CDLXNasdaqServices-Computer Programming, Data Processing, Etc.Fiscal year ends December 31
Cardlytics, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$1.84−0.19 (-9.36%)
Close on Oct 19, 2026
- Market cap
- $10.60M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
21.6%
1M of 6M shares
Institutional holders
41
41 new, 0 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
2 buys · 14 sales
Net sold $359.55K
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Sosin Clifford | 5,198,067 | 9.80% | 13D (active) amendment | Aug 19, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CDLX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 218,612 | 3.71% | $981.57K | New | 0.00% |
| 683 Capital Management, LLC | 200,000 | 3.40% | $898.00K | New | 0.04% |
| KPS Global Asset Management UK Ltd | 121,883 | 2.07% | $547.26K | New | 0.09% |
| Worldly Partners Management, LLC | 115,798 | 1.97% | $519.93K | New | 0.42% |
| BlackRock, Inc. | 84,654 | 1.44% | $380.10K | New | 0.00% |
| RBF Capital, LLC | 80,010 | 1.36% | $359.25K | New | 0.01% |
| Geode Capital Management, LLC | 58,618 | 1.00% | $263.29K | New | 0.00% |
| Quinn Opportunity Partners LLC | 46,239 | 0.79% | $207.61K | New | 0.01% |
| Jane Street Group, LLC | 39,541 | 0.67% | $177.54K | New | 0.00% |
| UBS Group AG | 35,754 | 0.61% | $160.54K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 32,688 | 0.56% | $146.77K | New | 0.00% |
| Citadel Advisors LLC | 28,597 | 0.49% | $128.40K | New | 0.00% |
| Squarepoint Ops LLC | 26,973 | 0.46% | $121.11K | New | 0.00% |
| Kmt Wealth Management, LLC | 26,845 | 0.46% | $120.53K | New | 0.10% |
| Kingsbury Capital Investment Advisors LLC | 26,845 | 0.46% | $120.53K | New | 0.10% |
| LPL Financial LLC | 25,986 | 0.44% | $116.68K | New | 0.00% |
| Qube Research & Technologies Ltd | 19,765 | 0.34% | $88.75K | New | 0.00% |
| Renaissance Technologies LLC | 18,405 | 0.31% | $82.64K | New | 0.00% |
| Invesco Ltd. | 15,617 | 0.27% | $70.12K | New | 0.00% |
| Hrt Financial LP | 15,610 | 0.27% | $70 | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 41 | 1M | 21.6% | 41 / 0 | 0 / 0 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CDLX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 150,520 | 2.56% | $675.83K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 63,471 | 1.08% | $284.98K | 0.00% | Jun 30, 2026 |
| Invesco RAFI US 1500 Small-Mid ETF | 15,557 | 0.26% | $58.18K | 0.00% | Jul 31, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 10,264 | 0.17% | $46.09K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 7,575 | 0.13% | $34.01K | 0.02% | Jun 30, 2026 |
| Vanguard Balanced Index Fund | 4,621 | 0.08% | $20.75K | 0.00% | Jun 30, 2026 |
| TETON Westwood Mighty Mites Fund | 250 | 0.00% | $1.12K | 0.00% | Jun 30, 2026 |
| Knights of Columbus U.S. ALL CAP INDEX FUND | 29 | 0.00% | $108 | 0.00% | Jul 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -380 | -0.01% | -$1.71K | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Amit Gupta | Chief Executive Officer, Director | 125,389 | 2.13% | Aug 18, 2026 |
| Christopher Chi-Kit Cheng | Chief Legal & Privacy Officer | – | – | Aug 4, 2026 |
| Nicholas Hollmeyer Lynton | Chief Legal & Privacy Officer | 19,353 | 0.33% | Jul 6, 2026 |
| David Thomas Evans | Chief Financial Officer | 317,930 | 5.40% | May 19, 2026 |
| Alexis DeSieno | Chief Financial Officer | 201,159 | 3.42% | Jan 5, 2026 |
| Srishti A. Gupta | Director | 17,148 | 0.29% | Aug 24, 2026 |
| Andre J. Fernandez | Director | 26,310 | 0.45% | Aug 24, 2026 |
| Liane Hornsey | Director | 33,326 | 0.57% | Aug 24, 2026 |
| Scott A. Hill | Director | 68,748 | 1.17% | Aug 24, 2026 |
| John L. Klinck Jr. | Director | 89,593 | 1.52% | Aug 24, 2026 |
| Jonathan Edward Francis | Director | 26,310 | 0.45% | Aug 24, 2026 |
| Clifford Sosin | 10% owner | 5,199,023 | 88.29% | Aug 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Amit Gupta Chief Executive Officer, Director | Aug 18, 2026 | Sale | −6,676 | $4.03 | $26.90K | 125,389 |
