Cardlytics Inc (CDLX)

Sector:
INFORMATION TECHNOLOGY
Industry:
SOFTWARE
SIC:
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
CEO:
Scott D. Grimes
Employees:
402
675 PONCE DE LEON AVENUE, NE, SUITE 6000, ATLANTA, GA 30308
888-798-5802

Cardlytics, Inc. operates an advertising platform within financial institutions digital channels, which include online, mobile, email, and various real-time notifications in the United States and the United Kingdom.

Data derived from most recent annual or quarterly report
Market Cap 857.402 Million Shares Outstanding33.743 Million Avg 30-day Volume 631.064 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS-1.35
Price to Revenue16.5232 Debt to Equity0.2508 EBITDA-43.601 Million
Price to Book Value4.5012 Operating Margin-32.969500000000004 Enterprise Value3.144 Billion
Current Ratio1.287 EPS Growth-1.505 Quick Ratio1.256
1 Yr BETA 2.3318 52-week High/Low 134.91 / 25.13 Profit Margin-34.3173
Operating Cash Flow Growth-275.4143 Altman Z-Score3.2614 Free Cash Flow to Firm -651.634 Million
Earnings Report2022-08-02
View SEC Filings from CDLX instead.

View recent insider trading info

Funds Holding CDLX (via 13F filings)

Refresh Download CSV Download Excel (.xlsx) Download TSV
Filter by:
to
to
to
Refresh
*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding CDLX BETA

Active Schedule 13D and 13G filings

Please sign in first

Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

3 Thousand total shares from 6 transactions

Open Market Sells (S)

60.5 Thousand total shares from 14 transactions

Exercise Derivative Conversion (M)

123.7 Thousand total shares from 19 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

SUH CHRIS

  • Director
6,465 2022-05-24 3

BALEN JOHN V

  • Director
43,263 2022-05-21 5

JOHNSON MARK A

  • Director
37,635 2022-05-21 2

KLINCK JOHN L. JR.

  • Director
25,046 2022-05-21 2

WEISMAN TONY

  • Director
16,542 2022-05-21 2

LAPIC S AIMEE

  • Director
14,364 2022-05-21 4

ADAMS DAVID LESLIE

  • Director
40,514 2022-05-21 2

JENSEN JESSICA

  • Director
10,059 2022-05-21 2

CHRISTIANSEN ANDREW CHIEF FINANCIAL OFFICER

  • Officer
19,263 2022-05-10 20

SOMERS KIRK CHIEF LEGAL & PRIVACY OFFICER

  • Officer
47,026 2022-05-05 13

GRIMES SCOTT D.

  • Director
336,816 2022-05-05 32

LAUBE LYNNE MARIE CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
387,660 2022-05-05 10

SOSIN CLIFFORD

  • 10% Owner
5,416,116 2022-01-05 5

EVANS DAVID THOMAS CHIEF ADMINISTRATIVE OFFICER

  • Officer
106,013 2020-09-30 0

YOUNGREN BRYCE

  • Director
10,363 2020-08-17 0

AIMIA INC.

AEROPLAN HOLDINGS EUROPE SARL

AIMIA HOLDINGS UK LTD

  • 10% Owner
No longer subject to file 2019-08-26 0

CANAAN VIII LP

CANAAN PARTNERS VIII LLC

  • Director
No longer subject to file 2019-08-12 0

POLARIS VENTURE MANAGEMENT CO. V, L.L.C.

POLARIS VENTURE PARTNERS V, L.P.

POLARIS VENTURE PARTNERS ENTREPRENEURS' FUND V, L.P.

POLARIS VENTURE PARTNERS FOUNDERS' FUND V, L.P.

POLARIS VENTURE PARTNERS SPECIAL FOUNDERS' FUND V, L.P.

