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Kingsbury Capital Investment Advisors’s Cardlytics CDLX Stock Holding History

Kingsbury Capital Investment 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 		$121K Sell
26,845
-2,721
-9% -$20.3K 0.1% 108
2026
Q1 		$310K Buy
+29,566
New +$288K 0.29% 75

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

Kingsbury Capital Investment Advisors's CDLX Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors reduced its Cardlytics (CDLX) stake by 9.2% in Q2 2026, selling an estimated $20.3K and leaving 26,845 shares worth $121K. The position accounts for 0.1% of the portfolio, ranked #108.

Kingsbury Capital Investment Advisors first reported a position in CDLX in Q1 2026 and has held it in 2 quarters since. The position peaked at $310K in Q1 2026. 42 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

  • Kingsbury Capital Investment Advisors held 26,845 shares of Cardlytics worth $121K as of Q2 2026.
  • Kingsbury Capital Investment Advisors sold 2,721 Cardlytics shares in Q2 2026, an estimated $20.3K.
  • Cardlytics made up 0.1% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #108 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Cardlytics in Q1 2026 and has held it in 2 quarters since.
  • Kingsbury Capital Investment Advisors's Cardlytics position peaked at $310K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.