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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $31 | 0.00% | −176−99.4% | Reduced |
| Gradient Investments LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1 | $31 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $62 | 0.00% | −3−60.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $62 | 0.00% | −2−50.0% | Reduced |
| Manchester Capital Management LLC | 6 | $184 | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 8 | $244 | 0.00% | −1,245−99.4% | Reduced |
| Bokf, NA | 10 | $298 | 0.00% | +2+25.0% | Added |
| JFS Wealth Advisors, LLC | 10 | $306 | 0.00% | −5−33.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 12 | $366 | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 16 | $489 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $580 | 0.00% | +19 | New |
| EverSource Wealth Advisors, LLC | 21 | $591 | 0.00% | +6+40.0% | Added |
| AdvisorNet Financial, Inc | 25 | $763 | 0.00% | −4−13.8% | Reduced |
| Parkside Financial Bank & Trust | 28 | $855 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 29 | $885 | 0.00% | +29 | New |
| Quest Partners LLC | 39 | $1.19K | 0.00% | −1,272−97.0% | Reduced |
| Assetmark, Inc | 44 | $1.34K | 0.00% | +44 | New |
| Montag A & Associates Inc | 45 | $1.37K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 50 | $1.53K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $1.53K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 53 | $1.62K | 0.00% | +28+112.0% | Added |
| Versant Capital Management, Inc | 55 | $1.68K | 0.00% | −100−64.5% | Reduced |
| Tyler-Stone Wealth Management | 71 | $2.17K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 82 | $2.50K | 0.00% | +6+7.9% | Added |
| TSFG, LLC | 114 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 103 | $3.07K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 105 | $3.21K | 0.00% | +65+162.5% | Added |
| Lindbrook Capital, LLC | 106 | $3.23K | 0.00% | +106 | New |
| Allworth Financial LP | 107 | $3.27K | 0.00% | +52+94.5% | Added |
| Harbour Investments, Inc. | 109 | $3.33K | 0.00% | +10+10.1% | Added |
| Credit Agricole S A | 125 | $3.43K | 0.00% | +125 | New |
| Elequin Capital LP | 113 | $3.45K | 0.00% | +113 | New |
| Central Trust Co | 117 | $3.57K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 123 | $3.75K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $4.27K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 178 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 190 | $5.80K | 0.00% | +190 | New |
| CoreCap Advisors, LLC | 227 | $6.93K | 0.00% | +227 | New |
| Farther Finance Advisors, LLC | 235 | $7.01K | 0.00% | +140+147.4% | Added |
| Global Retirement Partners, LLC | 243 | $7.42K | 0.00% | +243 | New |
| First Horizon Advisors, Inc. | 255 | $7.78K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 246 | $8.00K | 0.00% | −128−34.2% | Reduced |
| Plato Investment Management Ltd | 289 | $8.82K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 343 | $10.5K | 0.00% | −850−71.2% | Reduced |
| Covestor Ltd | 392 | $12.0K | 0.01% | +16+4.3% | Added |
| Legacy Bridge, LLC | 400 | $12.2K | 0.01% | +400 | New |
| Ci Investments Inc. | 430 | $13.0K | 0.00% | +109+34.0% | Added |
| Fifth Third Bancorp | 491 | $15.0K | 0.00% | −11,212−95.8% | Reduced |
| Toth Financial Advisory Corp | 500 | $15.3K | 0.00% | +500 | New |
| Quent Capital, LLC | 568 | $17.3K | 0.00% | +234+70.1% | Added |
| Rakuten Securities, Inc. | 598 | $18.3K | 0.01% | −708−54.2% | Reduced |
