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, Q4 2023
Institutional positions in Confluent, Inc. as of Dec 31, 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
- 365
- +24 vs. Q3 2023
- Shares held
- 192.9M
- −410.8K (−0.2%) vs. Q3 2023
- Total value
- $4.51B
- −$1.21B (−21.2%) vs. Q3 2023
- New holders
- 105
- 132 more added
- Sold out
- 81
- 90 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 21,446,801 | $501.9M | 0.05% | +2,915,638+15.7% | Added |
| Vanguard Group Inc | 19,071,645 | $446.3M | 0.01% | +647,251+3.5% | Added |
| Price T Rowe Associates Inc | 14,994,745 | $350.9M | 0.05% | +3,870,881+34.8% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 14,729,458 | $344.7M | 5.72% | −1,882,485−11.3% | Reduced |
| BlackRock Inc. | 13,409,571 | $313.8M | 0.01% | +1,126,923+9.2% | Added |
| FMR LLC | 12,292,812 | $287.7M | 0.02% | −4,148,666−25.2% | Reduced |
| Capital Research Global Investors | 6,136,692 | $143.6M | 0.04% | −335,000−5.2% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 5,732,133 | $134.1M | 0.56% | +5,732,133 | New |
| First Trust Advisors LP | 5,551,696 | $129.9M | 0.14% | +738,147+15.3% | Added |
| Morgan Stanley | 5,083,218 | $118.9M | 0.01% | +3,361,704+195.3% | Added |
| State Street Corp | 3,868,363 | $90.5M | 0.00% | +369,553+10.6% | Added |
| Jericho Capital Asset Management L.P. | 3,353,690 | $78.5M | 2.40% | +3,353,690 | New |
| Geode Capital Management, LLC | 3,338,538 | $78.0M | 0.01% | +201,293+6.4% | Added |
| Amundi | 2,849,453 | $64.3M | 0.03% | −728,393−20.4% | Reduced |
| Franklin Resources Inc | 2,736,390 | $64.0M | 0.03% | +2,263+0.1% | Added |
| Anatole Investment Management Ltd | 2,662,866 | $62.3M | 15.93% | +2,662,866 | New |
| Millennium Management LLC | 2,393,454 | $56.0M | 0.05% | +1,265,952+112.3% | Added |
| Bank of New York Mellon Corp | 2,241,655 | $52.5M | 0.01% | +1,170,392+109.3% | Added |
| Atreides Management, LP | 2,026,773 | $47.4M | 1.70% | −986,579−32.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,931,677 | $45.2M | 0.01% | +104,801+5.7% | Added |
| Optimus Prime Fund Management Co., Ltd. | 1,613,044 | $37.7M | 4.78% | +174,100+12.1% | Added |
| Norges Bank | 1,583,150 | $37.0M | 0.01% | −524,546−24.9% | Reduced |
| Two Sigma Investments, LP | 1,490,234 | $34.9M | 0.08% | −22,204−1.5% | Reduced |
| Trivest Advisors Ltd | 1,331,000 | $31.1M | 1.42% | +1,331,000 | New |
| CloudAlpha Capital Management Limited/Hong Kong | 1,274,927 | $29.8M | 4.26% | +1,274,927 | New |
| Allspring Global Investments Holdings, LLC | 1,256,087 | $29.4M | 0.05% | −241,041−16.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,165,098 | $27.3M | 0.56% | +1,165,098 | New |
| Fred Alger Management, LLC | 1,113,563 | $26.1M | 0.14% | −263,151−19.1% | Reduced |
| UBS Asset Management Americas Inc | 1,074,807 | $25.2M | 0.01% | +206,399+23.8% | Added |
| Northern Trust Corp | 1,038,973 | $24.3M | 0.00% | −5,923−0.6% | Reduced |
| Voya Investment Management LLC | 1,002,106 | $23.4M | 0.02% | −107,329−9.7% | Reduced |
| Nishkama Capital, LLC | 966,589 | $22.6M | 5.87% | +966,589 | New |
| Jacobs Levy Equity Management, Inc | 928,802 | $21.7M | 0.11% | +928,802 | New |
| Clearbridge Investments, LLC | 888,502 | $20.8M | 0.02% | +451,023+103.1% | Added |
| Ensign Peak Advisors, Inc | 801,438 | $18.8M | 0.04% | +535,178+201.0% | Added |
| La Financiere de L'Echiquier | 785,200 | $18.4M | 0.85% | +227,200+40.7% | Added |
| Nuveen Asset Management, LLC | 780,458 | $18.3M | 0.01% | +262,274+50.6% | Added |
| Marshall Wace, LLP | 663,105 | $15.5M | 0.03% | +663,105 | New |
| Goldman Sachs Group Inc | 608,981 | $14.3M | 0.00% | −783,297−56.3% | Reduced |
| Swiss National Bank | 566,318 | $13.3M | 0.01% | +39,800+7.6% | Added |
| Victory Capital Management Inc | 561,497 | $13.1M | 0.01% | +94,405+20.2% | Added |
| Jane Street Group, LLC | 546,634 | $12.8M | 0.02% | +443,914+432.2% | Added |
| Federated Hermes, Inc. | 529,619 | $12.4M | 0.03% | +135,330+34.3% | Added |
| Citadel Advisors LLC | 521,654 | $12.2M | 0.01% | −144,808−21.7% | Reduced |
| Twin Tree Management, LP | 518,127 | $12.1M | 0.22% | +469,168+958.3% | Added |
| Two Sigma Advisers, LP | 515,300 | $12.1M | 0.03% | +10,200+2.0% | Added |
