LPL Financial
CDLX icon

LPL Financial’s Cardlytics CDLX Stock Holding History

LPL Financial’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 		$117K Sell
25,986
-17,755
-41% -$133K ﹤0.01% 5891
2026
Q1 		$459K Sell
43,741
-798
-2% -$7.79K ﹤0.01% 4838
2025
Q4 		$512K Sell
44,539
-2,473
-5% -$38.2K ﹤0.01% 4692
2025
Q3 		$1.14M Sell
47,012
-57,854
-55% -$964K ﹤0.01% 3872
2025
Q2 		$1.73M Buy
104,866
+18,925
+22% +$327K ﹤0.01% 3268
2025
Q1 		$1.56M Buy
85,941
+20,009
+30% +$572K ﹤0.01% 3171
2024
Q4 		$2.45M Sell
65,932
-2,547
-4% -$97.5K ﹤0.01% 2685
2024
Q3 		$2.19M Buy
68,479
+9,362
+16% +$520K ﹤0.01% 2640
2024
Q2 		$4.85M Buy
59,117
+7,232
+14% +$782K ﹤0.01% 1877
2024
Q1 		$7.52M Buy
51,885
+6,545
+14% +$553K ﹤0.01% 1509
2023
Q4 		$4.18M Buy
45,340
+2,925
+7% +$297K ﹤0.01% 1805
2023
Q3 		$7M Buy
42,415
+9,140
+27% +$1.19M ﹤0.01% 1391
2023
Q2 		$2.1M Buy
33,275
+8,141
+32% +$493K ﹤0.01% 2206
2023
Q1 		$853K Buy
25,134
+2,533
+11% +$132K ﹤0.01% 2864
2022
Q4 		$1.31M Sell
22,601
-4,917
-18% -$304K ﹤0.01% 2428
2022
Q3 		$2.59M Buy
27,518
+8,212
+43% +$1.17M ﹤0.01% 1794
2022
Q2 		$4.31M Buy
19,306
+5,595
+41% +$1.87M ﹤0.01% 1503
2022
Q1 		$7.54M Buy
13,711
+862
+7% +$521K 0.01% 1170
2021
Q4 		$8.49M Buy
12,849
+522
+4% +$399K 0.01% 1123
2021
Q3 		$10.3M Buy
12,327
+2,664
+28% +$2.7M 0.01% 944
2021
Q2 		$12.3M Buy
9,663
+2,628
+37% +$2.97M 0.01% 805
2021
Q1 		$7.72M Buy
7,035
+230
+3% +$304K 0.01% 959
2020
Q4 		$9.71M Buy
+6,805
New +$7.26M 0.01% 760
2020
Q3 		– Sell
-694
Closed -$485K – 3561
2020
Q2 		$485K Buy
+694
New +$401K ﹤0.01% 2413

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

LPL Financial's CDLX Position: Q2 2026 in Review

LPL Financial reduced its Cardlytics (CDLX) stake by 41% in Q2 2026, selling an estimated $133K and leaving 25,986 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #5891.

LPL Financial first reported a position in CDLX in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.3M in Q2 2021. 42 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

  • LPL Financial held 25,986 shares of Cardlytics worth $117K as of Q2 2026.
  • LPL Financial sold 17,755 Cardlytics shares in Q2 2026, an estimated $133K.
  • Cardlytics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5891 holding.
  • LPL Financial first reported a position in Cardlytics in Q2 2020 and has held it in 24 quarters since.
  • LPL Financial's Cardlytics position peaked at $12.3M in Q2 2021.
  • 42 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.