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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; 426 institutions reported holding it in 13F filings for Q4 2025, worth $8.73B in total; superinvestors Altimeter Capital and Soros Fund Management held it.

13F holders, Q3 2021

Institutional positions in Confluent, Inc. as of Sep 30, 2021. 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

Institutional holders
99
+9 vs. Q2 2021
Shares held
55.3M
+23.8M (+75.8%) vs. Q2 2021
Total value
$3.28B
+$1.80B (+121.9%) vs. Q2 2021
New holders
48
32 more added
Sold out
39
8 more reduced

Compare with Q2 2021: 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.

Institutional holdersQ3 2021: 99 institutions
Q1 2021: 0 institutionsQ2 2021: 90 institutionsQ3 2021: 99 institutionsQ4 2021: 184 institutionsQ1 2022: 212 institutionsQ2 2022: 202 institutionsQ3 2022: 236 institutionsQ4 2022: 247 institutionsQ1 2023: 259 institutionsQ2 2023: 309 institutionsQ3 2023: 345 institutionsQ4 2023: 365 institutionsQ1 2024: 399 institutionsQ2 2024: 373 institutionsQ3 2024: 343 institutionsQ4 2024: 386 institutionsQ1 2025: 399 institutionsQ2 2025: 396 institutionsQ3 2025: 385 institutionsQ4 2025: 426 institutionsQ1 2026: 4 institutionsQ2 2026: 1 institution
Value heldQ3 2021: $3.28B
Q1 2021: $0Q2 2021: $1.48BQ3 2021: $3.28BQ4 2021: $6.75BQ1 2022: $3.72BQ2 2022: $2.67BQ3 2022: $2.79BQ4 2022: $2.90BQ1 2023: $3.57BQ2 2023: $6.38BQ3 2023: $5.74BQ4 2023: $4.51BQ1 2024: $6.42BQ2 2024: $6.83BQ3 2024: $4.57BQ4 2024: $6.44BQ1 2025: $6.08BQ2 2025: $6.56BQ3 2025: $5.18BQ4 2025: $8.73BQ1 2026: $2.31MQ2 2026: $31
Institutions holding CFLT and their total value by quarter
QuarterHoldersValue
Q2 20261$31
Q1 20264$2.31M
Q4 2025426$8.73B
Q3 2025385$5.18B
Q2 2025396$6.56B
Q1 2025399$6.08B
Q4 2024386$6.44B
Q3 2024343$4.57B
Q2 2024373$6.83B
Q1 2024399$6.42B
Q4 2023365$4.51B
Q3 2023345$5.74B
Q2 2023309$6.38B
Q1 2023259$3.57B
Q4 2022247$2.90B
Q3 2022236$2.79B
Q2 2022202$2.67B
Q1 2022212$3.72B
Q4 2021184$6.75B
Q3 202199$3.28B
Q2 202190$1.48B
Q1 20210$0

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q2 2021.

