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
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 $1.75B 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 $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 $2.05B 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's CDLX Position: Q1 2026 in Review

Raymond James Financial reduced its Cardlytics (CDLX) stake by 12% in Q1 2026, selling an estimated $19.4K and leaving 14,319 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #4946.

Raymond James Financial first reported a position in CDLX in Q2 2025 and has held it in 4 quarters since. The position peaked at $324K in Q3 2025. 58 funds tracked by Wall St. Rank hold CDLX as of Q1 2026.

  • Raymond James Financial held 14,319 shares of Cardlytics worth $150K as of Q1 2026.
  • Raymond James Financial sold 1,989 Cardlytics shares in Q1 2026, an estimated $19.4K.
  • Cardlytics made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4946 holding.
  • Raymond James Financial first reported a position in Cardlytics in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Cardlytics position peaked at $324K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Cardlytics as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.