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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, 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.

Institutional holdersQ3 2023: 345 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 heldQ3 2023: $5.74B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q2 2023.

Institutions holding CFLT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Victory Capital Management Inc467,092$13.8M0.02%−44,948−8.8%Reduced
Pictet Asset Management Holding SA483,150$14.3M0.02%+483,150New
Two Sigma Advisers, LP505,100$15.0M0.04%−52,300−9.4%Reduced
Nuveen Asset Management, LLC518,184$15.3M0.01%+63,028+13.8%Added
Swiss National Bank526,518$15.6M0.01%+526,518New
La Financiere de L'Echiquier558,000$16.5M0.86%00.0%Unchanged
Citadel Advisors LLC666,462$19.7M0.02%+320,787+92.8%Added
Renaissance Technologies LLC680,400$20.1M0.03%−374,000−35.5%Reduced
D. E. Shaw & Co., Inc.705,895$20.9M0.03%+621,015+731.6%Added
UBS Asset Management Americas Inc868,408$25.7M0.01%+804,292+1,254.4%Added
Voloridge Investment Management, LLC1,002,666$29.7M0.15%+402,539+67.1%Added
Northern Trust Corp1,044,896$30.9M0.01%+327,940+45.7%Added
Bank of New York Mellon Corp1,071,263$31.7M0.01%+15,944+1.5%Added
TD Asset Management Inc1,071,572$31.7M0.04%−99,828−8.5%Reduced
Voya Investment Management LLC1,109,435$32.9M0.04%+1,023,427+1,189.9%Added
Millennium Management LLC1,127,502$33.4M0.03%−1,312,119−53.8%Reduced
Fred Alger Management, LLC1,376,714$40.8M0.23%−548,389−28.5%Reduced
Goldman Sachs Group Inc1,392,278$41.2M0.01%+1,104,111+383.1%Added
Optimus Prime Fund Management Co., Ltd.1,438,944$42.6M5.73%+210,100+17.1%Added
Allspring Global Investments Holdings, LLC1,497,128$44.3M0.08%−277,789−15.7%Reduced
Two Sigma Investments, LP1,512,438$44.8M0.13%−243,428−13.9%Reduced
Morgan Stanley1,721,514$51.0M0.01%−941,296−35.3%Reduced
Charles Schwab Investment Management Inc1,826,876$54.1M0.02%+824,436+82.2%Added
Polar Capital Holdings Plc1,943,168$57.5M0.43%−537,703−21.7%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors1,983,066$58.7M0.24%+1,983,066New
T. Rowe Price Investment Management, Inc.2,014,733$59.7M0.04%−24,700−1.2%Reduced
Norges Bank2,107,696$62.4M0.01%+767,060+57.2%Added
12 West Capital Management LP2,155,000$63.8M5.78%00.0%Unchanged
Franklin Resources Inc2,734,127$81.0M0.04%+2,616+0.1%Added
Atreides Management, LP3,013,352$89.2M3.10%−993,791−24.8%Reduced
Geode Capital Management, LLC3,137,245$92.8M0.01%+358,046+12.9%Added
Lord, Abbett & Co. LLC3,270,139$96.8M0.36%+512,097+18.6%Added
State Street Corp3,498,810$103.6M0.01%+1,018,004+41.0%Added
Amundi3,577,846$104.9M0.05%+1,505,982+72.7%Added
Invesco Ltd.3,824,055$113.2M0.03%+470,002+14.0%Added
First Trust Advisors LP4,813,549$142.5M0.17%+1,021,811+26.9%Added
Tiger Global Management LLCSuperinvestorTiger Global Management5,193,901$153.8M1.13%+2,172,175+71.9%Added
1832 Asset Management L.P.6,316,700$187.0M0.39%−38,100−0.6%Reduced
Capital Research Global Investors6,471,692$191.6M0.05%−334,514−4.9%Reduced
Price T Rowe Associates Inc11,123,864$329.4M0.05%−1,454,323−11.6%Reduced
BlackRock Inc.12,282,648$363.7M0.01%+2,072,158+20.3%Added
FMR LLC16,441,478$486.8M0.04%+1,345,943+8.9%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital16,611,943$491.9M9.34%+306,000+1.9%Added
Vanguard Group Inc18,424,394$545.5M0.01%+2,125,843+13.0%Added
JPMorgan Chase & Co18,531,163$548.7M0.06%+729,379+4.1%Added
Whale Rock Capital Management LLC0$00.00%−2,990,484−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−379,700−100.0%Sold out
Hampton Road Capital Management LP0$00.00%−214,095−100.0%Sold out
Adams Street Partners LLC0$00.00%−213,798−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−130,738−100.0%Sold out
Trustees of Columbia University in the City of New York0$00.00%−130,383−100.0%Sold out
Natixis0$00.00%−125,268−100.0%Sold out
Symmetry Investments LP0$00.00%−123,778−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−115,630−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−102,920−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−91,044−100.0%Sold out
Citizens Financial Group Inc0$00.00%−89,465−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−63,536−100.0%Sold out
Camden Capital, LLC0$00.00%−59,150−100.0%Sold out
Penserra Capital Management LLC0$00.00%−57,494−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−55,838−100.0%Sold out
Symmetry Peak Management LLC0$00.00%−52,000−100.0%Sold out
EAM Investors, LLC0$00.00%−51,651−100.0%Sold out
PEAK6 Investments LLC0$00.00%−45,471−100.0%Sold out
Quadrature Capital Ltd0$00.00%−44,633−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−32,464−100.0%Sold out
Stratos Wealth Advisors, LLC0$00.00%−29,075−100.0%Sold out
Old Mission Capital LLC0$00.00%−24,985−100.0%Sold out
Shen Neil Nanpeng0$00.00%−25,000−100.0%Sold out
StepStone Group LP0$00.00%−19,558−100.0%Sold out
Liberty Mutual Group Asset Management Inc.0$00.00%−19,270−100.0%Sold out
Ergoteles LLC0$00.00%−16,384−100.0%Sold out
Clear Street Markets LLC0$00.00%−14,000−100.0%Sold out
Delphia (USA) Inc.0$00.00%−11,297−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−11,137−100.0%Sold out
Change Path, LLC0$00.00%−11,004−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−10,300−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−8,095−100.0%Sold out
Standard Life Aberdeen plc0$00.00%−7,940−100.0%Sold out
Kensington Investment Counsel, LLC0$00.00%−7,843−100.0%Sold out
American Trust0$00.00%−7,360−100.0%Sold out
Advisory Resource Group0$00.00%−6,863−100.0%Sold out
Holocene Advisors, LP0$00.00%−6,834−100.0%Sold out
Jennison Associates LLC0$00.00%−6,803−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−5,599−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−1,650−100.0%Sold out
Elequin Capital LP0$00.00%−135−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−134−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−50−100.0%Sold out
Worth Asset Management, LLC0$00.00%−4−100.0%Sold out