Cardlytics, Inc.
Cardlytics, Inc. (CDLX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CDLX · as of Sep 30, 2024
Ownership Breakdown
127
Institutional Holders
▼ 15 vs Q2
$99.17M
Total Inst. Value
▼ $189.26M vs Q2
57.61M
Shares Outstanding
freeFloat 86.58%
30.87M
13F Shares Held
▼ 2.92M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CDLX largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
CAS INVESTMENT PARTNERS, LLC services-computer programming, data processing, etc. | 6.42M | 12.83% | 12.83% | $20.54B | Nov 14, 2024 | ▼ 45.1K |
BLACKROCK, INC. services-computer programming, data processing, etc. | 3.14M | 6.27% | 6.27% | $10.04B | Nov 13, 2024 | NEW |
VANGUARD GROUP INC services-computer programming, data processing, etc. | 2.67M | 5.33% | 5.33% | $8.54B | Nov 13, 2024 | ▲ 256.3K |
683 CAPITAL MANAGEMENT, LLC services-computer programming, data processing, etc. | 2.23M | 4.45% | 4.45% | $7.12B | Nov 14, 2024 | ▲ 125.1K |
KPS GLOBAL ASSET MANAGEMENT UK LTD services-computer programming, data processing, etc. | 1.22M | 2.44% | 2.44% | $3.90B | Nov 13, 2024 | — held |
WORLDLY PARTNERS MANAGEMENT, LLC services-computer programming, data processing, etc. | 1.16M | 2.31% | 2.31% | $3.71B | Nov 14, 2024 | — held |
BRIGHTLIGHT CAPITAL MANAGEMENT LP services-computer programming, data processing, etc. | 1.07M | 2.13% | 2.13% | $3.41B | Nov 14, 2024 | — held |
GEODE CAPITAL MANAGEMENT, LLC services-computer programming, data processing, etc. | 1.05M | 2.11% | 2.11% | $3.37B | Nov 12, 2024 | ▲ 73.5K |
STATE STREET CORP services-computer programming, data processing, etc. | 873.3K | 1.75% | 1.75% | $2.79B | Nov 14, 2024 | ▼ 17.6K |
MARSHALL WACE, LLP services-computer programming, data processing, etc. | 854.0K | 1.71% | 1.71% | $2.73B | Nov 14, 2024 | ▲ 39.7K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
23
Increased
+2.83M shares3
New Positions
first time holders17
Decreased
−3.71M shares0
Sold Out
fully exitedNet shares change (top 50)
876.9K
+2.83M / −3.71M
Net new holders
+9
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CDLX insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
21
Buy transactions
16
Sell transactions
1.31
Buy/Sell ratio
$1M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Francis Jonathan Edward director | May 20, 2026 | Award | 11,000 | — | — | 11.0K | Form 4 ↗ |
Fernandez Andre J director | May 20, 2026 | Award | 11,000 | — | — | 11.0K | Form 4 ↗ |
Klinck John L. Jr. director | May 20, 2026 | Award | 11,000 | — | — | 11.0K | Form 4 ↗ |
Evans David Thomas Chief Financial Officer | May 18, 2026 | Purchase | 50,000 | $0.63 | $31.6K | 317.9K | Form 4 ↗ |
Evans David Thomas Chief Financial Officer | May 15, 2026 | Purchase | 150,000 | $0.65 | $97.3K | 267.9K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Cardlytics, Inc. (CDLX) is primarily owned by institutional investors, who hold approximately 53.6% of total shares outstanding. Company insiders own approximately 13.42%, while retail and public investors account for the remaining 33.00%.
The largest institutional shareholder of Cardlytics, Inc. is CAS INVESTMENT PARTNERS, LLC, holding approximately 6.42 million shares — equal to 12.83% of outstanding shares — as of September 30, 2024.
A total of 127 institutional investors currently hold CDLX stock, with a combined institutional value of approximately $99,165,743 as of the most recent 13F filing period.
Frequently asked questions
CDLX ownershipCardlytics, Inc. (CDLX) is primarily owned by institutional investors, who hold approximately 53.6% of shares. The largest shareholder is CAS INVESTMENT PARTNERS, LLC with a 12.83% stake. Company insiders hold 13.42%. Data sourced from SEC Form 13F as of September 30, 2024.