EverSource Wealth Advisors’s Cardlytics CDLX Stock Holding History

EverSource Wealth Advisors’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	$539	Sell	120 -1	-0.8%	-$7	﹤0.01%	4111
2026 Q1	$1.27K	Hold	121	–	–	﹤0.01%	3782
2025 Q4	$1.39K	Buy	+121	New	+$1.87K	﹤0.01%	3617
2025 Q2	–	Sell	-1	Closed	-$24	–	4267
2025 Q1	$24	Buy	+1	New	+$29	﹤0.01%	3957

Other funds holding CDLX

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

EverSource Wealth Advisors's CDLX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Cardlytics (CDLX) stake by 0.83% in Q2 2026, selling an estimated $7 and leaving 120 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #4111.

EverSource Wealth Advisors first reported a position in CDLX in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.39K in Q4 2025. 43 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

EverSource Wealth Advisors held 120 shares of Cardlytics worth $539 as of Q2 2026.
EverSource Wealth Advisors sold 1 Cardlytics share in Q2 2026, an estimated $7.
Cardlytics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4111 holding.
EverSource Wealth Advisors first reported a position in Cardlytics in Q1 2025 and has held it in 4 quarters since.
EverSource Wealth Advisors's Cardlytics position peaked at $1.39K in Q4 2025.
43 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.