  • 10% Owner
No longer subject to file 2019-07-15 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

SUH CHRIS - Director

2022-05-24 20:56:32 -0400 2022-05-24 A 6,465 a 6,465 direct

LAPIC S AIMEE - Director

2022-05-24 20:57:21 -0400 2022-05-24 A 6,465 a 6,465 direct

WEISMAN TONY - Director

2022-05-24 20:54:45 -0400 2022-05-24 A 6,465 a 6,465 direct

ADAMS DAVID LESLIE - Director

2022-05-24 20:50:01 -0400 2022-05-24 A 6,465 a 6,465 direct

JENSEN JESSICA - Director

2022-05-24 20:51:49 -0400 2022-05-24 A 6,465 a 6,465 direct

BALEN JOHN V - Director

2022-05-24 20:50:45 -0400 2022-05-24 A 6,465 a 6,465 direct

KLINCK JOHN L. JR. - Director

2022-05-24 20:53:29 -0400 2022-05-24 A 6,465 a 6,465 direct

WEISMAN TONY - Director

2022-05-24 20:54:45 -0400 2022-05-21 M 1,701 a 10,077 direct

ADAMS DAVID LESLIE - Director

2022-05-24 20:50:01 -0400 2022-05-21 M 1,701 d 0 direct

JENSEN JESSICA - Director

2022-05-24 20:51:49 -0400 2022-05-21 M 1,701 d 0 direct

BALEN JOHN V - Director

2022-05-24 20:50:45 -0400 2022-05-21 M 1,701 d 0 direct

KLINCK JOHN L. JR. - Director

2022-05-24 20:53:29 -0400 2022-05-21 M 1,701 d 0 direct

JOHNSON MARK A - Director

2022-05-24 20:52:40 -0400 2022-05-21 M 1,701 d 0 direct

ADAMS DAVID LESLIE - Director

2022-05-24 20:50:01 -0400 2022-05-21 M 1,701 a 34,049 direct

JENSEN JESSICA - Director

2022-05-24 20:51:49 -0400 2022-05-21 M 1,701 a 3,594 direct

LAPIC S AIMEE - Director

2022-05-24 20:57:21 -0400 2022-05-21 M 1,701 d 0 direct

BALEN JOHN V - Director

2022-05-24 20:50:45 -0400 2022-05-21 M 1,701 a 36,798 direct

KLINCK JOHN L. JR. - Director

2022-05-24 20:53:29 -0400 2022-05-21 M 1,701 a 18,581 direct

JOHNSON MARK A - Director

2022-05-24 20:52:40 -0400 2022-05-21 M 1,701 a 37,635 direct

WEISMAN TONY - Director

2022-05-24 20:54:45 -0400 2022-05-21 M 1,701 d 0 direct

LAPIC S AIMEE - Director

2022-05-24 20:57:21 -0400 2022-05-21 M 1,701 a 7,899 direct

BALEN JOHN V - Director

2022-05-10 16:28:49 -0400 2022-05-10 P 1,000 $29.52 a 35,097 direct 2.2092 -2.4508 10.6317 3 -2.4508 6

BALEN JOHN V - Director

2022-05-10 16:28:49 -0400 2022-05-10 P 100 $29.48 a 34,097 direct 2.2092 -2.4508 10.6317 3 -2.4508 6

BALEN JOHN V - Director

2022-05-10 16:28:49 -0400 2022-05-10 P 900 $29.70 a 33,997 direct 2.2092 -2.4508 10.6317 3 -2.4508 6

CHRISTIANSEN ANDREW - Officer CHIEF FINANCIAL OFFICER

2022-05-10 16:38:30 -0400 2022-05-10 S 250 $29.20 d 19,263 direct yes 2.2092 -2.4508 10.6317 3 -2.4508 6

BALEN JOHN V - Director

2022-05-10 16:28:49 -0400 2022-05-09 P 100 $28.34 a 32,797 direct 2.2092 -2.4508 10.6317 3 -2.4508 6

BALEN JOHN V - Director

2022-05-10 16:28:49 -0400 2022-05-09 P 600 $28.35 a 32,697 direct 2.2092 -2.4508 10.6317 3 -2.4508 6

