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CDLX Institutional Ownership & 13F Holders | SmartMoneyDB

CDLXCARDLYTICS INC

COM NEW · CUSIP 14161W303

Smart Money Ownership

Of the 4 tracked institutions holding CDLX, 3 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: -3.0pt. It's a gauge of who owns the name, not just how many.

WORLDLY PARTNERS MANAGEMENT, LLC

$519.9K · 0.4% of book

-23.0pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

CDLX (CARDLYTICS INC) Institutional Ownership Summary

Among the 4 tracked institutional investors we monitor, CDLX (CARDLYTICS INC) is held with a combined value of $1.11M across 247,454 shares. The largest holder is WORLDLY PARTNERS MANAGEMENT, LLC with a position worth $519.93K (0.42% of their portfolio). 4 funds opened new positions in the most recent quarter.

Total Institutional Value

$1.11M

Total Shares Held

247,454

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

WORLDLY PARTNERS MANAGEMENT, LLCNew position~$519.9K BlackRock, Inc.New position~$380.1K CITADEL ADVISORS LLCNew position~$128.4K RENAISSANCE TECHNOLOGIES LLCNew position~$82.6K

Biggest Sellers

None this quarter.

13F Institutional Holders

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WORLDLY PARTNERS MANAGEMENT, LLC

RENAISSANCE TECHNOLOGIES LLC

0.00% of bookNew

$82.64K

#	Fund	Value↓	Shares	Portfolio %	Change
1	WORLDLY PARTNERS MANAGEMENT, LLC	$519.93K	115,798	0.42%	New
2	BlackRock, Inc.	$380.10K	84,654	0.00%	New
3	CITADEL ADVISORS LLC	$128.40K	28,597	0.00%	New
4	RENAISSANCE TECHNOLOGIES LLC	$82.64K	18,405	0.00%	New

Congress Trading

1 member · 3 disclosed trades in CDLX

Member	Type	Amount	Date
David A Perdue , Jr	Buy	$100,001 - $250,000	Mar 18, 2020
David A Perdue , Jr	Sell	$1,000,001 - $5,000,000	Jan 23, 2020
David A Perdue , Jr	Buy	$1,000,001 - $5,000,000	Jul 18, 2017

Frequently Asked Questions

Which institutional investors own the most CDLX stock?

As of the latest SEC 13F filings, WORLDLY PARTNERS MANAGEMENT, LLC is the largest institutional holder of CDLX with a position worth $519.93K, representing 0.42% of their portfolio. In total, 4 institutional investors hold CDLX with a combined value of $1.11M.

Are hedge funds buying or selling CDLX?

In the most recent quarter, 4 funds opened a new position in CDLX.

What percentage of CDLX is owned by institutional investors?

Institutional investors hold $1.11M worth of CDLX stock across 4 positions. The largest institutional holder is WORLDLY PARTNERS MANAGEMENT, LLC with $519.93K in holdings.

What is a 13F filing and why does it matter for CDLX?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CDLX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track CDLX institutional moves

Get notified when hedge funds change their CDLX positions.