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.
| 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 2022
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 354,158 | $7.88M | 6.83% | −17,494−4.7% | Reduced |
| AlpInvest Partners B.V. | 361,431 | $8.04M | 2.18% | +197,111+120.0% | Added |
| Royal Bank of Canada | 363,820 | $8.09M | 0.00% | −552−0.2% | Reduced |
| Peregrine Capital Management LLC | 364,382 | $8.10M | 0.25% | +364,382 | New |
| Tudor Investment Corp Et Al | 427,978 | $9.52M | 0.23% | +33,805+8.6% | Added |
| Tiedemann Advisors, LLC | 434,359 | $9.66M | 0.46% | +22,541+5.5% | Added |
| Two Sigma Investments, LP | 471,864 | $10.5M | 0.03% | +342,702+265.3% | Added |
| La Financiere de L'Echiquier | 500,000 | $11.1M | 0.70% | +170,000+51.5% | Added |
| Northern Trust Corp | 500,300 | $11.1M | 0.00% | +25,574+5.4% | Added |
| Woodline Partners LP | 529,521 | $11.8M | 0.16% | +353,965+201.6% | Added |
| Bank of America Corp | 537,874 | $12.0M | 0.00% | +350,608+187.2% | Added |
| Growth Interface Management LLC | 550,000 | $12.2M | 14.59% | −630,000−53.4% | Reduced |
| Deutsche Bank AG | 571,229 | $12.7M | 0.01% | −63,370−10.0% | Reduced |
| Marshall Wace, LLP | 593,020 | $13.2M | 0.03% | +593,020 | New |
| Invesco Ltd. | 646,944 | $14.4M | 0.00% | +61,185+10.4% | Added |
| Durable Capital Partners LP | 681,238 | $15.2M | 0.16% | −4,595,982−87.1% | Reduced |
| Polar Capital Holdings Plc | 722,318 | $16.1M | 0.13% | +411,749+132.6% | Added |
| Charles Schwab Investment Management Inc | 815,014 | $18.1M | 0.01% | +83,097+11.4% | Added |
| Bank of New York Mellon Corp | 839,473 | $18.7M | 0.00% | +16,365+2.0% | Added |
| Millennium Management LLC | 938,685 | $20.9M | 0.02% | +509,398+118.7% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 964,582 | $21.5M | 0.24% | −408,191−29.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 999,763 | $22.2M | 0.04% | +999,763 | New |
| Lord, Abbett & Co. LLC | 1,023,162 | $22.8M | 0.08% | +1,023,162 | New |
| Norges Bank | 1,156,515 | $25.7M | 0.01% | +203,576+21.4% | Added |
| Gilder Gagnon Howe & Co LLC | 1,159,936 | $25.8M | 0.48% | +237,095+25.7% | Added |
| Optimus Prime Fund Management Co., Ltd. | 1,227,900 | $27.3M | 3.42% | +57,100+4.9% | Added |
| Alkeon Capital Management LLC | 1,283,816 | $28.6M | 0.21% | −128,308−9.1% | Reduced |
| Barclays PLC | 1,294,320 | $28.8M | 0.02% | +1,051,255+432.5% | Added |
| TD Asset Management Inc | 1,588,004 | $35.3M | 0.04% | +399,980+33.7% | Added |
| Renaissance Technologies LLC | 1,599,941 | $35.6M | 0.05% | +903,141+129.6% | Added |
| 12 West Capital Management LP | 1,610,000 | $35.8M | 3.62% | −200,000−11.0% | Reduced |
| State Street Corp | 1,754,037 | $39.0M | 0.00% | −2,175−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,894,848 | $42.1M | 0.35% | +1,859,648+5,283.1% | Added |
| T. Rowe Price Investment Management, Inc. | 2,016,043 | $44.8M | 0.03% | +2,016,043 | New |
| Geode Capital Management, LLC | 2,026,434 | $45.1M | 0.01% | +224,403+12.5% | Added |
| Morgan Stanley | 3,075,379 | $68.4M | 0.01% | +990,987+47.5% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 3,120,535 | $69.4M | 0.85% | +3,120,535 | New |
| FMR LLC | 3,279,242 | $72.9M | 0.01% | −2,137,335−39.5% | Reduced |
| Franklin Resources Inc | 3,401,786 | $75.7M | 0.04% | −335,126−9.0% | Reduced |
| Citadel Advisors LLC | 3,735,962 | $83.1M | 0.10% | +2,681,503+254.3% | Added |
| First Trust Advisors LP | 4,334,734 | $96.3M | 0.11% | +1,919,753+79.5% | Added |
| Capital Research Global Investors | 7,218,820 | $160.5M | 0.05% | −970,600−11.9% | Reduced |
| BlackRock Inc. | 8,708,667 | $193.7M | 0.01% | +519,450+6.3% | Added |
| Price T Rowe Associates Inc | 10,538,252 | $234.4M | 0.04% | +1,112,771+11.8% | Added |
| Vanguard Group Inc | 12,245,569 | $272.3M | 0.01% | +1,368,439+12.6% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 12,995,374 | $289.0M | 7.91% | −720,936−5.3% | Reduced |
| JPMorgan Chase & Co | 14,679,584 | $326.5M | 0.05% | +23,609+0.2% | Added |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −593,870−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −528,531−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −365,982−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −177,894−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −119,811−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −90,029−100.0% | Sold out |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −75,319−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −75,127−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −71,187−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −54,879−100.0% | Sold out |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −50,200−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −44,716−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −43,514−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −41,385−100.0% | Sold out |
| Crosslink Capital Inc | 0 | $0 | 0.00% | −38,110−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −34,906−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −33,561−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −33,075−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −32,454−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −28,704−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −19,007−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −17,773−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −14,339−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −14,244−100.0% | Sold out |
| William Marsh Rice University | 0 | $0 | 0.00% | −13,008−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,407−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −11,439−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −10,151−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −8,973−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −8,649−100.0% | Sold out |
| Clark Financial Services Group Inc | 0 | $0 | 0.00% | −8,529−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −8,560−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −3,422−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −2,608−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,414−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |