Creative Planning
CDLX icon

Creative Planning’s Cardlytics CDLX Stock Holding History

Creative Planning’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
Q2 		– Sell
-1,852
Closed -$19.4K – 4316
2026
Q1 		$19.4K Hold
1,852
– – ﹤0.01% 4047
2025
Q4 		$21.3K Hold
1,852
– – ﹤0.01% 3845
2025
Q3 		$45K Hold
1,852
– – ﹤0.01% 3770
2025
Q2 		$30.5K Hold
1,852
– – ﹤0.01% 3567
2025
Q1 		$33.7K Sell
1,852
-235
-11% -$6.71K ﹤0.01% 3376
2024
Q4 		$77.4K Sell
2,087
-867
-29% -$33.2K ﹤0.01% 3192
2024
Q3 		$94.5K Buy
2,954
+772
+35% +$42.8K ﹤0.01% 3027
2024
Q2 		$179K Buy
2,182
+365
+20% +$39.5K ﹤0.01% 2708
2024
Q1 		$263K Buy
1,817
+1
+0.1% +$84 ﹤0.01% 2355
2023
Q4 		$167K Buy
1,816
+9
+0.5% +$915 ﹤0.01% 2486
2023
Q3 		$298K Buy
1,807
+31
+2% +$4.03K ﹤0.01% 1951
2023
Q2 		$112K Buy
1,776
+4
+0.2% +$242 ﹤0.01% 2328
2023
Q1 		$60.2K Buy
+1,772
New +$92.6K ﹤0.01% 2324

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
6CM
683 Capital Management New York $2.04B AUM 94.26% 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 $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's CDLX Position: Q2 2026 in Review

Creative Planning sold out of Cardlytics (CDLX) in Q2 2026, closing a stake of 1,852 shares — an estimated $19.4K sold.

Creative Planning first reported a position in CDLX in Q1 2023 and held it in 13 quarters. The position peaked at $298K in Q3 2023. 42 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

  • Creative Planning reported no remaining Cardlytics position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 1,852 Cardlytics shares in Q2 2026, an estimated $19.4K.
  • Creative Planning first reported a position in Cardlytics in Q1 2023 and held it in 13 quarters.
  • Creative Planning's Cardlytics position peaked at $298K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.