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, Q1 2024
Institutional positions in Confluent, Inc. as of Mar 31, 2024. 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
- 399
- +38 vs. Q4 2023
- Shares held
- 210.6M
- +17.8M (+9.2%) vs. Q4 2023
- Total value
- $6.42B
- +$1.91B (+42.3%) vs. Q4 2023
- New holders
- 100
- 143 more added
- Sold out
- 62
- 113 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 22,397,469 | $683.6M | 0.06% | +950,668+4.4% | Added |
| BlackRock Inc. | 22,021,071 | $672.1M | 0.02% | +8,611,500+64.2% | Added |
| Vanguard Group Inc | 19,741,320 | $602.5M | 0.01% | +669,675+3.5% | Added |
| Price T Rowe Associates Inc | 17,581,914 | $536.6M | 0.07% | +2,587,169+17.3% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 12,995,503 | $396.6M | 6.09% | −1,733,955−11.8% | Reduced |
| FMR LLC | 12,918,265 | $394.3M | 0.03% | +625,453+5.1% | Added |
| 1832 Asset Management L.P. | 5,933,000 | $181.1M | 0.33% | +5,933,000 | New |
| Capital Research Global Investors | 5,498,651 | $167.8M | 0.04% | −638,041−10.4% | Reduced |
| Champlain Investment Partners, LLC | 4,736,650 | $144.6M | 0.83% | +4,736,650 | New |
| First Trust Advisors LP | 4,040,938 | $123.3M | 0.13% | −1,510,758−27.2% | Reduced |
| State Street Corp | 3,886,626 | $118.6M | 0.01% | +18,263+0.5% | Added |
| Geode Capital Management, LLC | 3,527,831 | $107.5M | 0.01% | +189,293+5.7% | Added |
| Morgan Stanley | 3,497,416 | $106.7M | 0.01% | −1,585,802−31.2% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 3,000,300 | $91.6M | 9.14% | +1,387,256+86.0% | Added |
| Amundi | 3,158,048 | $86.6M | 0.04% | +308,595+10.8% | Added |
| Franklin Resources Inc | 2,792,578 | $85.2M | 0.03% | +56,188+2.1% | Added |
| Polar Capital Holdings Plc | 2,753,169 | $84.0M | 0.51% | +2,753,169 | New |
| Norges Bank | 2,205,201 | $67.3M | 0.01% | +622,051+39.3% | Added |
| PointState Capital LP | 2,195,456 | $67.0M | 2.02% | +2,195,456 | New |
| Bank of New York Mellon Corp | 2,193,679 | $67.0M | 0.01% | −47,976−2.1% | Reduced |
| Atreides Management, LP | 2,032,269 | $62.0M | 1.86% | +5,496+0.3% | Added |
| Charles Schwab Investment Management Inc | 1,979,692 | $60.4M | 0.01% | +48,015+2.5% | Added |
| Two Sigma Investments, LP | 1,779,473 | $54.3M | 0.13% | +289,239+19.4% | Added |
| Nuveen Asset Management, LLC | 1,734,352 | $52.9M | 0.02% | +953,894+122.2% | Added |
| Anatole Investment Management Ltd | 1,729,398 | $52.8M | 16.31% | −933,468−35.1% | Reduced |
| D. E. Shaw & Co., Inc. | 1,541,695 | $47.1M | 0.06% | +1,333,788+641.5% | Added |
| DnB Asset Management AS | 1,478,430 | $45.1M | 0.24% | +1,396,299+1,700.1% | Added |
| Invesco Ltd. | 1,381,257 | $42.2M | 0.01% | +1,191,485+627.9% | Added |
| Two Sigma Advisers, LP | 1,293,000 | $39.5M | 0.09% | +777,700+150.9% | Added |
