Nisa Investment Advisors
CDLX icon

Nisa Investment Advisors’s Cardlytics CDLX Stock Holding History

Nisa 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
2025
Q3 		– Sell
-26
Closed -$421 – 3003
2025
Q2 		$421 Sell
26
-20
-43% -$345 ﹤0.01% 2897
2025
Q1 		$841 Sell
46
-12
-21% -$343 ﹤0.01% 2680
2024
Q4 		$2.13K Buy
58
+20
+53% +$765 ﹤0.01% 2469
2024
Q3 		$1.21K Buy
38
+1
+3% +$56 ﹤0.01% 2529
2024
Q2 		$3.05K Buy
37
+2
+6% +$216 ﹤0.01% 2329
2024
Q1 		$5.04K Buy
35
+5
+17% +$422 ﹤0.01% 2117
2023
Q4 		$2.8K Sell
30
-63
-68% -$6.41K ﹤0.01% 2164
2023
Q3 		$15.3K Buy
93
+63
+210% +$8.19K ﹤0.01% 2083
2023
Q2 		$1.92K Hold
30
– – ﹤0.01% 2371
2023
Q1 		$1K Sell
30
-3,310
-99% -$173K ﹤0.01% 2359
2022
Q4 		$193K Buy
3,340
+3,310
+11,033% +$204K ﹤0.01% 1378
2022
Q3 		$3K Sell
30
-130
-81% -$18.5K ﹤0.01% 2336
2022
Q2 		$36K Sell
160
-220
-58% -$73.7K ﹤0.01% 1848
2022
Q1 		$209K Buy
380
+280
+280% +$169K ﹤0.01% 1360
2021
Q4 		$67K Sell
100
-9
-8% -$6.88K ﹤0.01% 1648
2021
Q3 		$91 Hold
109
– – ﹤0.01% 1743
2021
Q2 		$138 Hold
109
– – ﹤0.01% 1553
2021
Q1 		$120 Hold
109
– – ﹤0.01% 1672
2020
Q4 		$156K Buy
109
+10
+10% +$10.7K ﹤0.01% 1574
2020
Q3 		$70K Buy
99
+70
+241% +$50.9K ﹤0.01% 1660
2020
Q2 		$20K Buy
+29
New +$16.7K ﹤0.01% 1774

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 $619M AUM 27.68% 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

Nisa Investment Advisors's CDLX Position: Q3 2025 in Review

Nisa Investment Advisors sold out of Cardlytics (CDLX) in Q3 2025, closing a stake of 26 shares — an estimated $421 sold.

Nisa Investment Advisors first reported a position in CDLX in Q2 2020 and held it in 21 quarters. The position peaked at $209K in Q1 2022. 81 funds tracked by Wall St. Rank hold CDLX as of Q3 2025.

  • Nisa Investment Advisors reported no remaining Cardlytics position as of Q3 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 26 Cardlytics shares in Q3 2025, an estimated $421.
  • Nisa Investment Advisors first reported a position in Cardlytics in Q2 2020 and held it in 21 quarters.
  • Nisa Investment Advisors's Cardlytics position peaked at $209K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held Cardlytics as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.