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 $1.75B 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.