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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 11,566 | $408.4K | 0.01% | +160+1.4% | Added |
| MetLife Investment Management | 11,368 | $401.4K | 0.00% | +3,843+51.1% | Added |
| Dakota Wealth Management | 11,327 | $400.0K | 0.02% | +11,327 | New |
| Delphia (USA) Inc. | 11,297 | $398.9K | 0.63% | +11,297 | New |
| CI Private Wealth, LLC | 11,289 | $398.6K | 0.00% | +11,289 | New |
| JustInvest LLC | 11,177 | $394.7K | 0.01% | +76+0.7% | Added |
| Vident Investment Advisory, LLC | 11,137 | $393.2K | 0.01% | +303+2.8% | Added |
| Avestar Capital, LLC | 11,096 | $391.8K | 0.07% | +11,096 | New |
| Kestra Advisory Services, LLC | 11,078 | $391.2K | 0.00% | +11,078 | New |
| Hel Ved Capital Management Ltd | 11,025 | $389.3K | 0.17% | +11,025 | New |
| Change Path, LLC | 11,004 | $389.0K | 0.02% | −4,850−30.6% | Reduced |
| Fifth Third Bancorp | 10,991 | $388.1K | 0.00% | −539−4.7% | Reduced |
| Boulder Hill Capital Management LP | 10,300 | $363.7K | 0.70% | +10,300 | New |
| Utah Retirement Systems | 10,000 | $353.1K | 0.00% | +10,000 | New |
| Commonwealth Equity Services, LLC | 9,757 | $345.0K | 0.00% | +9,757 | New |
| State of Wisconsin Investment Board | 9,000 | $317.8K | 0.00% | +9,000 | New |
| Vontobel Holding Ltd. | 8,734 | $308.4K | 0.00% | −695−7.4% | Reduced |
| Clark Financial Services Group Inc | 8,625 | $304.5K | 0.41% | +17+0.2% | Added |
| Engineers Gate Manager LP | 8,456 | $298.6K | 0.01% | +8,456 | New |
| Cantor Fitzgerald, L. P. | 8,410 | $297.0K | 0.01% | −5,040−37.5% | Reduced |
| Mount Lucas Management LP | 8,278 | $292.3K | 0.11% | +8,278 | New |
| Acadian Asset Management LLC | 8,223 | $287.0K | 0.00% | +8,223 | New |
| Blueshift Asset Management, LLC | 8,095 | $285.8K | 0.11% | +8,095 | New |
| Standard Life Aberdeen plc | 7,940 | $280.4K | 0.00% | +7,940 | New |
| AQR Capital Management LLC | 7,914 | $278.4K | 0.00% | +7,914 | New |
| Kensington Investment Counsel, LLC | 7,843 | $276.9K | 0.18% | −901−10.3% | Reduced |
| Resolute Partners Group | 7,824 | $276.3K | 0.03% | +7,824 | New |
| American Century Companies Inc | 7,368 | $260.2K | 0.00% | +7,368 | New |
| American Trust | 7,360 | $259.9K | 0.02% | +7,360 | New |
| NinePointTwo Capital | 7,295 | $257.0K | 0.10% | +7,295 | New |
| Aquatic Capital Management LLC | 7,000 | $247.0K | 0.01% | −40,600−85.3% | Reduced |
| Advisory Resource Group | 6,863 | $242.3K | 0.07% | +6,863 | New |
| Holocene Advisors, LP | 6,834 | $241.3K | 0.00% | +6,834 | New |
| Jennison Associates LLC | 6,803 | $240.2K | 0.00% | +6,803 | New |
| GTS Securities LLC | 6,688 | $236.2K | 0.01% | +6,688 | New |
| FORA Capital, LLC | 6,458 | $228.0K | 0.03% | +6,458 | New |
| Blair William & Co | 6,305 | $222.6K | 0.00% | +6,305 | New |
| CWM, LLC | 6,201 | $219.0K | 0.00% | +2,205+55.2% | Added |
| Oak Thistle LLC | 5,959 | $210.4K | 0.11% | +5,959 | New |
| Point72 Asset Management, L.P. | 5,599 | $197.7K | 0.00% | +5,599 | New |
| Washington University | 5,478 | $193.4K | 0.07% | −7,054−56.3% | Reduced |
| Ossiam | 4,523 | $159.7K | 0.00% | +2,457+118.9% | Added |
| Edmond de Rothschild Holding S.A. | 4,000 | $141.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,660 | $129.0K | 0.00% | −421−10.3% | Reduced |
| American International Group, Inc. | 3,440 | $121.5K | 0.00% | +1,592+86.1% | Added |
