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, Q2 2024
Institutional positions in Confluent, Inc. as of Jun 30, 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
- 373
- −19 vs. Q1 2024
- Shares held
- 231.5M
- +21.1M (+10.1%) vs. Q1 2024
- Total value
- $6.83B
- +$423.4M (+6.6%) vs. Q1 2024
- New holders
- 49
- 165 more added
- Sold out
- 68
- 100 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 31,109,630 | $918.7M | 0.02% | +9,088,559+41.3% | Added |
| JPMorgan Chase & Co | 23,507,937 | $694.2M | 0.06% | +1,110,468+5.0% | Added |
| Vanguard Group Inc | 22,072,211 | $651.8M | 0.01% | +2,330,891+11.8% | Added |
| Price T Rowe Associates Inc | 16,953,487 | $500.6M | 0.06% | −628,427−3.6% | Reduced |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 12,889,058 | $380.6M | 5.65% | −106,445−0.8% | Reduced |
| FMR LLC | 12,866,220 | $379.9M | 0.02% | −52,045−0.4% | Reduced |
| 1832 Asset Management L.P. | 7,617,100 | $224.9M | 0.41% | +1,684,100+28.4% | Added |
| William Blair Investment Management, LLC | 6,549,385 | $193.4M | 0.51% | +6,549,385 | New |
| Champlain Investment Partners, LLC | 6,214,005 | $183.5M | 1.13% | +1,477,355+31.2% | Added |
| Capital Research Global Investors | 5,187,939 | $153.2M | 0.03% | −310,712−5.7% | Reduced |
| State Street Corp | 4,531,107 | $133.8M | 0.01% | +644,481+16.6% | Added |
| Franklin Resources Inc | 4,264,620 | $125.9M | 0.04% | +1,472,042+52.7% | Added |
| Polar Capital Holdings Plc | 4,224,546 | $124.8M | 0.74% | +1,471,377+53.4% | Added |
| Geode Capital Management, LLC | 4,218,199 | $124.4M | 0.01% | +690,368+19.6% | Added |
| First Trust Advisors LP | 4,033,770 | $119.1M | 0.12% | −7,168−0.2% | Reduced |
| Bank of New York Mellon Corp | 3,510,483 | $103.7M | 0.02% | +1,316,804+60.0% | Added |
| Optimus Prime Fund Management Co., Ltd. | 3,000,300 | $88.6M | 10.43% | 00.0% | Unchanged |
| Norges Bank | 2,674,584 | $79.0M | 0.01% | +469,383+21.3% | Added |
| Atreides Management, LP | 2,522,045 | $74.5M | 2.43% | +489,776+24.1% | Added |
| Amundi | 2,533,939 | $72.4M | 0.03% | −624,109−19.8% | Reduced |
| Morgan Stanley | 2,305,908 | $68.1M | 0.01% | −1,191,508−34.1% | Reduced |
| Charles Schwab Investment Management Inc | 2,219,111 | $65.5M | 0.01% | +239,419+12.1% | Added |
| Nuveen Asset Management, LLC | 2,007,477 | $59.3M | 0.02% | +273,125+15.7% | Added |
| Jacobs Levy Equity Management, Inc | 1,711,073 | $50.5M | 0.21% | +553,842+47.9% | Added |
| Anatole Investment Management Ltd | 1,608,915 | $47.5M | 18.20% | −120,483−7.0% | Reduced |
| UBS Asset Management Americas Inc | 1,585,908 | $46.8M | 0.01% | +471,529+42.3% | Added |
| Nomura Asset Management Co Ltd | 1,357,205 | $40.1M | 0.14% | +836,312+160.6% | Added |
| Invesco Ltd. | 1,242,849 | $36.7M | 0.01% | −138,408−10.0% | Reduced |
| Federated Hermes, Inc. | 1,160,770 | $34.3M | 0.08% | +19,170+1.7% | Added |
