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CDLX · Cardlytics, Inc.
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CDLX Cardlytics (CDLX) Insider Trading, Ownership & Congress Trades

Software & IT · Services-computer programming, data processing, etc. · CIK 0001666071
Quote by TradingView
C-suite buying · 1Form 144 · 4
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
12
13F, latest reported quarter
Conversions, 180 days
15
Codes C/M, not in net · $0 priced

What the filings say about CDLX

Insiders, 180 days
-$51.9K net sold
1 buyer · 2 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$100.6K
4 notices

Cardlytics insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Cardlytics, Inc. insiders sold a net $51.9K of stock across 299 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Gupta Amit
Chief Executive Officer
SELL
2026-10-02 SEC
7,382
$18.7K
-34.8%
Context
  • 26 earlier Form 4 trades (code P or S) here by this insider (26 sales), the last on Oct 1, 2026.
  • The trade is 5.3% of the 138,906 shares held after it.
  • No other insider sold within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Gupta Amit sold about $18.7K of CDLX on Oct 2, 2026; 12 funds added in the latest 13F quarter.
Gupta Amit
Chief Executive Officer
SELL
2026-10-02 SECtraded 2026-10-01
10,351
$28.1K
-34.8%
Context
  • 25 earlier Form 4 trades (code P or S) here by this insider (25 sales), the last on Aug 18, 2026.
  • The trade is 7.1% of the 146,288 shares held after it.
  • No other insider sold within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Gupta Amit sold about $28.1K of CDLX on Oct 1, 2026; 12 funds added in the latest 13F quarter.
Gupta Amit
Chief Executive Officer
SELL
2026-08-18 SEC
6,676
$26.9K
-57.7%
Context
  • 24 earlier Form 4 trades (code P or S) here by this insider (24 sales), the last on Aug 17, 2026.
  • The trade is 5.3% of the 125,389 shares held after it.
  • No other insider sold within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Gupta Amit sold about $26.9K of CDLX on Aug 18, 2026; 12 funds added in the latest 13F quarter.
Gupta Amit
Chief Executive Officer
SELL
2026-08-18 SECtraded 2026-08-17
6,785
$26.9K
-57.7%
Context
  • 23 earlier Form 4 trades (code P or S) here by this insider (23 sales), the last on Jul 6, 2026.
  • The trade is 5.1% of the 132,065 shares held after it.
  • No other insider sold within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Gupta Amit sold about $26.9K of CDLX on Aug 17, 2026; 12 funds added in the latest 13F quarter.
Gupta Amit
Chief Executive Officer
SELL
2026-07-06 SEC
9,640
$42.4K
-57.7%
Context
  • 22 earlier Form 4 trades (code P or S) here by this insider (22 sales), the last on Jul 2, 2026.
  • The trade is 8.5% of the 113,850 shares held after it.
  • 1 other insider sold within 30 days.
  • 12 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Gupta Amit sold about $42.4K of CDLX on Jul 6, 2026; 1 other insider sold within 30 days and 12 funds added in the latest 13F quarter.
299 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$51.9K over 180 days
-$100.6K over 90 days
more than 75% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
12 funds bought in last quarter
below 79% of Software & IT
Revenue
-16.9% year over year
below 85% of Software & IT
Margin
-48.7% net margin
below 78% of Software & IT
Buybacks
no share repurchases reported
Short interest
11.5% of the float short (float per yahoo 2026-10-26) · 20.8 days to cover · settled 2026-09-30
more than 85% of Software & IT
What changed in the last 30 days
Oct 2Chief Executive Officer Gupta Amit sold $46.7K (2 trades, Oct 1 to Oct 2)
Oct 2Officer Gupta Amit filed to sell $18.7K by Oct 2 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 1Officer Gupta Amit filed to sell $28.1K by Oct 1 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch CDLX

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-90.6%12M
-91%-58%-25%+8%2025-102025-122026-022026-042026-062026-082026-10 2026-05-15 · Evans David Thomas bought $97.5K2026-04-06 · Gupta Amit sold $83.1K2026-04-01 · Gupta Amit sold $61.9K2026-04-02 · Gupta Amit sold $56.4K2026-02-17 · Gupta Amit sold $46.8K2026-07-06 · Gupta Amit sold $42.4K2026-02-18 · Gupta Amit sold $42.0K2026-04-01 · Lynton Nicholas Hollmeyer sold $39.9K2026-05-18 · Evans David Thomas bought $31.5K2026-07-02 · Gupta Amit sold $28.6K2026-10-01 · Gupta Amit sold $28.1K2026-08-18 · Gupta Amit sold $26.9K2026-08-17 · Gupta Amit sold $26.9K2026-10-02 · Gupta Amit sold $18.7K2026-01-05 · DeSieno Alexis sold $10.1K2026-07-02 · Lynton Nicholas Hollmeyer sold $9.5K2026-01-05 · Lynton Nicholas Hollmeyer sold $7.3K2026-01-05 · Gupta Amit sold $6.8K2026-10-02 · Gupta Amit filed to sell $18.7K2026-10-01 · Gupta Amit filed to sell $28.1K2026-08-18 · Gupta Amit filed to sell $26.9K2026-08-17 · Gupta Amit filed to sell $26.9K2026-07-06 · Gupta Amit filed to sell $42.4K2026-07-02 · Lynton Nicholas Hollmeyer filed to sell $9.5K2026-07-02 · Gupta Amit filed to sell $28.6K
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns CDLX: institutional holders (13F)