| Amit Gupta Chief Executive Officer, Director | Aug 17, 2026 | Sale | −6,785 | $3.97 | $26.94K | 132,065 |
| Amit Gupta Chief Executive Officer, Director | Aug 16, 2026 | Option exercise | +12,500 | – | – | 126,350 |
| Amit Gupta Chief Executive Officer, Director | Aug 16, 2026 | Option exercise | +12,500 | – | – | 138,850 |
| Amit Gupta Chief Executive Officer, Director | Jul 6, 2026 | Sale | −9,640 | $4.39 | $42.32K | 113,850 |
| Amit Gupta Chief Executive Officer, Director | Jul 2, 2026 | Sale | −6,498 | $4.40 | $28.59K | 123,490 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Jul 2, 2026 | Sale | −2,151 | $4.40 | $9.46K | 19,353 |
| Amit Gupta Chief Executive Officer, Director | Jul 1, 2026 | Option exercise | +18,750 | – | – | 129,988 |
| Amit Gupta Chief Executive Officer, Director | Jul 1, 2026 | Option exercise | +12,500 | – | – | 111,238 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Jul 1, 2026 | Option exercise | +2,750 | – | – | 21,504 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Jul 1, 2026 | Option exercise | +157 | – | – | 16,942 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Jul 1, 2026 | Option exercise | +1,500 | – | – | 18,442 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Jul 1, 2026 | Option exercise | +312 | – | – | 18,754 |
| Jonathan Edward Francis Director | May 20, 2026 | Option exercise | +11,000 | – | – | 26,310 |
| John L. Klinck Jr. Director | May 20, 2026 | Option exercise | +11,000 | – | – | 89,593 |
| Srishti A. Gupta Director | May 20, 2026 | Option exercise | +11,000 | – | – | 17,148 |
| Scott A. Hill Director | May 20, 2026 | Option exercise | +11,000 | – | – | 68,748 |
| Liane Hornsey Director | May 20, 2026 | Option exercise | +11,000 | – | – | 33,326 |
| Andre J. Fernandez Director | May 20, 2026 | Option exercise | +11,000 | – | – | 26,310 |
| David Thomas Evans Chief Financial Officer | May 18, 2026 | Buy | +50,000 | $0.63 | $31.50K | 317,930 |
| David Thomas Evans Chief Financial Officer | May 15, 2026 | Buy | +150,000 | $0.65 | $97.50K | 267,930 |
| Amit Gupta Chief Executive Officer, Director | Apr 6, 2026 | Sale | −69,833 | $1.19 | $83.10K | 987,387 |
| Amit Gupta Chief Executive Officer, Director | Apr 2, 2026 | Sale | −54,225 | $1.04 | $56.39K | 1,057,220 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Apr 1, 2026 | Option exercise | +60,000 | – | – | 208,152 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Apr 1, 2026 | Option exercise | +12,500 | – | – | 148,152 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Apr 1, 2026 | Sale | −40,296 | $0.99 | $39.89K | 167,856 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Apr 1, 2026 | Option exercise | +1,578 | – | – | 125,022 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Apr 1, 2026 | Option exercise | +582 | – | – | 123,444 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Apr 1, 2026 | Option exercise | +10,630 | – | – | 135,652 |
| Amit Gupta Chief Executive Officer, Director | Apr 1, 2026 | Sale | −62,549 | $0.99 | $61.92K | 1,111,445 |
| Amit Gupta Chief Executive Officer, Director | Apr 1, 2026 | Option exercise | +500,000 | – | – | 1,173,994 |
| Amit Gupta Chief Executive Officer, Director | Apr 1, 2026 | Option exercise | +14,350 | – | – | 673,994 |
| Amit Gupta Chief Executive Officer, Director | Feb 18, 2026 | Sale | −45,159 | $0.93 | $42.00K | 659,644 |
| Amit Gupta Chief Executive Officer, Director | Feb 17, 2026 | Sale | −52,049 | $0.90 | $46.84K | 704,803 |
| Amit Gupta Chief Executive Officer, Director | Feb 16, 2026 | Option exercise | +125,000 | – | – | 631,852 |
| Amit Gupta Chief Executive Officer, Director | Feb 16, 2026 | Option exercise | +125,000 | – | – | 756,852 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Jan 5, 2026 | Sale | −6,253 | $1.17 | $7.32K | 122,862 |
| Amit Gupta Chief Executive Officer, Director | Jan 5, 2026 | Sale | −5,807 | $1.17 | $6.79K | 506,852 |
