47 tracked 13F filers disclose a position in CDLX as of the latest SEC 13F filings, a combined $14.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CAS Investment Partners, LLC | $5.5M | 5.2M | —Held | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $2.2M | 2.1M | →First observed position No prior filed position | Q1 2026 | |
| 3 | 683 Capital Management, LLC | $1.5M | 1.4M | ▲+3.6% Added · +50K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $1.0M | 991K | ▲+2.5% Added · +24K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $771K | 734K | ▲+12% Added · +80K sh | Q1 2026 | |
| 6 | Quinn Opportunity Partners LLC | $486K | 462K | —Held | Q1 2026 | |
| 7 | LPL Financial LLC | $459K | 437K | ▼−1.8% Reduced · −8K sh | Q1 2026 | |
| 8 | VANGUARD FIDUCIARY TRUST CO | $341K | 325K | →First observed position No prior filed position | Q1 2026 | |
| 9 | STATE STREET CORP | $239K | 228K | —Held | Q1 2026 | |
| 10 | UBS Group AG | $224K | 213K | ▲+15% Added · +28K sh | Q1 2026 | |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | $181K | 172K | →First observed position No prior filed position | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $150K | 143K | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $118K | 113K | ▲+108% Added · +59K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $114K | 108K | ▼−3.0% Reduced · −3K sh | Q1 2026 | |
| 15 | BROWN ADVISORY INC | $109K | 104K | ▼−3.5% Reduced · −4K sh | Q1 2026 | |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $80K | 76K | —Held | Q1 2026 | |
| 17 | SIMPLEX TRADING, LLC | $73K | 69K | ▼−63% Reduced · −117K sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $69K | 66K | ▼−74% Reduced · −189K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $65K | 62K | ▼−43% Reduced · −47K sh | Q1 2026 | |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | $56K | 53K | ▼−92% Reduced · −586K sh | Q1 2026 | |
| 21 | BARCLAYS PLC | $51K | 49K | ▼−13% Reduced · −7K sh | Q1 2026 | |
| 22 | XTX Topco Ltd | $38K | 37K | ▲+200% Added · +24K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $37K | 35K | ▼−98% Reduced · −1.4M sh | Q1 2026 | |
| 24 | TWO SIGMA SECURITIES, LLC | $33K | 32K | ▼−13% Reduced · −5K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $30K | 28K | ▼−8.2% Reduced · −3K sh | Q1 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, 1 fund opened a new position in CDLX and 3 added to an existing one, while 6 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 12 funds | $2.6B |
| ELI LILLY & COLLY | 12 funds | $764.9M |
| MICROSOFT CORPMSFT | 11 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 11 funds | $2.1B |
| BROADCOM INCAVGO | 11 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 11 funds | $1.2B |
| COSTCO WHOLESALE CORPCOST | 11 funds | $644.6M |
| TESLA INCTSLA | 11 funds | $528.9M |
| MASTERCARD INC - AMA | 11 funds | $508.2M |
| CHEVRON CORPCVX | 11 funds | $488.1M |
| BOOKING HOLDINGS INCBKNG | 11 funds | $418.6M |
Ranked by how many of CDLX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Feb 17, 2026 | Gupta Amit | Chief Executive Officer, Director | Sell (S) | 52K | $47K |
| Jan 5, 2026 | DeSieno Alexis | Chief Financial Officer | Sell (S) | 9K | $10K |
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.