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 |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 283,183 | $8.36M | 3.88% | +1,042+0.4% | Added |
| Korea Investment CORP | 291,296 | $8.60M | 0.02% | +9,824+3.5% | Added |
| California State Teachers Retirement System | 296,191 | $8.75M | 0.01% | +44,961+17.9% | Added |
| Rhumbline Advisers | 301,590 | $8.91M | 0.01% | +49,969+19.9% | Added |
| Liontrust Investment Partners LLP | 305,000 | $9.01M | 0.13% | +165,000+117.9% | Added |
| SEI Investments Co | 305,537 | $9.02M | 0.01% | +68,880+29.1% | Added |
| Peregrine Capital Management LLC | 306,152 | $9.04M | 0.26% | +31,040+11.3% | Added |
| Barclays PLC | 307,773 | $9.09M | 0.00% | −42,866−12.2% | Reduced |
| Sycomore Asset Management | 333,083 | $9.18M | 1.61% | +251,507+308.3% | Added |
| California Public Employees Retirement System | 312,559 | $9.23M | 0.01% | +50,303+19.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 343,356 | $10.1M | 0.01% | −22,760−6.2% | Reduced |
| UBS Group AG | 348,749 | $10.3M | 0.00% | −27,840−7.4% | Reduced |
| Millennium Management LLC | 351,849 | $10.4M | 0.01% | −464,144−56.9% | Reduced |
| Tudor Investment Corp Et Al | 359,997 | $10.6M | 0.12% | −58,001−13.9% | Reduced |
| Kodai Capital Management LP | 382,424 | $11.3M | 0.21% | +382,424 | New |
| Source Financial Advisors LLC | 385,331 | $11.4M | 3.50% | 00.0% | Unchanged |
| TD Asset Management Inc | 385,424 | $11.4M | 0.01% | +16,474+4.5% | Added |
| Bank of America Corp | 402,981 | $11.9M | 0.00% | −38,488−8.7% | Reduced |
| New York State Common Retirement Fund | 403,998 | $11.9M | 0.02% | +157,011+63.6% | Added |
| GMT Capital Corp | 425,100 | $12.6M | 0.46% | +372,900+714.4% | Added |
| Alliancebernstein L.P. | 441,066 | $13.0M | 0.00% | −163,919−27.1% | Reduced |
| Royal Bank of Canada | 447,243 | $13.2M | 0.00% | +9,148+2.1% | Added |
| Baillie Gifford & Co | 447,958 | $13.2M | 0.01% | +4,283+1.0% | Added |
| Granahan Investment Management Inc | 455,826 | $13.5M | 0.54% | +81,704+21.8% | Added |
| Legal & General Group Plc | 472,790 | $14.0M | 0.00% | +29,333+6.6% | Added |
| UBS Oconnor LLC | 480,000 | $14.2M | 0.40% | −15,000−3.0% | Reduced |
| DnB Asset Management AS | 513,050 | $15.2M | 0.07% | −965,380−65.3% | Reduced |
| SRS Investment Management, LLC | 516,375 | $15.2M | 0.21% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 529,738 | $15.6M | 0.07% | +508,591+2,405.0% | Added |
| Victory Capital Management Inc | 548,354 | $16.2M | 0.02% | +9,424+1.7% | Added |
| Swiss National Bank | 598,818 | $17.7M | 0.01% | +35,300+6.3% | Added |
| STRS Ohio | 600,000 | $17.7M | 0.07% | +245,000+69.0% | Added |
| Artemis Investment Management LLP | 612,989 | $18.1M | 0.24% | +612,989 | New |
| Clearbridge Investments, LLC | 617,836 | $18.2M | 0.01% | −270,666−30.5% | Reduced |
| Polar Asset Management Partners Inc. | 635,500 | $18.8M | 0.48% | +461,800+265.9% | Added |
| Nishkama Capital, LLC | 777,297 | $23.0M | 3.43% | −152,311−16.4% | Reduced |
| Ensign Peak Advisors, Inc | 806,146 | $23.8M | 0.04% | −31,640−3.8% | Reduced |
| Two Sigma Investments, LP | 834,186 | $24.6M | 0.06% | −945,287−53.1% | Reduced |
| ThornTree Capital Partners LP | 857,440 | $25.3M | 4.31% | +857,440 | New |
| Voya Investment Management LLC | 963,681 | $28.5M | 0.03% | −18,827−1.9% | Reduced |
| La Financiere de L'Echiquier | 966,200 | $28.5M | 1.24% | +186,000+23.8% | Added |
| Deutsche Bank AG | 1,126,927 | $33.3M | 0.02% | +631,265+127.4% | Added |
| Northern Trust Corp | 1,136,521 | $33.6M | 0.01% | +118,526+11.6% | Added |
| Artisan Partners Limited Partnership | 1,157,693 | $34.2M | 0.05% | +642,084+124.5% | Added |
| Federated Hermes, Inc. | 1,160,770 | $34.3M | 0.08% | +19,170+1.7% | Added |
| Invesco Ltd. | 1,242,849 | $36.7M | 0.01% | −138,408−10.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,357,205 | $40.1M | 0.14% | +836,312+160.6% | Added |
