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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 4 | $141 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $142 | 0.00% | −162−97.6% | Reduced |
| IFP Advisors, Inc | 4 | $180 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 6 | $212 | 0.00% | +6 | New |
| Russell Investments Group, Ltd. | 7 | $247 | 0.00% | −41−85.4% | Reduced |
| Glassman Wealth Services | 10 | $353 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $353 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10 | $354 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12 | $424 | 0.00% | +12 | New |
| Massmutual Trust Co FSB | 14 | $494 | 0.00% | +14 | New |
| EverSource Wealth Advisors, LLC | 15 | $530 | 0.00% | +15 | New |
| Impact Partnership Wealth, LLC | 20 | $706 | 0.00% | +20 | New |
| Nalls Sherbakoff Group, LLC | 23 | $731 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $883 | 0.00% | −23−47.9% | Reduced |
| AdvisorNet Financial, Inc | 25 | $883 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 30 | $1.06K | 0.00% | +30 | New |
| Montag A & Associates Inc | 45 | $1.59K | 0.00% | −5−10.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $1.77K | 0.00% | +50 | New |
| Avion Wealth | 75 | $2.00K | 0.00% | +47+167.9% | Added |
| Tower Research Capital LLC (TRC) | 65 | $2.29K | 0.00% | −419−86.6% | Reduced |
| Harbour Investments, Inc. | 69 | $2.44K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 71 | $3.00K | 0.00% | +71 | New |
| Allworth Financial LP | 125 | $4.41K | 0.00% | −10−7.4% | Reduced |
| Fiduciary Alliance LLC | 134 | $4.73K | 0.00% | +134 | New |
| Elequin Capital LP | 135 | $4.77K | 0.00% | +135 | New |
| Versant Capital Management, Inc | 138 | $4.87K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $4.94K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 178 | $6.29K | 0.00% | +5+2.9% | Added |
| Lindbrook Capital, LLC | 202 | $7.13K | 0.00% | +130+180.6% | Added |
| First Horizon Advisors, Inc. | 214 | $7.56K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 237 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 234 | $8.00K | 0.00% | +228+3,800.0% | Added |
| KBC Group NV | 230 | $8.00K | 0.00% | +230 | New |
| Quent Capital, LLC | 264 | $9.32K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 280 | $9.89K | 0.00% | +200+250.0% | Added |
| Private Trust Co NA | 288 | $10.2K | 0.00% | +288 | New |
| Leonteq Securities AG | 383 | $13.5K | 0.00% | −1,089−74.0% | Reduced |
| Covestor Ltd | 388 | $14.0K | 0.01% | +374+2,671.4% | Added |
| Parkside Financial Bank & Trust | 450 | $15.9K | 0.00% | −7−1.5% | Reduced |
| Geneos Wealth Management Inc. | 603 | $21.3K | 0.00% | +530+726.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 669 | $24.0K | 0.00% | −27−3.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 700 | $24.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,151 | $40.6K | 0.00% | 00.0% | Unchanged |
| Sands Capital Ventures, LLC | 1,354 | $47.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,426 | $50.4K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,448 | $51.1K | 0.00% | −10,462−87.8% | Reduced |
| AlphaCentric Advisors LLC | 1,461 | $51.6K | 0.03% | +1,461 | New |
| C M Bidwell & Associates Ltd | 1,485 | $52.4K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 1,625 | $57.4K | 0.00% | −231−12.4% | Reduced |
