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 |
|---|---|---|---|---|---|
| SEI Investments Co | 342,405 | $8.01M | 0.01% | −35,875−9.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 350,000 | $8.19M | 0.02% | +350,000 | New |
| Tudor Investment Corp Et Al | 354,903 | $8.30M | 0.11% | −11,530−3.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 359,771 | $8.42M | 0.12% | +67,094+22.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 360,754 | $8.44M | 0.01% | +19,054+5.6% | Added |
| Alliancebernstein L.P. | 364,784 | $8.54M | 0.00% | +98,630+37.1% | Added |
| Walleye Capital LLC | 374,212 | $8.76M | 0.12% | +374,212 | New |
| Source Financial Advisors LLC | 375,954 | $8.80M | 2.73% | −8,770−2.3% | Reduced |
| TD Asset Management Inc | 402,936 | $9.43M | 0.01% | −668,636−62.4% | Reduced |
| Jasper Ridge Partners, L.P. | 404,912 | $9.47M | 0.38% | +38,736+10.6% | Added |
| Legal & General Group Plc | 409,819 | $9.59M | 0.00% | +75,782+22.7% | Added |
| Massachusetts Institute of Technology | 415,695 | $9.73M | 1.80% | +415,695 | New |
| Royal Bank of Canada | 448,359 | $10.5M | 0.00% | +67,805+17.8% | Added |
| AlpInvest Partners B.V. | 460,210 | $10.8M | 2.46% | +6,170+1.4% | Added |
| Deutsche Bank AG | 460,774 | $10.8M | 0.01% | +66,589+16.9% | Added |
| Renaissance Technologies LLC | 465,902 | $10.9M | 0.02% | −214,498−31.5% | Reduced |
| Granahan Investment Management Inc | 497,033 | $11.6M | 0.38% | +117,110+30.8% | Added |
| Man Group plc | 506,794 | $11.9M | 0.03% | +506,794 | New |
| Pictet Asset Management Holding SA | 511,463 | $12.0M | 0.01% | +28,313+5.9% | Added |
| Two Sigma Advisers, LP | 515,300 | $12.1M | 0.03% | +10,200+2.0% | Added |
| Twin Tree Management, LP | 518,127 | $12.1M | 0.22% | +469,168+958.3% | Added |
| Citadel Advisors LLC | 521,654 | $12.2M | 0.01% | −144,808−21.7% | Reduced |
| Federated Hermes, Inc. | 529,619 | $12.4M | 0.03% | +135,330+34.3% | Added |
| Jane Street Group, LLC | 546,634 | $12.8M | 0.02% | +443,914+432.2% | Added |
| Victory Capital Management Inc | 561,497 | $13.1M | 0.01% | +94,405+20.2% | Added |
| Swiss National Bank | 566,318 | $13.3M | 0.01% | +39,800+7.6% | Added |
| Goldman Sachs Group Inc | 608,981 | $14.3M | 0.00% | −783,297−56.3% | Reduced |
| Marshall Wace, LLP | 663,105 | $15.5M | 0.03% | +663,105 | New |
| Nuveen Asset Management, LLC | 780,458 | $18.3M | 0.01% | +262,274+50.6% | Added |
| La Financiere de L'Echiquier | 785,200 | $18.4M | 0.85% | +227,200+40.7% | Added |
| Ensign Peak Advisors, Inc | 801,438 | $18.8M | 0.04% | +535,178+201.0% | Added |
| Clearbridge Investments, LLC | 888,502 | $20.8M | 0.02% | +451,023+103.1% | Added |
| Jacobs Levy Equity Management, Inc | 928,802 | $21.7M | 0.11% | +928,802 | New |
| Nishkama Capital, LLC | 966,589 | $22.6M | 5.87% | +966,589 | New |
| Voya Investment Management LLC | 1,002,106 | $23.4M | 0.02% | −107,329−9.7% | Reduced |
| Northern Trust Corp | 1,038,973 | $24.3M | 0.00% | −5,923−0.6% | Reduced |
| UBS Asset Management Americas Inc | 1,074,807 | $25.2M | 0.01% | +206,399+23.8% | Added |
| Fred Alger Management, LLC | 1,113,563 | $26.1M | 0.14% | −263,151−19.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,165,098 | $27.3M | 0.56% | +1,165,098 | New |
| Allspring Global Investments Holdings, LLC | 1,256,087 | $29.4M | 0.05% | −241,041−16.1% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 1,274,927 | $29.8M | 4.26% | +1,274,927 | New |
| Trivest Advisors Ltd | 1,331,000 | $31.1M | 1.42% | +1,331,000 | New |
| Two Sigma Investments, LP | 1,490,234 | $34.9M | 0.08% | −22,204−1.5% | Reduced |
| Norges Bank | 1,583,150 | $37.0M | 0.01% | −524,546−24.9% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 1,613,044 | $37.7M | 4.78% | +174,100+12.1% | Added |