| Artisan Partners Limited Partnership | 1,157,693 | $34.2M | 0.05% | +642,084+124.5% | Added |
| Northern Trust Corp | 1,136,521 | $33.6M | 0.01% | +118,526+11.6% | Added |
| Deutsche Bank AG | 1,126,927 | $33.3M | 0.02% | +631,265+127.4% | Added |
| La Financiere de L'Echiquier | 966,200 | $28.5M | 1.24% | +186,000+23.8% | Added |
| Voya Investment Management LLC | 963,681 | $28.5M | 0.03% | −18,827−1.9% | Reduced |
| ThornTree Capital Partners LP | 857,440 | $25.3M | 4.31% | +857,440 | New |
| Two Sigma Investments, LP | 834,186 | $24.6M | 0.06% | −945,287−53.1% | Reduced |
| Ensign Peak Advisors, Inc | 806,146 | $23.8M | 0.04% | −31,640−3.8% | Reduced |
| Nishkama Capital, LLC | 777,297 | $23.0M | 3.43% | −152,311−16.4% | Reduced |
| Polar Asset Management Partners Inc. | 635,500 | $18.8M | 0.48% | +461,800+265.9% | Added |
| Clearbridge Investments, LLC | 617,836 | $18.2M | 0.01% | −270,666−30.5% | Reduced |
| Artemis Investment Management LLP | 612,989 | $18.1M | 0.24% | +612,989 | New |
| STRS Ohio | 600,000 | $17.7M | 0.07% | +245,000+69.0% | Added |
| Swiss National Bank | 598,818 | $17.7M | 0.01% | +35,300+6.3% | Added |
| Victory Capital Management Inc | 548,354 | $16.2M | 0.02% | +9,424+1.7% | Added |
| Cresset Asset Management, LLC | 529,738 | $15.6M | 0.07% | +508,591+2,405.0% | Added |
| SRS Investment Management, LLC | 516,375 | $15.2M | 0.21% | 00.0% | Unchanged |
| DnB Asset Management AS | 513,050 | $15.2M | 0.07% | −965,380−65.3% | Reduced |
| UBS Oconnor LLC | 480,000 | $14.2M | 0.40% | −15,000−3.0% | Reduced |
| Legal & General Group Plc | 472,790 | $14.0M | 0.00% | +29,333+6.6% | Added |
| Granahan Investment Management Inc | 455,826 | $13.5M | 0.54% | +81,704+21.8% | Added |
| Baillie Gifford & Co | 447,958 | $13.2M | 0.01% | +4,283+1.0% | Added |
| Royal Bank of Canada | 447,243 | $13.2M | 0.00% | +9,148+2.1% | Added |
| Alliancebernstein L.P. | 441,066 | $13.0M | 0.00% | −163,919−27.1% | Reduced |
| GMT Capital Corp | 425,100 | $12.6M | 0.46% | +372,900+714.4% | Added |
| New York State Common Retirement Fund | 403,998 | $11.9M | 0.02% | +157,011+63.6% | Added |
| Bank of America Corp | 402,981 | $11.9M | 0.00% | −38,488−8.7% | Reduced |
| TD Asset Management Inc | 385,424 | $11.4M | 0.01% | +16,474+4.5% | Added |
| Source Financial Advisors LLC | 385,331 | $11.4M | 3.50% | 00.0% | Unchanged |
| Kodai Capital Management LP | 382,424 | $11.3M | 0.21% | +382,424 | New |
| Tudor Investment Corp Et Al | 359,997 | $10.6M | 0.12% | −58,001−13.9% | Reduced |
| Millennium Management LLC | 351,849 | $10.4M | 0.01% | −464,144−56.9% | Reduced |
| UBS Group AG | 348,749 | $10.3M | 0.00% | −27,840−7.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 343,356 | $10.1M | 0.01% | −22,760−6.2% | Reduced |
| California Public Employees Retirement System | 312,559 | $9.23M | 0.01% | +50,303+19.2% | Added |
