$CDLX

$1.65 -$0.15 (8.33%) Close

$CDLX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 5.9M shares outstanding

Who owns CDLX?

By type of holder

Institutions 8.0% Insiders 43.6% Everyone else 48.4%

Concentration Top 10 holders own 99.8%

CAS Investment Partners, LLC 8.0% · Sosin Clifford 88.3%

Institutional ownership

8.0%

-92.0 pts vs last qtr

Institutional holders

-60 vs last qtr

Net shares bought

−17.1M

by institutions in Q2 2026

New / sold out

0 / 60

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

None.

Biggest sellers in Q2 2026

CAS Investment Partners, LLC −4.7M
Vanguard Capital Management LLC SOLD OUT −2.1M

Who is planning to sell?

Notices of proposed sale, last 12 months

$616K

18 notices from 3 people

Shares covered

464.3K

7.88% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Gupta Amit Officer $468K
DeSieno Alexis Former officer $91.3K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+58.9%

+16.70% a year

Each share's claim on the business

−37.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$40M vs $154M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

48.7%

of institutional shares changed hands

Top 10 managers, median time held

1 quarter

Super Investors

Investment managers reporting CDLX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CI CAS Investment Partners, LLC 13D · 9.8%	471.0K	8.00%	−4.7M (−90.9%)	Q1 '26	0.1%
Shares held by quarter Peak holding6.4M (Q3'24) Change over 8 quarters−5.9M Share of the company8.000% Disclosed stake13D · 9.8% CAS Investment Partners, LLC's full portfolio →
VC Vanguard Capital Management LLC	—	—	SOLD OUT	—	0.0%
Shares held by quarter Peak holding2.1M (Q1'26) Change over 8 quarters0 Vanguard Capital Management LLC's full portfolio →

CAS Investment Partners, LLC

13D · 9.8%

471.0K

% of company

8.00%

Change vs last qtr

−4.7M (−90.9%)

Held since

Q1 '26

Vanguard Capital Management LLC

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

4 more super investors behind a free account

See every manager holding Cardlytics Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CDLX on Form N-PORT; together they hold 56.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.58M	1.5M	25.56%	0.00%	March 31, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$586K	558.1K	9.48%	0.00%	March 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.58M

% of company

25.56%

% of the fund

0.00%

As of

March 31, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$586K

% of company

9.48%

% of the fund

0.00%

As of

March 31, 2026

23 more funds behind a free account

See every fund holding Cardlytics Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SC Sosin Clifford 5%+ holder 13D · 9.8%	5.2M	88.27%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company88.270% Disclosed stake13D · 9.8% View the 13D/G filing →
GA Gupta Amit Insider	138.9K	2.36%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.360% Gupta Amit's insider activity →

Sosin Clifford

5%+ holder13D · 9.8%

5.2M

% of company

88.27%

Change vs last qtr

—

Held since

—

Gupta Amit

Insider

138.9K

% of company

2.36%

Change vs last qtr

—

Held since

—

9 more holders behind a free account

See every insider and 5%+ holder of Cardlytics Inc.

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