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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 2023

Institutional positions in Confluent, Inc. as of Jun 30, 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
309
+52 vs. Q1 2023
Shares held
180.7M
+32.4M (+21.8%) vs. Q1 2023
Total value
$6.38B
+$2.81B (+78.8%) vs. Q1 2023
New holders
92
108 more added
Sold out
40
67 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 309 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 2023: $6.38B
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 2023

Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q1 2023.

Institutions holding CFLT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co17,801,784$628.6M0.07%−278,370−1.5%Reduced
Altimeter Capital Management, LPSuperinvestorAltimeter Capital16,305,943$575.8M10.42%+1,814,126+12.5%Added
Vanguard Group Inc16,298,551$575.5M0.01%+3,955,061+32.0%Added
FMR LLC15,095,535$533.0M0.04%+7,457,114+97.6%Added
Price T Rowe Associates Inc12,578,187$444.1M0.06%+101,267+0.8%Added
BlackRock Inc.10,210,490$360.5M0.01%+1,973,868+24.0%Added
Capital Research Global Investors6,806,206$240.3M0.06%−412,634−5.7%Reduced
1832 Asset Management L.P.6,354,800$224.4M0.44%+5,806,700+1,059.4%Added
Atreides Management, LP4,007,143$141.5M4.30%+176,338+4.6%Added
First Trust Advisors LP3,791,738$133.9M0.15%−14,086−0.4%Reduced
Invesco Ltd.3,354,053$118.4M0.03%+1,806,464+116.7%Added
Tiger Global Management LLCSuperinvestorTiger Global Management3,021,726$106.7M0.89%−2,731,600−47.5%Reduced
Whale Rock Capital Management LLC2,990,484$105.6M1.82%+2,990,484New
Geode Capital Management, LLC2,779,199$98.1M0.01%+682,582+32.6%Added
Lord, Abbett & Co. LLC2,758,042$97.4M0.34%−51,470−1.8%Reduced
Franklin Resources Inc2,731,511$96.4M0.05%+165,808+6.5%Added
Morgan Stanley2,662,810$94.0M0.01%+593,168+28.7%Added
Polar Capital Holdings Plc2,480,871$87.6M0.60%−217,231−8.1%Reduced
State Street Corp2,480,806$87.6M0.00%+533,429+27.4%Added
Millennium Management LLC2,439,621$86.1M0.09%+2,370,380+3,423.4%Added
12 West Capital Management LP2,155,000$76.1M6.53%00.0%Unchanged
T. Rowe Price Investment Management, Inc.2,039,433$72.0M0.05%−7070.0%Reduced
Amundi2,071,864$70.9M0.04%+505,739+32.3%Added
Fred Alger Management, LLC1,925,103$68.0M0.35%+1,925,103New
Allspring Global Investments Holdings, LLC1,774,917$62.7M0.10%+164,707+10.2%Added
Two Sigma Investments, LP1,755,866$62.0M0.17%+1,409,125+406.4%Added
Norges Bank1,340,636$47.3M0.01%+155,866+13.2%Added
Optimus Prime Fund Management Co., Ltd.1,228,844$43.4M6.05%−550,000−30.9%Reduced
Deutsche Bank AG1,186,294$41.9M0.02%+502,846+73.6%Added
TD Asset Management Inc1,171,400$41.4M0.05%−264,572−18.4%Reduced
Bank of New York Mellon Corp1,055,319$37.3M0.01%+172,699+19.6%Added
Renaissance Technologies LLC1,054,400$37.2M0.05%−329,000−23.8%Reduced
Charles Schwab Investment Management Inc1,002,440$35.4M0.01%+191,951+23.7%Added
Northern Trust Corp716,956$25.3M0.00%+180,793+33.7%Added
Growth Interface Management LLC700,000$24.7M18.57%+18,000+2.6%Added
AlpInvest Partners B.V.697,398$24.6M6.75%+217,385+45.3%Added
Voloridge Investment Management, LLC600,127$21.2M0.10%+600,127New
Ensign Peak Advisors, Inc597,806$21.1M0.04%00.0%Unchanged
La Financiere de L'Echiquier558,000$19.7M0.99%−17,000−3.0%Reduced
Two Sigma Advisers, LP557,400$19.7M0.05%+415,600+293.1%Added
Tudor Investment Corp Et Al547,643$19.3M0.32%+123,107+29.0%Added
Victory Capital Management Inc512,040$18.1M0.02%+382,230+294.5%Added
Gilder Gagnon Howe & Co LLC488,431$17.2M0.24%−467,356−48.9%Reduced
