§ MEDIA
USD · MediaCDLX
CARDLYTICS INC
USDSector · Media
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
47 increased/new, 1 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| CAS Investment Partners, LLC | 5.2M | 0.3% | ±0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | n/a | n/a |
| 683 Capital Management, LLC | 1.4M | 0.1% | +4% |
| KPS Global Asset Management UK Ltd | 1.2M | 0.2% | ±0% |
| WORLDLY PARTNERS MANAGEMENT, LLC | 1.2M | 1.0% | ±0% |
| BlackRock, Inc. | 991K | 0.0% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for CDLX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER60.9% · 0 holders
OTHER32.9% · 41 holders
PASSIVE / INDEX3.5% · 4 holders
DEALER / BANK1.3% · 12 holders
SYSTEMATIC / QUANT0.8% · 3 holders
TACTICAL / MACRO0.7% · 2 holders
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CDLX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CDLX yet.