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Get Institutions for : 
Cardlytics Inc (CDLX)  
$8.42 0.51 (5.66%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 122    4
Total shares held : 
29,150,246  
% of shares held : 
88.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  15  
Amount of shares held : 
1,440,425  
% of shares held change : 
  4.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$8.90  
Last Quarter's Ending Price : 
$14.49  
Last Quarter's Average Price
$8.44  
Change from last quarter's     
avg. price to the last closing  : 
0.03 (0.3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 1,302,361
 4.47%
 
Increased Positions :
48
 2,927,716
 10.04%
 
Unchanged Positions :
18
 6,789,164
 23.29%
 
Decreased Positions :
37
-2,004,781
-6.88%
 
Closed Positions :
15
-784,871
-2.69%
 
Guru Positions :
1
69,650
 0.24%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   KPS Global Asset Management UK Ltd 4 - 2024-03-31 1,218,830 $17,661,000 0
   WORLDLY PARTNERS MANAGEMENT LLC 3 - 2024-03-31 1,157,989 $16,779,000 0
   General Equity Holdings LP 3 - 2024-03-31 624,058 $9,043,000 0
   Davidson Kempner Capital Management LP 70 - 2024-03-31 550,000 $7,959,000 0
   BERYLSON CAPITAL PARTNERS LLC 6 - 2024-03-31 157,500 $2,282,000 0
   ALLIANCEBERNSTEIN L.P. 2490 - 2024-03-31 41,730 $605,000 0
   MetLife Investment Advisors LLC 2048 - 2024-03-31 18,016 $261,000 0
   Personal Capital Advisors Corp 437 - 2022-12-31 39,395 $228,000 0
   Summit Financial Strategies Inc. 140 - 2024-03-31 14,000 $203,000 0
   Concurrent Investment Advisors LLC 804 - 2024-03-31 13,189 $191,000 0
   STEPHENS INC /AR/ 1195 - 2024-03-31 10,000 $145,000 0
   SUMMIT INVESTMENT ADVISORS INC 2165 - 2024-03-31 3,307 $48,000 0
   LEGAL & GENERAL GROUP PLC 2775 - 2024-03-31 3,108 $45,000 0
   SIGNATUREFD, LLC 2386 - 2024-03-31 524 $8,000 0
   CVA Family Office LLC 792 - 2024-03-31 500 $7,000 0
   Private Wealth Management Group LLC 579 - 2024-03-31 440 $6,000 0
   GPS Wealth Strategies Group LLC 1061 - 2024-03-31 300 $4,000 0
   PNC FINANCIAL SERVICES GROUP INC 4087 - 2024-03-31 120 $2,000 0
   QUADRANT CAPITAL GROUP LLC 2581 - 2024-03-31 58 $1,000 0
   PROEQUITIES INC. 5143 - 2024-03-31 0 $0 0

  20 Records found
  1    
  Page 1 of 1
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