Nuveen Asset Management, LLC455,156$16.1M0.01%+112,797+32.9%Added
Bank of America Corp451,307$15.9M0.00%+64,143+16.6%Added
Tiedemann Advisors, LLC422,435$14.9M0.63%−34,465−7.5%Reduced
SEI Investments Co421,579$14.9M0.03%+32,921+8.5%Added
Principal Financial Group Inc418,675$14.8M0.01%−23,349−5.3%Reduced
Clearbridge Investments, LLC415,979$14.7M0.01%+415,979New
Alliancebernstein L.P.403,488$14.2M0.01%+358,171+790.4%Added
Source Financial Advisors LLC393,113$13.9M4.56%+43,586+12.5%Added
Royal Bank of Canada384,924$13.6M0.00%+147,512+62.1%Added
Polar Asset Management Partners Inc.379,700$13.4M0.27%−421,500−52.6%Reduced
Citigroup Inc373,529$13.2M0.02%−41,381−10.0%Reduced
Wells Fargo & Company368,599$13.0M0.00%+62,260+20.3%Added
Jasper Ridge Partners, L.P.366,176$12.9M0.65%+176,067+92.6%Added
Granahan Investment Management Inc360,918$12.7M0.39%+223,543+162.7%Added
Whetstone Capital Advisors, LLC352,755$12.5M6.95%00.0%Unchanged
Citadel Advisors LLC345,675$12.2M0.01%+345,675New
Federated Hermes, Inc.329,543$11.6M0.03%+228,222+225.2%Added
Eagle Asset Management Inc320,496$11.3M0.06%+320,496New
Barclays PLC311,381$11.0M0.01%+141,191+83.0%Added
Wellington Management Group LLP310,626$11.0M0.00%−8,616−2.7%Reduced
Peregrine Capital Management LLC300,292$10.6M0.29%−75,089−20.0%Reduced
UBS Oconnor LLC300,000$10.6M0.22%+8,420+2.9%Added
Goldman Sachs Group Inc288,167$10.2M0.00%+158,647+122.5%Added
New York State Common Retirement Fund269,088$9.50M0.01%+137,231+104.1%Added
Botty Investors LLC260,739$9.21M3.56%+130,371+100.0%Added
Jane Street Group, LLC255,737$9.03M0.01%+45,888+21.9%Added
Rhumbline Advisers243,199$8.59M0.01%+93,379+62.3%Added
Dimensional Fund Advisors LP240,529$8.49M0.00%+42,728+21.6%Added
Bank of Montreal221,496$7.83M0.00%+57,634+35.2%Added
Hampton Road Capital Management LP214,095$7.56M1.75%+214,095New
Adams Street Partners LLC213,798$7.55M1.97%+193,392+947.7%Added
Great West Life Assurance Co195,266$6.89M0.02%+183+0.1%Added
Stanley-Laman Group, Ltd.183,331$6.47M1.07%+570+0.3%Added
Granite Investment Partners, LLC179,321$6.33M0.25%+12,513+7.5%Added
Founders Circle Capital LLC167,106$5.90M6.25%00.0%Unchanged
Macquarie Group Ltd162,126$5.72M0.01%−788−0.5%Reduced
General Equity Holdings LP160,221$5.66M8.38%−1,579−1.0%Reduced
Connors Investor Services Inc151,000$5.33M0.60%00.0%Unchanged
Pier Capital, LLC147,870$5.22M0.75%+147,870New
Nicholas Investment Partners, LP143,428$5.06M0.35%+44,608+45.1%Added
Ameriprise Financial Inc135,661$4.79M0.00%−5,281−3.7%Reduced
Susquehanna International Group, LLP130,738$4.62M0.01%+67,971+108.3%Added
Harvard Management Co Inc130,383$4.60M0.45%00.0%Unchanged
Trustees of Columbia University in the City of New York130,383$4.60M6.75%+10.0%Added
Natixis125,268$4.42M0.04%+60,874+94.5%Added
Symmetry Investments LP123,778$4.37M1.26%+123,778New
Parallel Advisors, LLC121,887$4.30M0.14%+110,662+985.9%Added
O'Neil Global Advisors, Inc.115,630$4.08M0.85%+115,630New
Hamilton Lane Advisors LLC108,584$3.83M1.68%−54,714−33.5%Reduced
Schonfeld Strategic Advisors LLC102,920$3.63M0.03%+102,920New
Vishria Bird Financial Group, LLC100,444$3.55M2.11%+29,917+42.4%Added
Manufacturers Life Insurance Company, The95,001$3.35M0.00%−12,634−11.7%Reduced
Mirabella Financial Services LLP91,044$3.21M0.37%+91,044New
PDT Partners, LLC90,381$3.19M0.44%−93−0.1%Reduced
State Board of Administration of Florida Retirement System90,294$3.19M0.01%+13,214+17.1%Added
Citizens Financial Group Inc89,465$3.16M0.11%+89,465New
Trexquant Investment LP89,419$3.16M0.08%+40,733+83.7%Added