Company Analysis

Cardlytics, Inc. (CDLX)

Nasdaq: CDLX · Services-Computer Programming, Data Processing, Etc. · Atlanta, GA · filing with the SEC since 2017
Grade2.7
◀ Past 2.2● Present 2.3▶ Future 3.4

Who owns Cardlytics, Inc.

As filed with the SEC
Holders of 5% or more
1
CAS Investment Partners, LLC holds 9.8% of Common Stock, par value $0.0001, as its SCHEDULE 13D/A filed Aug 20, 2025 says.
Directors and officers
11
report now, of 32 people on the record since 2018. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
CAS Investment Partners, LLC
SCHEDULE 13D/A · filed Aug 20, 2025 · Common Stock, par value $0.0001 · 11% in Jan 3, 2025
9.8%
The Vanguard Group
SCHEDULE 13G/A · filed Jul 29, 2025 · Common Stock · reported falling below 5%
under 5%
Blackrock, Inc.
SCHEDULE 13G/A · filed Jul 16, 2025 · Common Stock · reported falling below 5%
under 5%
What CDLX reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Cardlytics UK
An entity · legal entity · owns, named in the 10-K filed Mar 4, 2026
Bridg Acquisition
A company bought · acquisition · owns, named in the 10-K filed Mar 4, 2026

1 subsidiary in 1 country, from the list filed with the 10-K filed Mar 4, 2026.

Insider tradesForm 4
16sales
2purchases
0sales on a scheduled plan
3people selling
$500,000sold, in dollars
$100,000bought, in dollars
Open-market trades on Form 4 from Oct 2, 2025 to Oct 2, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
181920212223242526
2026 runs to Oct 2, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 38 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Gupta AmitChief Executive Officer13$500,00000$0
Lynton Nicholas HollmeyerChief Legal & Privacy Officer4$100,00000$0
Evans David ThomasChief Financial Officer0$002$100,000
Desieno AlexisChief Financial Officer2$000$0
SI Assistanton CDLX · research, not advice