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.
13F holders, Q4 2025
Institutional positions in Confluent, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
CFLT is no longer listed, so this page shows Q4 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 426
- +48 vs. Q3 2025
- Shares held
- 289.5M
- +24.0M (+9.1%) vs. Q3 2025
- Total value
- $8.75B
- +$3.49B (+66.3%) vs. Q3 2025
- New holders
- 163
- 127 more added
- Sold out
- 115
- 98 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CFLT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $31 |
| Q1 2026 | 4 | $2.31M |
| Q4 2025 | 426 | $8.75B |
| Q3 2025 | 385 | $5.28B |
| Q2 2025 | 396 | $6.58B |
| Q1 2025 | 399 | $6.10B |
| Q4 2024 | 386 | $6.45B |
| Q3 2024 | 343 | $4.92B |
| Q2 2024 | 373 | $7.53B |
| Q1 2024 | 399 | $7.32B |
| Q4 2023 | 365 | $5.13B |
| Q3 2023 | 345 | $5.84B |
| Q2 2023 | 309 | $6.48B |
| Q1 2023 | 259 | $3.83B |
| Q4 2022 | 247 | $2.92B |
| Q3 2022 | 236 | $2.79B |
| Q2 2022 | 202 | $2.67B |
| Q1 2022 | 212 | $3.72B |
| Q4 2021 | 184 | $6.76B |
| Q3 2021 | 99 | $3.28B |
| Q2 2021 | 90 | $1.48B |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Confluent, Inc.; 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 |
| Geode Capital Management, LLC | 5,713,499 | $172.8M | 0.01% | +222,596+4.1% | Added |
| Champlain Investment Partners, LLC | 5,489,498 | $166.0M | 1.68% | −5,649,558−50.7% | Reduced |
| State Street Corp | 5,059,728 | $153.0M | 0.01% | +176,823+3.6% | Added |
| Amundi | 4,837,320 | $146.3M | 0.04% | +3,227,527+200.5% | Added |
| Morgan Stanley | 4,567,873 | $138.1M | 0.01% | +2,548,388+126.2% | Added |
| Balyasny Asset Management LLC | 4,362,956 | $131.9M | 0.25% | +4,229,434+3,167.6% | Added |
| UBS Oconnor LLC | 3,970,660 | $120.1M | 3.21% | +3,970,660 | New |
| Tudor Investment Corp Et Al | 3,950,025 | $119.4M | 0.66% | +3,890,679+6,555.9% | Added |
| Soma Equity Partners LP | 3,941,355 | $119.2M | 6.95% | +1,774,412+81.9% | Added |
| Omni Event Management Ltd | 3,750,000 | $113.4M | 8.76% | +3,750,000 | New |
| First Trust Advisors LP | 3,716,584 | $112.4M | 0.08% | −614,508−14.2% | Reduced |
| Greenhouse Funds LLLP | 3,366,843 | $101.8M | 3.93% | −205,582−5.8% | Reduced |
| Pictet Asset Management Holding SA | 3,338,152 | $100.9M | 0.10% | −1,903,421−36.3% | Reduced |
| Citadel Advisors LLC | 3,197,023 | $96.7M | 0.07% | −2,182,355−40.6% | Reduced |
| Millennium Management LLC | 3,010,344 | $91.0M | 0.07% | −966,882−24.3% | Reduced |
| D. E. Shaw & Co., Inc. | 2,957,770 | $89.4M | 0.07% | −2,242,972−43.1% | Reduced |
| Brown Advisory Inc | 2,942,245 | $89.0M | 0.12% | +713,707+32.0% | Added |
| Charles Schwab Investment Management Inc | 2,766,707 | $83.7M | 0.01% | +63,301+2.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,689,913 | $81.3M | 1.09% | +2,689,913 | New |
