JFG
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Jefferies Financial Group’s Cardlytics CDLX Stock Holding History

Jefferies Financial Group’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
-8,615
Closed -$99.1K – 1788
2025
Q4 		$99.1K Hold
8,615
– – ﹤0.01% 1702
2025
Q3 		$209K Hold
8,615
– – ﹤0.01% 1268
2025
Q2 		$142K Hold
8,615
– – ﹤0.01% 1157
2025
Q1 		$157K Hold
8,615
– – ﹤0.01% 1424
2024
Q4 		$320K Hold
8,615
– – ﹤0.01% 1245
2024
Q3 		$276K Hold
8,615
– – ﹤0.01% 1142
2024
Q2 		$707K Buy
8,615
+1,650
+24% +$178K 0.01% 855
2024
Q1 		$1.01M Buy
6,965
+5,800
+498% +$490K 0.01% 823
2023
Q4 		$107K Sell
1,165
-437
-27% -$44.4K ﹤0.01% 1540
2023
Q3 		$264K Buy
+1,602
New +$208K ﹤0.01% 1262

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

Jefferies Financial Group's CDLX Position: Q1 2026 in Review

Jefferies Financial Group sold out of Cardlytics (CDLX) in Q1 2026, closing a stake of 8,615 shares — an estimated $99.1K sold.

Jefferies Financial Group first reported a position in CDLX in Q3 2023 and held it in 10 quarters. The position peaked at $1.01M in Q1 2024. 58 funds tracked by Wall St. Rank hold CDLX as of Q1 2026.

  • Jefferies Financial Group reported no remaining Cardlytics position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 8,615 Cardlytics shares in Q1 2026, an estimated $99.1K.
  • Jefferies Financial Group first reported a position in Cardlytics in Q3 2023 and held it in 10 quarters.
  • Jefferies Financial Group's Cardlytics position peaked at $1.01M in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Cardlytics as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.