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: 381
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
8.51% less ownership
Funds ownership: 54.87% [Q1] → 46.36% (-8.51%) [Q2]
19% less funds holding
Funds holding: 107 [Q1] → 87 (-20) [Q2]
23% less capital invested
Capital invested by funds: $52M [Q1] → $40M (-$12M) [Q2]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]
39% less call options, than puts
Call options by funds: $398K | Put options by funds: $654K
51% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 37
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Evercore ISI Group Mark Mahaney | 83%upside $2 | In-Line Maintained | 8 Aug 2025 |
Financial journalist opinion
Based on 7 articles about CDLX published over the past 30 days









