InsidersTradesSigma
Follow the Cardlytics, Inc. share price and the full management transaction log of the company, a listed equity based in United States. Shares are quoted on the US market, under the authority of SEC (Form 4). Operating in the Media & Communication sector, Cardlytics, Inc. has logged 266 public disclosures. Market capitalisation: €24.9m. The latest transaction was disclosed on 18 August 2026 (Notice of proposed sale (Form 144)). Among the most active insiders: Lynton Nicholas Hollmeyer. All data is openly available.
266
Insider Decl.
n/a
Thresholds
€44m
19 ops.
Buy Volume
€10m
90 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Cardlytics, Inc. Hold (neutral), based on 4 analysts. Average price target: US$6.00.
54Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 18 August 2026
Declarations266 total
6,676 shares@ US$4.0306CommonSEC144:0001959173-26-006193
12,500 sharesCommon StockSEC:0001628280-26-057772:0
12,500 sharesCommon StockSEC:0001628280-26-057772:1
6,785 shares@ US$3.9660.11% mcap8.7% of flowCommon StockSEC:0001628280-26-057772:2
6,676 shares@ US$4.0310.11% mcap8.7% of flowCommon StockSEC:0001628280-26-057772:3
6,785 shares@ US$3.96590.11% mcap10.6% of flowCommonSEC144:0001959173-26-006109
9,640 shares@ US$4.39440.18% mcap18.9% of flowCommonSEC144:0001959173-26-005120
2,151 shares@ US$4.3950.036% mcap11.0% of flowCommon StockSEC:0001628280-26-047389:4
6,498 shares@ US$4.3950.11% mcap40.3% of flowCommon StockSEC:0001628280-26-047392:2
9,640 shares@ US$4.3940.16% mcap59.7% of flowCommon StockSEC:0001628280-26-047392:3
157 sharesCommon StockSEC:0001628280-26-047389:0
1,500 sharesCommon StockSEC:0001628280-26-047389:1
312 sharesCommon StockSEC:0001628280-26-047389:2
2,750 sharesCommon StockSEC:0001628280-26-047389:3
12,500 sharesCommon StockSEC:0001628280-26-047392:0
18,750 sharesCommon StockSEC:0001628280-26-047392:1
2,151 shares@ US$4.39540.041% mcap7.0% of flowCommonSEC144:0001959173-26-005077
6,498 shares@ US$4.39540.12% mcap15.7% of flowCommonSEC144:0001959173-26-005082
11,000 shares0Common StockSEC:0001628280-26-037302:0
11,000 shares0Common StockSEC:0001628280-26-037306:0
11,000 shares0Common StockSEC:0001628280-26-037309:0
11,000 shares0Common StockSEC:0001628280-26-037312:0
11,000 shares0Common StockSEC:0001628280-26-037315:0
11,000 shares0Common StockSEC:0001628280-26-037320:0
69,833 shares@ US$1.18753.7% of flowCommon StockSEC:0001628280-26-023939:0
25 of 266 declarations
关于 Cardlytics, Inc.
Cardlytics, Inc.（股票代码：CDLX）是一家在美国纳斯达克上市的公司，在美国股票市场中占据重要地位。Cardlytics 总部位于佐治亚州亚特兰大，成立于 2008 年 6 月，其业务围绕商业媒体和购买数据驱动的广告展开。其核心主张是利用通过银行和发卡机构合作伙伴提供的专有交易数据，帮助广告商在更精确和隐私安全的环境中定位、吸引和衡量消费者。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1666071/000166607125000034/cdlx-20241231.htm?utm_source=openai)) 从商业模式的角度来看，Cardlytics 最好的理解是作为一个卡链接营销平台，它处于金融服务和数字广告的交汇点。该公司表示，它开创了卡链接优惠行业，并在美国和英国建立了庞大的金融机构合作伙伴网络。该网络使 Cardlytics 能够接触到庞大的消费者基础，并了解相当一部分基于卡的消费，这对于希望获得可衡量绩效和闭环归因的品牌来说是其价值主张的核心。（[cardlytics.com](https://www.cardlytics.com/about)) Cardlytics 的产品分为两大类。对于营销人员，该公司提供购买情报、受众定位、活动激活和衡量工具，旨在提供相关优惠并量化销售影响。对于银行和出版商，它为日常购买提供卡链接奖励，帮助合作伙伴提高忠诚度、参与度和“首选支付”行为。2025 年，Cardlytics 还推出了 Cardlytics Rewards Platform，并将其出版商基础扩展到金融机构之外，这表明其旨在扩大分销并减少对狭窄合作伙伴群体的依赖。（[cardlytics.com](https://www.cardlytics.com/about)) 从地理上看，该业务仍集中在美国和英国。美国是其主要市场，而英国则提供了第二个战略立足点。这种集中对投资者很重要，因为 Cardlytics 的收入机会不仅与广告商需求相关，还与这两个市场中其银行和出版商关系的规模和健康状况相关。（[cardlytics.com](https://www.cardlytics.com/about)) 最近的消息表明该公司正处于转型期。管理层将 2025 年描述为业务重置和改善财务健康的一年，更加注重成本纪律和运营效率。2025 年的季度更新显示收入同比面临压力，而调整后的盈利能力在某些时期有所改善，这突显了转型故事的复杂性。结果是，该公司拥有有吸引力的数据资产和差异化平台，但也存在执行风险、合作伙伴集中风险以及仍然波动的增长前景。（[ir.cardlytics.com](https://ir.cardlytics.com/news/news-details/2026/Cardlytics-Announces-Fourth-Quarter-and-Full-Year-2025-Financial-Results/default.aspx?utm_source=openai))
