Comparable stake leader
CAS Investment Partners, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001666071.
Comparable stake leader
CAS Investment Partners, LLC
Disclosed value leader
CAS Investment Partners, LLC
Comparable rows
50/50
Latest evidence
20 May 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CAS Investment Partners, LLC |
13D/G
13F
Company
|
9.8%
|
$10,656,037
5,198,067 shares
|
-$854,463 | 19 Aug 2025 |
| VANGUARD GROUP INC |
13D/G
The Vanguard Group
|
4.6%
|
$3,975,815
2,416,909 shares
|
$0 | 30 Jun 2025 |
| BlackRock, Inc. |
13D/G
13F
Company
|
2.1%
|
$1,810,565
1,098,977 shares
|
$0 | 30 Jun 2025 |
| John L. Klinck Jr. |
3/4/5
Director
|
0.17%
|
$192,918
89,593 shares
mixed-class rows
|
— | 20 May 2026 |
| Andre J. Fernandez |
3/4/5
Director
|
0.05%
|
$27,625
26,310 shares
|
— | 20 May 2026 |
| Jonathan Edward Francis |
3/4/5
Director
|
0.05%
|
$27,625
26,310 shares
|
— | 20 May 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
3.9%
|
$2,166,535
2,063,367 shares
|
— | 31 Mar 2026 |
| 683 Capital Management, LLC |
13F
Company
|
2.7%
|
$1,522,500
1,450,000 shares
|
— | 31 Mar 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$994,418.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 200,000 | 18,289 | $129,000 | $80,371 | +$48,629 |
| 3-6 | 0 | 324,111 | $0 | $329,976 | -$329,976 |
| 6-9 | 0 | 20,667 | $0 | $24,180 | -$24,180 |
| 9-12 | 0 | 585,383 | $0 | $688,890 | -$688,890 |
Reporting owners
Showing 1-20 of 24 reporting-owner rows connected to Cardlytics, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Karim Saad Temsamani | Chief Executive Officer, Director | $10,136,558 | Mixed | 01 Jun 2024 | ||
| Alex Mishurov | Director | $8,262,768 | Mixed | 19 Sep 2023 | ||
| Clifford Sosin | 10%+ Owner | $8,254,396 | -$452,760 | -5.2% | Mixed | 18 Aug 2025 |
| Lynne Marie Laube | Director | $2,001,811 | Mixed | 08 Nov 2022 | ||
| Scott D. Grimes | Director | $1,841,837 | Mixed | 08 Nov 2022 | ||
| Amit Gupta | Chief Executive Officer, Director | $603,917 | -$539,088 | -47% | Mixed | 01 Jul 2026 |
| Andrew Christiansen | Chief Financial Officer | $431,798 | Mixed | 18 Jul 2023 | ||
| John Balen V | Director | $416,473 | Mixed | 23 May 2023 | ||
| S. Aimee Lapic | Director | $385,598 | Mixed | 23 May 2024 | ||
| Kirk L. Somers | Chief Legal & Privacy Officer | $348,668 | Mixed | 22 Jun 2022 | ||
| Jessica Jensen | Director | $346,914 | Mixed | 23 May 2024 | ||
| Alexis DeSieno | Chief Financial Officer | $339,017 | -$61,058 | -15% | Mixed | 01 Jan 2026 |
| David Leslie Adams | Director | $247,176 | Mixed | 23 May 2023 | ||
| Mark A. Johnson | Director | $229,611 | Mixed | 21 May 2022 | ||
| David Thomas Evans | Chief Financial Officer | $201,249 | +$129,000 | +179% | Filing P/S | 15 May 2026 |
| John L. Klinck Jr. | Director | $192,918 | Mixed | 20 May 2026 | ||
| Liane Hornsey | Director | $133,838 | Mixed | 20 May 2026 | ||
| Nicholas Hollmeyer Lynton | Chief Legal & Privacy Officer | $117,529 | -$70,511 | -37% | Mixed | 01 Jul 2026 |
