Global Retirement Partners’s Cardlytics CDLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.4K Buy
+3,430
New +$25.6K ﹤0.01% 3200
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

Global Retirement Partners's CDLX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Cardlytics (CDLX) in Q2 2026: 3,430 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #3200 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CDLX as recently as Q4 2025.

Global Retirement Partners first reported a position in CDLX in Q2 2024 and has held it in 7 quarters since. The position peaked at $84.6K in Q3 2025. 43 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

  • Global Retirement Partners held 3,430 shares of Cardlytics worth $15.4K as of Q2 2026.
  • Cardlytics was a new Global Retirement Partners position in Q2 2026.
  • Cardlytics made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3200 holding.
  • Global Retirement Partners first reported a position in Cardlytics in Q2 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's Cardlytics position peaked at $84.6K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.