BALEN JOHN V - Director

2022-05-10 16:28:49 -0400 2022-05-09 P 300 $28.35 a 33,097 direct 2.2092 -2.4508 10.6317 3 -2.4508 6

GRIMES SCOTT D. - Director

2022-05-09 16:09:27 -0400 2022-05-05 S 7,936 $34.63 d 227,872 direct -1.5296 2.9572 8.9395 4 -1.5296 2

SOMERS KIRK - Officer CHIEF LEGAL & PRIVACY OFFICER

2022-05-09 16:13:06 -0400 2022-05-05 S 3,332 $34.16 d 50,426 direct -1.5296 2.9572 8.9395 4 -1.5296 2

GRIMES SCOTT D. - Director

2022-05-09 16:09:27 -0400 2022-05-05 S 7,798 $34.14 d 235,808 direct -1.5296 2.9572 8.9395 4 -1.5296 2

CHRISTIANSEN ANDREW - Officer CHIEF FINANCIAL OFFICER

2022-05-09 16:08:25 -0400 2022-05-05 S 4,686 $34.13 d 24,147 direct -1.5296 2.9572 8.9395 4 -1.5296 2

LAUBE LYNNE MARIE - Director - Officer CHIEF EXECUTIVE OFFICER

2022-05-09 16:10:46 -0400 2022-05-05 S 17,973 $33.60 d 358,530 direct -1.5296 2.9572 8.9395 4 -1.5296 2

CHRISTIANSEN ANDREW - Officer CHIEF FINANCIAL OFFICER

2022-05-09 16:08:25 -0400 2022-05-05 S 4,634 $34.64 d 19,513 direct -1.5296 2.9572 8.9395 4 -1.5296 2

SOMERS KIRK - Officer CHIEF LEGAL & PRIVACY OFFICER

2022-05-09 16:13:06 -0400 2022-05-05 S 3,400 $34.66 d 47,026 direct -1.5296 2.9572 8.9395 4 -1.5296 2

GRIMES SCOTT D. - Director

2022-04-21 17:03:19 -0400 2022-04-19 S 4,098 $50.09 d 243,606 direct yes 0.1548 -11.9226 0.1548 2 -13.6 4

SOMERS KIRK - Officer CHIEF LEGAL & PRIVACY OFFICER

2022-04-19 16:26:50 -0400 2022-04-18 S 177 $46.77 d 53,758 direct yes -11.8786 -27.9535 0.0 1 -27.9535 6

CHRISTIANSEN ANDREW - Officer CHIEF FINANCIAL OFFICER

2022-04-11 16:05:06 -0400 2022-04-11 S 250 $46.75 d 28,833 direct yes 2.6494 -1.5049 -46.1424 3.7304 5 -46.1424 31

LAUBE LYNNE MARIE - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-07 19:25:05 -0400 2022-04-06 M 14,063 d 14,062 direct

GRIMES SCOTT D. - Director

2022-04-07 19:24:17 -0400 2022-04-06 M 19,688 a 247,704 direct -0.6716 -2.6443 -39.0346 2.7072 7 -40.6925 28

CHRISTIANSEN ANDREW - Officer CHIEF FINANCIAL OFFICER

2022-04-07 19:23:13 -0400 2022-04-06 M 1,875 d 1,875 direct

SOMERS KIRK - Officer CHIEF LEGAL & PRIVACY OFFICER

2022-04-07 19:25:46 -0400 2022-04-06 M 7,813 d 7,812 direct

LAUBE LYNNE MARIE - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-07 19:25:05 -0400 2022-04-06 M 14,063 a 376,503 direct -0.6716 -2.6443 -39.0346 2.7072 7 -40.6925 28

CHRISTIANSEN ANDREW - Officer CHIEF FINANCIAL OFFICER

2022-04-07 19:23:13 -0400 2022-04-06 M 1,875 a 29,083 direct -0.6716 -2.6443 -39.0346 2.7072 7 -40.6925 28

