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LRI Investments’s Cardlytics CDLX Stock Holding History

LRI Investments’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
2025
Q3 		– Sell
-10
Closed -$165 – 1319
2025
Q2 		$165 Hold
10
– – ﹤0.01% 1247
2025
Q1 		$182 Hold
10
– – ﹤0.01% 1190
2024
Q4 		$371 Hold
10
– – ﹤0.01% 1132
2024
Q3 		$360 Hold
10
– – ﹤0.01% 1126
2024
Q2 		$821 Hold
10
– – ﹤0.01% 1106
2024
Q1 		$1.45K Buy
+10
New +$844 ﹤0.01% 776

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LRI Investments's CDLX Position: Q3 2025 in Review

LRI Investments sold out of Cardlytics (CDLX) in Q3 2025, closing a stake of 10 shares — an estimated $165 sold.

LRI Investments first reported a position in CDLX in Q1 2024 and held it in 6 quarters. The position peaked at $1.45K in Q1 2024. 81 funds tracked by Wall St. Rank hold CDLX as of Q3 2025.

  • LRI Investments reported no remaining Cardlytics position as of Q3 2025 after selling out during the quarter.
  • LRI Investments sold 10 Cardlytics shares in Q3 2025, an estimated $165.
  • LRI Investments first reported a position in Cardlytics in Q1 2024 and held it in 6 quarters.
  • LRI Investments's Cardlytics position peaked at $1.45K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Cardlytics as of Q3 2025.

Based on LRI Investments's 13F filing for Q3 2025, filed 3 Nov 2025.