SignatureFD’s Cardlytics CDLX Stock Holding History

SignatureFD’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 Q3	$76	Hold	26	–	–	﹤0.01%	3500
2026 Q2	$117	Hold	26	–	–	﹤0.01%	3441
2026 Q1	$275	Sell	26 -26	-50%	-$254	﹤0.01%	3357
2025 Q4	$603	Hold	52	–	–	﹤0.01%	3200
2025 Q3	$1.27K	Hold	52	–	–	﹤0.01%	3037
2025 Q2	$862	Hold	52	–	–	﹤0.01%	3044
2025 Q1	$954	Hold	52	–	–	﹤0.01%	3044
2024 Q4	$1.94K	Hold	52	–	–	﹤0.01%	2882
2024 Q3	$1.68K	Hold	52	–	–	﹤0.01%	2879
2024 Q2	$4.3K	Hold	52	–	–	﹤0.01%	2568
2024 Q1	$7.59K	Hold	52	–	–	﹤0.01%	2408
2023 Q4	$4.83K	Hold	52	–	–	﹤0.01%	2506
2023 Q3	$8.65K	Hold	52	–	–	﹤0.01%	2286
2023 Q2	$3.31K	Hold	52	–	–	﹤0.01%	2642
2023 Q1	$1.78K	Hold	52	–	–	﹤0.01%	2837
2022 Q4	$3.03K	Sell	52 -13	-20%	-$803	﹤0.01%	2661
2022 Q3	$6K	Buy	65 +7	+12%	+$996	﹤0.01%	2324
2022 Q2	$13K	Buy	58 +5	+9%	+$1.67K	﹤0.01%	1979
2022 Q1	$29K	Hold	53	–	–	﹤0.01%	1644
2021 Q4	$35K	Buy	53 +1	+2%	+$764	﹤0.01%	1508
2021 Q3	$43K	Sell	52 -1	-2%	-$1.02K	﹤0.01%	1381
2021 Q2	$67K	Buy	53 +6	+13%	+$6.77K	﹤0.01%	1130
2021 Q1	$51K	Hold	47	–	–	﹤0.01%	1161
2020 Q4	$67K	Sell	47 -26	-36%	-$27.7K	﹤0.01%	947
2020 Q3	$52K	Hold	73	–	–	﹤0.01%	962
2020 Q2	$51K	Buy	73 +7	+11%	+$4.04K	﹤0.01%	938
2020 Q1	$23K	Buy	+66	New	+$46.7K	﹤0.01%	1177

Other funds holding CDLX

KPS Global Asset Management (UK) London, United Kingdom $625M AUM 17% 1-Year Est. Return

Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM

Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

SignatureFD's CDLX Position: Q3 2026 in Review

SignatureFD held its Cardlytics (CDLX) position steady in Q3 2026 at 26 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #3500.

SignatureFD first reported a position in CDLX in Q1 2020 and has held it in 27 quarters since. The position peaked at $67K in Q2 2021. 9 funds tracked by Wall St. Rank hold CDLX as of Q3 2026.

SignatureFD held 26 shares of Cardlytics worth $76 as of Q3 2026.
SignatureFD left its Cardlytics share count unchanged in Q3 2026.
Cardlytics made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3500 holding.
SignatureFD first reported a position in Cardlytics in Q1 2020 and has held it in 27 quarters since.
SignatureFD's Cardlytics position peaked at $67K in Q2 2021.
9 funds tracked by Wall St. Rank held Cardlytics as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.