| Pictet Asset Management Holding SA | 511,463 | $12.0M | 0.01% | +28,313+5.9% | Added |
| Man Group plc | 506,794 | $11.9M | 0.03% | +506,794 | New |
| Granahan Investment Management Inc | 497,033 | $11.6M | 0.38% | +117,110+30.8% | Added |
| Renaissance Technologies LLC | 465,902 | $10.9M | 0.02% | −214,498−31.5% | Reduced |
| Deutsche Bank AG | 460,774 | $10.8M | 0.01% | +66,589+16.9% | Added |
| AlpInvest Partners B.V. | 460,210 | $10.8M | 2.46% | +6,170+1.4% | Added |
| Royal Bank of Canada | 448,359 | $10.5M | 0.00% | +67,805+17.8% | Added |
| Massachusetts Institute of Technology | 415,695 | $9.73M | 1.80% | +415,695 | New |
| Legal & General Group Plc | 409,819 | $9.59M | 0.00% | +75,782+22.7% | Added |
| Jasper Ridge Partners, L.P. | 404,912 | $9.47M | 0.38% | +38,736+10.6% | Added |
| TD Asset Management Inc | 402,936 | $9.43M | 0.01% | −668,636−62.4% | Reduced |
| Source Financial Advisors LLC | 375,954 | $8.80M | 2.73% | −8,770−2.3% | Reduced |
| Walleye Capital LLC | 374,212 | $8.76M | 0.12% | +374,212 | New |
| Alliancebernstein L.P. | 364,784 | $8.54M | 0.00% | +98,630+37.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 360,754 | $8.44M | 0.01% | +19,054+5.6% | Added |
| Gilder Gagnon Howe & Co LLC | 359,771 | $8.42M | 0.12% | +67,094+22.9% | Added |
| Tudor Investment Corp Et Al | 354,903 | $8.30M | 0.11% | −11,530−3.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 350,000 | $8.19M | 0.02% | +350,000 | New |
| SEI Investments Co | 342,405 | $8.01M | 0.01% | −35,875−9.5% | Reduced |
| Barclays PLC | 336,671 | $7.88M | 0.00% | +62,052+22.6% | Added |
| California Public Employees Retirement System | 321,628 | $7.53M | 0.01% | +25,882+8.8% | Added |
| Peregrine Capital Management LLC | 312,028 | $7.30M | 0.22% | +357+0.1% | Added |
| Citigroup Inc | 296,944 | $6.95M | 0.01% | −29,089−8.9% | Reduced |
| Whetstone Capital Advisors, LLC | 286,425 | $6.70M | 3.37% | −22,708−7.3% | Reduced |
| PDT Partners, LLC | 270,181 | $6.32M | 0.70% | +136,476+102.1% | Added |
| Dimensional Fund Advisors LP | 261,791 | $6.13M | 0.00% | −58,972−18.4% | Reduced |
| Russell Investments Group, Ltd. | 259,101 | $6.06M | 0.01% | +255,478+7,051.6% | Added |
| Gratus Capital LLC | 257,679 | $6.03M | 0.34% | +20,590+8.7% | Added |
| California State Teachers Retirement System | 251,429 | $5.88M | 0.01% | +12,350+5.2% | Added |
| Worldquant Millennium Advisors LLC | 251,361 | $5.88M | 0.08% | +62,045+32.8% | Added |
| Hampton Road Capital Management LP | 245,191 | $5.74M | 1.08% | +245,191 | New |
| Rhumbline Advisers | 242,868 | $5.68M | 0.01% | −960−0.4% | Reduced |
| Korea Investment CORP | 231,127 | $5.41M | 0.01% | +114,047+97.4% | Added |
| SQN Investors LP | 230,000 | $5.38M | 3.37% | +100,000+76.9% | Added |
| UBS Oconnor LLC | 225,000 | $5.26M | 0.17% | −100,000−30.8% | Reduced |
| Trexquant Investment LP | 222,070 | $5.20M | 0.12% | +95,426+75.3% | Added |
| D. E. Shaw & Co., Inc. | 207,907 | $4.87M | 0.01% | −497,988−70.5% | Reduced |
| Granite Investment Partners, LLC | 193,749 | $4.53M | 0.18% | +23,155+13.6% | Added |
| Bank of Montreal | 184,606 | $4.48M | 0.00% | −17,798−8.8% | Reduced |
| Invesco Ltd. | 189,772 | $4.44M | 0.00% | −3,634,283−95.0% | Reduced |
| Pier Capital, LLC | 183,842 | $4.30M | 0.62% | −2,003−1.1% | Reduced |
| Asset Management One Co.,Ltd. | 175,942 | $4.26M | 0.02% | +31,947+22.2% | Added |
| Great West Life Assurance Co | 182,354 | $4.26M | 0.01% | −6,391−3.4% | Reduced |
| Tobam | 179,281 | $4.20M | 0.37% | +179,281 | New |
| Metavasi Capital LP | 175,000 | $4.09M | 3.04% | +175,000 | New |
| Parallax Volatility Advisers, L.P. | 168,654 | $3.95M | 0.11% | +140,341+495.7% | Added |
| Founders Circle Capital LLC | 167,106 | $3.91M | 4.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 163,709 | $3.83M | 0.59% | −13,019−7.4% | Reduced |
| Credit Suisse AG | 162,986 | $3.81M | 0.00% | +42,123+34.9% | Added |
| PEAK6 Investments LLC | 161,371 | $3.78M | 0.16% | +161,371 | New |
| General Equity Holdings LP | 160,221 | $3.75M | 4.34% | 00.0% | Unchanged |
| Octahedron Capital Management L.P. | 160,000 | $3.74M | 4.95% | +160,000 | New |
| New York State Common Retirement Fund | 156,543 | $3.66M | 0.01% | −85,726−35.4% | Reduced |
| HSBC Holdings PLC | 152,061 | $3.57M | 0.00% | +40,158+35.9% | Added |