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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, Q4 2022

Institutional positions in Confluent, Inc. as of Dec 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
247
+14 vs. Q3 2022
Shares held
130.4M
+13.0M (+11.1%) vs. Q3 2022
Total value
$2.90B
+$109.4M (+3.9%) vs. Q3 2022
New holders
58
89 more added
Sold out
44
60 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 247 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 heldQ4 2022: $2.90B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q3 2022.

Institutions holding CFLT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co14,679,584$326.5M0.05%+23,609+0.2%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital12,995,374$289.0M7.91%−720,936−5.3%Reduced
Vanguard Group Inc12,245,569$272.3M0.01%+1,368,439+12.6%Added
Price T Rowe Associates Inc10,538,252$234.4M0.04%+1,112,771+11.8%Added
BlackRock Inc.8,708,667$193.7M0.01%+519,450+6.3%Added
Capital Research Global Investors7,218,820$160.5M0.05%−970,600−11.9%Reduced
First Trust Advisors LP4,334,734$96.3M0.11%+1,919,753+79.5%Added
Citadel Advisors LLC3,735,962$83.1M0.10%+2,681,503+254.3%Added
Franklin Resources Inc3,401,786$75.7M0.04%−335,126−9.0%Reduced
FMR LLC3,279,242$72.9M0.01%−2,137,335−39.5%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management3,120,535$69.4M0.85%+3,120,535New
Morgan Stanley3,075,379$68.4M0.01%+990,987+47.5%Added
Geode Capital Management, LLC2,026,434$45.1M0.01%+224,403+12.5%Added
T. Rowe Price Investment Management, Inc.2,016,043$44.8M0.03%+2,016,043New
Schonfeld Strategic Advisors LLC1,894,848$42.1M0.35%+1,859,648+5,283.1%Added
State Street Corp1,754,037$39.0M0.00%−2,175−0.1%Reduced
12 West Capital Management LP1,610,000$35.8M3.62%−200,000−11.0%Reduced
Renaissance Technologies LLC1,599,941$35.6M0.05%+903,141+129.6%Added
TD Asset Management Inc1,588,004$35.3M0.04%+399,980+33.7%Added
Barclays PLC1,294,320$28.8M0.02%+1,051,255+432.5%Added
Alkeon Capital Management LLC1,283,816$28.6M0.21%−128,308−9.1%Reduced
Optimus Prime Fund Management Co., Ltd.1,227,900$27.3M3.42%+57,100+4.9%Added
Gilder Gagnon Howe & Co LLC1,159,936$25.8M0.48%+237,095+25.7%Added
Norges Bank1,156,515$25.7M0.01%+203,576+21.4%Added
Lord, Abbett & Co. LLC1,023,162$22.8M0.08%+1,023,162New
Allspring Global Investments Holdings, LLC999,763$22.2M0.04%+999,763New
Coatue Management LLCSuperinvestorCoatue Management964,582$21.5M0.24%−408,191−29.7%Reduced
Millennium Management LLC938,685$20.9M0.02%+509,398+118.7%Added
Bank of New York Mellon Corp839,473$18.7M0.00%+16,365+2.0%Added
Charles Schwab Investment Management Inc815,014$18.1M0.01%+83,097+11.4%Added
Polar Capital Holdings Plc722,318$16.1M0.13%+411,749+132.6%Added
Durable Capital Partners LP681,238$15.2M0.16%−4,595,982−87.1%Reduced
Invesco Ltd.646,944$14.4M0.00%+61,185+10.4%Added
Marshall Wace, LLP593,020$13.2M0.03%+593,020New
Deutsche Bank AG571,229$12.7M0.01%−63,370−10.0%Reduced
Growth Interface Management LLC550,000$12.2M14.59%−630,000−53.4%Reduced
Bank of America Corp537,874$12.0M0.00%+350,608+187.2%Added
Woodline Partners LP529,521$11.8M0.16%+353,965+201.6%Added
Northern Trust Corp500,300$11.1M0.00%+25,574+5.4%Added
La Financiere de L'Echiquier500,000$11.1M0.70%+170,000+51.5%Added
Two Sigma Investments, LP471,864$10.5M0.03%+342,702+265.3%Added
Tiedemann Advisors, LLC434,359$9.66M0.46%+22,541+5.5%Added
Tudor Investment Corp Et Al427,978$9.52M0.23%+33,805+8.6%Added
Peregrine Capital Management LLC364,382$8.10M0.25%+364,382New