| Alexis DeSieno Chief Financial Officer | Jan 5, 2026 | Sale | −8,607 | $1.17 | $10.07K | 201,159 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Jan 1, 2026 | Option exercise | +10,629 | – | – | 129,115 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Jan 1, 2026 | Option exercise | +581 | – | – | 116,908 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Jan 1, 2026 | Option exercise | +1,578 | – | – | 118,486 |
| Amit Gupta Chief Executive Officer, Director | Jan 1, 2026 | Option exercise | +14,349 | – | – | 512,659 |
| Alexis DeSieno Chief Financial Officer | Jan 1, 2026 | Option exercise | +14,349 | – | – | 209,766 |
| Srishti A. Gupta Director | Oct 30, 2025 | Option exercise | +6,148 | – | – | 6,148 |
| Alexis DeSieno Chief Financial Officer | Oct 2, 2025 | Sale | −8,493 | $2.27 | $19.28K | 195,417 |
| Amit Gupta Chief Executive Officer, Director | Oct 2, 2025 | Sale | −7,799 | $2.27 | $17.70K | 498,310 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Oct 2, 2025 | Sale | −6,098 | $2.27 | $13.84K | 116,327 |
| Alexis DeSieno Chief Financial Officer | Oct 1, 2025 | Option exercise | +14,350 | – | – | 203,910 |
| Amit Gupta Chief Executive Officer, Director | Oct 1, 2025 | Option exercise | +14,350 | – | – | 506,109 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Oct 1, 2025 | Option exercise | +581 | – | – | 120,847 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Oct 1, 2025 | Option exercise | +1,578 | – | – | 122,425 |
| Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer | Oct 1, 2025 | Option exercise | +10,630 | – | – | 120,266 |
| Clifford Sosin 10% owner | Aug 19, 2025 | Sale | −200,000 | $1.12 | $224.00K | 5,199,023 |
| Amit Gupta Chief Executive Officer, Director | Aug 19, 2025 | Sale | −68,685 | $1.12 | $76.93K | 491,759 |
| Clifford Sosin 10% owner | Aug 18, 2025 | Sale | −200,000 | $1.14 | $228.00K | 5,399,023 |
| Amit Gupta Chief Executive Officer, Director | Aug 18, 2025 | Option exercise | +125,000 | – | – | 628,704 |
| Amit Gupta Chief Executive Officer, Director | Aug 18, 2025 | Option exercise | +125,000 | – | – | 503,704 |
| Amit Gupta Chief Executive Officer, Director | Aug 18, 2025 | Sale | −68,260 | $1.13 | $77.13K | 560,444 |
| Alexis DeSieno Chief Financial Officer | Aug 15, 2025 | Sale | −26,048 | $1.22 | $31.78K | 189,560 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Amit Gupta Officer, Director | Oct 2, 2026 | 7,382 | $18.70K | Oct 2, 2026 | Restricted Stock Vesting |
| Amit Gupta Officer, Director | Oct 1, 2026 | 10,351 | $28.05K | Oct 1, 2026 | Restricted Stock Vesting |
| Amit Gupta Officer, Director | Aug 18, 2026 | 6,676 | $26.91K | Aug 18, 2026 | Restricted Stock Vesting |
| Amit Gupta Officer, Director | Aug 17, 2026 | 6,785 | $26.91K | Aug 17, 2026 | Restricted Stock Vesting |
| Amit Gupta Officer, Director | Jul 6, 2026 | 9,640 | $42.36K | Jul 6, 2026 | Restricted Stock Vesting |
| Amit Gupta Officer, Director | Jul 2, 2026 | 6,498 | $28.56K | Jul 2, 2026 | Restricted Stock Vesting |
| Nicholas Hollmeyer Lynton Officer | Jul 2, 2026 | 2,151 | $9.45K | Jul 2, 2026 | Restricted Stock Vesting |
| Alexis DeSieno Former Officer | Apr 7, 2026 | 20,000 | $24.23K | Apr 7, 2026 | Restricted Stock Vesting |
| Amit Gupta Officer, Director | Apr 6, 2026 | 69,833 | $82.86K | Apr 6, 2026 | Restricted Stock Vesting |
| Amit Gupta Officer, Director | Apr 2, 2026 | 54,225 | $56.51K | Apr 2, 2026 | Restricted Stock Vesting |
| Amit Gupta Officer, Director | Apr 1, 2026 | 62,549 | $61.92K | Apr 1, 2026 | Restricted Stock Vesting |
| Nicholas Hollmeyer Lynton Officer | Apr 1, 2026 | 40,296 | $39.89K | Apr 1, 2026 | Restricted Stock Vesting |
| Alexis DeSieno Former Officer | Mar 25, 2026 | 50,000 | $56.97K | Mar 25, 2026 | Restricted Stock Vesting |
| Amit Gupta Officer, Director | Feb 18, 2026 | 45,159 | $41.83K | Feb 18, 2026 | Restricted Stock Vesting |
| Amit Gupta Officer, Director | Feb 17, 2026 | 52,049 | $46.97K | Feb 17, 2026 | Restricted Stock Vesting |