Confluent, Inc.
CFLTDelisted- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001699838
Confluent, Inc. was delisted in 2026; its insiders filed their last Form 4 on Mar 19, 2026; 426 institutions reported holding it in 13F filings for Q4 2025, worth $8.75B in total; superinvestors Altimeter Capital and Soros Fund Management held it.
Key figures
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 426
- Q4 2025, +48 vs. previous quarter
- 13F value
- $8.75B
- Reported value at the end of Q4 2025
- Superinvestors holding
- 2
- At the end of Q4 2025
Superinvestors holding CFLT, Q4 2025
2 superinvestors report holding Confluent, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Altimeter Capital
Brad Gerstner
3.1%
Confluent, Inc.'s share of the portfolio
- Shares
- 6,933,250
- Value
- $209.7M
Soros Fund Management
George Soros
1.1%
Confluent, Inc.'s share of the portfolio
- Shares
- 2,689,913
- Value
- $81.3M
Latest insider trades
Open-market purchases and sales by Confluent, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Mar 13, 2026 (view filing) | Mar 12 | 1 day | Sivaram RohanCHIEF FINANCIAL OFFICER | SSaleClass A Common Stock | −30.0K | $30.67 | −$920.0K | −5.3%532.0K after | 10b5-1 |
| Feb 24, 2026 (view filing) | Feb 20-24 | 4 days | Mac Ban Ryan NorrisChief Revenue Officer | SSaleClass A Common Stock | −31.3K | $30.67 | −$959.3K | −8.0%358.9K after | 2 lots10b5-1 |
| Feb 24, 2026 (view filing) | Feb 20 | 4 days | Phan KongChief Accounting Officer | SSaleClass A Common Stock | −2.28K | $30.70 | −$69.9K | −1.0%218.2K after | |
| Feb 24, 2026 (view filing) | Feb 20 | 4 days | Sivaram RohanCHIEF FINANCIAL OFFICER | SSaleClass A Common Stock | −21.5K | $30.70 | −$660.1K | −3.7%562.0K after | |
| Feb 24, 2026 (view filing) | Feb 20 | 4 days | Kreps Edward JayCHIEF EXECUTIVE OFFICER | SSaleClass A Common Stock | −270.2K | $30.70 | −$8.30M | −47.2%301.7K after | 10b5-1 |
| Feb 18, 2026 (view filing) | Feb 13-18 | 5 days | Mac Ban Ryan NorrisChief Revenue Officer | SSaleClass A Common Stock | −3.77K | $30.58 | −$115.2K | −1.0%390.2K after | 2 lots10b5-1 |
| Feb 18, 2026 (view filing) | Feb 13 | 5 days | Narkhede NehaDirector | SSaleClass A Common Stock | −80.0K | $30.59 | −$2.45M | −73.7%28.5K after | 10b5-1 |
| Feb 18, 2026 (view filing) | Feb 13 | 5 days | Volpi MichelangeloDirector | SSaleClass A Common Stock | −25.0K | $30.59 | −$764.8K | −13.8%155.5K after | 10b5-1 |
| Feb 18, 2026 (view filing) | Feb 13 | 5 days | Vishria EricDirector | SSaleClass A Common Stock | −61.9K | $30.57 | −$1.89M | −8.5%663.6K after | 10b5-1 |
| Dec 23, 2025 (view filing) | Dec 22-23 | 1 day | Mac Ban Ryan NorrisChief Revenue Officer | SSaleClass A Common Stock | −4.27K | $29.96 | −$128.0K | −1.3%332.7K after | 2 lots |
Top 10 13F holders, Q4 2025
The largest institutional positions in Confluent, Inc. at the end of Q4 2025; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,867,228 | $933.4M | 0.01% | −479,986−1.5% | Reduced |
| BlackRock, Inc. | 29,868,883 | $903.2M | 0.02% | +5,333,707+21.7% | Added |
| HBK Investments L P | 15,000,000 | $453.6M | 4.91% | +15,000,000 | New |
| UBS Group AG | 12,864,520 | $389.0M | 0.08% | +8,331,946+183.8% | Added |
| Jericho Capital Asset Management L.P. | 11,094,000 | $335.5M | 3.82% | +2,828,000+34.2% | Added |
| Davidson Kempner Capital Management LP | 8,829,908 | $267.0M | 3.91% | +8,829,908 | New |
| Norges Bank | 8,785,360 | $265.7M | 0.03% | +8,785,360 | New |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 6,933,250 | $209.7M | 3.15% | −4,348,543−38.5% | Reduced |
| AQR Capital Management LLC | 6,484,203 | $196.1M | 0.10% | +1,579,744+32.2% | Added |
| Beryl Capital Management LLC | 5,855,212 | $177.1M | 17.95% | +5,855,212 | New |