| FNY Investment Advisers, LLC | 1,650 | $58.0K | 0.07% | +1,650 | New |
| Focused Wealth Management, Inc | 1,725 | $60.9K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,756 | $62.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,758 | $62.1K | 0.00% | −92−5.0% | Reduced |
| Advisors Asset Management, Inc. | 2,011 | $71.0K | 0.00% | +12+0.6% | Added |
| Harvest Fund Management Co., Ltd | 2,049 | $72.0K | 0.01% | +2,049 | New |
| Pacer Advisors, Inc. | 2,375 | $83.9K | 0.00% | +2,262+2,001.8% | Added |
| The PNC Financial Services Group, Inc. | 2,669 | $94.2K | 0.00% | +487+22.3% | Added |
| US Bancorp | 3,218 | $113.6K | 0.00% | +658+25.7% | Added |
| American International Group, Inc. | 3,440 | $121.5K | 0.00% | +1,592+86.1% | Added |
| Lazard Asset Management LLC | 3,660 | $129.0K | 0.00% | −421−10.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,000 | $141.2K | 0.00% | 00.0% | Unchanged |
| Ossiam | 4,523 | $159.7K | 0.00% | +2,457+118.9% | Added |
| Washington University | 5,478 | $193.4K | 0.07% | −7,054−56.3% | Reduced |
| Point72 Asset Management, L.P. | 5,599 | $197.7K | 0.00% | +5,599 | New |
| Oak Thistle LLC | 5,959 | $210.4K | 0.11% | +5,959 | New |
| CWM, LLC | 6,201 | $219.0K | 0.00% | +2,205+55.2% | Added |
| Blair William & Co | 6,305 | $222.6K | 0.00% | +6,305 | New |
| FORA Capital, LLC | 6,458 | $228.0K | 0.03% | +6,458 | New |
| GTS Securities LLC | 6,688 | $236.2K | 0.01% | +6,688 | New |
| Jennison Associates LLC | 6,803 | $240.2K | 0.00% | +6,803 | New |
| Holocene Advisors, LP | 6,834 | $241.3K | 0.00% | +6,834 | New |
| Advisory Resource Group | 6,863 | $242.3K | 0.07% | +6,863 | New |
| Aquatic Capital Management LLC | 7,000 | $247.0K | 0.01% | −40,600−85.3% | Reduced |
| NinePointTwo Capital | 7,295 | $257.0K | 0.10% | +7,295 | New |
| American Trust | 7,360 | $259.9K | 0.02% | +7,360 | New |
| American Century Companies Inc | 7,368 | $260.2K | 0.00% | +7,368 | New |
| Resolute Partners Group | 7,824 | $276.3K | 0.03% | +7,824 | New |
| Kensington Investment Counsel, LLC | 7,843 | $276.9K | 0.18% | −901−10.3% | Reduced |
| AQR Capital Management LLC | 7,914 | $278.4K | 0.00% | +7,914 | New |
| Standard Life Aberdeen plc | 7,940 | $280.4K | 0.00% | +7,940 | New |
| Blueshift Asset Management, LLC | 8,095 | $285.8K | 0.11% | +8,095 | New |
| Acadian Asset Management LLC | 8,223 | $287.0K | 0.00% | +8,223 | New |
| Mount Lucas Management LP | 8,278 | $292.3K | 0.11% | +8,278 | New |
| Cantor Fitzgerald, L. P. | 8,410 | $297.0K | 0.01% | −5,040−37.5% | Reduced |
| Engineers Gate Manager LP | 8,456 | $298.6K | 0.01% | +8,456 | New |
| Clark Financial Services Group Inc | 8,625 | $304.5K | 0.41% | +17+0.2% | Added |
| Vontobel Holding Ltd. | 8,734 | $308.4K | 0.00% | −695−7.4% | Reduced |
| State of Wisconsin Investment Board | 9,000 | $317.8K | 0.00% | +9,000 | New |
| Commonwealth Equity Services, LLC | 9,757 | $345.0K | 0.00% | +9,757 | New |
| Utah Retirement Systems | 10,000 | $353.1K | 0.00% | +10,000 | New |
| Boulder Hill Capital Management LP | 10,300 | $363.7K | 0.70% | +10,300 | New |
| Fifth Third Bancorp | 10,991 | $388.1K | 0.00% | −539−4.7% | Reduced |
| Change Path, LLC | 11,004 | $389.0K | 0.02% | −4,850−30.6% | Reduced |
| Hel Ved Capital Management Ltd | 11,025 | $389.3K | 0.17% | +11,025 | New |