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Acorn Financial Advisory Services’s Cardlytics CDLX Stock Holding History

Acorn Financial Advisory Services’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,993
Closed -$138K – 219
2025
Q4 		$138K Sell
11,993
-144
-1% -$2.22K 0.02% 211
2025
Q3 		$295K Sell
12,137
-20,478
-63% -$341K 0.05% 160
2025
Q2 		$537K Sell
32,615
-1,128
-3% -$19.5K 0.09% 113
2025
Q1 		$614K Buy
33,743
+9,162
+37% +$262K 0.11% 90
2024
Q4 		$912K Buy
24,581
+8,140
+50% +$311K 0.15% 73
2024
Q3 		$526K Buy
16,441
+4,736
+40% +$263K 0.09% 106
2024
Q2 		$961K Sell
11,705
-4,859
-29% -$525K 0.18% 69
2024
Q1 		$2.4M Buy
16,564
+4,271
+35% +$361K 0.45% 28
2023
Q4 		$1.13M Sell
12,293
-1,846
-13% -$188K 0.2% 79
2023
Q3 		$2.33M Sell
14,139
-7,398
-34% -$961K 0.42% 30
2023
Q2 		$1.36M Sell
21,537
-9,525
-31% -$577K 0.24% 57
2023
Q1 		$1.05M Buy
31,062
+4,080
+15% +$213K 0.21% 75
2022
Q4 		$1.56M Buy
26,982
+20,908
+344% +$1.29M 0.33% 39
2022
Q3 		$571K Buy
6,074
+3,060
+102% +$436K 0.14% 114
2022
Q2 		$672K Buy
3,014
+150
+5% +$50.2K 0.16% 90
2022
Q1 		$1.57M Buy
2,864
+42
+1% +$25.4K 0.32% 53
2021
Q4 		$1.86M Buy
2,822
+830
+42% +$635K 0.37% 43
2021
Q3 		$1.67M Buy
1,992
+497
+33% +$504K 0.52% 45
2021
Q2 		$1.9M Buy
1,495
+110
+8% +$124K 0.56% 45
2021
Q1 		$1.52M Sell
1,385
-29
-2% -$38.3K 0.55% 48
2020
Q4 		$2.02M Sell
1,414
-344
-20% -$367K 0.79% 24
2020
Q3 		$1.24M Buy
1,758
+57
+3% +$41.4K 0.65% 34
2020
Q2 		$1.19M Sell
1,701
-2
-0.1% -$1.16K 0.83% 23
2020
Q1 		$595K Buy
+1,703
New +$1.21M 0.59% 53

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $122M AUM 11.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Acorn Financial Advisory Services's CDLX Position: Q1 2026 in Review

Acorn Financial Advisory Services sold out of Cardlytics (CDLX) in Q1 2026, closing a stake of 11,993 shares — an estimated $138K sold.

Acorn Financial Advisory Services first reported a position in CDLX in Q1 2020 and held it in 24 quarters. The position peaked at $2.4M in Q1 2024. 58 funds tracked by Wall St. Rank hold CDLX as of Q1 2026.

  • Acorn Financial Advisory Services reported no remaining Cardlytics position as of Q1 2026 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 11,993 Cardlytics shares in Q1 2026, an estimated $138K.
  • Acorn Financial Advisory Services first reported a position in Cardlytics in Q1 2020 and held it in 24 quarters.
  • Acorn Financial Advisory Services's Cardlytics position peaked at $2.4M in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Cardlytics as of Q1 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.