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 |
|---|---|---|---|---|---|
| Nicholas Investment Partners, LP | 157,394 | $4.80M | 0.49% | +12,579+8.7% | Added |
| Goldman Sachs Group Inc | 158,020 | $4.82M | 0.00% | −450,961−74.1% | Reduced |
| Ameriprise Financial Inc | 159,994 | $4.88M | 0.00% | +8,780+5.8% | Added |
| Stanley-Laman Group, Ltd. | 164,551 | $5.02M | 0.70% | +842+0.5% | Added |
| Metavasi Capital LP | 164,860 | $5.03M | 3.11% | −10,140−5.8% | Reduced |
| Asset Management One Co.,Ltd. | 169,554 | $5.17M | 0.02% | −6,388−3.6% | Reduced |
| Credit Suisse AG | 172,657 | $5.27M | 0.01% | +9,671+5.9% | Added |
| Polar Asset Management Partners Inc. | 173,700 | $5.30M | 0.14% | +173,700 | New |
| Pier Capital, LLC | 184,123 | $5.62M | 0.77% | +281+0.2% | Added |
| ExodusPoint Capital Management, LP | 187,285 | $5.72M | 0.07% | +187,285 | New |
| Principal Financial Group Inc | 194,960 | $5.95M | 0.00% | +175,853+920.4% | Added |
| Great West Life Assurance Co | 199,789 | $6.10M | 0.01% | +17,435+9.6% | Added |
| Bayesian Capital Management, LP | 202,000 | $6.17M | 0.59% | +139,000+220.6% | Added |
| Macquarie Group Ltd | 214,315 | $6.54M | 0.01% | +109,379+104.2% | Added |
| PDT Partners, LLC | 218,474 | $6.67M | 0.63% | −51,707−19.1% | Reduced |
| Trexquant Investment LP | 221,871 | $6.77M | 0.13% | −199−0.1% | Reduced |
| SEI Investments Co | 236,657 | $7.22M | 0.01% | −105,748−30.9% | Reduced |
| New York State Common Retirement Fund | 246,987 | $7.54M | 0.01% | +90,444+57.8% | Added |
| California State Teachers Retirement System | 251,230 | $7.67M | 0.01% | −199−0.1% | Reduced |
| Rhumbline Advisers | 251,621 | $7.68M | 0.01% | +8,753+3.6% | Added |
| Renaissance Technologies LLC | 258,500 | $7.89M | 0.01% | −207,402−44.5% | Reduced |
| Russell Investments Group, Ltd. | 260,808 | $7.96M | 0.01% | +1,707+0.7% | Added |
| California Public Employees Retirement System | 262,256 | $8.00M | 0.01% | −59,372−18.5% | Reduced |
| Gratus Capital LLC | 266,875 | $8.15M | 0.38% | +9,196+3.6% | Added |
| Bank of Montreal | 267,743 | $8.21M | 0.00% | +83,137+45.0% | Added |
| Peregrine Capital Management LLC | 275,112 | $8.40M | 0.24% | −36,916−11.8% | Reduced |
| Agf Management Ltd | 276,853 | $8.45M | 0.05% | +125,712+83.2% | Added |
| Korea Investment CORP | 281,472 | $8.59M | 0.02% | +50,345+21.8% | Added |
| Whetstone Capital Advisors, LLC | 282,141 | $8.61M | 3.77% | −4,284−1.5% | Reduced |
| Jane Street Group, LLC | 305,118 | $9.31M | 0.01% | −241,516−44.2% | Reduced |
| AlpInvest Partners B.V. | 306,643 | $9.36M | 3.65% | −153,567−33.4% | Reduced |
| Twin Tree Management, LP | 335,392 | $10.2M | 0.23% | −182,735−35.3% | Reduced |
| Barclays PLC | 350,639 | $10.7M | 0.00% | +13,968+4.1% | Added |
| STRS Ohio | 355,000 | $10.8M | 0.04% | +355,000 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 366,116 | $11.2M | 0.01% | +5,362+1.5% | Added |
| TD Asset Management Inc | 368,950 | $11.3M | 0.01% | −33,986−8.4% | Reduced |
| Granahan Investment Management Inc | 374,122 | $11.4M | 0.40% | −122,911−24.7% | Reduced |
| Citigroup Inc | 375,478 | $11.5M | 0.01% | +78,534+26.4% | Added |
| UBS Group AG | 376,589 | $11.5M | 0.00% | +334,928+803.9% | Added |
| Source Financial Advisors LLC | 385,331 | $11.8M | 3.57% | +9,377+2.5% | Added |
| Cubist Systematic Strategies, LLC | 400,271 | $12.2M | 0.14% | +400,271 | New |
| Tudor Investment Corp Et Al | 417,998 | $12.8M | 0.16% | +63,095+17.8% | Added |
| Royal Bank of Canada | 438,095 | $13.4M | 0.00% | −10,264−2.3% | Reduced |
| Bank of America Corp | 441,469 | $13.5M | 0.00% | +344,172+353.7% | Added |
| Legal & General Group Plc | 443,457 | $13.5M | 0.00% | +33,638+8.2% | Added |
| Baillie Gifford & Co | 443,675 | $13.5M | 0.01% | +443,675 | New |
| Man Group plc | 445,794 | $13.6M | 0.04% | −61,000−12.0% | Reduced |
| Jasper Ridge Partners, L.P. | 478,678 | $14.6M | 0.46% | +73,766+18.2% | Added |
| Think Investments LP | 490,100 | $15.0M | 3.34% | +490,100 | New |
| Dimensional Fund Advisors LP | 493,199 | $15.1M | 0.00% | +231,408+88.4% | Added |
