Question 1

Does Creative Planning own CDLX stock?

Accepted Answer

As of its Q1 2026 13F, Creative Planning held 18,515 shares of CDLX (Cardlytics), worth $19,441.

Question 2

How many shares of CDLX does Creative Planning own?

Accepted Answer

As of its Q1 2026 13F, Creative Planning held 18,515 shares of CDLX (Cardlytics).

Question 3

What is Creative Planning's CDLX position worth?

Accepted Answer

As of its Q1 2026 13F, Creative Planning's CDLX position was worth $19,441.

Question 4

When did Creative Planning first buy CDLX?

Accepted Answer

Creative Planning first reported CDLX in its Q1 2023 13F and listed it in 13 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$4.49	0
2026-Q1	Unchanged	18,515	0.0%	$19,441	0.0%	$10.50	0
2025-Q4	Unchanged	18,515	0.0%	$21,292	0.0%	$11.50	0
2025-Q3	Unchanged	18,515	0.0%	$44,991	0.0%	$24.30	0
2025-Q2	Unchanged	18,515	0.0%	$30,457	0.0%	$16.45	0
2025-Q1	Decreased	18,515	-11.3%	$33,697	0.0%	$18.20	0
2024-Q4	Decreased	20,868	-29.4%	$77,420	0.0%	$37.10	0
2024-Q3	Increased	29,537	+35.4%	$94,518	0.0%	$32.00	28