| Magnetar Financial LLC | 2,630,482 | $79.5M | 0.78% | +2,630,482 | New |
| Man Group plc | 2,134,532 | $64.5M | 0.12% | +1,220,756+133.6% | Added |
| Alliancebernstein L.P. | 2,079,688 | $62.9M | 0.02% | +1,987,191+2,148.4% | Added |
| Bank of America Corp | 1,742,840 | $52.7M | 0.00% | −326,624−15.8% | Reduced |
| Citigroup Inc | 1,694,625 | $51.2M | 0.03% | +1,434,339+551.1% | Added |
| Northern Trust Corp | 1,570,203 | $47.5M | 0.01% | +45,252+3.0% | Added |
| JPMorgan Chase & Co | 1,550,409 | $46.9M | 0.00% | −5,429,309−77.8% | Reduced |
| Deutsche Bank AG | 1,478,296 | $44.7M | 0.01% | +705,596+91.3% | Added |
| Squarepoint Ops LLC | 1,454,703 | $44.0M | 0.09% | +478,142+49.0% | Added |
| CNH Partners LLC | 1,405,524 | $42.5M | 0.89% | +1,405,524 | New |
| HSBC Holdings PLC | 1,388,994 | $42.1M | 0.01% | +1,364,064+5,471.6% | Added |
| Glazer Capital, LLC | 1,388,508 | $42.0M | 1.10% | +1,388,508 | New |
| Highland Capital Management Fund Advisors, L.P. | 1,382,600 | $41.8M | 2.91% | +1,382,600 | New |
| TIG Advisors, LLC | 1,366,662 | $41.3M | 1.99% | +1,366,662 | New |
| Bank of New York Mellon Corp | 1,311,320 | $39.7M | 0.01% | −251,617−16.1% | Reduced |
| Mercer Global Advisors Inc | 1,289,720 | $39.0M | 0.06% | +1,229,696+2,048.7% | Added |
| Cadian Capital Management, LP | 1,272,854 | $38.5M | 2.78% | −4,600,790−78.3% | Reduced |
| Infinitum Asset Management, LLC | 1,250,000 | $37.8M | 5.59% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,058,893 | $32.0M | 0.05% | +1,058,893 | New |
| Whitebox Advisors LLC | 1,054,747 | $31.9M | 0.53% | +1,054,747 | New |
| Nuveen, LLC | 1,017,836 | $30.8M | 0.01% | +270,688+36.2% | Added |
| Gabelli Funds LLC | 1,011,450 | $30.6M | 0.21% | +1,011,450 | New |
| Hudson Bay Capital Management LP | 1,000,000 | $30.2M | 0.17% | +1,000,000 | New |
| Centiva Capital, LP | 973,177 | $29.4M | 1.78% | +700,576+257.0% | Added |
| Light Street Capital Management, LLC | 910,000 | $27.5M | 4.23% | −358,640−28.3% | Reduced |
| Verition Fund Management LLC | 905,509 | $27.4M | 0.15% | +47,417+5.5% | Added |
| Goldman Sachs Group Inc | 893,542 | $27.0M | 0.00% | +112,963+14.5% | Added |
| Polar Asset Management Partners Inc. | 879,700 | $26.6M | 0.53% | +879,700 | New |
| Westchester Capital Management, LLC | 857,198 | $25.9M | 1.22% | +857,198 | New |
| Gamco Investors, Inc. Et Al | 836,800 | $25.3M | 0.24% | +836,800 | New |
| UBS Asset Management Americas Inc | 833,118 | $25.2M | 0.01% | −1,425−0.2% | Reduced |
| Sagefield Capital LP | 830,833 | $25.1M | 2.13% | +830,833 | New |
| Melqart Asset Management (UK) Ltd | 815,896 | $24.7M | 2.47% | +567,451+228.4% | Added |
| FMR LLC | 805,366 | $24.4M | 0.00% | −1,373,869−63.0% | Reduced |
| LMR Partners LLP | 799,778 | $24.2M | 0.23% | +795,151+17,185.0% | Added |
