
Shares0 from 1,218,830
Change-1,218,830 (-100%)
Value$0 (-$1.3M)
Filed 2026-07-20
Worldly Partners Management, LLC
CLOSED
Shares0 from 1,157,989
Change-1,157,989 (-100%)
Value$0 (-$1.2M)
Filed 2026-08-07
BlackRock, Inc.
CLOSED
Shares0 from 990,629
Change-990,629 (-100%)
Value$0 (-$1.0M)
Filed 2026-08-07
RBF Capital, LLC
CLOSED
Shares0 from 800,103
Change-800,103 (-100%)
Value$0 (-$840.1K)
Filed 2026-08-14
Geode Capital Management, LLC
CLOSED
Shares0 from 734,232
Change-734,232 (-100%)
Value$0 (-$771.2K)
Filed 2026-08-12
Quinn Opportunity Partners LLC
CLOSED
Shares0 from 462,402
Change-462,402 (-100%)
Value$0 (-$485.5K)
Filed 2026-08-14
LPL Financial LLC
CLOSED
Shares0 from 437,412
Change-437,412 (-100%)
Value$0 (-$459.3K)
Filed 2026-08-07
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 295,659
Change-295,659 (-100%)
Value$0 (-$310.4K)
Filed 2026-08-25
GSA Capital Partners LLP
CLOSED
Shares0 from 263,311
Change-263,311 (-100%)
Value$0 (-$276)
Filed 2026-08-06
State Street Corp
CLOSED
Shares0 from 227,731
Change-227,731 (-100%)
Value$0 (-$239.1K)
Filed 2026-09-22
UBS Group AG
CLOSED
Shares0 from 213,265
Change-213,265 (-100%)
Value$0 (-$223.9K)
Filed 2026-08-13
Vanguard Portfolio Management LLC
CLOSED
Shares0 from 172,195
Change-172,195 (-100%)
Value$0 (-$180.8K)
Filed 2026-08-13
Invesco Ltd.
CLOSED
Shares0 from 172,008
Change-172,008 (-100%)
Value$0 (-$180.6K)
Filed 2026-08-14
HRT Financial LP
CLOSED
Shares0 from 146,395
Change-146,395 (-100%)
Value$0 (-$153)
Filed 2026-08-14
Raymond James Financial Inc
CLOSED
Shares0 from 143,185
Change-143,185 (-100%)
Value$0 (-$150.3K)
Filed 2026-08-14
Renaissance Technologies LLC
CLOSED
Shares0 from 112,500
Change-112,500 (-100%)
Value$0 (-$118.1K)
Filed 2026-08-13
Northern Trust Corp
CLOSED
Shares0 from 108,455
Change-108,455 (-100%)
Value$0 (-$113.9K)
Filed 2026-08-13
Brown Advisory Inc
CLOSED
Shares0 from 103,828
Change-103,828 (-100%)
Value$0 (-$109.0K)
Filed 2026-08-14
Bridgeway Capital Management, LLC
CLOSED
Shares0 from 75,758
Change-75,758 (-100%)
Value$0 (-$79.5K)
Filed 2026-08-14
Simplex Trading, LLC
CLOSED
Shares0 from 69,396
Change-69,396 (-100%)
Value$0 (-$72.9K)
Filed 2026-08-12
Millennium Management LLC
CLOSED
Shares0 from 65,556
Change-65,556 (-100%)
Value$0 (-$68.8K)
Filed 2026-08-14
Goldman Sachs Group Inc
CLOSED
Shares0 from 61,720
Change-61,720 (-100%)
Value$0 (-$64.8K)
Filed 2026-08-14
Jacobs Levy Equity Management, Inc
CLOSED
Shares0 from 53,100
Change-53,100 (-100%)
Value$0 (-$55.8K)
Filed 2026-08-14
Barclays PLC
CLOSED
Shares0 from 48,866
Change-48,866 (-100%)
Value$0 (-$51.3K)
Filed 2026-08-14
XTX Topco Ltd
CLOSED
Shares0 from 36,552
Change-36,552 (-100%)
Value$0 (-$38.4K)
Filed 2026-08-14
Bank of America Corp
CLOSED
Shares0 from 35,459
Change-35,459 (-100%)
Value$0 (-$37.2K)
Filed 2026-08-14
Acadian Asset Management LLC
CLOSED
Shares0 from 32,529
Change-32,529 (-100%)
Value$0 (-$34)
Filed 2026-08-13
Two Sigma Securities, LLC
CLOSED
Shares0 from 31,624
Change-31,624 (-100%)
Value$0 (-$33.2K)
Filed 2026-08-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 28,475
Change-28,475 (-100%)
Value$0 (-$29.9K)
Filed 2026-08-14
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 25,749
Change-25,749 (-100%)
Value$0 (-$27)
Filed 2026-07-30
Corient Private Wealth LP
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$21.0K)
Filed 2026-08-27
Post Resch Tallon Group Inc.