| UBS Oconnor LLC | 495,000 | $15.1M | 0.44% | +270,000+120.0% | Added |
| Deutsche Bank AG | 495,662 | $15.1M | 0.01% | +34,888+7.6% | Added |
| Artisan Partners Limited Partnership | 515,609 | $15.7M | 0.02% | +515,609 | New |
| SRS Investment Management, LLC | 516,375 | $15.8M | 0.22% | +516,375 | New |
| Nomura Asset Management Co Ltd | 520,893 | $15.9M | 0.06% | +471,873+962.6% | Added |
| Citadel Advisors LLC | 526,165 | $16.1M | 0.02% | +4,511+0.9% | Added |
| Victory Capital Management Inc | 538,930 | $16.4M | 0.02% | −22,567−4.0% | Reduced |
| Swiss National Bank | 563,518 | $17.2M | 0.01% | −2,800−0.5% | Reduced |
| Alliancebernstein L.P. | 604,985 | $18.5M | 0.01% | +240,201+65.8% | Added |
| La Financiere de L'Echiquier | 780,200 | $23.8M | 1.03% | −5,000−0.6% | Reduced |
| Millennium Management LLC | 815,993 | $24.9M | 0.02% | −1,577,461−65.9% | Reduced |
| Ensign Peak Advisors, Inc | 837,786 | $25.6M | 0.05% | +36,348+4.5% | Added |
| Clearbridge Investments, LLC | 888,502 | $27.1M | 0.02% | 00.0% | Unchanged |
| Nishkama Capital, LLC | 929,608 | $28.4M | 3.23% | −36,981−3.8% | Reduced |
| Voya Investment Management LLC | 982,508 | $30.0M | 0.03% | −19,598−2.0% | Reduced |
| Northern Trust Corp | 1,017,995 | $31.1M | 0.01% | −20,978−2.0% | Reduced |
| UBS Asset Management Americas Inc | 1,114,379 | $34.0M | 0.01% | +39,572+3.7% | Added |
| Federated Hermes, Inc. | 1,141,600 | $34.8M | 0.08% | +611,981+115.6% | Added |
| Jacobs Levy Equity Management, Inc | 1,157,231 | $35.3M | 0.16% | +228,429+24.6% | Added |
| Voloridge Investment Management, LLC | 1,203,331 | $36.7M | 0.13% | +1,203,331 | New |
| Two Sigma Advisers, LP | 1,293,000 | $39.5M | 0.09% | +777,700+150.9% | Added |
| Invesco Ltd. | 1,381,257 | $42.2M | 0.01% | +1,191,485+627.9% | Added |
| DnB Asset Management AS | 1,478,430 | $45.1M | 0.24% | +1,396,299+1,700.1% | Added |
| D. E. Shaw & Co., Inc. | 1,541,695 | $47.1M | 0.06% | +1,333,788+641.5% | Added |
| Anatole Investment Management Ltd | 1,729,398 | $52.8M | 16.31% | −933,468−35.1% | Reduced |
| Nuveen Asset Management, LLC | 1,734,352 | $52.9M | 0.02% | +953,894+122.2% | Added |
| Two Sigma Investments, LP | 1,779,473 | $54.3M | 0.13% | +289,239+19.4% | Added |
| Charles Schwab Investment Management Inc | 1,979,692 | $60.4M | 0.01% | +48,015+2.5% | Added |
| Atreides Management, LP | 2,032,269 | $62.0M | 1.86% | +5,496+0.3% | Added |
| Bank of New York Mellon Corp | 2,193,679 | $67.0M | 0.01% | −47,976−2.1% | Reduced |
| PointState Capital LP | 2,195,456 | $67.0M | 2.02% | +2,195,456 | New |
| Norges Bank | 2,205,201 | $67.3M | 0.01% | +622,051+39.3% | Added |
| Polar Capital Holdings Plc | 2,753,169 | $84.0M | 0.51% | +2,753,169 | New |
| Franklin Resources Inc | 2,792,578 | $85.2M | 0.03% | +56,188+2.1% | Added |
| Amundi | 3,158,048 | $86.6M | 0.04% | +308,595+10.8% | Added |
| Optimus Prime Fund Management Co., Ltd. | 3,000,300 | $91.6M | 9.14% | +1,387,256+86.0% | Added |
| Morgan Stanley | 3,497,416 | $106.7M | 0.01% | −1,585,802−31.2% | Reduced |
| Geode Capital Management, LLC | 3,527,831 | $107.5M | 0.01% | +189,293+5.7% | Added |
| State Street Corp | 3,886,626 | $118.6M | 0.01% | +18,263+0.5% | Added |
| First Trust Advisors LP | 4,040,938 | $123.3M | 0.13% | −1,510,758−27.2% | Reduced |
| Champlain Investment Partners, LLC | 4,736,650 | $144.6M | 0.83% | +4,736,650 | New |
| Capital Research Global Investors | 5,498,651 | $167.8M | 0.04% | −638,041−10.4% | Reduced |
| 1832 Asset Management L.P. | 5,933,000 | $181.1M | 0.33% | +5,933,000 | New |
| FMR LLC | 12,918,265 | $394.3M | 0.03% | +625,453+5.1% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 12,995,503 | $396.6M | 6.09% | −1,733,955−11.8% | Reduced |
| Price T Rowe Associates Inc | 17,581,914 | $536.6M | 0.07% | +2,587,169+17.3% | Added |
| Vanguard Group Inc | 19,741,320 | $602.5M | 0.01% | +669,675+3.5% | Added |
| BlackRock Inc. | 22,021,071 | $672.1M | 0.02% | +8,611,500+64.2% | Added |
| JPMorgan Chase & Co | 22,397,469 | $683.6M | 0.06% | +950,668+4.4% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −5,732,133−100.0% | Sold out |