| UBS Asset Management Americas Inc | 1,585,908 | $46.8M | 0.01% | +471,529+42.3% | Added |
| Anatole Investment Management Ltd | 1,608,915 | $47.5M | 18.20% | −120,483−7.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,711,073 | $50.5M | 0.21% | +553,842+47.9% | Added |
| Nuveen Asset Management, LLC | 2,007,477 | $59.3M | 0.02% | +273,125+15.7% | Added |
| Charles Schwab Investment Management Inc | 2,219,111 | $65.5M | 0.01% | +239,419+12.1% | Added |
| Morgan Stanley | 2,305,908 | $68.1M | 0.01% | −1,191,508−34.1% | Reduced |
| Amundi | 2,533,939 | $72.4M | 0.03% | −624,109−19.8% | Reduced |
| Atreides Management, LP | 2,522,045 | $74.5M | 2.43% | +489,776+24.1% | Added |
| Norges Bank | 2,674,584 | $79.0M | 0.01% | +469,383+21.3% | Added |
| Optimus Prime Fund Management Co., Ltd. | 3,000,300 | $88.6M | 10.43% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 3,510,483 | $103.7M | 0.02% | +1,316,804+60.0% | Added |
| First Trust Advisors LP | 4,033,770 | $119.1M | 0.12% | −7,168−0.2% | Reduced |
| Geode Capital Management, LLC | 4,218,199 | $124.4M | 0.01% | +690,368+19.6% | Added |
| Polar Capital Holdings Plc | 4,224,546 | $124.8M | 0.74% | +1,471,377+53.4% | Added |
| Franklin Resources Inc | 4,264,620 | $125.9M | 0.04% | +1,472,042+52.7% | Added |
| State Street Corp | 4,531,107 | $133.8M | 0.01% | +644,481+16.6% | Added |
| Capital Research Global Investors | 5,187,939 | $153.2M | 0.03% | −310,712−5.7% | Reduced |
| Champlain Investment Partners, LLC | 6,214,005 | $183.5M | 1.13% | +1,477,355+31.2% | Added |
| William Blair Investment Management, LLC | 6,549,385 | $193.4M | 0.51% | +6,549,385 | New |
| 1832 Asset Management L.P. | 7,617,100 | $224.9M | 0.41% | +1,684,100+28.4% | Added |
| FMR LLC | 12,866,220 | $379.9M | 0.02% | −52,045−0.4% | Reduced |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 12,889,058 | $380.6M | 5.65% | −106,445−0.8% | Reduced |
| Price T Rowe Associates Inc | 16,953,487 | $500.6M | 0.06% | −628,427−3.6% | Reduced |
| Vanguard Group Inc | 22,072,211 | $651.8M | 0.01% | +2,330,891+11.8% | Added |
| JPMorgan Chase & Co | 23,507,937 | $694.2M | 0.06% | +1,110,468+5.0% | Added |
| BlackRock Inc. | 31,109,630 | $918.7M | 0.02% | +9,088,559+41.3% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −1,541,695−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,203,331−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −490,100−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −400,271−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −258,500−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −202,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −187,285−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −164,860−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −143,370−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −137,100−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −126,006−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −111,449−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −108,538−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −73,600−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −73,236−100.0% | Sold out |
| Portman Ltd | 0 | $0 | 0.00% | −72,487−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −71,002−100.0% | Sold out |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −69,100−100.0% | Sold out |
| Pathway Capital Management, LP | 0 | $0 | 0.00% | −56,143−100.0% | Sold out |
| Botty Investors LLC | 0 | $0 | 0.00% | −43,452−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −41,662−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −36,389−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,005−100.0% | Sold out |
| Regents of the University of California | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| Capasso Planning Partners LLC | 0 | $0 | 0.00% | −24,982−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −24,516−100.0% | Sold out |