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$20.0K)
Filed 2026-07-07
Creative Planning
CLOSED
Shares0 from 18,515
Change-18,515 (-100%)
Value$0 (-$19.4K)
Filed 2026-08-13
BIP Wealth, LLC
CLOSED
Shares0 from 18,205
Change-18,205 (-100%)
Value$0 (-$19.1K)
Filed 2026-08-03
Susquehanna International Group, LLP
CLOSED
Shares0 from 15,915
Change-15,915 (-100%)
Value$0 (-$16.7K)
Filed 2026-08-14
Summit Financial Strategies, Inc.
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$14.7K)
Filed 2026-07-24
FMR LLC
CLOSED
Shares0 from 13,310
Change-13,310 (-100%)
Value$0 (-$14.0K)
Filed 2026-08-13
Warren Street Wealth Advisors, LLC
CLOSED
Shares0 from 12,947
Change-12,947 (-100%)
Value$0 (-$13.6K)
Filed 2026-07-23
Vanguard Personalized Indexing Management, LLC
CLOSED
Shares0 from 12,324
Change-12,324 (-100%)
Value$0 (-$12.9K)
Filed 2026-08-11
Group One Trading LLC
CLOSED
Shares0 from 5,897
Change-5,897 (-100%)
Value$0 (-$6.2K)
Filed 2026-08-14
Royal Bank of Canada
CLOSED
Shares0 from 2,314
Change-2,314 (-100%)
Value$0 (-$2.0K)
Filed 2026-08-14
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$2.4K)
Filed 2026-08-13
US Bancorp \de\
CLOSED
Shares0 from 1,591
Change-1,591 (-100%)
Value$0 (-$1.7K)
Filed 2026-08-12
Wells Fargo & Company
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$1.4K)
Filed 2026-08-14
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 1,208
Change-1,208 (-100%)
Value$0 (-$1.3K)
Filed 2026-07-24
Morgan Stanley
CLOSED
Shares0 from 626
Change-626 (-100%)
Value$0 (-$657)
Filed 2026-08-13
Rialto Wealth Management, LLC
CLOSED
Shares0 from 540
Change-540 (-100%)
Value$0 (-$567)
Filed 2026-08-11
Signaturefd, LLC
CLOSED
Shares0 from 262
Change-262 (-100%)
Value$0 (-$275)
Filed 2026-07-24
Federation des caisses Desjardins du Quebec
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$210)
Filed 2026-08-14
Advisory Services Network, LLC
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$123)
Filed 2026-08-12
Transamerica Financial Advisors, LLC
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$75)
Filed 2026-08-17
Farther Finance Advisors, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$40)
Filed 2026-07-17
BNP Paribas Financial Markets
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$21)
Filed 2026-08-13
SBI Securities Co., Ltd.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$18)
Filed 2026-07-23
Citigroup Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$1)
Filed 2026-08-03
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$1)
Filed 2026-08-05
Vanguard Group Inc
N/A
Shares— from 0
Change0
Value—
Status
CAS Investment Partners, LLC
DECREASED470,9865,198,067-4,727,081-91%$5.5M$2.1M-$3.3M2026-08-14
Vanguard Capital Management LLC
CLOSED02,063,367-2,063,367-100%$2.2M$0-$2.2M2026-08-13
683 Capital Management, LLC
CLOSED01,450,000-1,450,000-100%$1.5M$0-$1.5M2026-08-14
KPS Global Asset Management UK Ltd
CLOSED01,218,830-1,218,830-100%$1.3M$0-$1.3M2026-07-20
Worldly Partners Management, LLC
CLOSED01,157,989-1,157,989-100%$1.2M$0-$1.2M2026-08-07
BlackRock, Inc.
CLOSED0990,629-990,629-100%$1.0M$0-$1.0M2026-08-07
RBF Capital, LLC
CLOSED0800,103-800,103-100%$840.1K$0-$840.1K2026-08-14
Geode Capital Management, LLC
CLOSED0734,232-734,232-100%$771.2K$0-$771.2K2026-08-12
Quinn Opportunity Partners LLC
CLOSED0462,402-462,402-100%$485.5K$0-$485.5K2026-08-14
LPL Financial LLC
CLOSED0437,412-437,412-100%$459.3K$0-$459.3K2026-08-07
Kingsbury Capital Investment Advisors LLC
CLOSED0295,659-295,659-100%$310.4K$0-$310.4K2026-08-25
GSA Capital Partners LLP
CLOSED0263,311-263,311-100%$276$0-$2762026-08-06
State Street Corp
CLOSED0227,731-227,731-100%$239.1K$0-$239.1K2026-09-22
UBS Group AG
CLOSED0213,265-213,265-100%$223.9K$0-$223.9K2026-08-13
Vanguard Portfolio Management LLC
CLOSED0172,195-172,195-100%$180.8K$0-$180.8K2026-08-13
Invesco Ltd.