| Voloridge Investment Management, LLC | 1,203,331 | $36.7M | 0.13% | +1,203,331 | New |
| Jacobs Levy Equity Management, Inc | 1,157,231 | $35.3M | 0.16% | +228,429+24.6% | Added |
| Federated Hermes, Inc. | 1,141,600 | $34.8M | 0.08% | +611,981+115.6% | Added |
| UBS Asset Management Americas Inc | 1,114,379 | $34.0M | 0.01% | +39,572+3.7% | Added |
| Northern Trust Corp | 1,017,995 | $31.1M | 0.01% | −20,978−2.0% | Reduced |
| Voya Investment Management LLC | 982,508 | $30.0M | 0.03% | −19,598−2.0% | Reduced |
| Nishkama Capital, LLC | 929,608 | $28.4M | 3.23% | −36,981−3.8% | Reduced |
| Clearbridge Investments, LLC | 888,502 | $27.1M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 837,786 | $25.6M | 0.05% | +36,348+4.5% | Added |
| Millennium Management LLC | 815,993 | $24.9M | 0.02% | −1,577,461−65.9% | Reduced |
| La Financiere de L'Echiquier | 780,200 | $23.8M | 1.03% | −5,000−0.6% | Reduced |
| Alliancebernstein L.P. | 604,985 | $18.5M | 0.01% | +240,201+65.8% | Added |
| Swiss National Bank | 563,518 | $17.2M | 0.01% | −2,800−0.5% | Reduced |
| Victory Capital Management Inc | 538,930 | $16.4M | 0.02% | −22,567−4.0% | Reduced |
| Citadel Advisors LLC | 526,165 | $16.1M | 0.02% | +4,511+0.9% | Added |
| Nomura Asset Management Co Ltd | 520,893 | $15.9M | 0.06% | +471,873+962.6% | Added |
| SRS Investment Management, LLC | 516,375 | $15.8M | 0.22% | +516,375 | New |
| Artisan Partners Limited Partnership | 515,609 | $15.7M | 0.02% | +515,609 | New |
| Deutsche Bank AG | 495,662 | $15.1M | 0.01% | +34,888+7.6% | Added |
| UBS Oconnor LLC | 495,000 | $15.1M | 0.44% | +270,000+120.0% | Added |
| Dimensional Fund Advisors LP | 493,199 | $15.1M | 0.00% | +231,408+88.4% | Added |
| Think Investments LP | 490,100 | $15.0M | 3.34% | +490,100 | New |
| Jasper Ridge Partners, L.P. | 478,678 | $14.6M | 0.46% | +73,766+18.2% | Added |
| Man Group plc | 445,794 | $13.6M | 0.04% | −61,000−12.0% | Reduced |
| Baillie Gifford & Co | 443,675 | $13.5M | 0.01% | +443,675 | New |
| Legal & General Group Plc | 443,457 | $13.5M | 0.00% | +33,638+8.2% | Added |
| Bank of America Corp | 441,469 | $13.5M | 0.00% | +344,172+353.7% | Added |
| Royal Bank of Canada | 438,095 | $13.4M | 0.00% | −10,264−2.3% | Reduced |
| Tudor Investment Corp Et Al | 417,998 | $12.8M | 0.16% | +63,095+17.8% | Added |
| Cubist Systematic Strategies, LLC | 400,271 | $12.2M | 0.14% | +400,271 | New |
| Source Financial Advisors LLC | 385,331 | $11.8M | 3.57% | +9,377+2.5% | Added |
| UBS Group AG | 376,589 | $11.5M | 0.00% | +334,928+803.9% | Added |
| Citigroup Inc | 375,478 | $11.5M | 0.01% | +78,534+26.4% | Added |
| Granahan Investment Management Inc | 374,122 | $11.4M | 0.40% | −122,911−24.7% | Reduced |
| TD Asset Management Inc | 368,950 | $11.3M | 0.01% | −33,986−8.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 366,116 | $11.2M | 0.01% | +5,362+1.5% | Added |
