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Global Retirement Partners’s Cardlytics CDLX Stock Holding History

Global Retirement Partners’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
2025
Q4 		$52.1K Buy
4,530
+1,050
+30% +$16.2K ﹤0.01% 2323
2025
Q3 		$84.6K Buy
3,480
+1,400
+67% +$23.3K ﹤0.01% 1593
2025
Q2 		$34.2K Buy
+2,080
New +$35.9K ﹤0.01% 1980
2024
Q4 		$73.5K Buy
1,980
+700
+55% +$26.8K ﹤0.01% 1428
2024
Q3 		$41K Buy
1,280
+355
+38% +$19.7K ﹤0.01% 1656
2024
Q2 		$75.9K Buy
+925
New +$100K ﹤0.01% 1329

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's CDLX Position: Q4 2025 in Review

Global Retirement Partners increased its Cardlytics (CDLX) stake by 30% in Q4 2025, buying an estimated $16.2K and bringing the position to 4,530 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

Global Retirement Partners first reported a position in CDLX in Q2 2024 and has held it in 6 quarters since. The position peaked at $84.6K in Q3 2025. 70 funds tracked by Wall St. Rank hold CDLX as of Q4 2025.

  • Global Retirement Partners held 4,530 shares of Cardlytics worth $52.1K as of Q4 2025.
  • Global Retirement Partners bought 1,050 Cardlytics shares in Q4 2025, an estimated $16.2K.
  • Cardlytics made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2323 holding.
  • Global Retirement Partners first reported a position in Cardlytics in Q2 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's Cardlytics position peaked at $84.6K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Cardlytics as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.