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
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 $1.75B 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 $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
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

LPL Financial's CDLX Position: Q1 2026 in Review

LPL Financial reduced its Cardlytics (CDLX) stake by 1.8% in Q1 2026, selling an estimated $7.79K and leaving 43,741 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #4838.

LPL Financial first reported a position in CDLX in Q2 2020 and has held it in 23 quarters since. The position peaked at $12.3M in Q2 2021. 58 funds tracked by Wall St. Rank hold CDLX as of Q1 2026.

  • LPL Financial held 43,741 shares of Cardlytics worth $459K as of Q1 2026.
  • LPL Financial sold 798 Cardlytics shares in Q1 2026, an estimated $7.79K.
  • Cardlytics made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4838 holding.
  • LPL Financial first reported a position in Cardlytics in Q2 2020 and has held it in 23 quarters since.
  • LPL Financial's Cardlytics position peaked at $12.3M in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Cardlytics as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.