Among active 13F managers last quarter, 9 opened and 2 added, while 4 reduced; the largest holder to move was CAS Investment Partners, LLC (−91%). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$246K in open-market trades.
The legs disagree, or only one of them leans.
45 tracked 13F filers disclose a position in CDLX as of the latest SEC 13F filings, a combined $8.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CAS Investment Partners, LLC | 471K | $2.1M | ▼−91% Reduced · −4.7M sh | Q2 2026 | |
| 2 | Quinn Opportunity Partners LLC | 462K | $486K | —Held | Q1 2026 | |
| 3 | LPL Financial LLC | 437K | $459K | ▼−1.8% Reduced · −8K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 219K | $982K | ▲New +219K sh | Q2 2026 | |
| 5 | UBS Group AG | 213K | $224K | ▲+15% Added · +28K sh | Q1 2026 | |
| 6 | 683 Capital Management, LLC | 200K | $898K | ▲New +200K sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 143K | $150K | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 8 | KPS Global Asset Management UK Ltd | 122K | $547K | ▲New +122K sh | Q2 2026 | |
| 9 | Worldly Partners Management, LLC | 116K | $520K | ▲New +116K sh | Q2 2026 | |
| 10 | Renaissance Technologies LLC | 113K | $118K | ▲+108% Added · +59K sh | Q1 2026 | |
| 11 | Northern Trust Corp | 108K | $114K | ▼−3.0% Reduced · −3K sh | Q1 2026 | |
| 12 | Brown Advisory Inc | 104K | $109K | ▼−3.5% Reduced · −4K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | 85K | $380K | ▲New +85K sh | Q2 2026 | |
| 14 | Simplex Trading, LLC | 69K | $73K | ▼−63% Reduced · −117K sh | Q1 2026 | |
| 15 | Millennium Management LLC | 66K | $69K | ▼−74% Reduced · −189K sh | Q1 2026 | |
| 16 | Goldman Sachs Group Inc | 62K | $65K | ▼−43% Reduced · −47K sh | Q1 2026 | |
| 17 | Geode Capital Management, LLC | 59K | $263K | ▲New +59K sh | Q2 2026 | |
| 18 | Barclays PLC | 49K | $51K | ▼−13% Reduced · −7K sh | Q1 2026 | |
| 19 | XTX Topco Ltd | 37K | $38K | ▲+200% Added · +24K sh | Q1 2026 | |
| 20 | Bank Of America Corp | 35K | $37K | ▼−98% Reduced · −1.4M sh | Q1 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 33K | $147K | ▲New +33K sh | Q2 2026 | |
| 22 | Citadel Advisors LLC | 29K | $128K | ▲New +29K sh | Q2 2026 | |
| 23 | Osaic Holdings, Inc. | 28K | $30K | ▼−8.2% Reduced · −3K sh | Q1 2026 | |
| 24 | KMT Wealth Management, LLC | 27K | $121K | ▲New +27K sh | Q2 2026 | |
| 25 | Kingsbury Capital Investment Advisors LLC | 27K | $121K | ▲New +27K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in CDLX and 2 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 6 funds | $2.9B |
| Alphabet Inc-CL AGOOGL | 6 funds | $1.4B |
| Carvana CoCVNA | 6 funds | $564.3M |
| Ishares Core S&P 500 ETFIVV | 5 funds | $13.7B |
| Nvidia CorpNVDA | 5 funds | $3.3B |
| Apple IncAAPL | 5 funds | $2.8B |
| Microsoft CorpMSFT | 5 funds | $1.7B |
| Broadcom IncAVGO | 5 funds | $1.3B |
| Eli Lilly & CoLLY | 5 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 5 funds | $1.1B |
| Advanced Micro DevicesAMD | 5 funds | $1.1B |
| Micron Technology IncMU | 5 funds | $941.2M |
Ranked by how many of CDLX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CDLX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2026 | Gupta Amit | Chief Executive Officer, Director | Sell (S) | 7K | $27K |
| Aug 17, 2026 | Gupta Amit | Chief Executive Officer, Director | Sell (S) | 7K | $27K |
| Jul 6, 2026 | Gupta Amit | Chief Executive Officer, Director | Sell (S) | 10K | $42K |
| Jul 2, 2026 | Lynton Nicholas Hollmeyer | Chief Legal & Privacy Officer | Sell (S) | 2K | $9K |
| Jul 2, 2026 | Gupta Amit | Chief Executive Officer, Director | Sell (S) | 6K | $29K |
| May 18, 2026 | Evans David Thomas | Chief Financial Officer | Buy (P) | 50K | $32K |
| May 15, 2026 | Evans David Thomas | Chief Financial Officer | Buy (P) | 150K | $97K |
| Apr 6, 2026 | Gupta Amit | Chief Executive Officer, Director | Sell (S) | 70K | $83K |
| Apr 2, 2026 | Gupta Amit | Chief Executive Officer, Director | Sell (S) | 54K | $57K |
| Apr 1, 2026 | Lynton Nicholas Hollmeyer | Chief Legal & Privacy Officer | Sell (S) | 40K | $40K |
| Apr 1, 2026 | Gupta Amit | Chief Executive Officer, Director | Sell (S) | 63K | $62K |
| Feb 18, 2026 | Gupta Amit | Chief Executive Officer, Director | Sell (S) | 45K | $42K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 5 | 15 | – |
Insiders Form 4 open-market | 1 | 2 | -$246K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| CDLXthis pageStock | 29 funds | $4.2M |
| CDLXthis pageCOM NEW | 16 funds | $4.1M |
| CDLX 4.25 04/01/29NOTE 4.250% 4/0 | 6 funds | $41.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CDLX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CDLX/capital-change-brief"
Use Arkolith's capital_change_brief for CDLX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CDLX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.