Is Cardlytics, Inc. (CDLX) a Buy, Sell, or Hold?
NASDAQ : CDLX
Cardlytics, Inc. — Institutional Ownership
$3.8 USD
$0.15 (4.11%)
- Volume
- 17.91K
- Average Volume
- 79.54K
- Market Capitalization
- $22.07M
- P/E Ratio
- -0.20
- Dividend Yield
- 0.00%
- Price Target
- $1.00
- Year High
- $32.80
- Year Low
- $3.49
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.00
- Current Ratio
- $1.62
Institutional Ownership Summary
Institutional Ownership %
6.59%
Investors Holding
15
change: -51.0 | last: 66
Increased Positions
5
change: -18.0 | last: 23
Reduced Positions
8
change: -14.0 | last: 22
New Positions
5
change: -9.0 | last: 14
Sold Positions
54
change: 32.0 | last: 22
Total Calls
2600
Total Puts
13300
Put-Call Ratio
5.12
change: 488.5088 | last: 0.2303
Total Invested
1.7M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2025-08-20 | CAS Investment Partners, LLC | 5.2M | 9.80% |
| 2025-07-29 | The Vanguard Group | 2.42M | 4.60% |
| 2025-07-16 | BlackRock, Inc. | 1.1M | 2.10% |
| 2025-01-03 | CAS Investment Partners, LLC | 5.61M | 11.00% |
| 2023-06-23 | SOSIN MASTER, LP | 3.68M | 10.80% |
| 2023-06-23 | CLIFFORD SOSIN | 5.42M | 16.00% |
| 2023-06-23 | SOSIN LLC | 5.42M | 16.00% |
| 2023-06-23 | CSWR PARTNERS, LP | 1.74M | 5.10% |
| 2023-06-23 | CAS INVESTMENT PARTNERS, LLC | 5.42M | 16.00% |
| 2022-07-21 | 683 Capital Partners, LP | 2.18M | 6.40% |
| 2022-07-21 | 683 Capital Management, LLC | 2.18M | 6.40% |
| 2022-07-21 | 683 Maiden Fund LP | - | 0.00% |
| 2022-07-21 | Ari Zweiman | 2.18M | 6.40% |
| 2022-02-14 | CAS Investment Partners, LLC | 5.19M | 15.60% |
| 2022-02-14 | CSWR Partners, LP | 1.74M | 5.20% |
| 2022-02-14 | Sosin Master, LP | 3.45M | 10.40% |
| 2022-02-14 | Clifford Sosin | 5.19M | 15.60% |
| 2022-02-04 | Wellington Management Group LLP | 3.85M | 11.58% |
| 2022-02-04 | Wellington Investment Advisors Holdings LLP | 3.85M | 11.58% |
| 2022-02-04 | Wellington Management Company LLP | 3.4M | 10.22% |
| 2022-02-04 | Wellington Group Holdings LLP | 3.85M | 11.58% |
| 2022-02-03 | (1) BlackRock, Inc. | 2.39M | 7.20% |
| 2022-01-07 | JPMORGAN CHASE & CO.13-2624428 | 2.06M | 6.10% |
| 2021-06-09 | Wellington Investment Advisors Holdings LLP | 3.77M | 11.46% |
| 2021-06-09 | Wellington Management Group LLP | 3.77M | 11.46% |
| 2021-06-09 | Wellington Group Holdings LLP | 3.77M | 11.46% |
| 2021-06-09 | Wellington Management Company LLP | 3.3M | 10.05% |
| 2021-02-16 | Clifford Sosin | 4.49M | 16.30% |
| 2021-02-16 | CAS Investment Partners, LLC | 4.49M | 16.30% |
| 2021-02-16 | Sosin Master, LP | 2.75M | 10.00% |
| 2021-02-16 | CSWR Partners, LP | 1.74M | 6.30% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 1.84M | 6.69% |
| 2021-02-02 | (1) BlackRock, Inc. | 2.05M | 7.50% |
| 2021-01-08 | JPMORGAN CHASE & CO.13-2624428 | 1.38M | 5.00% |
| 2020-02-14 | Clifford Sosin | 2.82M | 11.00% |
| 2020-02-14 | CSWR Partners, L.P. | 597.93K | 2.30% |
| 2020-02-14 | Sosin Partners, L.P. | 2.22M | 8.60% |
| 2020-02-14 | CAS Investment Partners, LLC | 2.82M | 11.00% |
| 2020-02-14 | FRONTIER CAPITAL MANAGEMENT CO., LLC. | 332.78K | 1.30% |
| 2020-02-12 | Bryce Youngren | 9010.0 | 0.00% |
| 2020-02-12 | Terrance G. McGuire | - | 0.00% |
| 2020-02-12 | Jonathan A. Flint | - | 0.00% |
| 2020-02-12 | Polaris Venture Partners V, L.P. | - | 0.00% |
| 2020-02-12 | Polaris Venture Partners Entrepreneurs’ Fund V, L.P. | - | 0.00% |