SOMERS KIRK - Officer CHIEF LEGAL & PRIVACY OFFICER

2022-04-07 19:25:46 -0400 2022-04-06 M 7,813 a 53,935 direct -0.6716 -2.6443 -39.0346 2.7072 7 -40.6925 28

GRIMES SCOTT D. - Director

2022-04-07 19:24:17 -0400 2022-04-06 M 19,688 d 19,687 direct

SOMERS KIRK - Officer CHIEF LEGAL & PRIVACY OFFICER

2022-04-07 19:25:46 -0400 2022-04-05 M 1,704 a 46,122 direct -0.6716 -2.6443 -39.0346 2.7072 7 -40.6925 28

GRIMES SCOTT D. - Director

2022-04-07 19:24:17 -0400 2022-04-05 M 3,408 d 10,227 direct

CHRISTIANSEN ANDREW - Officer CHIEF FINANCIAL OFFICER

2022-04-07 19:23:13 -0400 2022-04-05 M 3,408 d 10,227 direct

LAUBE LYNNE MARIE - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-07 19:25:05 -0400 2022-04-05 M 6,622 d 19,868 direct

GRIMES SCOTT D. - Director

2022-04-07 19:24:17 -0400 2022-04-05 M 3,408 a 228,016 direct -0.6716 -2.6443 -39.0346 2.7072 7 -40.6925 28

CHRISTIANSEN ANDREW - Officer CHIEF FINANCIAL OFFICER

2022-04-07 19:23:13 -0400 2022-04-05 M 3,408 a 27,208 direct -0.6716 -2.6443 -39.0346 2.7072 7 -40.6925 28

SOMERS KIRK - Officer CHIEF LEGAL & PRIVACY OFFICER

2022-04-07 19:25:46 -0400 2022-04-05 M 1,704 d 5,114 direct

LAUBE LYNNE MARIE - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-07 19:25:05 -0400 2022-04-05 M 6,622 a 362,440 direct -0.6716 -2.6443 -39.0346 2.7072 7 -40.6925 28

GRIMES SCOTT D. - Director

2022-04-05 16:55:06 -0400 2022-04-04 S 400 $58.09 d 224,608 direct yes -3.3314 -5.6497 -42.5287 0.0 1 -44.9445 30

GRIMES SCOTT D. - Director

2022-04-05 16:55:06 -0400 2022-04-04 S 3,100 $57.40 d 225,008 direct yes -3.3314 -5.6497 -42.5287 0.0 1 -44.9445 30

GRIMES SCOTT D. - Director

2022-04-05 16:55:06 -0400 2022-04-04 S 2,500 $56.40 d 228,108 direct yes -3.3314 -5.6497 -42.5287 0.0 1 -44.9445 30

GRIMES SCOTT D. - Director

2022-04-05 16:55:06 -0400 2022-04-01 M 14,920 d 29,840 direct

CHRISTIANSEN ANDREW - Officer CHIEF FINANCIAL OFFICER

2022-04-05 16:54:22 -0400 2022-04-01 M 9,678 a 23,800 direct -3.3314 -5.6497 -42.5287 0.0 1 -44.9445 30

SOMERS KIRK - Officer CHIEF LEGAL & PRIVACY OFFICER

2022-04-05 16:57:10 -0400 2022-04-01 M 8,468 d 16,935 direct

GRIMES SCOTT D. - Director

2022-04-05 16:55:06 -0400 2022-04-01 M 14,920 a 230,608 direct -3.3314 -5.6497 -42.5287 0.0 1 -44.9445 30

SOMERS KIRK - Officer CHIEF LEGAL & PRIVACY OFFICER

2022-04-05 16:57:10 -0400 2022-04-01 M 8,468 a 44,418 direct -3.3314 -5.6497 -42.5287 0.0 1 -44.9445 30

LAUBE LYNNE MARIE - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-05 16:56:11 -0400 2022-04-01 M 20,161 d 40,322 direct