13F holdings, latest reported quarter
CAS Investment Partners, LLC
470,986 sh
$2.1M
VANGUARD CAPITAL MANAGEMENT LLC
218,612 sh
$981.6K
683 Capital Management, LLC
200,000 sh
$898.0K
RBF Capital, LLC
1,080,010 sh
$760.7K
KPS Global Asset Management UK Ltd
121,883 sh
$547.3K

Congress trades in CDLX

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

CDLX planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Gupta Amit
Filed 2026-10-02
$18.7K
Gupta Amit
Filed 2026-10-01
$28.1K
Gupta Amit
Filed 2026-08-18
$26.9K
Gupta Amit
Filed 2026-08-17
$26.9K
Gupta Amit
Filed 2026-07-06
$42.4K

CDLX mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Ultra-Small Company Market Fund
$34.0K position · as of 2026-06-30
0.0%
Invesco RAFI US 1500 Small-Mid ETF
$58.2K position · as of 2026-07-31
0.0%
VANGUARD COMMUNICATION SERVICES INDEX FUND
$121.4K position · as of 2026-05-31
0.0%
Goldman Sachs Absolute Return Tracker Fund
$46.1K position · as of 2026-06-30
0.0%
TETON Westwood Mighty Mites Fund
$1.1K position · as of 2026-06-30
0.0%
Fidelity Extended Market Index Fund
$215.9K position · as of 2026-05-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $51.9K sold by insiders over 180 days, 12 funds added last quarter, $100.6K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
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Same sector, ranked by filing activity
Sector by SEC SIC code
TEAMMETACRWVCRMCRWDNETDDOGAPPIOTPCTYDUOLMDB

CDLX financials

Revenue growth
-16.9%
XBRL, annual
Net margin
-48.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$179.3M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-56.2%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$463.0K
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Cash flow to debt
0.00x
TTM operating cash flow over long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end)
Return on equity
-472.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-33.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on capital employed
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$167.0M
market value at close 2026-10-23 on 2026-07-31 shares, plus long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end), minus cash 2026-06-30
FCF yield
+4.4%
TTM free cash flow over market value at close 2026-10-23
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$233.3M$278.3M$309.2M$298.5M
Operating income-$101.8M-$195.5M-$135.7M-$457.8M
Net income-$104.0M-$189.0M-$135.0M-$465.3M
EPS (diluted)-1.95-3.91-3.69-13.92
Operating cash flow$9.3M-$8.8M-$185.0K-$53.9M
Cash$48.7M$65.6M$91.8M$121.9M
Long-term debt$208.9M$213.6M$257.5M$226.0M
Buybacksn/a$0$0$40.0M
SEC XBRL, fiscal years, as known on 2026-10-27

CDLX Stock Sonar score 6/7 axes

Find similar shapesCompare

CDLX ranks highest on insider conviction (72nd percentile) and risk and compliance (34th), and lowest on growth (11th), among Software & IT peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
15
Inputs
  • Return on equity-472.1% · 4 pct, sector of 286
  • Return on assets-33.8% · 26 pct, sector of 381
  • Return on invested capitalthe filed year and its quarters do not reconcile, so the trailing figure is withheld
  • Return on capital employedthe filed year and its quarters do not reconcile, so the trailing figure is withheld
Financial health
33
Inputs
  • Debt to equityequity is zero or negative, the ratio has no meaning
  • Cash flow to debt0.00x · 33 pct, sector of 241
Growth
11
Inputs
  • Revenue growth, YoY-16.9% · 15 pct, sector of 480
  • Backlog growth, YoY-45.9% · 7 pct, sector of 182
Insider conviction
72
Inputs
  • Net Form 4 buying (codes P and S), 180d-$52K · 75 pct, sector of 285
  • Insider buyers, 180d1 · 69 pct, sector of 290
Institutional and government
21
Inputs
  • Funds adding, latest quarter12 · 21 pct, sector of 415
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
34
Inputs
  • Short interest, % of float+11.5% · 21 pct, sector of 530
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+11.7% · 47 pct, sector of 316
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

CDLX filings, in plain words

Are Cardlytics insiders buying or selling CDLX?

In the 180 days to 2026-10-27, Cardlytics insiders were net sellers, a net $51.9K: $129.0K of purchases and $180.9K of sales reported on Form 4, by 1 buyer and 2 sellers.

Are there planned insider sales of CDLX?

Yes. 4 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $100.6K of stock; the latest, by Gupta Amit, was filed 2026-10-02.

Read the full summary

In the 180 days to 2026-10-27, Cardlytics insiders were net sellers of CDLX, a net $51.9K across purchases and sales reported on Form 4 by 1 buyer and 2 sellers. None of the 7 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 4 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $100.6K of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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