CLOSED0172,008-172,008-100%$180.6K$0-$180.6K2026-08-14
HRT Financial LP
CLOSED0146,395-146,395-100%$153$0-$1532026-08-14
Raymond James Financial Inc
CLOSED0143,185-143,185-100%$150.3K$0-$150.3K2026-08-14
Renaissance Technologies LLC
CLOSED0112,500-112,500-100%$118.1K$0-$118.1K2026-08-13
Northern Trust Corp
CLOSED0108,455-108,455-100%$113.9K$0-$113.9K2026-08-13
Brown Advisory Inc
CLOSED0103,828-103,828-100%$109.0K$0-$109.0K2026-08-14
Bridgeway Capital Management, LLC
CLOSED075,758-75,758-100%$79.5K$0-$79.5K2026-08-14
Simplex Trading, LLC
CLOSED069,396-69,396-100%$72.9K$0-$72.9K2026-08-12
Millennium Management LLC
CLOSED065,556-65,556-100%$68.8K$0-$68.8K2026-08-14
Goldman Sachs Group Inc
CLOSED061,720-61,720-100%$64.8K$0-$64.8K2026-08-14
Jacobs Levy Equity Management, Inc
CLOSED053,100-53,100-100%$55.8K$0-$55.8K2026-08-14
Barclays PLC
CLOSED048,866-48,866-100%$51.3K$0-$51.3K2026-08-14
XTX Topco Ltd
CLOSED036,552-36,552-100%$38.4K$0-$38.4K2026-08-14
Bank of America Corp
CLOSED035,459-35,459-100%$37.2K$0-$37.2K2026-08-14
Acadian Asset Management LLC
CLOSED032,529-32,529-100%$34$0-$342026-08-13
Two Sigma Securities, LLC
CLOSED031,624-31,624-100%$33.2K$0-$33.2K2026-08-14
Osaic Holdings, Inc.
CLOSED028,475-28,475-100%$29.9K$0-$29.9K2026-08-14
Cambridge Investment Research Advisors, Inc.
CLOSED025,749-25,749-100%$27$0-$272026-07-30
Corient Private Wealth LP
CLOSED020,000-20,000-100%$21.0K$0-$21.0K2026-08-27
Post Resch Tallon Group Inc.
CLOSED020,000-20,000-100%$20.0K$0-$20.0K2026-07-07
Creative Planning
CLOSED018,515-18,515-100%$19.4K$0-$19.4K2026-08-13
BIP Wealth, LLC
CLOSED018,205-18,205-100%$19.1K$0-$19.1K2026-08-03
Susquehanna International Group, LLP
CLOSED015,915-15,915-100%$16.7K$0-$16.7K2026-08-14
Summit Financial Strategies, Inc.
CLOSED014,000-14,000-100%$14.7K$0-$14.7K2026-07-24
FMR LLC
CLOSED013,310-13,310-100%$14.0K$0-$14.0K2026-08-13
Warren Street Wealth Advisors, LLC
CLOSED012,947-12,947-100%$13.6K$0-$13.6K2026-07-23
Vanguard Personalized Indexing Management, LLC
CLOSED012,324-12,324-100%$12.9K$0-$12.9K2026-08-11
Group One Trading LLC
CLOSED05,897-5,897-100%$6.2K$0-$6.2K2026-08-14
Royal Bank of Canada
CLOSED02,314-2,314-100%$2.0K$0-$2.0K2026-08-14
Rockefeller Capital Management L.P.
CLOSED02,250-2,250-100%$2.4K$0-$2.4K2026-08-13
US Bancorp \de\
CLOSED01,591-1,591-100%$1.7K$0-$1.7K2026-08-12
Wells Fargo & Company
CLOSED01,300-1,300-100%$1.4K$0-$1.4K2026-08-14
EverSource Wealth Advisors, LLC
CLOSED01,208-1,208-100%$1.3K$0-$1.3K2026-07-24
Morgan Stanley
CLOSED0626-626-100%$657$0-$6572026-08-13
Rialto Wealth Management, LLC
CLOSED0540-540-100%$567$0-$5672026-08-11
Signaturefd, LLC
CLOSED0262-262-100%$275$0-$2752026-07-24
Federation des caisses Desjardins du Quebec
CLOSED0200-200-100%$210$0-$2102026-08-14
Advisory Services Network, LLC
CLOSED0117-117-100%$123$0-$1232026-08-12
Transamerica Financial Advisors, LLC
CLOSED072-72-100%$75$0-$752026-08-17
Farther Finance Advisors, LLC
CLOSED040-40-100%$40$0-$402026-07-17
BNP Paribas Financial Markets
CLOSED020-20-100%$21$0-$212026-08-13
SBI Securities Co., Ltd.
CLOSED017-17-100%$18$0-$182026-07-23
Citigroup Inc
CLOSED01-1-100%$1$0-$12026-08-03
Caitong International Asset Management Co., Ltd
CLOSED01-1-100%$1$0-$12026-08-05
Vanguard Group Inc
N/A—00—$0———
Showing 60 of 60 institutions