| Tony Weisman | Director | $100,923 | Mixed | 23 May 2023 | ||
| Scott A. Hill | Director | $72,185 | Mixed | 20 May 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Amit Gupta | CDLX | Common Stock | Sale | -7.81% | $42,358 | $4.39 | -9,640 | 113,850 | 06 Jul 2026 | Direct |
| Amit Gupta | CDLX | Common Stock | Sale | -5% | $28,559 | $4.40 | -6,498 | 123,490 | 02 Jul 2026 | Direct |
| Nicholas Hollmeyer Lynton | CDLX | Common Stock | Sale | -10% | $9,454 | $4.40 | -2,151 | 19,353 | 02 Jul 2026 | Direct |
| Amit Gupta | CDLX | Common Stock | Options Exercise | 31.6% | 31,250 | 129,988 | 01 Jul 2026 | Direct | ||
| Amit Gupta | CDLX | Restricted Stock Units | Options Exercise | -45.4% | -31,250 | 37,500 | 01 Jul 2026 | Direct | ||
| Nicholas Hollmeyer Lynton | CDLX | Common Stock | Options Exercise | 28.1% | 4,719 | 21,504 | 01 Jul 2026 | Direct | ||
| Nicholas Hollmeyer Lynton | CDLX | Restricted Stock Unit | Options Exercise | -12.5% | -2,750 | 19,250 | 01 Jul 2026 | Direct | ||
| Nicholas Hollmeyer Lynton | CDLX | Restricted Stock Units | Options Exercise | -100% | -1,969 | 0 | 01 Jul 2026 | Direct | ||
| Srishti A. Gupta | CDLX | Common Stock | Options Exercise | 178.9% | 11,000 | 17,148 | 20 May 2026 | Direct | ||
| Srishti A. Gupta | CDLX | Restricted Stock Units | Options Exercise | -100% | -11,000 | 0 | 20 May 2026 | Direct | ||
| Srishti A. Gupta | CDLX | Restricted Stock Unit | Award | 11,000 | 11,000 | 20 May 2026 | Direct | |||
| Jonathan Edward Francis | CDLX | Common Stock | Options Exercise | 71.8% | 11,000 | 26,310 | 20 May 2026 | Direct | ||
| Jonathan Edward Francis | CDLX | Restricted Stock Units | Options Exercise | -100% | -11,000 | 0 | 20 May 2026 | Direct | ||
| Jonathan Edward Francis | CDLX | Restricted Stock Units | Award | 11,000 | 11,000 | 20 May 2026 | Direct | |||
| Scott A. Hill | CDLX | Common Stock | Options Exercise | 19% | 11,000 | 68,748 | 20 May 2026 | Direct | ||
| Scott A. Hill | CDLX | Restricted Stock Units | Options Exercise | -100% | -11,000 | 0 | 20 May 2026 | Direct | ||
| Scott A. Hill | CDLX | Restricted Stock Unit | Award | 11,000 | 11,000 | 20 May 2026 | Direct | |||
| Andre J. Fernandez | CDLX | Common Stock | Options Exercise | 71.8% | 11,000 | 26,310 | 20 May 2026 | Direct | ||
| Andre J. Fernandez | CDLX | Restricted Stock Units | Options Exercise | -100% | -11,000 | 0 | 20 May 2026 | Direct | ||
| Andre J. Fernandez | CDLX | Restricted Stock Units | Award | 11,000 | 11,000 | 20 May 2026 | Direct | |||
| Liane Hornsey | CDLX | Common Stock | Options Exercise | 49.3% | 11,000 | 33,326 | 20 May 2026 | Direct | ||
| Liane Hornsey | CDLX | Restricted Stock Units | Options Exercise | -100% | -11,000 | 0 | 20 May 2026 | Direct | ||
| Liane Hornsey | CDLX | Restricted Stock Unit | Award | 11,000 | 11,000 | 20 May 2026 | Direct | |||
| John L. Klinck Jr. | CDLX | Common Stock | Options Exercise | 14% | 11,000 | 89,593 | 20 May 2026 | Direct | ||
| John L. Klinck Jr. | CDLX | Restricted Stock Units | Options Exercise | -100% | -11,000 | 0 | 20 May 2026 | Direct | ||
