Cardlytics, Inc. (CDLX) shareholders
CDLXNasdaqServices-Computer Programming, Data Processing, Etc.Fiscal year ends December 31
$1.34−0.09 (-6.29%)
Close on Nov 13, 2026Market cap $7.89MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
29.6%
2M of 6M shares
Institutional holders
42
11 new, 30 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
2 buys · 16 sales
Net sold $406.30K
Shares held by institutions
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 Joint filing with CAS Investment Partners, LLC (9.80%), Sosin LLC (9.80%) and 1 more | 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 |
|---|---|---|---|---|---|
| CAS Investment Partners, LLC | 470,986 | 8.00% | $2.11M | −48,821 | 0.11% |
| Vanguard Capital Management LLC | 218,612 | 3.71% | $981.57K | +12,275 | 0.00% |
| 683 Capital Management, LLC | 200,000 | 3.40% | $898.00K | +55,000 | 0.04% |
| KPS Global Asset Management UK Ltd | 121,883 | 2.07% | $547.26K | – | 0.09% |
| Worldly Partners Management, LLC | 115,798 | 1.97% | $519.93K | −1 | 0.42% |
| BlackRock, Inc. | 84,654 | 1.44% | $380.10K | −14,410 | 0.00% |
| RBF Capital, LLC | 80,010 | 1.36% | $359.25K | – | 0.01% |
| Geode Capital Management, LLC | 58,618 | 1.00% | $263.29K | −14,805 | 0.00% |
| Quinn Opportunity Partners LLC | 46,239 | 0.79% | $207.61K | −1 | 0.01% |
| Jane Street Group, LLC | 39,541 | 0.67% | $177.54K | New | 0.00% |
| UBS Group AG | 35,754 | 0.61% | $160.54K | +14,427 | 0.00% |
| Vanguard Fiduciary Trust Co | 32,688 | 0.56% | $146.77K | +218 | 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 | −2,721 | 0.10% |
| LPL Financial LLC | 25,986 | 0.44% | $116.68K | −17,755 | 0.00% |
| Qube Research & Technologies Ltd | 19,765 | 0.34% | $88.75K | New | 0.00% |
| Renaissance Technologies LLC | 18,405 | 0.31% | $82.64K | +7,155 | 0.00% |
| Invesco Ltd. | 15,617 | 0.27% | $70.12K | −1,584 | 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 | 42 | 2M | 29.6% | 11 / 9 | 15 / 30 | 0M | 0M |
| Q1 2026 | 61 | 2M | 29.8% | 14 / 9 | 21 / 20 | 0M | 1M |
| Q4 2025 | 70 | 2M | 38.4% | 11 / 15 | 26 / 20 | 0M | 0M |
| Q3 2025 | 82 | 2M | 38.7% | 24 / 15 | 24 / 31 | 1M | 1M |
| Q2 2025 | 89 | 2M | 41.7% | 18 / 26 | 27 / 37 | 0M | 1M |
| Q1 2025 | 108 | 3M | 50.6% | 13 / 35 | 36 / 10 | 0M | 0M |
| Q4 2024 | 107 | 3M | 51.5% | 20 / 38 | 28 / 23 | 0M | 0M |
| Q3 2024 | 111 | 3M | 52.4% | 16 / 38 | 32 / 30 | 1M | 1M |
| Q2 2024 | 127 | 3M | 57.4% | 19 / 49 | 37 / 36 | 0M | 1M |
| Q1 2024 | 144 | 4M | 68.4% | 39 / 52 | 33 / 19 | 1M | 0M |
| Q4 2023 | 124 | 3M | 51.5% | 29 / 45 | 37 / 15 | 1M | 0M |
| Q3 2023 | 112 | 3M | 47.6% | 20 / 36 | 33 / 18 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
23 funds held CDLX in Q1 2026, 79% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 138,906 | 2.36% | Oct 2, 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 | Oct 2, 2026 | Sale | −7,382 | $2.53 | $18.70K | 138,906 |
| Amit Gupta Chief Executive Officer, Director | Oct 1, 2026 | Sale | −10,351 | $2.71 | $28.05K | 146,288 |
| Amit Gupta Chief Executive Officer, Director | Oct 1, 2026 | Option exercise | +12,500 | – | – | 156,639 |
| Amit Gupta Chief Executive Officer, Director | Oct 1, 2026 | Option exercise | +18,750 | – | – | 144,139 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
8.07%
0M shares short
Days to cover
5.7
At 0M shares a day
Change since last report
-4.6%
From 0M shares
Short volume, 20 days
65.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Cardlytics's stock actually held short. Settlement fails (shares not delivered on time) peaked at 5,797 shares on Sep 30, 2026 over the last 90 days.
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 |
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