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, Q4 2021
Institutional positions in Confluent, Inc. as of Dec 31, 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
- 184
- +86 vs. Q3 2021
- Shares held
- 88.6M
- +33.2M (+60.1%) vs. Q3 2021
- Total value
- $6.75B
- +$3.47B (+105.9%) vs. Q3 2021
- New holders
- 105
- 52 more added
- Sold out
- 19
- 15 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $31 |
| Q1 2026 | 4 | $2.31M |
| Q4 2025 | 426 | $8.73B |
| Q3 2025 | 385 | $5.18B |
| Q2 2025 | 396 | $6.56B |
| Q1 2025 | 399 | $6.08B |
| Q4 2024 | 386 | $6.44B |
| Q3 2024 | 343 | $4.57B |
| Q2 2024 | 373 | $6.83B |
| Q1 2024 | 399 | $6.42B |
| Q4 2023 | 365 | $4.51B |
| Q3 2023 | 345 | $5.74B |
| Q2 2023 | 309 | $6.38B |
| Q1 2023 | 259 | $3.57B |
| Q4 2022 | 247 | $2.90B |
| Q3 2022 | 236 | $2.79B |
| Q2 2022 | 202 | $2.67B |
| Q1 2022 | 212 | $3.72B |
| Q4 2021 | 184 | $6.75B |
| Q3 2021 | 99 | $3.28B |
| Q2 2021 | 90 | $1.48B |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 10,426,599 | $794.9M | 0.06% | +6,290,011+152.1% | Added |
| Durable Capital Partners LP | 6,863,959 | $523.3M | 4.09% | +858,902+14.3% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 6,472,072 | $493.4M | 2.19% | −675,867−9.5% | Reduced |
| JPMorgan Chase & Co | 5,558,913 | $423.8M | 0.05% | +773,111+16.2% | Added |
| Gilder Gagnon Howe & Co LLC | 5,418,720 | $413.1M | 2.35% | −53,888−1.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 4,398,572 | $335.3M | 1.37% | +3,003,928+215.4% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 3,903,967 | $297.6M | 0.65% | +3,503,967+876.0% | Added |
| Price T Rowe Associates Inc | 3,128,975 | $238.6M | 0.02% | +1,209,830+63.0% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 2,950,000 | $224.9M | 2.14% | +1,225,000+71.0% | Added |
| Franklin Resources Inc | 2,826,554 | $215.5M | 0.08% | +1,516,904+115.8% | Added |
| Whale Rock Capital Management LLC | 2,826,020 | $215.5M | 1.82% | +1,991,028+238.4% | Added |
| Scge Management, L.P. | 2,818,504 | $214.9M | 2.44% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 2,817,421 | $214.8M | 0.74% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,574,771 | $196.3M | 0.00% | +253,739+10.9% | Added |
| Holocene Advisors, LP | 1,948,997 | $148.6M | 0.79% | +1,261,366+183.4% | Added |
| Capital Research Global Investors | 1,935,192 | $147.5M | 0.03% | +584,755+43.3% | Added |
| BlackRock Inc. | 1,857,294 | $141.6M | 0.00% | +669,199+56.3% | Added |
| Morgan Stanley | 1,725,642 | $131.6M | 0.02% | +902,858+109.7% | Added |
| First Trust Advisors LP | 1,708,193 | $130.2M | 0.13% | +1,614,726+1,727.6% | Added |
| Fred Alger Management, LLC | 1,562,695 | $119.1M | 0.30% | +1,562,695 | New |
| 12 West Capital Management LP | 1,290,000 | $98.3M | 4.36% | +1,290,000 | New |
| PointState Capital LP | 1,237,682 | $94.4M | 2.91% | +472,640+61.8% | Added |
| Light Street Capital Management, LLC | 1,039,061 | $79.2M | 4.73% | −485,200−31.8% | Reduced |
