Cardlytics, Inc. (CDLX) Institutional Ownership

Ownership Summary

Cardlytics, Inc. (NASDAQ:CDLX) currently has 12 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• The collective stake of institutional investors in Cardlytics moved to 6.5% in December 2025, a shift down from the 42.7% reported for September 2025.
• Quarterly data indicates a -3.78% shift in institutional share volume, and the annual owner count reflects a decrease of 89.19%.
• Of these 12 institutional investors, 1 increased their holdings in Cardlytics, while 5 of them reduced positions, and 6 investors maintained their exposure.
• The aggregate institutional position in Cardlytics now stands at 3.46Mn shares as of December 2025, after investors decreased their holdings (down by 135.82K shares quarter on quarter which is down 26.87Mn shares year over year).
• As of December 31, 2025, VANGUARD GROUP INC held Cardlytics's largest shareholding position with over 2.61Mn shares, representing 4.88% of total outstanding shares.
• Among the most significant buyers of Cardlytics during December 2025 were VANGUARD GROUP INC (208.35K).
• Leading sellers of Cardlytics stock in December 2025 included UBS Group AG (272.31K), CITIZENS FINANCIAL GROUP INC/RI (35.66K), THOMPSON DAVIS & CO., INC. (34.05K), ACORN FINANCIAL ADVISORY SERVICES INC /ADV (1.43K), US BANCORP \DE\ (711).
• The top 10 institutional holders of Cardlytics for the quarter ending December 2025 included VANGUARD GROUP INC (2.61Mn), CITIZENS FINANCIAL GROUP INC/RI (483.00K), UBS Group AG (185.75K), ACORN FINANCIAL ADVISORY SERVICES INC /ADV (119.93K), Post Resch Tallon Group Inc. (20.00K), Summit Financial Strategies, Inc. (14.00K), Warren Street Wealth Advisors, LLC (12.95K), THOMPSON DAVIS & CO., INC. (11.32K), US BANCORP \DE\ (2.69K), SIGNATUREFD, LLC (524).