| John L. Klinck Jr. | CDLX | Restricted Stock Units | Award | 11,000 | 11,000 | 20 May 2026 | Direct | |||
| David Thomas Evans | CDLX | Common Stock | Purchase | 18.7% | $31,650 | $0.6330 | 50,000 | 317,930 | 18 May 2026 | Direct |
| David Thomas Evans | CDLX | Common Stock | Purchase | 127.2% | $97,350 | $0.6490 | 150,000 | 267,930 | 15 May 2026 | Direct |
| Amit Gupta | CDLX | Common Stock | Sale | -6.61% | $82,892 | $1.19 | -69,833 | 987,387 | 06 Apr 2026 | Direct |
| Amit Gupta | CDLX | Common Stock | Sale | -4.88% | $56,502 | $1.04 | -54,225 | 1,057,220 | 02 Apr 2026 | Direct |
| Amit Gupta | CDLX | Common Stock | Sale | -5.33% | $61,924 | $0.9900 | -62,549 | 1,111,445 | 01 Apr 2026 | Direct |
| Amit Gupta | CDLX | Common Stock | Options Exercise | 78% | 514,350 | 1,173,994 | 01 Apr 2026 | Direct | ||
| Amit Gupta | CDLX | Restricted Stock Units | Options Exercise | -100% | -514,350 | 0 | 01 Apr 2026 | Direct | ||
| Nicholas Hollmeyer Lynton | CDLX | Common Stock | Sale | -19.4% | $39,893 | $0.9900 | -40,296 | 167,856 | 01 Apr 2026 | Direct |
| Nicholas Hollmeyer Lynton | CDLX | Common Stock | Options Exercise | 69.4% | 85,290 | 208,152 | 01 Apr 2026 | Direct | ||
| Nicholas Hollmeyer Lynton | CDLX | Restricted Stock Units | Options Exercise | -100% | -85,290 | 0 | 01 Apr 2026 | Direct | ||
| Amit Gupta | CDLX | Restricted Stock Units | Award | 1,500,000 | 1,500,000 | 27 Feb 2026 | Direct | |||
| Nicholas Hollmeyer Lynton | CDLX | Restricted Stock Unit | Award | 220,000 | 220,000 | 18 Feb 2026 | Direct | |||
| Amit Gupta | CDLX | Common Stock | Sale | -6.41% | $41,817 | $0.9260 | -45,159 | 659,644 | 18 Feb 2026 | Direct |
| Amit Gupta | CDLX | Common Stock | Sale | -6.88% | $46,948 | $0.9020 | -52,049 | 704,803 | 17 Feb 2026 | Direct |
| Amit Gupta | CDLX | Common Stock | Options Exercise | 49.3% | 250,000 | 756,852 | 16 Feb 2026 | Direct | ||
| Amit Gupta | CDLX | Restricted Stock Units | Options Exercise | -66.7% | -250,000 | 125,000 | 16 Feb 2026 | Direct | ||
| David Thomas Evans | CDLX | Restricted Stock Units | Award | 1,000,000 | 1,000,000 | 12 Jan 2026 | Direct | |||
| Nicholas Hollmeyer Lynton | CDLX | Common Stock | Sale | -4.84% | $7,316 | $1.17 | -6,253 | 122,862 | 05 Jan 2026 | Direct |
| Amit Gupta | CDLX | Common Stock | Sale | -1.13% | $6,794 | $1.17 | -5,807 | 506,852 | 05 Jan 2026 | Direct |
| Alexis DeSieno | CDLX | Common Stock | Sale | -4.1% | $10,070 | $1.17 | -8,607 | 201,159 | 05 Jan 2026 | Direct |
| Nicholas Hollmeyer Lynton | CDLX | Common Stock | Options Exercise | 11% | 12,788 | 129,115 | 01 Jan 2026 | Direct | ||
| Nicholas Hollmeyer Lynton | CDLX | Restricted Stock Units | Options Exercise | -33.3% | -1,578 | 3,156 | 01 Jan 2026 | Direct | ||
| Nicholas Hollmeyer Lynton | CDLX | Restricted Stock Unit | Options Exercise | -95.1% | -11,210 | 582 | 01 Jan 2026 | Direct | ||
| Amit Gupta | CDLX | Common Stock | Options Exercise | 2.88% | 14,349 | 512,659 | 01 Jan 2026 | Direct |