UBS Group
CDLX icon

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
2024
Q2 		– Sell
-2,080
Closed -$301K – 9568
2024
Q1 		$301K Hold
2,080
– – ﹤0.01% 5568
2023
Q4 		$192K Buy
+2,080
New +$211K ﹤0.01% 5804
2022
Q4 		– Sell
-50,000
Closed -$4.7M – 10757
2022
Q3 		$4.7M Buy
+50,000
New +$7.12M ﹤0.01% 2408

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

UBS Group's CDLX Position: Q2 2026 in Review

UBS Group increased its Cardlytics (CDLX) stake by 68% in Q2 2026, buying an estimated $108K and bringing the position to 35,754 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #6918.

UBS Group first reported a position in CDLX in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.21M in Q3 2022. 42 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

  • UBS Group held 35,754 shares of Cardlytics worth $161K as of Q2 2026.
  • UBS Group bought 14,427 Cardlytics shares in Q2 2026, an estimated $108K.
  • Cardlytics made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6918 holding.
  • UBS Group first reported a position in Cardlytics in Q1 2018 and has held it in 34 quarters since.
  • UBS Group's Cardlytics position peaked at $3.21M in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.