Raymond James Financial
CDLX icon

Raymond James Financial’s Cardlytics CDLX Stock Holding History

Raymond James 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 		– Sell
-14,319
Closed -$150K – 5420
2026
Q1 		$150K Sell
14,319
-1,989
-12% -$19.4K ﹤0.01% 4946
2025
Q4 		$188K Buy
16,308
+2,982
+22% +$46.1K ﹤0.01% 4808
2025
Q3 		$324K Buy
13,326
+13,290
+36,917% +$221K ﹤0.01% 4368
2025
Q2 		$593 Buy
+36
New +$622 ﹤0.01% 6652

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

Raymond James Financial's CDLX Position: Q2 2026 in Review

Raymond James Financial sold out of Cardlytics (CDLX) in Q2 2026, closing a stake of 14,319 shares — an estimated $150K sold.

Raymond James Financial first reported a position in CDLX in Q2 2025 and held it in 4 quarters. The position peaked at $324K in Q3 2025. 43 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

  • Raymond James Financial reported no remaining Cardlytics position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 14,319 Cardlytics shares in Q2 2026, an estimated $150K.
  • Raymond James Financial first reported a position in Cardlytics in Q2 2025 and held it in 4 quarters.
  • Raymond James Financial's Cardlytics position peaked at $324K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.