Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Cardlytics, Inc. include
KGDAX - DWS Global Small Cap Fund Class A,
Jain Global LLC,
Sand Hill Global Advisors, LLC,
Catalyst Funds Management Pty Ltd,
Ground Swell Capital, LLC,
DRW Securities, LLC,
Destination Wealth Management,
CI Private Wealth, LLC,
Raymond James Financial Inc,
Rialto Wealth Management, LLC,
and
True Wealth Design, LLC
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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File Date |
Source |
Investor |
|
Type |
Avg Price (Est) |
Shares |
Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
2025-08-13 |
13F |
Federated Hermes, Inc.
|
|
|
|
7,776 |
68.24 |
13 |
50.00 |
|
2025-05-05 |
13F |
IFP Advisors, Inc
|
|
|
|
0 |
|
0 |
|
|
2025-08-05 |
13F |
Simplex Trading, Llc
|
|
Put
|
|
27,900 |
896.43 |
0 |
|
|
2025-08-05 |
13F |
Simplex Trading, Llc
|
|
|
|
72,553 |
71.24 |
0 |
|
|
2025-07-29 |
NP |
VTCAX - Vanguard Communication Services Index Fund Admiral Shares
|
|
|
|
176,675 |
2.90 |
320 |
-29.27 |
|
2025-06-30 |
NP |
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
80,989 |
34.50 |
117 |
-36.96 |
|
2025-08-14 |
13F |
Two Sigma Advisers, Lp
|
|
|
|
42,746 |
9.32 |
70 |
-1.41 |
|
2025-05-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
858 |
34.91 |
2 |
-50.00 |
|
2025-08-14 |
13F |
Destination Wealth Management
|
|
|
|
10,000 |
|
16 |
|
|
2025-07-24 |
13F |
Us Bancorp \de\
|
|
|
|
3,403 |
26.41 |
6 |
25.00 |
|
2025-08-01 |
13F |
Lane Generational LLC
|
|
|
|
780,083 |
27.97 |
1,283 |
15.69 |
|
2025-08-06 |
13F |
Rialto Wealth Management, LLC
|
|
|
|
333 |
|
1 |
|
|
2025-08-14 |
13F |
Two Sigma Securities, Llc
|
|
|
|
101,538 |
|
167 |
|
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
441,425 |
23.13 |
636 |
-42.11 |
|
2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
162,427 |
263.05 |
267 |
229.63 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
360 |
|
1 |
|
|
2025-05-27 |
NP |
FECGX - Fidelity Small Cap Growth Index Fund
|
|
|
|
26,268 |
4.01 |
48 |
-49.46 |
|
2025-08-12 |
13F |
XTX Topco Ltd
|
|
|
|
85,971 |
143.49 |
141 |
120.31 |
|
2025-07-09 |
13F |
Post Resch Tallon Group Inc.
