Skip to main content

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, Q1 2022

Institutional positions in Confluent, Inc. as of Mar 31, 2022. 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
212
+29 vs. Q4 2021
Shares held
90.8M
+2.20M (+2.5%) vs. Q4 2021
Total value
$3.72B
−$3.03B (−44.9%) vs. Q4 2021
New holders
89
62 more added
Sold out
60
44 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 212 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 heldQ1 2022: $3.72B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q4 2021.

Institutions holding CFLT in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,951,255$80.0M0.01%+225,613+13.1%Added
First Trust Advisors LP2,208,359$90.5M0.09%+500,166+29.3%Added
Alkeon Capital Management LLC2,753,038$112.9M0.51%−64,383−2.3%Reduced
Scge Management, L.P.2,818,504$115.6M1.78%00.0%Unchanged
Gilder Gagnon Howe & Co LLC3,044,706$124.8M1.15%−2,374,014−43.8%Reduced
Franklin Resources Inc3,770,551$154.6M0.06%+943,997+33.4%Added
Vanguard Group Inc5,063,242$207.6M0.00%+2,488,471+96.6%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital5,306,700$217.6M3.14%+2,356,700+79.9%Added
FMR LLC7,269,444$298.0M0.02%−3,157,155−30.3%Reduced
Durable Capital Partners LP7,329,173$300.5M2.64%+465,214+6.8%Added
JPMorgan Chase & Co7,971,525$326.8M0.04%+2,412,612+43.4%Added
Price T Rowe Associates Inc10,688,776$438.2M0.04%+7,559,801+241.6%Added
Coatue Management LLCSuperinvestorCoatue Management0$00.00%−6,472,072−100.0%Sold out
Lone Pine Capital LLCSuperinvestorLone Pine Capital0$00.00%−4,398,572−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−629,523−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−358,030−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−200,000−100.0%Sold out
Woodline Partners LP0$00.00%−146,287−100.0%Sold out
Armistice Capital, LLC0$00.00%−124,000−100.0%Sold out
Adams Street Partners LLC0$00.00%−109,798−100.0%Sold out
Dumac, Inc.0$00.00%−97,787−100.0%Sold out
Highbridge Capital Management LLC0$00.00%−90,000−100.0%Sold out
Totem Point Management, LLC0$00.00%−82,606−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−76,523−100.0%Sold out
Sculptor Capital LP0$00.00%−75,000−100.0%Sold out
Tenor Capital Management Co., L.P.0$00.00%−75,000−100.0%Sold out
Atika Capital Management LLC0$00.00%−74,000−100.0%Sold out
Vishria Bird Financial Group, LLC0$00.00%−71,711−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−67,945−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−67,350−100.0%Sold out
Trinity Legacy Partners, LLC0$00.00%−64,618−100.0%Sold out
CNH Partners LLC0$00.00%−64,273−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−63,376−100.0%Sold out
UNC Management Company, Inc.0$00.00%−48,893−100.0%Sold out
Sowell Financial Services LLC0$00.00%−39,377−100.0%Sold out
Clay Northam Wealth Management, LLC0$00.00%−28,645−100.0%Sold out
Eisler Capital (UK) Ltd.0$00.00%−28,518−100.0%Sold out
Intellectus Partners, LLC0$00.00%−27,657−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−25,851−100.0%Sold out
Moore Capital Management, LP0$00.00%−24,438−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−20,299−100.0%Sold out
Gladstone Capital Management LLP0$00.00%−20,000−100.0%Sold out
Mission Creek Capital Partners, Inc.0$00.00%−19,558−100.0%Sold out
Peak Financial Advisors LLC0$00.00%−14,975−100.0%Sold out
StepStone Group LP0$00.00%−13,176−100.0%Sold out
Simplify Asset Management Inc.0$00.00%−10,377−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−9,689−100.0%Sold out
AE Wealth Management LLC0$00.00%−9,557−100.0%Sold out
Infini Master Fund0$00.00%−8,105−100.0%Sold out
Infini Capital Management Ltd0$00.00%−8,105−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−7,676−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−7,066−100.0%Sold out
Natixis0$00.00%−6,000−100.0%Sold out
TrinityPoint Wealth, LLC0$00.00%−5,715−100.0%Sold out
GWM Advisors LLC0$00.00%−5,616−100.0%Sold out
Insight Holdings Group, LLC0$00.00%−5,000−100.0%Sold out
ProShare Advisors LLC0$00.00%−4,987−100.0%Sold out
Pearl River Capital, LLC0$00.00%−4,830−100.0%Sold out
CIBC World Markets Inc.0$00.00%−4,168−100.0%Sold out
Victory Capital Management Inc0$00.00%−3,464−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−2,836−100.0%Sold out
HighTower Advisors, LLC0$00.00%−2,767−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−1,750−100.0%Sold out
Acadian Asset Management LLC0$00.00%−987−100.0%Sold out
HM Payson & Co0$00.00%−604−100.0%Sold out
Macroview Investment Management LLC0$00.00%−246−100.0%Sold out
Arlington Partners LLC0$00.00%−191−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−140−100.0%Sold out
TFC Financial Management0$00.00%−66−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−27−100.0%Sold out
FourThought Financial, LLC0$00.00%−12−100.0%Sold out
Henrickson Nauta Wealth Advisors, Inc.0$00.00%−12−100.0%Sold out
NEXT Financial Group, Inc––––Not filed