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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, Q2 2022

Institutional positions in Confluent, Inc. as of Jun 30, 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
202
−9 vs. Q1 2022
Shares held
114.6M
+23.9M (+26.4%) vs. Q1 2022
Total value
$2.67B
−$1.05B (−28.3%) vs. Q1 2022
New holders
68
63 more added
Sold out
77
37 more reduced

1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 202 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 heldQ2 2022: $2.67B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q1 2022.

Institutions holding CFLT in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Altimeter Capital Management, LPSuperinvestorAltimeter Capital14,456,310$336.0M7.68%+9,149,610+172.4%Added
JPMorgan Chase & Co13,165,014$306.0M0.05%+5,193,489+65.2%Added
Price T Rowe Associates Inc9,923,708$230.6M0.03%−765,068−7.2%Reduced
Vanguard Group Inc9,406,480$218.6M0.01%+4,343,238+85.8%Added
Capital Research Global Investors8,189,420$190.3M0.06%+6,256,824+323.8%Added
BlackRock Inc.8,110,878$188.5M0.01%+6,337,669+357.4%Added
Durable Capital Partners LP7,262,459$168.8M1.94%−66,714−0.9%Reduced
FMR LLC3,912,938$90.9M0.01%−3,356,506−46.2%Reduced
Franklin Resources Inc3,632,479$84.4M0.04%−138,072−3.7%Reduced
First Trust Advisors LP3,178,709$73.9M0.09%+970,350+43.9%Added
Alkeon Capital Management LLC2,128,679$49.5M0.30%−624,359−22.7%Reduced
Morgan Stanley2,074,671$48.2M0.01%+123,416+6.3%Added
Atreides Management, LP1,877,791$43.6M1.81%+1,877,791New
12 West Capital Management LP1,810,000$42.1M3.58%00.0%Unchanged
Citadel Advisors LLC1,719,652$40.0M0.05%+401,758+30.5%Added
State Street Corp1,609,964$37.4M0.00%+1,323,107+461.2%Added
Geode Capital Management, LLC1,578,464$36.7M0.01%+931,491+144.0%Added
Voloridge Investment Management, LLC1,558,436$36.2M0.19%+72,277+4.9%Added
TD Asset Management Inc1,234,884$28.7M0.03%+152,000+14.0%Added
Optimus Prime Fund Management Co., Ltd.1,107,900$25.7M2.88%+586,800+112.6%Added
Gilder Gagnon Howe & Co LLC897,963$20.9M0.37%−2,146,743−70.5%Reduced
Millennium Management LLC875,573$20.3M0.03%+180,268+25.9%Added
Coatue Management LLCSuperinvestorCoatue Management855,315$19.9M0.24%+855,315New
Growth Interface Management LLC760,000$17.7M17.73%−660,000−46.5%Reduced
Light Street Capital Management, LLC753,304$17.5M2.55%−522,690−41.0%Reduced
Renaissance Technologies LLC685,100$15.9M0.02%+455,500+198.4%Added
Bank of New York Mellon Corp668,453$15.5M0.00%+396,012+145.4%Added
Charles Schwab Investment Management Inc588,360$13.7M0.00%+280,778+91.3%Added
Deutsche Bank AG463,669$10.8M0.01%+190,569+69.8%Added
Northern Trust Corp436,133$10.1M0.00%+327,115+300.1%Added
Tiedemann Advisors, LLC425,680$9.89M0.75%00.0%Unchanged
Tudor Investment Corp Et Al400,000$9.30M0.27%−14,252−3.4%Reduced
La Financiere de L'Echiquier380,000$8.83M0.52%−283,000−42.7%Reduced
Whetstone Capital Advisors, LLC336,432$7.82M4.58%+336,432New
Source Financial Advisors LLC284,151$6.60M2.59%00.0%Unchanged
Clearbridge Investments, LLC283,380$6.59M0.01%00.0%Unchanged
Wells Fargo & Company258,551$6.01M0.00%+64,930+33.5%Added
Citigroup Inc258,017$6.00M0.01%−6,895−2.6%Reduced
Nuveen Asset Management, LLC252,554$5.87M0.00%+252,554New
Susquehanna International Group, LLP251,790$5.85M0.01%+94,163+59.7%Added
Wellington Management Group LLP244,956$5.69M0.00%−39,909−14.0%Reduced
Stanley-Laman Group, Ltd.243,376$5.66M1.01%+243,376New
Barclays PLC228,431$5.31M0.01%−50,457−18.1%Reduced
Royal Bank of Canada218,073$5.07M0.00%+20,510+10.4%Added
