Position in CDLX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,000
+$9,500 QoQ
Shares Held
2,000
+100.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDLX Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Corient Private Wealth LLC holds $87,022,714 across 8 Advertising Agencies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
141,084 | $72,690,709 | |
| 2 | OMC |
Omnicom Group Inc.
|
123,990 | $9,030,191 | |
| 3 | ZD |
Ziff Davis, Inc.
|
56,864 | $2,977,967 | |
| 4 | TTD |
Trade Desk, Inc.
|
85,497 | $1,545,785 | |
| 5 | MGNI |
Magnite, Inc.
|
17,309 | $328,524 | |
| 6 | DV |
DoubleVerify Holdings, Inc.
|
23,298 | $252,550 | |
| 7 | STGW |
Stagwell Inc
|
22,544 | $167,501 | |
| 8 | FLNT |
Fluent, Inc.
|
1,322,577 | $29,487 |
All Filings in CDLX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,000 | 20,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,500 | 10,000 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $24,300 | 10,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,450 | 10,000 | Shares | Sole | 2025-09-26 | |
| No filing history on record for this holder in this stock. | ||||||