Royal Bank of Canada363,820$8.09M0.00%−552−0.2%Reduced
AlpInvest Partners B.V.361,431$8.04M2.18%+197,111+120.0%Added
Whetstone Capital Advisors, LLC354,158$7.88M6.83%−17,494−4.7%Reduced
Nuveen Asset Management, LLC353,059$7.85M0.00%+11,156+3.3%Added
Goldman Sachs Group Inc347,150$7.72M0.00%+160,470+86.0%Added
Alliancebernstein L.P.329,534$7.33M0.00%−64,449−16.4%Reduced
Source Financial Advisors LLC327,735$7.29M2.74%+21,792+7.1%Added
Citigroup Inc310,259$6.90M0.01%+35,310+12.8%Added
Wells Fargo & Company296,009$6.58M0.00%+35,343+13.6%Added
Wellington Management Group LLP274,777$6.11M0.00%+19,326+7.6%Added
Ensign Peak Advisors, Inc234,297$5.21M0.01%+232,191+11,025.2%Added
Zweig-DiMenna Associates LLC211,106$4.69M0.69%00.0%Unchanged
Stanley-Laman Group, Ltd.197,474$4.39M0.84%−15,779−7.4%Reduced
Jane Street Group, LLC193,350$4.30M0.01%+85,834+79.8%Added
Clearbridge Investments, LLC189,988$4.23M0.00%−96,755−33.7%Reduced
Bank of Montreal182,023$4.06M0.00%−32,372−15.1%Reduced
Cubist Systematic Strategies, LLC175,092$3.89M0.03%−26,677−13.2%Reduced
Susquehanna International Group, LLP171,389$3.81M0.01%−18,526−9.8%Reduced
Great West Life Assurance Co168,902$3.76M0.01%−2,833−1.6%Reduced
Privium Fund Management B.V.170,000$3.74M1.42%+170,000New
D. E. Shaw & Co., Inc.168,133$3.74M0.01%+168,133New
Weiss Multi-Strategy Advisers LLC167,581$3.73M0.11%+167,581New
Founders Circle Capital LLC167,106$3.72M2.61%00.0%Unchanged
Hamilton Lane Advisors LLC155,329$3.46M1.25%+99,473+178.1%Added
Connors Investor Services Inc151,000$3.36M0.42%00.0%Unchanged
Wolverine Asset Management LLC148,036$3.29M0.05%+32,647+28.3%Added
Korea Investment CORP144,813$3.22M0.01%+144,813New
Rhumbline Advisers138,316$3.08M0.00%+7,198+5.5%Added
Ameriprise Financial Inc134,873$3.00M0.00%+39,883+42.0%Added
Dimensional Fund Advisors LP133,860$2.98M0.00%+41,329+44.7%Added
Harvard Management Co Inc130,383$2.90M0.37%00.0%Unchanged
New York State Common Retirement Fund129,000$2.87M0.00%−19,805−13.3%Reduced
Ieq Capital, LLC126,338$2.81M0.08%−11,612−8.4%Reduced
General Equity Holdings LP118,100$2.63M6.48%−35,981−23.4%Reduced
Jasper Ridge Partners, L.P.113,520$2.52M0.15%+101,111+814.8%Added
Collaborative Holdings Management LP108,512$2.41M6.10%00.0%Unchanged
Berylson Capital Partners, LLC108,000$2.40M7.00%+43,000+66.2%Added
Granahan Investment Management Inc107,176$2.38M0.07%+81,273+313.8%Added
Manufacturers Life Insurance Company, The97,583$2.15M0.00%+9,367+10.6%Added
Point72 Asset Management, L.P.95,000$2.11M0.01%+95,000New
Two Sigma Advisers, LP93,300$2.07M0.01%+76,800+465.5%Added
Ardsley Advisory Partners LP85,000$1.89M0.48%+85,000New
Graham Capital Management, L.P.81,460$1.81M0.07%−10,401−11.3%Reduced
Alps Advisors Inc81,241$1.81M0.02%−10,939−11.9%Reduced
Parallax Volatility Advisers, L.P.80,720$1.80M0.05%+50.0%Added
Healthcare of Ontario Pension Plan Trust Fund77,500$1.72M0.01%+77,500New
Quadrature Capital Ltd76,136$1.69M0.05%−9,508−11.1%Reduced
Legal & General Group Plc71,190$1.58M0.00%−948−1.3%Reduced
Vishria Bird Financial Group, LLC70,786$1.57M1.10%−103−0.1%Reduced
Macquarie Group Ltd70,595$1.57M0.00%+70,595New
State Board of Administration of Florida Retirement System69,260$1.54M0.00%+7,340+11.9%Added
CIBC Private Wealth Group, LLC69,085$1.54M0.01%−3,158−4.4%Reduced
California State Teachers Retirement System68,076$1.51M0.00%+841+1.3%Added
Canada Pension Plan Investment Board67,200$1.49M0.00%+7,200+12.0%Added
Trustees of Columbia University in the City of New York65,191$1.45M2.99%+65,191New
Botty Investors LLC65,184$1.45M0.69%+65,184New