CardlyticsCDLX
About: Cardlytics Inc operates an advertising platform within financial institutions' digital channels, which include online, mobile, email, and various real-time notifications. The company operates through segments namely, Cardlytics platform in the U.S. and U.K. and the Bridg platform. The Cardlytics platform segment which generates key revenue, operates a proprietary native bank advertising channel that enables marketers to reach consumers through their trusted and frequently visited online and mobile banking channels. The Bridg platform generates revenue through the sale of subscriptions to the cloud-based customer-data platform and the delivery of professional services like implementation, onboarding, and technical support. The company receives maximum revenue from the United States.
Employees: 440
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
0% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]
1% less funds holding
Funds holding: 108 [Q4 2024] → 107 (-1) [Q1 2025]
8% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 37
4.81% less ownership
Funds ownership: 59.68% [Q4 2024] → 54.87% (-4.81%) [Q1 2025]
29% less call options, than puts
Call options by funds: $673K | Put options by funds: $942K
54% less capital invested
Capital invested by funds: $113M [Q4 2024] → $52M (-$60.5M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Lake Street Jacob Stephan | 66%upside $2.50 | Hold Maintained | 8 May 2025 |
Financial journalist opinion









