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 2023
Institutional positions in Confluent, Inc. as of Mar 31, 2023. 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
- 259
- +16 vs. Q4 2022
- Shares held
- 148.4M
- +18.0M (+13.8%) vs. Q4 2022
- Total value
- $3.57B
- +$668.7M (+23.1%) vs. Q4 2022
- New holders
- 57
- 102 more added
- Sold out
- 41
- 65 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $0 | 0.00% | −2−12.5% | Reduced |
| Avion Wealth | 28 | $0 | 0.00% | +28 | New |
| Gradient Investments LLC | 1 | $24 | 0.00% | +1 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $24 | 0.00% | +1 | New |
| Worth Asset Management, LLC | 4 | $96 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $241 | 0.00% | −152−93.8% | Reduced |
| Glassman Wealth Services | 10 | $241 | 0.00% | −19−65.5% | Reduced |
| Armstrong Advisory Group, Inc | 10 | $241 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14 | $337 | 0.00% | −217−93.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 23 | $523 | 0.00% | +23 | New |
| AdvisorNet Financial, Inc | 25 | $602 | 0.00% | −5−16.7% | Reduced |
| Clearstead Advisors, LLC | 25 | $602 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 40 | $909 | 0.00% | +40 | New |
| ClariVest Asset Management LLC | 23 | $1.00K | 0.00% | +23 | New |
| Ellevest, Inc. | 46 | $1.11K | 0.00% | −273−85.6% | Reduced |
| Russell Investments Group, Ltd. | 48 | $1.16K | 0.00% | +48 | New |
| Bell Investment Advisors, Inc | 48 | $1.16K | 0.00% | +23+92.0% | Added |
| Blue Bell Private Wealth Management, LLC | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 50 | $1.20K | 0.00% | +9+22.0% | Added |
| Harbour Investments, Inc. | 69 | $1.66K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 72 | $1.73K | 0.00% | −7−8.9% | Reduced |
| Geneos Wealth Management Inc. | 73 | $1.76K | 0.00% | −600−89.2% | Reduced |
| Venturi Wealth Management, LLC | 78 | $1.88K | 0.00% | +78 | New |
| Spire Wealth Management | 80 | $1.93K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $2.41K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 113 | $2.72K | 0.00% | +7+6.6% | Added |
| TCI Wealth Advisors, Inc. | 130 | $3.13K | 0.00% | −198−60.4% | Reduced |
| Allworth Financial LP | 135 | $3.25K | 0.00% | −29−17.7% | Reduced |
| Versant Capital Management, Inc | 138 | $3.32K | 0.00% | +13+10.4% | Added |
| GPS Wealth Strategies Group, LLC | 140 | $3.37K | 0.00% | +140 | New |
| Crewe Advisors LLC | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 173 | $4.16K | 0.00% | +172+17,200.0% | Added |
| Baldwin Brothers Inc | 200 | $4.81K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 214 | $5.15K | 0.00% | +51+31.3% | Added |
| TSFG, LLC | 237 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 264 | $6.35K | 0.00% | +65+32.7% | Added |
| Loomis Sayles & Co L P | 343 | $8.00K | 0.00% | +343 | New |
| Ameritas Advisory Services, LLC | 371 | $8.42K | 0.00% | +371 | New |
| Tower Research Capital LLC (TRC) | 484 | $11.0K | 0.00% | −4,624−90.5% | Reduced |
| Parkside Financial Bank & Trust | 457 | $11.0K | 0.00% | +429+1,532.1% | Added |
| GWM Advisors LLC | 550 | $13.2K | 0.00% | +331+151.1% | Added |
| Federation des caisses Desjardins du Quebec | 700 | $16.8K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 696 | $17.0K | 0.00% | −221−24.1% | Reduced |
| Quarry LP | 759 | $18.3K | 0.01% | +759 | New |
| Quadrant Capital Group LLC | 1,151 | $27.7K | 0.00% | +870+309.6% | Added |
| Sands Capital Ventures, LLC | 1,354 | $32.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,426 | $34.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,472 | $35.4K | 0.00% | +288+24.3% | Added |
