Confluent, Inc.
CFLTDelisted Mar 17, 2026- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001699838
Confluent, Inc. was delisted on Mar 17, 2026; its insiders filed their last Form 4 on Mar 19, 2026; 428 institutions reported holding it in 13F filings for Q4 2025, worth $8.73B in total; superinvestors Altimeter Capital and Soros Fund Management held it.
Key figures
- Market cap
- –
- Not available
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 428
- Q4 2025, +48 vs. previous quarter
- 13F value
- $8.73B
- Reported value at the end of Q4 2025
- Superinvestors holding
- 2
- At the end of Q4 2025
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $1.17B
- +21.1% year over year
- Net income, FY2025
- -$295.3M
- No comparable prior period
- Free cash flow, FY2025
- $60.7M
- +96.4% year over year
- Revenue, Q4 FY2025
- $314.8M
- +20.5% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $295.3M (25.3% of revenue).
Short interest
See short dataFrom FINRA, settlement date Mar 13, 2026.
- Short interest
- 26.2M
- Shares sold short
- Change
- +937.8K
- +3.7% vs. previous
- Days to cover
- 3.51
- At average daily volume
Superinvestors holding CFLT, Q4 2025
Go to the superinvestors tab2 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
See all insider tradesOpen-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
See all 428 holdersThe 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 |
Holders of 5% or more of CFLT
See all 1 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Confluent, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 5.60%14.4M shares | −6.10 ppfrom 11.70% | Oct 23, 20244 filings | Feb 7, 2025 | SEC |