UBS Group
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UBS Group’s Cardlytics CDLX Stock Holding History

UBS Group’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 		$224K Buy
21,327
+2,752
+15% +$26.8K ﹤0.01% 6572
2025
Q4 		$214K Sell
18,575
-27,232
-59% -$421K ﹤0.01% 6541
2025
Q3 		$1.11M Buy
45,807
+24,254
+113% +$404K ﹤0.01% 5480
2025
Q2 		$355K Buy
21,553
+4,401
+26% +$76K ﹤0.01% 6299
2025
Q1 		$312K Sell
17,152
-1,725
-9% -$49.3K ﹤0.01% 6215
2024
Q4 		$700K Buy
18,877
+14,162
+300% +$542K ﹤0.01% 5609
2024
Q3 		$151K Buy
4,715
+726
+18% +$40.3K ﹤0.01% 6068
2024
Q2 		$328K Sell
3,989
-3,883
-49% -$420K ﹤0.01% 5317
2024
Q1 		$1.14M Buy
7,872
+8
+0.1% +$675 ﹤0.01% 4492
2023
Q4 		$724K Buy
7,864
+3,036
+63% +$309K ﹤0.01% 4778
2023
Q3 		$797K Buy
4,828
+722
+18% +$93.8K ﹤0.01% 4284
2023
Q2 		$259K Buy
4,106
+1,384
+51% +$83.8K ﹤0.01% 5307
2023
Q1 		$92.4K Sell
2,722
-14,760
-84% -$771K ﹤0.01% 5966
2022
Q4 		$1.01M Sell
17,482
-16,704
-49% -$1.03M ﹤0.01% 4062
2022
Q3 		$3.21M Buy
34,186
+34,097
+38,311% +$4.85M ﹤0.01% 2754
2022
Q2 		$20K Sell
89
-84
-49% -$28.1K ﹤0.01% 6858
2022
Q1 		$95K Buy
173
+14
+9% +$8.46K ﹤0.01% 5964
2021
Q4 		$105K Buy
159
+106
+200% +$81K ﹤0.01% 6269
2021
Q3 		$45K Sell
53
-77
-59% -$78.1K ﹤0.01% 6412
2021
Q2 		$164K Sell
130
-91
-41% -$103K ﹤0.01% 5501
2021
Q1 		$242K Buy
221
+20
+10% +$26.4K ﹤0.01% 5345
2020
Q4 		$286K Sell
201
-217
-52% -$231K ﹤0.01% 5001
2020
Q3 		$296K Sell
418
-185
-31% -$134K ﹤0.01% 4554
2020
Q2 		$422K Buy
603
+578
+2,312% +$334K ﹤0.01% 4283
2020
Q1 		$9K Sell
25
-559
-96% -$396K ﹤0.01% 6979
2019
Q4 		$367K Sell
584
-308
-35% -$151K ﹤0.01% 5115
2019
Q3 		$299K Sell
892
-230
-20% -$73.7K ﹤0.01% 4941
2019
Q2 		$291K Buy
1,122
+522
+87% +$105K ﹤0.01% 4672
2019
Q1 		$99K Buy
600
+253
+73% +$41.2K ﹤0.01% 5073
2018
Q4 		$38K Sell
347
-375
-52% -$63.2K ﹤0.01% 6315
2018
Q3 		$181K Buy
722
+19
+3% +$4.09K ﹤0.01% 5144
2018
Q2 		$153K Buy
703
+334
+91% +$61.8K ﹤0.01% 5142
2018
Q1 		$54K Buy
+369
New +$62.4K ﹤0.01% 5655

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 $619M AUM 27.68% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 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
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 $377B AUM 19.32% 1-Year Est. Return

UBS Group's CDLX Position: Q1 2026 in Review

UBS Group increased its Cardlytics (CDLX) stake by 15% in Q1 2026, buying an estimated $26.8K and bringing the position to 21,327 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #6572.

UBS Group first reported a position in CDLX in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.21M in Q3 2022. 58 funds tracked by Wall St. Rank hold CDLX as of Q1 2026.

  • UBS Group held 21,327 shares of Cardlytics worth $224K as of Q1 2026.
  • UBS Group bought 2,752 Cardlytics shares in Q1 2026, an estimated $26.8K.
  • Cardlytics made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6572 holding.
  • UBS Group first reported a position in Cardlytics in Q1 2018 and has held it in 33 quarters since.
  • UBS Group's Cardlytics position peaked at $3.21M in Q3 2022.
  • 58 funds tracked by Wall St. Rank held Cardlytics as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.