| Charles Schwab Investment Management Inc | 1,931,677 | $45.2M | 0.01% | +104,801+5.7% | Added |
| Atreides Management, LP | 2,026,773 | $47.4M | 1.70% | −986,579−32.7% | Reduced |
| Bank of New York Mellon Corp | 2,241,655 | $52.5M | 0.01% | +1,170,392+109.3% | Added |
| Millennium Management LLC | 2,393,454 | $56.0M | 0.05% | +1,265,952+112.3% | Added |
| Anatole Investment Management Ltd | 2,662,866 | $62.3M | 15.93% | +2,662,866 | New |
| Franklin Resources Inc | 2,736,390 | $64.0M | 0.03% | +2,263+0.1% | Added |
| Amundi | 2,849,453 | $64.3M | 0.03% | −728,393−20.4% | Reduced |
| Geode Capital Management, LLC | 3,338,538 | $78.0M | 0.01% | +201,293+6.4% | Added |
| Jericho Capital Asset Management L.P. | 3,353,690 | $78.5M | 2.40% | +3,353,690 | New |
| State Street Corp | 3,868,363 | $90.5M | 0.00% | +369,553+10.6% | Added |
| Morgan Stanley | 5,083,218 | $118.9M | 0.01% | +3,361,704+195.3% | Added |
| First Trust Advisors LP | 5,551,696 | $129.9M | 0.14% | +738,147+15.3% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 5,732,133 | $134.1M | 0.56% | +5,732,133 | New |
| Capital Research Global Investors | 6,136,692 | $143.6M | 0.04% | −335,000−5.2% | Reduced |
| FMR LLC | 12,292,812 | $287.7M | 0.02% | −4,148,666−25.2% | Reduced |
| BlackRock Inc. | 13,409,571 | $313.8M | 0.01% | +1,126,923+9.2% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 14,729,458 | $344.7M | 5.72% | −1,882,485−11.3% | Reduced |
| Price T Rowe Associates Inc | 14,994,745 | $350.9M | 0.05% | +3,870,881+34.8% | Added |
| Vanguard Group Inc | 19,071,645 | $446.3M | 0.01% | +647,251+3.5% | Added |
| JPMorgan Chase & Co | 21,446,801 | $501.9M | 0.05% | +2,915,638+15.7% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −6,316,700−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −5,193,901−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −3,270,139−100.0% | Sold out |
| 12 West Capital Management LP | 0 | $0 | 0.00% | −2,155,000−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −2,014,733−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −1,983,066−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −1,943,168−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,002,666−100.0% | Sold out |
| Growth Interface Management LLC | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −388,792−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −315,027−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −307,739−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −298,027−100.0% | Sold out |
| Botty Investors LLC | 0 | $0 | 0.00% | −260,739−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −233,884−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −181,072−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −101,779−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −89,112−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −88,730−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −83,400−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −76,385−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −62,836−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −62,800−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −62,069−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −49,945−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −44,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −44,202−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −43,964−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −42,260−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −41,161−100.0% | Sold out |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −39,677−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −34,266−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −33,193−100.0% | Sold out |