| US Bancorp | 3,218 | $113.6K | 0.00% | +658+25.7% | Added |
| The PNC Financial Services Group, Inc. | 2,669 | $94.2K | 0.00% | +487+22.3% | Added |
| Pacer Advisors, Inc. | 2,375 | $83.9K | 0.00% | +2,262+2,001.8% | Added |
| Harvest Fund Management Co., Ltd | 2,049 | $72.0K | 0.01% | +2,049 | New |
| Advisors Asset Management, Inc. | 2,011 | $71.0K | 0.00% | +12+0.6% | Added |
| Signaturefd, LLC | 1,758 | $62.1K | 0.00% | −92−5.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,756 | $62.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,725 | $60.9K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,650 | $58.0K | 0.07% | +1,650 | New |
| Umb Bank N A | 1,625 | $57.4K | 0.00% | −231−12.4% | Reduced |
| C M Bidwell & Associates Ltd | 1,485 | $52.4K | 0.04% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,461 | $51.6K | 0.03% | +1,461 | New |
| Centiva Capital, LP | 1,448 | $51.1K | 0.00% | −10,462−87.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,426 | $50.4K | 0.00% | 00.0% | Unchanged |
| Sands Capital Ventures, LLC | 1,354 | $47.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,151 | $40.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 700 | $24.7K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 669 | $24.0K | 0.00% | −27−3.9% | Reduced |
| Geneos Wealth Management Inc. | 603 | $21.3K | 0.00% | +530+726.0% | Added |
| Parkside Financial Bank & Trust | 450 | $15.9K | 0.00% | −7−1.5% | Reduced |
| Covestor Ltd | 388 | $14.0K | 0.01% | +374+2,671.4% | Added |
| Leonteq Securities AG | 383 | $13.5K | 0.00% | −1,089−74.0% | Reduced |
| Private Trust Co NA | 288 | $10.2K | 0.00% | +288 | New |
| Spire Wealth Management | 280 | $9.89K | 0.00% | +200+250.0% | Added |
| Quent Capital, LLC | 264 | $9.32K | 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 |
| First Horizon Advisors, Inc. | 214 | $7.56K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 202 | $7.13K | 0.00% | +130+180.6% | Added |
| Huntington National Bank | 178 | $6.29K | 0.00% | +5+2.9% | Added |
| GPS Wealth Strategies Group, LLC | 140 | $4.94K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 138 | $4.87K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 135 | $4.77K | 0.00% | +135 | New |
| Fiduciary Alliance LLC | 134 | $4.73K | 0.00% | +134 | New |
| Allworth Financial LP | 125 | $4.41K | 0.00% | −10−7.4% | Reduced |
| Tyler-Stone Wealth Management | 71 | $3.00K | 0.00% | +71 | New |
| Harbour Investments, Inc. | 69 | $2.44K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 65 | $2.29K | 0.00% | −419−86.6% | Reduced |
| Avion Wealth | 75 | $2.00K | 0.00% | +47+167.9% | Added |
| 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 |
| Montag A & Associates Inc | 45 | $1.59K | 0.00% | −5−10.0% | Reduced |
| Albion Financial Group | 30 | $1.06K | 0.00% | +30 | New |
| ClariVest Asset Management LLC | 23 | $1.00K | 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 |
| Nalls Sherbakoff Group, LLC | 23 | $731 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 20 | $706 | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 15 | $530 | 0.00% | +15 | New |
| Massmutual Trust Co FSB | 14 | $494 | 0.00% | +14 | New |
| Institutional & Family Asset Management, LLC | 12 | $424 | 0.00% | +12 | New |
| Armstrong Advisory Group, Inc | 10 | $354 | 0.00% | 00.0% | Unchanged |