| Point72 Asset Management, L.P. | 629,523 | $48.0M | 0.21% | +629,523 | New |
| Geode Capital Management, LLC | 578,955 | $44.1M | 0.01% | +342,782+145.1% | Added |
| La Financiere de L'Echiquier | 525,000 | $40.0M | 1.35% | +525,000 | New |
| Tudor Investment Corp Et Al | 450,510 | $34.3M | 0.66% | +15,548+3.6% | Added |
| Citadel Advisors LLC | 431,611 | $32.9M | 0.04% | +427,918+11,587.3% | Added |
| Tiedemann Advisors, LLC | 425,680 | $32.5M | 1.58% | +425,680 | New |
| D. E. Shaw & Co., Inc. | 362,957 | $27.7M | 0.03% | +290,585+401.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 358,030 | $27.3M | 0.33% | +8,030+2.3% | Added |
| Charles Schwab Investment Management Inc | 300,760 | $22.9M | 0.01% | +167,977+126.5% | Added |
| TD Asset Management Inc | 288,048 | $22.0M | 0.02% | +118,924+70.3% | Added |
| Millennium Management LLC | 285,720 | $21.8M | 0.02% | +285,720 | New |
| Jane Street Group, LLC | 277,389 | $21.1M | 0.04% | +269,792+3,551.3% | Added |
| Zweig-DiMenna Associates LLC | 273,489 | $20.9M | 1.68% | −8,950−3.2% | Reduced |
| Clearbridge Investments, LLC | 255,200 | $19.5M | 0.01% | +52,100+25.7% | Added |
| Ford Foundation | 228,170 | $17.4M | 12.44% | +228,170 | New |
| State Street Corp | 225,716 | $17.2M | 0.00% | +140,216+164.0% | Added |
| Optimus Prime Fund Management Co., Ltd. | 223,400 | $17.0M | 1.04% | +223,400 | New |
| TCW Group Inc | 221,998 | $16.9M | 0.14% | +43,925+24.7% | Added |
| Voloridge Investment Management, LLC | 200,043 | $15.3M | 0.08% | +200,043 | New |
| Ghisallo Capital Management LLC | 200,000 | $15.2M | 0.76% | 00.0% | Unchanged |
| Honeycomb Asset Management LP | 200,000 | $15.2M | 1.20% | +200,000 | New |
| ExodusPoint Capital Management, LP | 169,905 | $13.0M | 0.16% | +103,263+155.0% | Added |
| Founders Circle Capital LLC | 167,106 | $12.7M | 3.56% | −278,610−62.5% | Reduced |
| Woodline Partners LP | 146,287 | $11.2M | 0.16% | +98,801+208.1% | Added |
| Harvard Management Co Inc | 130,383 | $9.94M | 0.93% | +130,383 | New |
| Alliancebernstein L.P. | 129,676 | $9.89M | 0.00% | +57,063+78.6% | Added |
| Armistice Capital, LLC | 124,000 | $9.45M | 0.23% | +124,000 | New |
| Northern Trust Corp | 111,176 | $8.48M | 0.00% | +61,482+123.7% | Added |
| Adams Street Partners LLC | 109,798 | $8.37M | 1.28% | +109,798 | New |
| General Equity Holdings LP | 107,067 | $8.16M | 4.87% | +107,067 | New |
| Dumac, Inc. | 97,787 | $7.46M | 23.82% | +97,787 | New |
| Icapital Wealth LLC | 96,002 | $7.32M | 2.83% | +96,002 | New |
| Highbridge Capital Management LLC | 90,000 | $6.86M | 0.16% | +90,000 | New |
| Hamilton Lane Advisors LLC | 89,712 | $6.84M | 0.88% | +89,712 | New |
| Totem Point Management, LLC | 82,606 | $6.30M | 4.16% | +82,606 | New |
| Balyasny Asset Management LLC | 76,523 | $5.83M | 0.02% | −132,555−63.4% | Reduced |
| Sculptor Capital LP | 75,000 | $5.72M | 0.05% | +75,000 | New |
| Tenor Capital Management Co., L.P. | 75,000 | $5.72M | 0.12% | +75,000 | New |
