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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $94 | 0.00% | +1+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $117 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 6 | $141 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $141 | 0.00% | +2+50.0% | Added |
| Bokf, NA | 8 | $187 | 0.00% | +8 | New |
| Nalls Sherbakoff Group, LLC | 12 | $281 | 0.00% | −11−47.8% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $351 | 0.00% | −5−25.0% | Reduced |
| EverSource Wealth Advisors, LLC | 15 | $351 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $375 | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 18 | $421 | 0.00% | +18 | New |
| Zions Bancorporation, N.A. | 20 | $468 | 0.00% | +20 | New |
| Principal Securities, Inc. | 25 | $585 | 0.00% | +25 | New |
| Parkside Financial Bank & Trust | 28 | $656 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $679 | 0.00% | −1−3.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 36 | $842 | 0.00% | +36 | New |
| Northwestern Mutual Wealth Management Co | 40 | $936 | 0.00% | +40 | New |
| Harvest Fund Management Co., Ltd | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Life Planning Partners, Inc | 44 | $1.03K | 0.00% | +44 | New |
| Montag A & Associates Inc | 45 | $1.05K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 50 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $1.17K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 50 | $1.17K | 0.00% | +50 | New |
| Allworth Financial LP | 55 | $1.29K | 0.00% | −74−57.4% | Reduced |
| Tyler-Stone Wealth Management | 71 | $1.66K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 76 | $1.78K | 0.00% | +14+22.6% | Added |
| Farther Finance Advisors, LLC | 95 | $2.22K | 0.00% | +85+850.0% | Added |
| Harbour Investments, Inc. | 99 | $2.32K | 0.00% | +30+43.5% | Added |
| Geneos Wealth Management Inc. | 103 | $2.41K | 0.00% | −500−82.9% | Reduced |
| Westside Investment Management, Inc. | 103 | $2.41K | 0.00% | +103 | New |
| Central Trust Co | 117 | $2.74K | 0.00% | +117 | New |
| TSFG, LLC | 114 | $3.00K | 0.00% | −123−51.9% | Reduced |
| Rakuten Investment Management, Inc. | 130 | $3.15K | 0.00% | +130 | New |
| GPS Wealth Strategies Group, LLC | 140 | $3.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 155 | $3.63K | 0.00% | +17+12.3% | Added |
| NBC Securities, Inc. | 178 | $4.00K | 0.00% | +61+52.1% | Added |
| Loomis Sayles & Co L P | 182 | $4.00K | 0.00% | +182 | New |
| Winthrop Capital Management, LLC | 175 | $4.09K | 0.00% | +175 | New |
| Huntington National Bank | 177 | $4.14K | 0.00% | −317−64.2% | Reduced |
| Adirondack Trust Co | 123 | $4.16K | 0.00% | +123 | New |
| Plante Moran Financial Advisors, LLC | 247 | $5.78K | 0.00% | +247 | New |
| First Horizon Advisors, Inc. | 255 | $5.97K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 258 | $6.04K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 289 | $6.76K | 0.01% | +289 | New |
| Quent Capital, LLC | 334 | $7.82K | 0.00% | +70+26.5% | Added |
| Ci Investments Inc. | 321 | $8.00K | 0.00% | +39+13.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 374 | $9.00K | 0.00% | −248−39.9% | Reduced |
| Covestor Ltd | 376 | $9.00K | 0.01% | −4−1.1% | Reduced |
| Jefferies Financial Group Inc. | 390 | $9.13K | 0.00% | −33,303−98.8% | Reduced |
| EntryPoint Capital, LLC | 439 | $10.3K | 0.01% | +439 | New |