| C M Bidwell & Associates Ltd | 1,485 | $35.7K | 0.03% | +285+23.8% | Added |
| Focused Wealth Management, Inc | 1,725 | $41.5K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,756 | $42.3K | 0.00% | +1,756 | New |
| American International Group, Inc. | 1,848 | $44.5K | 0.00% | −54−2.8% | Reduced |
| Signaturefd, LLC | 1,850 | $44.5K | 0.00% | −725−28.2% | Reduced |
| Umb Bank N A | 1,856 | $44.7K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,999 | $48.1K | 0.00% | +211+11.8% | Added |
| Tradewinds Capital Management, LLC | 2,000 | $48.1K | 0.02% | 00.0% | Unchanged |
| Ossiam | 2,066 | $49.7K | 0.00% | +829+67.0% | Added |
| The PNC Financial Services Group, Inc. | 2,182 | $52.5K | 0.00% | −2,888−57.0% | Reduced |
| StepStone Group LP | 2,448 | $58.9K | 0.01% | +10.0% | Added |
| Shay Capital LLC | 2,500 | $60.2K | 0.02% | +2,500 | New |
| Belpointe Asset Management LLC | 2,507 | $60.3K | 0.00% | +26+1.0% | Added |
| US Bancorp | 2,560 | $61.6K | 0.00% | +547+27.2% | Added |
| CWM, LLC | 3,996 | $96.0K | 0.00% | −1,699−29.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,000 | $96.3K | 0.00% | +2,250+128.6% | Added |
| Lazard Asset Management LLC | 4,081 | $98.0K | 0.00% | +3,012+281.8% | Added |
| MetLife Investment Management | 7,525 | $181.1K | 0.00% | +17+0.2% | Added |
| Portman Square Capital LLP | 8,587 | $206.7K | 0.05% | +8,587 | New |
| Clark Financial Services Group Inc | 8,608 | $207.0K | 0.31% | +8,608 | New |
| Cresset Asset Management, LLC | 8,650 | $208.2K | 0.00% | −490−5.4% | Reduced |
| Kensington Investment Counsel, LLC | 8,744 | $210.5K | 0.16% | −1,704−16.3% | Reduced |
| Advisor Group Holdings, Inc. | 9,232 | $221.0K | 0.00% | +2,365+34.4% | Added |
| Vontobel Holding Ltd. | 9,429 | $227.0K | 0.00% | +9,429 | New |
| Maryland State Retirement & Pension System | 9,559 | $230.1K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,448 | $251.5K | 0.03% | +10,448 | New |
| Vident Investment Advisory, LLC | 10,834 | $260.8K | 0.01% | +10,834 | New |
| Cutler Group LP | 10,876 | $261.0K | 0.04% | +10,876 | New |
| JustInvest LLC | 11,101 | $267.2K | 0.01% | +233+2.1% | Added |
| Parallel Advisors, LLC | 11,225 | $270.2K | 0.01% | +2,437+27.7% | Added |
| Oppenheimer & Co Inc | 11,406 | $274.5K | 0.01% | +201+1.8% | Added |
| Fifth Third Bancorp | 11,530 | $277.5K | 0.00% | +11,145+2,894.8% | Added |
| Twinbeech Capital LP | 11,903 | $286.5K | 0.01% | +11,903 | New |
| Centiva Capital, LP | 11,910 | $286.7K | 0.02% | +11,910 | New |
| Two Sigma Securities, LLC | 12,256 | $295.0K | 0.02% | +12,256 | New |
| Wolverine Trading, LLC | 13,230 | $301.0K | 0.01% | +13,230 | New |
| Washington University | 12,532 | $301.6K | 0.08% | +12,532 | New |
| Cedar Wealth Management, LLC | 12,552 | $302.1K | 0.12% | +12,552 | New |
| DRW Securities, LLC | 13,000 | $313.0K | 0.05% | +13,000 | New |
| Legato Capital Management LLC | 13,114 | $315.7K | 0.06% | +13,114 | New |
| Snowden Capital Advisors LLC | 13,324 | $320.7K | 0.01% | −9,130−40.7% | Reduced |
| Cantor Fitzgerald, L. P. | 13,450 | $323.7K | 0.01% | +13,450 | New |
| Truist Financial Corp | 14,558 | $350.4K | 0.00% | +14,558 | New |
| Creative Planning | 15,330 | $369.0K | 0.00% | +3,893+34.0% | Added |
| Change Path, LLC | 15,854 | $382.0K | 0.02% | +4,701+42.2% | Added |
| Vetamer Capital Management, L.P. | 15,911 | $383.0K | 0.53% | +15,911 | New |
| ETF Managers Group, LLC | 16,033 | $385.9K | 0.01% | −3,049−16.0% | Reduced |
| LPL Financial LLC | 16,415 | $395.1K | 0.00% | +7,327+80.6% | Added |
| Lake Street Advisors Group, LLC | 16,757 | $403.0K | 0.02% | +3,108+22.8% | Added |