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Cardlytics shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Cardlytics (CDLX) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Cardlytics

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All positions including Cardlytics held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cardlytics by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $345 300 1.15

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Cardlytics

CAS Investment Partners
Vanguard Group
683 Capital Management
KPS Global Asset Management UK
Worldly Partners Management
BlackRock
Citadel Advisors
Susquehanna International
Rbf Capital
Jane Street
Geode Capital Management
Jacobs Levy Equity Management
Citizens Financial Group
GSA Capital Partners
Quinn Opportunity Partners

View all funds holding Cardlytics