| Atika Capital Management LLC | 74,000 | $5.64M | 0.46% | +74,000 | New |
| Vishria Bird Financial Group, LLC | 71,711 | $5.47M | 2.54% | +81+0.1% | Added |
| William Marsh Rice University | 68,008 | $5.18M | 2.60% | +68,008 | New |
| Weiss Multi-Strategy Advisers LLC | 67,945 | $5.18M | 0.12% | +67,945 | New |
| Barometer Capital Management Inc. | 67,350 | $5.13M | 0.86% | −7,550−10.1% | Reduced |
| Vetamer Capital Management, L.P. | 66,649 | $5.08M | 2.57% | +66,649 | New |
| Botty Investors LLC | 65,184 | $4.97M | 1.47% | +65,184 | New |
| Trinity Legacy Partners, LLC | 64,618 | $4.93M | 1.67% | +64,618 | New |
| CNH Partners LLC | 64,273 | $4.90M | 0.14% | +64,273 | New |
| One Wealth Advisors, LLC | 63,376 | $4.83M | 1.23% | +63,376 | New |
| Susquehanna International Group, LLP | 62,666 | $4.78M | 0.01% | +55,122+730.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 60,300 | $4.60M | 0.23% | +60,300 | New |
| Baker Avenue Asset Management, LP | 59,000 | $4.50M | 0.23% | +59,000 | New |
| Greenwich Wealth Management LLC | 57,871 | $4.41M | 0.36% | +57,871 | New |
| Stratos Wealth Advisors, LLC | 57,375 | $4.37M | 0.31% | +57,375 | New |
| D L Carlson Investment Group Inc | 53,357 | $4.07M | 0.65% | +53,357 | New |
| UBS Group AG | 51,629 | $3.94M | 0.00% | +24,595+91.0% | Added |
| PDT Partners, LLC | 50,224 | $3.83M | 0.29% | +50,224 | New |
| AO Asset Management, LP | 49,600 | $3.78M | 0.37% | 00.0% | Unchanged |
| UNC Management Company, Inc. | 48,893 | $3.73M | 2.75% | +48,893 | New |
| Goldman Sachs Group Inc | 48,131 | $3.67M | 0.00% | +48,131 | New |
| Parametric Portfolio Associates LLC | 45,314 | $3.46M | 0.00% | +22,414+97.9% | Added |
| Interval Partners, LP | 45,000 | $3.43M | 0.23% | +45,000 | New |
| Concentrum Wealth Management | 42,450 | $3.24M | 1.73% | +42,450 | New |
| Junson Asset Management (Hong Kong) Ltd | 41,226 | $3.14M | 0.78% | +41,226 | New |
| Sowell Financial Services LLC | 39,377 | $3.00M | 0.17% | +39,377 | New |
| Cresset Asset Management, LLC | 34,857 | $2.66M | 0.03% | +34,857 | New |
| Bank of New York Mellon Corp | 33,209 | $2.53M | 0.00% | +22,317+204.9% | Added |
| Cherrydale Wealth Management, LLC | 31,332 | $2.39M | 1.79% | +31,332 | New |
| Conway Capital Management, Inc. | 30,175 | $2.30M | 1.35% | +6,150+25.6% | Added |
| Diker Management LLC | 30,000 | $2.29M | 1.57% | +30,000 | New |
| Citigroup Inc | 29,928 | $2.28M | 0.00% | +27,017+928.1% | Added |
| L & S Advisors Inc | 29,865 | $2.28M | 0.25% | +29,865 | New |
| Clay Northam Wealth Management, LLC | 28,645 | $2.18M | 2.06% | +28,645 | New |
| Eisler Capital (UK) Ltd. | 28,518 | $2.17M | 0.29% | +28,518 | New |
| Renaissance Capital LLC | 28,424 | $2.17M | 0.56% | +17,374+157.2% | Added |
| Intellectus Partners, LLC | 27,657 | $2.11M | 0.54% | +27,657 | New |
| Credit Suisse AG | 26,954 | $2.06M | 0.00% | +1,954+7.8% | Added |
| Occudo Quantitative Strategies LP | 25,851 | $1.97M | 0.17% | +25,851 | New |