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	Shares	Max Price
31 Dec 24	SellUS$118,071	CAS Investment Partners, LLC	Company	31,300	US$3.78
03 Dec 24	SellUS$77,174	CAS Investment Partners, LLC	Company	19,523	US$3.95
12 Aug 24	BuyUS$48,860	John Klinck	Individual	14,000	US$3.49
12 Aug 24	BuyUS$35,900	Liane Hornsey	Individual	10,000	US$3.59
12 Aug 24	BuyUS$143,200	Scott Hill	Individual	40,000	US$3.58

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
Private Companies	0	0%
Individual Insiders	1,370,515	2.61%
Hedge Funds	5,599,023	10.7%
Institutions	21,005,630	40%
General Public	24,527,222	46.7%

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

Top Shareholders

Top 25 shareholders own 45.39% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.7%	CAS Investment Partners, LLC	5,599,023	US$11.0m	-0.27%	0.47%
4.6%	The Vanguard Group, Inc.	2,416,909	US$4.7m	-9.42%	no data
2.95%	683 Capital Management, LLC	1,550,000	US$3.0m	18.3%	0.29%
2.32%	Kps Global Asset Management Uk Limited	1,218,830	US$2.4m	0%	0.35%
2.21%	Worldly Partners Management, LLC	1,157,989	US$2.3m	0%	1.37%
2.2%	Mirabella Financial Services LLP	1,155,000	US$2.3m	0%	0.17%
2.12%	Geode Capital Management, LLC	1,115,061	US$2.2m	5.12%	no data
2.09%	BlackRock, Inc.	1,098,977	US$2.2m	-65.1%	no data
1.72%	State Street Global Advisors, Inc.	900,636	US$1.8m	-1.06%	no data
1.64%	D. E. Shaw & Co., L.P.	861,611	US$1.7m	-23.9%	no data
1.64%	LPL Financial Corporation, Asset Management Arm	859,406	US$1.7m	30.4%	no data
1.58%	RBF Capital LLC	828,763	US$1.6m	3.11%	0.1%
1.34%	Millennium Management LLC	705,637	US$1.4m	389%	no data
1.16%	Lane Generational LLC	609,603	US$1.2m	0%	1.18%
0.82%	Dimensional Fund Advisors LP	429,550	US$841.9k	-13.8%	no data
0.76%	Landscape Capital Management, LLC	400,000	US$784.0k	17.9%	0.07%
0.73%	Karim Temsamani	385,530	US$755.6k	0%	no data
0.72%	Amit Gupta	378,704	US$742.3k	18.2%	no data
0.7%	Northern Trust Global Investments	365,655	US$716.7k	-2.17%	no data
0.68%	GSA Capital Partners LLP	358,554	US$702.8k	1,970%	0.05%
0.65%	Charles Schwab Investment Management, Inc.	340,694	US$667.8k	0%	no data
0.62%	Acorn Financial Advisory Services, Inc.	326,152	US$639.3k	-3.34%	0.11%
0.53%	Citigroup Inc.,Banking and Securities Investments	280,187	US$549.2k	-41.3%	no data
0.5%	Morgan Stanley, Investment Banking and Brokerage Investments	263,601	US$516.7k	-28.2%	no data
0.43%	Brooktree Capital Management Inc.	223,625	US$438.3k	27.6%	0.33%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/08/05 05:14
End of Day Share Price	2025/08/05 00:00
Earnings	2025/03/31
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 13 analysts. 6 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