CDLX Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CDLX shares is 157, representing 59.83% of the company's common stock.

BANK OF NEW YORK MELLON CORP, in the last quarter, reduced its stake in CDLX by -9.78% restricting it's holding to 117.75 thousand shares of worth nearly $1.71M. BANK OF MONTREAL /CAN/ also lessened -28.62% of the CDLX shares from its portfolio, reducing its holding to 107.46 thousand shares of worth $1.58M. CAPSTONE INVESTMENT ADVISORS, LLC also shunned CDLX shares holding by -64.6% last quarter which brought its holding to 105.5 thousand shares worth $1.53M.

As per its latest 13F filing, WELLS FARGO & COMPANY/MN increased its stake in CDLX by 32.13% in the last quarter. The institutional holder raised its holding to 126.47 thousand shares having worth more than $1.83M. GROUP ONE TRADING, L.P. also added 100% more shares of CDLX to its portfolio, raising its holding to 117.61 thousand shares of worth $1.70M. LOS ANGELES CAPITAL MANAGEMENT LLC also increased its CDLX shares holding by 36.12% which brought its holding to 106.92 thousand shares worth $1.55M.

The insider with the most stakes in CDLX is SOSIN CLIFFORD , 10 percent owner at the company. Additionally, CDLX stock is highly held by Chief Executive Officer Temsamani Karim Saad and Chief Executive Officer Gupta Amit among others.

Company executives, directors, and other insiders own 5.15% percent of Cardlytics, Inc.'s stock. Within the last six months, there have been 17 transaction(s) in which CDLX insiders have sold stock, totaling 2.99M shares. Insiders that have sold shares include GUPTA AMIT, DESIENO ALEXIS, and LYNTON NICHOLAS HOLLMEYER.

There have been 0 transaction(s) during the past 6-months in which Cardlytics, Inc. insiders have bought stock, totalling 0 shares

Around 42.72M Cardlytics, Inc. shares are held by insiders, which represents about 5.15% of CDLX stock.

CDLX 10 percent owner, SOSIN CLIFFORD holds the largest portfolio of the company's shares. CDLX shares owned by SOSIN total nearly 6.37 million.

WELLS FARGO & COMPANY/MN is the largest institutional owner in CDLX which holds 126.47 thousand shares worth $1.83M or 0.35% of the total CDLX shares outstanding followed by BANK OF NEW YORK MELLON CORP with ownership of 117.75 thousand shares representing 0.32% of the CDLX ownership. GROUP ONE TRADING, L.P. is the third largest stakeholder with 117.61 thousand shares or 0.32% of the ownership worth more than $1.70M.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CDLX is concerned, it is a stock which is optionable.

Number of CDLX shares short is 7.39M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, 50.82M shares of CDLX are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CDLX has 43.24M shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CDLX is 9.69.