Cardlytics Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:CDLX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
19 Aug 25	SellUS$452,944	CAS Investment Partners, LLC	Company		400,000	US$1.14
31 Dec 24	SellUS$118,071	CAS Investment Partners, LLC	Company		31,300	US$3.78

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CDLX?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,526,519	2.82%
Hedge Funds	5,198,067	9.62%
Institutions	17,588,296	32.5%
General Public	29,743,666	55%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 40.01% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.62%	CAS Investment Partners, LLC	5,198,067	US$5.4m	-7.41%	0.21%
4.44%	The Vanguard Group, Inc.	2,401,436	US$2.5m	-0.64%	no data
3.02%	Bank of America Corporation	1,632,726	US$1.7m	298%	no data
2.25%	Kps Global Asset Management Uk Limited	1,218,830	US$1.3m	0%	0.15%
2.17%	683 Capital Management, LLC	1,175,000	US$1.2m	-28.8%	0.1%
2.14%	Worldly Partners Management, LLC	1,157,989	US$1.2m	0%	0.85%
2.03%	Quinn Opportunity Partners LLC	1,100,000	US$1.1m	900%	0.09%
1.8%	BlackRock, Inc.	971,558	US$1.0m	-12.1%	no data
1.48%	RBF Capital LLC	800,103	US$832.1k	-3.46%	0.04%
1.48%	Jane Street Group, LLC	799,657	US$831.6k	392%	no data
1.17%	Geode Capital Management, LLC	633,564	US$658.9k	0.16%	no data
0.96%	Clarfeld Financial Advisors, LLC	518,663	US$539.4k	0%	0.01%
0.92%	Amit Gupta	498,310	US$518.2k	1.33%	no data
0.9%	Morgan Stanley	487,398	US$506.9k	50.8%	no data
0.87%	LPL Financial LLC	470,124	US$488.9k	-55.2%	no data
0.85%	UBS Asset Management AG	458,066	US$476.4k	113%	no data
0.71%	Karim Temsamani	385,530	US$401.0k	0%	no data
0.7%	Millennium Management LLC	378,761	US$393.9k	-29.8%	no data
0.47%	Simplex Trading, LLC	255,349	US$265.6k	252%	0.01%
0.42%	State Street Global Advisors, Inc.	227,731	US$236.8k	-1.3%	no data
0.39%	Dimensional Fund Advisors LP	208,430	US$216.8k	-32.6%	no data
0.36%	Alexis DeSieno	195,417	US$203.2k	3.09%	no data
0.34%	RBC Dominion Securities Inc.	185,522	US$192.9k	560%	no data
0.25%	Alex Mishurov	135,500	US$140.9k	0%	no data
0.25%	Raymond James Financial, Inc.	133,255	US$138.6k	36,900%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/16 06:42
End of Day Share Price	2025/12/16 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cardlytics, Inc. is covered by 12 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Omar Dessouky	BofA Global Research
Jason Kreyer	Craig-Hallum Capital Group LLC
Robert Coolbrith	Evercore ISI