| Sycomore Asset Management | 333,083 | $9.18M | 1.61% | +251,507+308.3% | Added |
| Barclays PLC | 307,773 | $9.09M | 0.00% | −42,866−12.2% | Reduced |
| Peregrine Capital Management LLC | 306,152 | $9.04M | 0.26% | +31,040+11.3% | Added |
| SEI Investments Co | 305,537 | $9.02M | 0.01% | +68,880+29.1% | Added |
| Liontrust Investment Partners LLP | 305,000 | $9.01M | 0.13% | +165,000+117.9% | Added |
| Rhumbline Advisers | 301,590 | $8.91M | 0.01% | +49,969+19.9% | Added |
| California State Teachers Retirement System | 296,191 | $8.75M | 0.01% | +44,961+17.9% | Added |
| Korea Investment CORP | 291,296 | $8.60M | 0.02% | +9,824+3.5% | Added |
| Whetstone Capital Advisors, LLC | 283,183 | $8.36M | 3.88% | +1,042+0.4% | Added |
| Agf Management Ltd | 282,526 | $8.34M | 0.05% | +5,673+2.0% | Added |
| Gratus Capital LLC | 273,617 | $8.08M | 0.33% | +6,742+2.5% | Added |
| Russell Investments Group, Ltd. | 273,156 | $8.07M | 0.01% | +12,348+4.7% | Added |
| Citigroup Inc | 269,635 | $7.96M | 0.01% | −105,843−28.2% | Reduced |
| Pier Capital, LLC | 269,567 | $7.96M | 1.18% | +85,444+46.4% | Added |
| Goldman Sachs Group Inc | 262,328 | $7.75M | 0.00% | +104,308+66.0% | Added |
| Bank of Montreal | 260,342 | $7.72M | 0.00% | −7,401−2.8% | Reduced |
| Macquarie Group Ltd | 234,819 | $6.93M | 0.01% | +20,504+9.6% | Added |
| PDT Partners, LLC | 223,974 | $6.61M | 0.63% | +5,500+2.5% | Added |
| Phoenix Holdings Ltd. | 219,307 | $6.48M | 0.10% | +76,193+53.2% | Added |
| Principal Financial Group Inc | 215,464 | $6.36M | 0.00% | +20,504+10.5% | Added |
| Icapital Wealth LLC | 215,201 | $6.35M | 3.47% | +135,330+169.4% | Added |
| Canada Pension Plan Investment Board | 207,200 | $6.12M | 0.01% | +184,100+797.0% | Added |
| Great West Life Assurance Co | 205,611 | $6.07M | 0.01% | +5,822+2.9% | Added |
| Pinebridge Investments, L.P. | 204,267 | $6.03M | 0.05% | +204,267 | New |
| Baker Avenue Asset Management, LP | 201,526 | $5.95M | 0.20% | +97,463+93.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 200,188 | $5.91M | 0.01% | +45,249+29.2% | Added |
| Dimensional Fund Advisors LP | 195,392 | $5.77M | 0.00% | −297,807−60.4% | Reduced |
| AlpInvest Partners B.V. | 191,110 | $5.64M | 2.02% | −115,533−37.7% | Reduced |
| Capital Fund Management S.A. | 190,679 | $5.63M | 0.06% | +190,679 | New |
| PointState Capital LP | 185,897 | $5.49M | 0.16% | −2,009,559−91.5% | Reduced |
| LMR Partners LLP | 179,682 | $5.31M | 0.11% | +179,682 | New |
| Asset Management One Co.,Ltd. | 168,308 | $4.97M | 0.02% | −1,246−0.7% | Reduced |
| Madison Asset Management, LLC | 164,112 | $4.85M | 0.06% | +55,300+50.8% | Added |
| Ameriprise Financial Inc | 163,983 | $4.84M | 0.00% | +3,989+2.5% | Added |
| Man Group plc | 156,314 | $4.62M | 0.01% | −289,480−64.9% | Reduced |
| Stanley-Laman Group, Ltd. | 152,055 | $4.49M | 0.65% | −12,496−7.6% | Reduced |