Institutions holding CFLT in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Coatue Management LLCSuperinvestorCoatue Management7,147,939$413.4M1.68%+5,422,939+314.4%Added
Durable Capital Partners LP6,005,057$349.5M2.65%+611,826+11.3%Added
Gilder Gagnon Howe & Co LLC5,472,608$326.4M1.69%+2,818,584+106.2%Added
JPMorgan Chase & Co4,785,802$285.5M0.04%+3,422,255+251.0%Added
FMR LLC4,136,588$246.7M0.02%+2,455,241+146.0%Added
Scge Management, L.P.2,818,504$168.1M1.56%+1,200,000+74.1%Added
Alkeon Capital Management LLC2,817,421$168.1M0.57%+2,317,421+463.5%Added
Vanguard Group Inc2,321,032$138.4M0.00%+835,688+56.3%Added
Price T Rowe Associates Inc1,919,145$114.5M0.01%+568,959+42.1%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital1,725,000$102.9M0.82%00.0%Unchanged
Light Street Capital Management, LLC1,524,261$90.9M4.56%+129,923+9.3%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital1,394,644$83.2M0.28%+744,644+114.6%Added
Capital Research Global Investors1,350,437$80.6M0.02%+4370.0%Added
Franklin Resources Inc1,309,650$78.1M0.03%+586,059+81.0%Added
BlackRock Inc.1,188,095$70.9M0.00%+538,124+82.8%Added
Whale Rock Capital Management LLC834,992$49.8M0.33%+534,992+178.3%Added
Morgan Stanley822,784$49.1M0.01%+55,377+7.2%Added
PointState Capital LP765,042$45.6M1.08%+765,042New
Holocene Advisors, LP687,631$41.0M0.24%+549,731+398.6%Added
Battery Management Corp.654,194$39.0M1.82%00.0%Unchanged
Founders Circle Capital LLC445,716$26.6M8.09%+445,716New
Tudor Investment Corp Et Al434,962$25.9M0.53%−45,784−9.5%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management400,000$23.9M0.05%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich393,445$23.5M0.15%+13,340+3.5%Added
Maverick Capital LtdSuperinvestorMaverick Capital350,000$20.9M0.23%00.0%Unchanged
Zweig-DiMenna Associates LLC282,439$16.8M1.18%+253,500+876.0%Added
Islet Management, LP250,000$14.9M0.72%+250,000New
Geode Capital Management, LLC236,173$14.1M0.00%+236,173New
Balyasny Asset Management LLC209,078$12.5M0.06%+124,369+146.8%Added
Clearbridge Investments, LLC203,100$12.1M0.01%+3,100+1.6%Added
Adage Capital Partners GP, L.L.C.200,000$11.9M0.02%00.0%Unchanged
Ghisallo Capital Management LLC200,000$11.9M0.45%00.0%Unchanged
TCW Group Inc178,073$10.6M0.09%+178,073New
TD Asset Management Inc169,124$10.1M0.01%+132,400+360.5%Added
Duquesne Family Office LLCSuperinvestorDuquesne Family Office140,300$8.37M0.27%+140,300New
Charles Schwab Investment Management Inc132,783$7.92M0.00%+132,783New
Evolutionary Tree Capital Management, LLC106,505$6.35M2.82%+106,505New
First Trust Advisors LP93,467$5.58M0.01%+93,467New
State Street Corp85,500$5.10M0.00%+85,500New
Barometer Capital Management Inc.74,900$4.47M0.86%−6,600−8.1%Reduced
Alliancebernstein L.P.72,613$4.33M0.00%+72,613New
D. E. Shaw & Co., Inc.72,372$4.32M0.01%+72,372New
Vishria Bird Financial Group, LLC71,630$4.27M2.24%+71,630New
ExodusPoint Capital Management, LP66,642$3.98M0.06%−15,479−18.8%Reduced
Washington Harbour Partners LP60,002$3.58M0.42%+60,002New
Northern Trust Corp49,694$2.96M0.00%+49,694New
AO Asset Management, LP49,600$2.96M0.22%−400−0.8%Reduced
Woodline Partners LP47,486$2.83M0.05%00.0%Unchanged
Manufacturers Life Insurance Company, The45,018$2.69M0.00%+40,018+800.4%Added
Penserra Capital Management LLC43,930$2.62M0.05%+43,930New
Rokos Capital Management LLP30,465$1.83M0.28%−44,535−59.4%Reduced
UBS Group AG27,034$1.61M0.00%+27,034New
PEAK6 Investments LLC26,286$1.57M0.03%+26,286New
Strategic Wealth Advisors Group, LLC25,263$1.51M0.07%+25,263New
Credit Suisse AG25,000$1.49M0.00%+25,000New
Marshall Wace, LLP24,875$1.48M0.01%+24,875New
Virtu Financial LLC24,588$1.47M0.13%+14,841+152.3%Added
Conway Capital Management, Inc.24,025$1.43M0.97%+24,025New
Parametric Portfolio Associates LLC22,900$1.37M0.00%+22,900New
Two Sigma Investments, LP22,343$1.33M0.00%+22,343New
Laurion Capital Management LP20,000$1.19M0.02%−20,000−50.0%Reduced
Gladstone Capital Management LLP20,000$1.19M0.06%00.0%Unchanged
Wells Fargo & Company19,989$1.19M0.00%+19,839+13,226.0%Added
Seven Eight Capital, LP15,900$948.0K0.09%+15,900New
Deutsche Bank AG14,100$841.0K0.00%+14,100New
Wolverine Trading, LLC11,236$660.0K0.01%+11,236New
Renaissance Capital LLC11,050$659.0K0.13%+11,050New
Bank of New York Mellon Corp10,892$650.0K0.00%+10,892New
CIBC Asset Management Inc10,224$610.0K0.00%+10,224New
Cubist Systematic Strategies, LLC10,065$600.0K0.01%+9,265+1,158.1%Added
Royal Bank of Canada9,798$585.0K0.00%+9,453+2,740.0%Added
Jane Street Group, LLC7,597$453.0K0.00%−42,230−84.8%Reduced
Susquehanna International Group, LLP7,544$450.0K0.00%−12,584−62.5%Reduced
Berman Capital Advisors, LLC6,290$375.0K0.06%+2,790+79.7%Added
Amundi6,051$361.0K0.00%+6,051New
Simplify Asset Management Inc.5,931$354.0K0.06%+5,931New
Tower Research Capital LLC (TRC)5,763$344.0K0.01%+5,763New
Ensign Peak Advisors, Inc5,100$304.0K0.00%+100+2.0%Added
Teacher Retirement System of Texas5,000$298.0K0.00%00.0%Unchanged
Insight Holdings Group, LLC5,000$298.0K0.00%00.0%Unchanged
Banco BTG Pactual S.A.5,000$298.0K0.13%00.0%Unchanged
CIBC World Markets Inc.3,849$230.0K0.00%+3,849New
Citadel Advisors LLC3,693$220.0K0.00%+3,693New
Victory Capital Management Inc3,509$209.0K0.00%+3,509New
Citigroup Inc2,911$174.0K0.00%+2,911New
Advisor Group Holdings, Inc.2,028$128.0K0.00%+120+6.3%Added
Edmond de Rothschild Holding S.A.1,750$104.0K0.00%+1,750New
Atticus Wealth Management, LLC998$60.0K0.03%+998New
Steward Partners Investment Advisory, LLC900$54.0K0.00%+800+800.0%Added
Regency Capital Management Inc.660$39.0K0.03%+660New
State of Wyoming537$32.0K0.02%+537New
Captrust Financial Advisors500$30.0K0.00%+500New
Bank of America Corp423$25.0K0.00%+413+4,130.0%Added
Ancora Advisors, LLC325$19.0K0.00%+325New
Gerber Kawasaki Wealth & Investment Management314$18.0K0.00%+314New
Parallel Advisors, LLC100$6.00K0.00%+100New
Dark Forest Capital Management LP45$3.00K0.00%+45New
FourThought Financial, LLC12$1.00K0.00%+12New
Quantbot Technologies LP3$00.00%+3New
Millennium Management LLC0$00.00%−380,865−100.0%Sold out