CHRISTIANSEN ANDREW - Officer CHIEF FINANCIAL OFFICER

2022-04-05 16:54:22 -0400 2022-04-01 M 9,678 d 19,355 direct

LAUBE LYNNE MARIE - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-05 16:56:11 -0400 2022-04-01 M 20,161 a 355,818 direct -3.3314 -5.6497 -42.5287 0.0 1 -44.9445 30

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
CARDLYTICS INC CDLX 2022-05-25 22:15:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 21:45:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 21:15:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 20:45:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 20:15:10 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 19:45:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 19:15:04 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 18:45:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 18:15:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 17:45:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 17:15:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 16:45:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 16:15:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 15:45:04 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 15:15:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 14:45:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 14:15:04 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 13:45:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 13:15:03 UTC -0.1713 0.9913 500000
CARDLYTICS INC CDLX 2022-05-25 12:45:03 UTC -0.1713 0.9913 500000

Current Active Short Positions

Get more info on our International short position coverage here

Holder Issuer Net Short Position Position Date Origin
Trust for Professional Managers- Convergence Market Neutral Fund CDLX -763.0 shares, $-57873.55 2020-08-31 N-PORT
AQR Funds- AQR Small Cap Relaxed Constraint Equity Fund CDLX -396.0 shares, $-13273.92 2019-09-30 N-PORT
FundVantage Trust- Gotham Index Plus All-Cap Fund CDLX -7.0 shares, $-244.72 2020-03-31 N-PORT
Prudential Investment Portfolios 12- PGIM QMA Large-Cap Core Equity Plus Fund CDLX -800.0 shares, $-101544.0 2021-06-30 N-PORT
SCHWAB CAPITAL TRUST- Schwab Hedged Equity Fund CDLX -1657.0 shares, $-208715.72 2021-07-31 N-PORT
Prudential Investment Portfolios 12- PGIM QMA Long-Short Equity Fund CDLX -1400.0 shares, $-117516.0 2021-09-30 N-PORT
Advanced Series Trust- AST QMA U.S. Equity Alpha Portfolio CDLX -15800.0 shares, $-1326252.0 2021-09-30 N-PORT
Trust for Professional Managers- Convergence Long/Short Equity Fund CDLX -1333.0 shares, $-90084.14 2021-11-30 N-PORT
VANGUARD MONTGOMERY FUNDS- VANGUARD MARKET NEUTRAL FUND CDLX -10564.0 shares, $-698174.76 2021-12-31 N-PORT
NORTHERN LIGHTS FUND TRUST II- Invenomic Fund CDLX -19252.0 shares, $-1291809.2 2022-01-31 N-PORT
Trust for Professional Managers- Convergence Long/Short Equity ETF CDLX -1333.0 shares, $-77314.0 2022-02-28 N-PORT
First Trust Exchange-Traded Fund III- First Trust Long/Short Equity ETF CDLX -6115.0 shares, $-410316.5 2022-01-31 N-PORT
RUSSELL INVESTMENT CO- U.S. Small Cap Equity Fund CDLX -2118.0 shares, $-142117.8 2022-01-31 N-PORT
RUSSELL INVESTMENT CO- Sustainable Equity Fund CDLX -1177.0 shares, $-78976.7 2022-01-31 N-PORT
WASATCH FUNDS TRUST- Wasatch Long/Short Alpha Fund CDLX -3747.0 shares, $-206010.06 2022-03-31 N-PORT
RUSSELL INVESTMENT FUNDS- U.S. Small Cap Equity Fund CDLX -522.0 shares, $-28699.56 2022-03-31 N-PORT
Federated Hermes Adviser Series- Federated Hermes MDT Market Neutral Fund CDLX -6156.0 shares, $-338456.88 2022-03-31 N-PORT

Short Position History (International Only)

Holder Net Short Position Position Date Origin
PDT Partners, LLC CARDLYTICS, INC. 0.51% 2018-10-10 GERMANY

Elevate your investments