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, Q3 2023
Institutional positions in Confluent, Inc. as of Sep 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
- 345
- +36 vs. Q2 2023
- Shares held
- 193.8M
- +13.1M (+7.2%) vs. Q2 2023
- Total value
- $5.74B
- −$640.5M (−10.0%) vs. Q2 2023
- New holders
- 81
- 117 more added
- Sold out
- 45
- 94 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| Gradient Investments LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $30 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $89 | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 4 | $116 | 0.00% | +4 | New |
| Crewe Advisors LLC | 4 | $119 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $178 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $207 | 0.00% | −3−30.0% | Reduced |
| Farther Finance Advisors, LLC | 10 | $296 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10 | $297 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12 | $355 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $415 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15 | $444 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $474 | 0.00% | −9−36.0% | Reduced |
| Impact Partnership Wealth, LLC | 20 | $592 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $593 | 0.00% | +20 | New |
| Proequities, Inc. | 21 | $621 | 0.00% | +21 | New |
| Albion Financial Group | 21 | $622 | 0.00% | −9−30.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 23 | $682 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $830 | 0.00% | −422−93.8% | Reduced |
| AdvisorNet Financial, Inc | 30 | $888 | 0.00% | +5+20.0% | Added |
| Harvest Fund Management Co., Ltd | 23 | $1.00K | 0.00% | −2,026−98.9% | Reduced |
| ClariVest Asset Management LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $1.24K | 0.00% | +42 | New |
| Montag A & Associates Inc | 45 | $1.33K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 50 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $1.48K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $1.48K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 62 | $1.84K | 0.00% | +62 | New |
| Tyler-Stone Wealth Management | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 69 | $2.04K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 100 | $2.96K | 0.00% | +100 | New |
| NBC Securities, Inc. | 117 | $3.00K | 0.00% | +117 | New |
| TD Waterhouse Canada Inc. | 86 | $3.48K | 0.00% | +86 | New |
| Allworth Financial LP | 129 | $3.82K | 0.00% | +4+3.2% | Added |
| Versant Capital Management, Inc | 138 | $4.09K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $4.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $5.92K | 0.00% | −80−28.6% | Reduced |
| Lindbrook Capital, LLC | 202 | $5.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 237 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 255 | $7.55K | 0.00% | +41+19.2% | Added |
| Private Trust Co NA | 258 | $7.64K | 0.00% | −30−10.4% | Reduced |
| Quent Capital, LLC | 264 | $7.82K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 282 | $8.00K | 0.00% | +48+20.5% | Added |
| Covestor Ltd | 380 | $11.0K | 0.01% | −8−2.1% | Reduced |
| Quarry LP | 401 | $11.9K | 0.01% | +401 | New |
| Picton Mahoney Asset Management | 400 | $12.0K | 0.00% | +400 | New |
| IFP Advisors, Inc | 476 | $14.1K | 0.00% | +472+11,800.0% | Added |
| Huntington National Bank | 494 | $14.6K | 0.00% | +316+177.5% | Added |
| Geneos Wealth Management Inc. | 603 | $17.9K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 622 | $18.0K | 0.00% | −47−7.0% | Reduced |
| Leonteq Securities AG | 628 | $18.6K | 0.00% | +245+64.0% | Added |
| Federation des caisses Desjardins du Quebec | 700 | $20.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,151 | $34.1K | 0.00% | 00.0% | Unchanged |
| Sands Capital Ventures, LLC | 1,161 | $34.4K | 0.01% | −193−14.3% | Reduced |
| UniSuper Management Pty Ltd | 1,200 | $35.5K | 0.00% | +1,200 | New |
| AlphaCentric Advisors LLC | 1,249 | $37.0K | 0.02% | −212−14.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,426 | $42.2K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,485 | $44.0K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,129 | $47.3K | 0.02% | +2,129 | New |
| Umb Bank N A | 1,625 | $48.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,696 | $49.0K | 0.01% | +1,696 | New |
| Focused Wealth Management, Inc | 1,725 | $51.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,805 | $53.4K | 0.00% | +47+2.7% | Added |
| Comerica Bank | 1,928 | $57.1K | 0.00% | +1,928 | New |
| Advisors Asset Management, Inc. | 2,198 | $65.1K | 0.00% | +187+9.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,748 | $81.4K | 0.00% | +992+56.5% | Added |
| GWM Advisors LLC | 2,800 | $82.9K | 0.00% | −14,594−83.9% | Reduced |
| Pacer Advisors, Inc. | 2,886 | $85.5K | 0.00% | +511+21.5% | Added |
| American International Group, Inc. | 3,216 | $95.2K | 0.00% | −224−6.5% | Reduced |
| Vestcor Inc | 3,241 | $96.0K | 0.00% | +3,241 | New |
| Ostrum Asset Management | 3,378 | $100.0K | 0.01% | +3,378 | New |
| The PNC Financial Services Group, Inc. | 3,533 | $104.6K | 0.00% | +864+32.4% | Added |
| Russell Investments Group, Ltd. | 3,623 | $107.3K | 0.00% | +3,616+51,657.1% | Added |
| Gulf International Bank (UK) Ltd | 4,003 | $118.0K | 0.00% | +4,003 | New |
| Edmond de Rothschild Holding S.A. | 4,000 | $118.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,011 | $118.8K | 0.00% | +793+24.6% | Added |
| Lazard Asset Management LLC | 4,328 | $128.0K | 0.00% | +668+18.3% | Added |
| Ossiam | 5,717 | $169.3K | 0.00% | +1,194+26.4% | Added |
| CWM, LLC | 6,423 | $190.0K | 0.00% | +222+3.6% | Added |
| Gotham Asset Management, LLC | 7,115 | $210.7K | 0.00% | −8,414−54.2% | Reduced |
| Belpointe Asset Management LLC | 7,137 | $211.3K | 0.02% | +7,137 | New |
| Mount Lucas Management LP | 7,335 | $217.2K | 0.08% | −943−11.4% | Reduced |
| XTX Topco Ltd | 7,400 | $219.1K | 0.04% | +7,400 | New |
| Cantor Fitzgerald, L. P. | 7,440 | $220.3K | 0.01% | −970−11.5% | Reduced |
| Vident Advisory, LLC | 7,691 | $227.7K | 0.01% | +7,691 | New |
| Resolute Partners Group | 7,824 | $231.7K | 0.04% | 00.0% | Unchanged |
| Nordea Investment Management AB | 7,782 | $233.5K | 0.00% | +7,782 | New |
| KBC Group NV | 8,280 | $245.0K | 0.00% | +8,050+3,500.0% | Added |
| DekaBank Deutsche Girozentrale | 8,604 | $247.0K | 0.00% | +8,604 | New |
| Vontobel Holding Ltd. | 8,359 | $247.5K | 0.00% | −375−4.3% | Reduced |
| GTS Securities LLC | 8,376 | $248.0K | 0.01% | +1,688+25.2% | Added |
| Clark Financial Services Group Inc | 8,484 | $251.2K | 0.34% | −141−1.6% | Reduced |
| Sigma Planning Corp | 8,756 | $259.3K | 0.01% | +8,756 | New |
| Oak Thistle LLC | 8,829 | $261.4K | 0.08% | +2,870+48.2% | Added |
| NinePointTwo Capital | 8,923 | $264.0K | 0.11% | +1,628+22.3% | Added |
| Van Hulzen Asset Management, LLC | 9,055 | $268.0K | 0.02% | +9,055 | New |
| Fox Run Management, L.L.C. | 9,399 | $278.3K | 0.08% | +9,399 | New |