| STRS Ohio | 355,000 | $10.8M | 0.04% | +355,000 | New |
| Barclays PLC | 350,639 | $10.7M | 0.00% | +13,968+4.1% | Added |
| Twin Tree Management, LP | 335,392 | $10.2M | 0.23% | −182,735−35.3% | Reduced |
| AlpInvest Partners B.V. | 306,643 | $9.36M | 3.65% | −153,567−33.4% | Reduced |
| Jane Street Group, LLC | 305,118 | $9.31M | 0.01% | −241,516−44.2% | Reduced |
| Whetstone Capital Advisors, LLC | 282,141 | $8.61M | 3.77% | −4,284−1.5% | Reduced |
| Korea Investment CORP | 281,472 | $8.59M | 0.02% | +50,345+21.8% | Added |
| Agf Management Ltd | 276,853 | $8.45M | 0.05% | +125,712+83.2% | Added |
| Peregrine Capital Management LLC | 275,112 | $8.40M | 0.24% | −36,916−11.8% | Reduced |
| Bank of Montreal | 267,743 | $8.21M | 0.00% | +83,137+45.0% | Added |
| Gratus Capital LLC | 266,875 | $8.15M | 0.38% | +9,196+3.6% | Added |
| California Public Employees Retirement System | 262,256 | $8.00M | 0.01% | −59,372−18.5% | Reduced |
| Russell Investments Group, Ltd. | 260,808 | $7.96M | 0.01% | +1,707+0.7% | Added |
| Renaissance Technologies LLC | 258,500 | $7.89M | 0.01% | −207,402−44.5% | Reduced |
| Rhumbline Advisers | 251,621 | $7.68M | 0.01% | +8,753+3.6% | Added |
| California State Teachers Retirement System | 251,230 | $7.67M | 0.01% | −199−0.1% | Reduced |
| New York State Common Retirement Fund | 246,987 | $7.54M | 0.01% | +90,444+57.8% | Added |
| SEI Investments Co | 236,657 | $7.22M | 0.01% | −105,748−30.9% | Reduced |
| Trexquant Investment LP | 221,871 | $6.77M | 0.13% | −199−0.1% | Reduced |
| PDT Partners, LLC | 218,474 | $6.67M | 0.63% | −51,707−19.1% | Reduced |
| Macquarie Group Ltd | 214,315 | $6.54M | 0.01% | +109,379+104.2% | Added |
| Bayesian Capital Management, LP | 202,000 | $6.17M | 0.59% | +139,000+220.6% | Added |
| Great West Life Assurance Co | 199,789 | $6.10M | 0.01% | +17,435+9.6% | Added |
| Principal Financial Group Inc | 194,960 | $5.95M | 0.00% | +175,853+920.4% | Added |
| ExodusPoint Capital Management, LP | 187,285 | $5.72M | 0.07% | +187,285 | New |
| Pier Capital, LLC | 184,123 | $5.62M | 0.77% | +281+0.2% | Added |
| Polar Asset Management Partners Inc. | 173,700 | $5.30M | 0.14% | +173,700 | New |
| Credit Suisse AG | 172,657 | $5.27M | 0.01% | +9,671+5.9% | Added |
| Asset Management One Co.,Ltd. | 169,554 | $5.17M | 0.02% | −6,388−3.6% | Reduced |
| Metavasi Capital LP | 164,860 | $5.03M | 3.11% | −10,140−5.8% | Reduced |
| Stanley-Laman Group, Ltd. | 164,551 | $5.02M | 0.70% | +842+0.5% | Added |
| Ameriprise Financial Inc | 159,994 | $4.88M | 0.00% | +8,780+5.8% | Added |
| Goldman Sachs Group Inc | 158,020 | $4.82M | 0.00% | −450,961−74.1% | Reduced |
| Nicholas Investment Partners, LP | 157,394 | $4.80M | 0.49% | +12,579+8.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 154,939 | $4.73M | 0.01% | +26,100+20.3% | Added |