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Cardlytics shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Cardlytics (CDLX) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Cardlytics

Tip: Access up to 7 years of quarterly data

All positions including Cardlytics held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cardlytics by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $191k 13k 14.49
2023-12-31 $122k 13k 9.21

More positions owned by Concurrent Investment Advisors

Alphabet Cap Stk Cl A Call Option (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding Cardlytics

BlackRock
Vanguard Group
683 Capital Management
Worldly Partners Management
Baillie Gifford & Co
Susquehanna International
Dimensional Fund Advisors
D. E. Shaw & Co
General Equity Holdings
Marshall Wace
Citadel Advisors
Davidson Kempner Capital Management
LPL Financial
Wolverine Asset Management
Jacobs Levy Equity Management

View all funds holding Cardlytics