| 2020-02-12 | Polaris Venture Partners Special Founders’ Fund V, L.P. | - | 0.00% |
| 2020-02-12 | Polaris Venture Management Co. V, L.L.C. | - | 0.00% |
| 2020-02-12 | Polaris Venture Partners Founders’ Fund V, L.P. | - | 0.00% |
| 2020-02-06 | Canaan VIII L.P. | - | 0.00% |
| 2020-02-06 | Canaan Partners VIII LLC | - | 0.00% |
| 2020-01-28 | Wellington Investment Advisors Holdings LLP | 1.69M | 6.59% |
| 2020-01-28 | Wellington Group Holdings LLP | 1.69M | 6.59% |
| 2020-01-28 | Wellington Management Group LLP | 1.69M | 6.59% |
| 2020-01-28 | Wellington Management Company LLP | 1.65M | 6.42% |
| 2019-10-22 | Aimia Inc. | 1.1M | 4.52% |
| 2019-10-22 | Aeroplan Holdings Europe Sàrl. | 1.1M | 4.52% |
| 2019-08-28 | Aeroplan Holdings Europe Sàrl | 1.48M | 6.47% |
| 2019-08-28 | Aimia Inc. | 1.48M | 6.47% |
| 2019-05-24 | CAS Investment Partners, LLC | 1.37M | 6.08% |
| 2019-05-24 | Sosin Partners, L.P. | 1.37M | 6.08% |
| 2019-02-14 | Polaris Venture Partners Special Founders’ Fund V, L.P. | 24629.0 | 0.10% |
| 2019-02-14 | Polaris Venture Management Co V, L.L.C. | 2.55M | 11.90% |
| 2019-02-14 | Jonathan A. Flint | 2.55M | 11.90% |
| 2019-02-14 | Bryce Youngren | 2.55M | 11.90% |
| 2019-02-14 | Terrance G. McGuire | 2.55M | 11.90% |
| 2019-02-14 | Polaris Venture Partners V, L.P. | 2.46M | 11.50% |
| 2019-02-14 | Polaris Venture Partners Entrepreneurs’ Fund V, L.P. | 48002.0 | 0.20% |
| 2019-02-14 | Polaris Venture Partners Founders’ Fund V, L.P. | 16868.0 | 0.10% |
| 2019-02-11 | 2 | 1.46M | 6.83% |
| 2019-01-30 | 10. | 2.37M | 11.10% |
| 2019-01-30 | 10. | 2.37M | 11.10% |
| 2018-09-10 | FMR LLC | 3.12M | 14.65% |
CDLX Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $11.50 | 5.31M | $61.08M | $48.72M | $215.31M | $227.68M |
| 2024-12-31 | $37.10 | 4.84M | $179.42M | $65.59M | $221.65M | $335.48M |
| 2023-12-31 | $92.10 | 3.65M | $336.05M | $91.83M | $266.1M | $510.33M |
| 2022-12-31 | $57.80 | 3.34M | $193.16M | $121.9M | $235.26M | $306.52M |
| 2021-12-31 | $660.90 | 3.22M | $2.13B | $233.47M | $197.23M | $2.09B |
| 2020-12-31 | $1427.70 | 2.72M | $3.89B | $293.24M | $188.11M | $3.78B |
| 2019-12-31 | $628.60 | 2.37M | $1.49B | $104.46M | $37000 | $1.39B |
| 2018-12-31 | $108.30 | 1.91M | $206.42M | $39.62M | $46.71M | $213.51M |
| 2017-12-31 | $133.70 | 1.95M | $260.98M | $21.26M | $57.01M | $296.73M |
| 2016-12-31 | $133.70 | 1.4M | $187.54M | $22.84M | $111.9M | $276.6M |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4.49 | 5.76M | $25.86M | $28.04M | $189.89M | $187.71M |
| 2026-03-31 | $10.50 | 5.49M | $57.64M | $35.67M | $210.03M | $232M |
| 2025-12-31 | $11.50 | 5.31M | $61.08M | $48.72M | $215.31M | $227.68M |
| 2025-09-30 | $24.30 | 5.35M | $129.99M | $43.96M | $221.43M | $307.46M |
| 2025-06-30 | $16.50 | 5.28M | $87.04M | $46.74M | $220.41M | $260.7M |
| 2025-03-31 | $18.20 | 5.19M | $94.39M | $52.05M | $220.73M | $263.07M |
| 2024-12-31 | $37.10 | 5.1M | $189.23M | $65.59M | $221.65M | $345.29M |
| 2024-09-30 | $32.00 | 5M | $160.09M | $66.99M | $221.92M | $315.02M |
| 2024-06-30 | $80.80 | 4.91M | $396.37M | $71.25M | $221.97M | $547.09M |
| 2024-03-31 | $144.60 | 4.32M | $625.37M | $97.77M | $267.62M | $795.23M |
| 2023-12-31 | $92.10 | 3.95M | $363.37M | $91.83M | $266.02M | $537.56M |
| 2023-09-30 | $165.00 | 3.8M | $626.7M | $90.07M | $262.26M | $798.9M |