Natixis213,042$4.99M0.02%+213,042New
Zweig-DiMenna Associates LLC211,106$4.91M0.98%−650−0.3%Reduced
Collaborative Holdings Management LP202,118$4.70M5.68%+202,118New
General Equity Holdings LP188,381$4.38M5.44%−17,999−8.7%Reduced
Founders Circle Capital LLC167,106$3.88M2.36%00.0%Unchanged
Wolverine Asset Management LLC165,532$3.85M0.05%+165,532New
Bank of Montreal149,374$3.69M0.00%−594−0.4%Reduced
Connors Investor Services Inc151,000$3.51M0.44%+50,000+49.5%Added
Ieq Capital, LLC137,100$3.19M0.10%+14,902+12.2%Added
Great West Life Assurance Co134,205$3.12M0.01%+7,442+5.9%Added
New York State Common Retirement Fund132,800$3.09M0.00%+114,951+644.0%Added
Harvard Management Co Inc130,383$3.03M0.35%00.0%Unchanged
Junson Asset Management (Hong Kong) Ltd120,000$2.79M0.89%−50,000−29.4%Reduced
Bank of America Corp119,688$2.78M0.00%−85,020−41.5%Reduced
Balyasny Asset Management LLC118,064$2.74M0.01%+118,064New
Rhumbline Advisers116,533$2.71M0.00%+116,533New
Hampton Road Capital Management LP110,500$2.57M0.74%−192,273−63.5%Reduced
Alps Advisors Inc106,682$2.48M0.02%+106,682New
Manufacturers Life Insurance Company, The89,534$2.12M0.00%+7,700+9.4%Added
Cubist Systematic Strategies, LLC87,399$2.03M0.02%+57,416+191.5%Added
UBS Asset Management Americas Inc86,039$2.00M0.00%+86,039New
UBS Group AG83,169$1.93M0.00%−23,092−21.7%Reduced
ExodusPoint Capital Management, LP83,154$1.93M0.03%+16,109+24.0%Added
PDT Partners, LLC77,956$1.81M0.16%+35,932+85.5%Added
Ford Foundation76,057$1.77M10.64%−76,056−50.0%Reduced
Jane Street Group, LLC72,578$1.69M0.00%−80,232−52.5%Reduced
Vishria Bird Financial Group, LLC71,465$1.66M1.11%+71,465New
Invesco Ltd.71,358$1.66M0.00%+71,358New
PEAK6 Investments LLC45,471$1.61M0.04%+23,388+105.9%Added
Ameriprise Financial Inc64,198$1.49M0.00%+64,198New
Levin Capital Strategies, L.P.62,212$1.45M0.17%+14,987+31.7%Added
Public Employees Retirement System of Ohio61,841$1.44M0.01%+61,841New
Bank Julius Baer & Co. Ltd, Zurich60,412$1.40M0.01%+60,412New
Baker Avenue Asset Management, LP59,000$1.37M0.09%00.0%Unchanged
Renaissance Capital LLC56,056$1.30M0.69%+34,185+156.3%Added
Greenwich Wealth Management LLC55,071$1.28M0.17%00.0%Unchanged
One Charles Private Wealth Services, LLC50,597$1.26M0.85%+50,597New
California State Teachers Retirement System53,452$1.24M0.00%+53,452New
Octahedron Capital Management L.P.53,200$1.24M1.00%+12,000+29.1%Added
Voya Investment Management LLC52,673$1.22M0.00%+52,673New
Treasurer of the State of North Carolina52,542$1.22M0.01%+52,542New
Alliancebernstein L.P.51,987$1.21M0.00%−148,587−74.1%Reduced
Board of Trustees of The Leland Stanford Junior University51,876$1.21M0.08%00.0%Unchanged
Hamilton Lane Advisors LLC51,791$1.20M0.47%−926−1.8%Reduced
Two Sigma Advisers, LP51,200$1.19M0.00%+41,900+450.5%Added
State Board of Administration of Florida Retirement System50,150$1.17M0.00%+50,150New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management50,086$1.16M0.06%−477−0.9%Reduced
BIT Capital GmbH49,704$1.16M0.17%+19,576+65.0%Added
One Wealth Advisors, LLC48,976$1.14M0.30%+48,976New
Stratos Wealth Advisors, LLC46,375$1.08M0.10%−9,000−16.3%Reduced
Trinity Legacy Partners, LLC37,035$1.01M0.39%+37,035New
Canada Pension Plan Investment Board40,400$939.0K0.00%+19,100+89.7%Added
Advisory Research Inc37,313$867.0K0.08%+27,072+264.3%Added
AtonRa Partners35,946$835.0K0.77%+35,946New
DeepCurrents Investment Group LLC35,303$821.0K0.04%+35,303New
D L Carlson Investment Group Inc35,264$820.0K0.17%+1,094+3.2%Added