| Fred Alger Management, LLC | 650 | $19.8K | 0.00% | −1,112,913−99.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 694 | $21.2K | 0.00% | −1,255,393−99.9% | Reduced |
| Quarry LP | 797 | $24.3K | 0.01% | +797 | New |
| Front Row Advisors LLC | 800 | $24.4K | 0.01% | +800 | New |
| Planning Capital Management Corp | 813 | $24.8K | 0.02% | +813 | New |
| Quadrant Capital Group LLC | 865 | $26.4K | 0.00% | −97−10.1% | Reduced |
| Hollencrest Capital Management | 867 | $26.5K | 0.00% | +867 | New |
| AlphaCentric Advisors LLC | 1,000 | $30.5K | 0.02% | −135−11.9% | Reduced |
| Comerica Bank | 1,139 | $34.8K | 0.00% | −56−4.7% | Reduced |
| Leonteq Securities AG | 1,208 | $36.9K | 0.00% | −1,521−55.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,446 | $44.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,554 | $47.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,625 | $49.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,627 | $49.7K | 0.00% | +16+1.0% | Added |
| Rakuten Investment Management, Inc. | 1,629 | $49.7K | 0.00% | +1,499+1,153.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,655 | $50.5K | 0.00% | +695+72.4% | Added |
| Carolinas Wealth Consulting LLC | 1,696 | $51.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,755 | $53.6K | 0.01% | +212+13.7% | Added |
| Harvest Fund Management Co., Ltd | 2,025 | $62.0K | 0.01% | +2,002+8,704.3% | Added |
| Cullen/Frost Bankers, Inc. | 2,184 | $66.7K | 0.00% | +2,184 | New |
| Gen-Wealth Partners Inc | 2,280 | $69.6K | 0.03% | +2,280 | New |
| UniSuper Management Pty Ltd | 2,700 | $82.4K | 0.00% | +1,500+125.0% | Added |
| GWM Advisors LLC | 2,868 | $87.5K | 0.00% | +62+2.2% | Added |
| The PNC Financial Services Group, Inc. | 2,928 | $89.4K | 0.00% | +1,102+60.4% | Added |
| Advisors Asset Management, Inc. | 2,991 | $91.3K | 0.00% | +859+40.3% | Added |
| West Tower Group, LLC | 3,000 | $91.6K | 0.28% | +3,000 | New |
| Vestcor Inc | 3,177 | $97.0K | 0.00% | −64−2.0% | Reduced |
| American International Group, Inc. | 3,195 | $97.5K | 0.00% | +64+2.0% | Added |
| Centaurus Financial, Inc. | 3,499 | $107.0K | 0.01% | +3,499 | New |
| Edmond de Rothschild Holding S.A. | 4,000 | $122.1K | 0.00% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 4,000 | $122.1K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 4,607 | $140.0K | 0.07% | −23,615−83.7% | Reduced |
| Pacer Advisors, Inc. | 5,025 | $153.4K | 0.00% | +2,194+77.5% | Added |
| SG Americas Securities, LLC | 5,238 | $160.0K | 0.00% | −17,466−76.9% | Reduced |
| Lazard Asset Management LLC | 5,747 | $175.0K | 0.00% | +1,167+25.5% | Added |
| Handelsinvest Investeringsforvaltning | 6,073 | $185.0K | 0.09% | −3,153−34.2% | Reduced |
| US Bancorp | 6,191 | $188.9K | 0.00% | +1,583+34.4% | Added |
| Smith Group Asset Management, LLC | 6,670 | $203.6K | 0.01% | +6,670 | New |
| Mount Lucas Management LP | 6,729 | $205.4K | 0.07% | −601−8.2% | Reduced |
| Aigen Investment Management, LP | 6,740 | $205.7K | 0.04% | +6,740 | New |
| Kestra Advisory Services, LLC | 6,926 | $211.4K | 0.00% | −1,713−19.8% | Reduced |
| Qsemble Capital Management, LP | 6,950 | $212.1K | 0.05% | −26,640−79.3% | Reduced |
| Belpointe Asset Management LLC | 7,055 | $215.3K | 0.02% | +7,055 | New |
| Fulton Bank, N.A. | 7,081 | $216.1K | 0.01% | +7,081 | New |
| Guggenheim Capital LLC | 7,280 | $222.2K | 0.00% | −4,425−37.8% | Reduced |
| Intrua Financial, LLC | 7,325 | $223.6K | 0.03% | +7,325 | New |
| Carlyle Group Inc. | 7,683 | $234.5K | 0.01% | +7,683 | New |