| Bienville Capital Management, LLC | 779,402 | $23.6M | 3.74% | −706,439−47.5% | Reduced |
| Allianz Asset Management GmbH | 725,600 | $21.9M | 0.03% | +701,933+2,965.9% | Added |
| Taconic Capital Advisors LP | 714,187 | $21.6M | 7.97% | +714,187 | New |
| Ararat Capital Management, LP | 701,170 | $21.2M | 10.45% | +701,170 | New |
| Adage Capital Partners GP, L.L.C. | 686,717 | $20.8M | 0.03% | +686,717 | New |
| Woodline Partners LP | 674,973 | $20.4M | 0.08% | +674,973 | New |
| Water Island Capital LLC | 640,113 | $19.4M | 2.36% | +640,113 | New |
| Ieq Capital, LLC | 626,582 | $18.9M | 0.06% | +327,698+109.6% | Added |
| Marshall Wace, LLP | 620,137 | $18.8M | 0.02% | −111,765−15.3% | Reduced |
| Alpine Associates Management Inc. | 610,500 | $18.5M | 1.24% | +610,500 | New |
| Slotnik Capital, LLC | 585,000 | $17.7M | 4.84% | +585,000 | New |
| Picton Mahoney Asset Management | 565,500 | $17.1M | 0.19% | +565,500 | New |
| Swiss National Bank | 546,800 | $16.5M | 0.01% | +19,300+3.7% | Added |
| Gabelli & Co Investment Advisers, Inc. | 518,550 | $15.7M | 2.36% | +518,550 | New |
| Twin Securities, Inc. | 505,486 | $15.3M | 5.86% | +505,486 | New |
| Southpoint Capital Advisors LP | 500,000 | $15.1M | 0.35% | +500,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 500,000 | $15.1M | 0.03% | +500,000 | New |
| Blackstone Group Inc. | 485,000 | $14.7M | 0.06% | +485,000 | New |
| Vivaldi Asset Management, LLC | 462,084 | $14.0M | 0.85% | +462,084 | New |
| Alyeska Investment Group, L.P. | 456,976 | $13.8M | 0.04% | −3,146,499−87.3% | Reduced |
| Cinctive Capital Management LP | 450,000 | $13.6M | 0.79% | +326,752+265.1% | Added |
| Tremblant Capital Group | 449,655 | $13.6M | 0.35% | +136,953+43.8% | Added |
| Botty Investors LLC | 433,333 | $13.1M | 3.11% | +433,333 | New |
| Quantinno Capital Management LP | 421,644 | $12.8M | 0.03% | −96,317−18.6% | Reduced |
| Loup Funds, LLC | 410,221 | $12.4M | 3.61% | +410,221 | New |
| California Public Employees Retirement System | 391,049 | $11.8M | 0.01% | +13,960+3.7% | Added |
| Versor Investments LP | 380,309 | $11.5M | 1.79% | +380,309 | New |
| Savant Capital, LLC | 376,268 | $11.4M | 0.06% | +467+0.1% | Added |
| ExodusPoint Capital Management, LP | 361,778 | $10.9M | 0.12% | +99,883+38.1% | Added |
| Simplex Trading, LLC | 358,415 | $10.8M | 0.30% | +358,415 | New |
| Y-Intercept (Hong Kong) Ltd | 350,411 | $10.6M | 0.24% | +350,411 | New |
| Invesco Ltd. | 311,131 | $9.41M | 0.00% | −2,097,039−87.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 310,400 | $9.39M | 0.32% | +310,400 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 307,834 | $9.31M | 0.33% | +307,834 | New |
| Fideuram Asset Management (Ireland) dac | 378,422 | $9.10M | 0.72% | +378,422 | New |
| Rhumbline Advisers | 300,358 | $9.08M | 0.01% | −447−0.1% | Reduced |