| O'Dell Group, LLC | 784 | $18.3K | 0.00% | +784 | New |
| Federation des caisses Desjardins du Quebec | 960 | $22.5K | 0.00% | +260+37.1% | Added |
| Quadrant Capital Group LLC | 962 | $22.5K | 0.00% | −189−16.4% | Reduced |
| AlphaCentric Advisors LLC | 1,135 | $26.6K | 0.02% | −114−9.1% | Reduced |
| IFP Advisors, Inc | 1,193 | $27.9K | 0.00% | +717+150.6% | Added |
| Comerica Bank | 1,195 | $28.0K | 0.00% | −733−38.0% | Reduced |
| UniSuper Management Pty Ltd | 1,200 | $28.1K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,253 | $29.3K | 0.00% | +1,253 | New |
| Rakuten Securities, Inc. | 1,306 | $30.6K | 0.02% | +1,306 | New |
| Quest Partners LLC | 1,311 | $30.7K | 0.01% | +1,311 | New |
| Steward Partners Investment Advisory, LLC | 1,446 | $33.8K | 0.00% | +20+1.4% | Added |
| GAMMA Investing LLC | 1,543 | $34.5K | 0.01% | +1,543 | New |
| Ostrum Asset Management | 1,554 | $36.4K | 0.00% | −1,824−54.0% | Reduced |
| Signaturefd, LLC | 1,611 | $37.7K | 0.00% | −194−10.7% | Reduced |
| Umb Bank N A | 1,625 | $38.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,696 | $39.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,826 | $42.7K | 0.00% | −1,707−48.3% | Reduced |
| Advisors Asset Management, Inc. | 2,132 | $49.9K | 0.00% | −66−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,610 | $61.1K | 0.00% | −9,577−78.6% | Reduced |
| Leonteq Securities AG | 2,729 | $63.9K | 0.01% | +2,101+334.6% | Added |
| Advisory Services Network, LLC | 2,737 | $64.0K | 0.00% | +2,737 | New |
| GWM Advisors LLC | 2,806 | $65.7K | 0.00% | +6+0.2% | Added |
| Pacer Advisors, Inc. | 2,831 | $66.2K | 0.00% | −55−1.9% | Reduced |
| American International Group, Inc. | 3,131 | $73.3K | 0.00% | −85−2.6% | Reduced |
| Vestcor Inc | 3,241 | $76.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3,925 | $91.8K | 0.02% | +2,200+127.5% | Added |
| Edmond de Rothschild Holding S.A. | 4,000 | $93.6K | 0.00% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 4,000 | $93.6K | 0.00% | +4,000 | New |
| Lazard Asset Management LLC | 4,580 | $107.0K | 0.00% | +252+5.8% | Added |
| US Bancorp | 4,608 | $107.8K | 0.00% | +597+14.9% | Added |
| Collaborative Holdings Management LP | 5,000 | $117.0K | 0.36% | +5,000 | New |
| Ossiam | 5,717 | $133.8K | 0.00% | 00.0% | Unchanged |
| Mount Lucas Management LP | 7,330 | $171.5K | 0.06% | −5−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 7,400 | $173.2K | 0.00% | +7,400 | New |
| Resolute Partners Group | 7,824 | $183.1K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 7,978 | $186.7K | 0.00% | +7,978 | New |
| Kestra Advisory Services, LLC | 8,639 | $202.2K | 0.00% | −2,117−19.7% | Reduced |
| CWM, LLC | 8,694 | $203.0K | 0.00% | +2,271+35.4% | Added |
| NinePointTwo Capital | 8,923 | $208.0K | 0.08% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,891 | $208.0K | 0.02% | +8,891 | New |
| Van Hulzen Asset Management, LLC | 8,955 | $210.0K | 0.01% | −100−1.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 9,226 | $216.0K | 0.09% | +9,226 | New |
| Fox Run Management, L.L.C. | 9,555 | $223.6K | 0.06% | +156+1.7% | Added |
| E. Ohman J:or Asset Management AB | 9,600 | $224.6K | 0.01% | +9,600 | New |
| ProShare Advisors LLC | 9,797 | $229.3K | 0.00% | +9,797 | New |
| Austin Private Wealth, LLC | 10,000 | $234.0K | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 9,824 | $237.0K | 0.00% | +1,220+14.2% | Added |