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PB Investment Partners’s Cardlytics CDLX Stock Holding History

PB Investment Partners’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
Q2 		– Sell
-13,874
Closed -$253K – 9
2025
Q1 		$253K Sell
13,874
-19,949
-59% -$570K 0.2% 8
2024
Q4 		$1.25M Sell
33,823
-5,887
-15% -$225K 0.94% 8
2024
Q3 		$1.27M Buy
39,710
+30,174
+316% +$1.67M 1.08% 8
2024
Q2 		$11.8M Sell
9,536
-29,903
-76% -$3.23M 9.57% 7
2024
Q1 		$5.71M Buy
39,439
+7,633
+24% +$644K 4.31% 8
2023
Q4 		$2.93M Sell
31,806
-2,500
-7% -$254K 2.29% 8
2023
Q3 		$5.66M Hold
34,306
– – 4.83% 9
2023
Q2 		$2.17M Hold
34,306
– – 1.85% 9
2023
Q1 		$1.17M Hold
34,306
– – 1.02% 12
2022
Q4 		$1.98M Hold
34,306
– – 1.74% 9
2022
Q3 		$3.23M Buy
34,306
+9,822
+40% +$1.4M 3.18% 10
2022
Q2 		$5.46M Buy
24,484
+1,066
+5% +$357K 4.86% 9
2022
Q1 		$12.9M Buy
23,418
+4,693
+25% +$2.84M 8.75% 8
2021
Q4 		$12.4M Buy
+18,725
New +$14.3M 9.61% 7

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return

PB Investment Partners's CDLX Position: Q2 2025 in Review

PB Investment Partners sold out of Cardlytics (CDLX) in Q2 2025, closing a stake of 13,874 shares — an estimated $253K sold.

PB Investment Partners first reported a position in CDLX in Q4 2021 and held it in 14 quarters. The position peaked at $12.9M in Q1 2022. 89 funds tracked by Wall St. Rank hold CDLX as of Q2 2025.

  • PB Investment Partners reported no remaining Cardlytics position as of Q2 2025 after selling out during the quarter.
  • PB Investment Partners sold 13,874 Cardlytics shares in Q2 2025, an estimated $253K.
  • PB Investment Partners first reported a position in Cardlytics in Q4 2021 and held it in 14 quarters.
  • PB Investment Partners's Cardlytics position peaked at $12.9M in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Cardlytics as of Q2 2025.

Based on PB Investment Partners's 13F filing for Q2 2025, filed 28 Jul 2025.