|
|
|
|
20,000 |
100.00 |
33 |
88.24 |
|
2025-08-05 |
13F |
Simplex Trading, Llc
|
|
Call
|
|
43,600 |
3.07 |
0 |
|
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
88,455 |
33.27 |
160 |
-8.05 |
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
13,011 |
53.14 |
21 |
40.00 |
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
410,193 |
124.61 |
675 |
103.01 |
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
4,819 |
4.72 |
7 |
-57.14 |
|
2025-08-13 |
13F |
Hsbc Holdings Plc
|
|
|
|
39,907 |
223.32 |
66 |
200.00 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
30,242 |
8,029.57 |
49 |
4,800.00 |
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
209,540 |
9.00 |
379 |
-24.95 |
|
2025-06-26 |
NP |
FZROX - Fidelity ZERO Total Market Index Fund
|
|
|
|
23,472 |
13.07 |
34 |
-47.62 |
|
2025-08-18 |
13F/A |
Hudson Bay Capital Management LP
|
|
|
|
12,477 |
|
21 |
|
|
2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
20,800 |
5.05 |
34 |
-53.42 |
|
2025-06-11 |
NP |
KGDAX - DWS Global Small Cap Fund Class A
|
|
|
|
152,389 |
|
219 |
|
|
2025-08-14 |
13F |
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
29,375 |
79,291.89 |
48 |
|
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
215,530 |
25.66 |
355 |
13.46 |
|
2025-08-06 |
13F |
True Wealth Design, LLC
|
|
|
|
25 |
|
0 |
|
|
2025-08-14 |
13F |
DRW Securities, LLC
|
|
|
|
11,579 |
|
19 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
Put
|
|
0 |
|
0 |
|
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
208,595 |
50.54 |
343 |
36.11 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
Call
|
|
0 |
|
0 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-27 |
13F/A |
Squarepoint Ops LLC
|
|
|
|
89,123 |
|
147 |
|
|
2025-07-28 |
NP |
MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
5,913 |
348.97 |
11 |
233.33 |
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
Call
|
|
143,300 |
61.56 |
236 |
46.58 |
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
325,457 |
12.40 |
535 |
1.52 |
|
2025-08-01 |
13F |
Y-Intercept (Hong Kong) Ltd
|
|
|
|
25,789 |
|
42 |
|
|
2025-08-06 |
13F |
Brooktree Capital Management
|
|
|
|
242,249 |
8.33 |
398 |
-1.97 |
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
199 |
11.17 |
0 |
|
|
2025-05-27 |
NP |
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
|
|
|
|
5,519 |
1.30 |
10 |
-50.00 |
|
2025-08-13 |
13F |
Invesco Ltd.
|
|
|
|
100,478 |
3.53 |
165 |
-6.25 |
|
2025-08-15 |
13F |
CI Private Wealth, LLC
|
|
|
|
10,000 |
|
16 |
|
|
2025-08-14 |
13F |
Group One Trading, L.p.
|
|
Call
|
|
48,500 |
4.53 |
80 |
-5.95 |
|
2025-07-25 |
13F |
Check Capital Management Inc/ca
|
|
|
|
74,500 |
20.75 |
123 |
8.93 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
10,657 |
35.46 |
18 |
21.43 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
1,048,658 |
22.02 |
1,725 |
10.29 |
|
2025-08-12 |
13F |
Catalyst Funds Management Pty Ltd
|
|
|
|
19,600 |
|
32 |
|
|
2025-08-14 |
13F |
683 Capital Management, LLC
|
|
|
|
1,650,000 |
6.45 |
2,714 |
-3.79 |
|
2025-07-31 |
13F |
Ground Swell Capital, LLC
|
|
|
|
12,105 |
|
20 |
|
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
9,984 |
45.43 |
14 |
-33.33 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
Put
|
|
111,700 |
9.19 |
184 |
-1.61 |
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
56 |
14.29 |
0 |
|
|
2025-07-22 |
13F |
Gsa Capital Partners Llp
|
|
|
|
358,554 |
1,971.61 |
1 |
|
|
2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
35,900 |
|
59 |
|
|
2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
120,576 |
|
198 |
|
|
2025-08-12 |
13F |
Deutsche Bank Ag\
|
|
|
|
59,986 |
23.10 |
99 |
11.36 |
|
2025-06-18 |
NP |
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
8,734 |
|
13 |
|
|
2025-08-14 |
13F |
Sand Hill Global Advisors, LLC
|
|
|
|
21,456 |
|
35 |
|
|
2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
22,945 |
44.64 |
42 |
0.00 |
|
2025-08-14 |
13F |
Jain Global LLC
|
|
|
|
45,896 |
|
75 |
|
|
2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
96,827 |
|
0 |
|
|
2025-08-13 |
13F |
Walleye Trading LLC
|
|
Call
|
|
25,200 |
287.69 |
41 |
272.73 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
6,569 |
34.83 |
11 |
25.00 |
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
24,385 |
5.70 |
35 |
-50.00 |
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
1,851 |
382.03 |
3 |
|
|
2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
114,958 |
20.99 |
189 |
9.88 |
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
187,335 |
51.44 |
308 |
36.89 |
|