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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, Q3 2024

Institutional positions in Confluent, Inc. as of Sep 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
343
−26 vs. Q2 2024
Shares held
223.7M
+24.6M (+12.3%) vs. Q2 2024
Total value
$4.57B
−$1.31B (−22.2%) vs. Q2 2024
New holders
76
111 more added
Sold out
102
119 more reduced

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 343 institutions
Q1 2021: 0 institutionsQ2 2021: 90 institutionsQ3 2021: 99 institutionsQ4 2021: 184 institutionsQ1 2022: 212 institutionsQ2 2022: 202 institutionsQ3 2022: 236 institutionsQ4 2022: 247 institutionsQ1 2023: 259 institutionsQ2 2023: 309 institutionsQ3 2023: 345 institutionsQ4 2023: 365 institutionsQ1 2024: 399 institutionsQ2 2024: 373 institutionsQ3 2024: 343 institutionsQ4 2024: 386 institutionsQ1 2025: 399 institutionsQ2 2025: 396 institutionsQ3 2025: 385 institutionsQ4 2025: 426 institutionsQ1 2026: 4 institutionsQ2 2026: 1 institution
Value heldQ3 2024: $4.57B
Q1 2021: $0Q2 2021: $1.48BQ3 2021: $3.28BQ4 2021: $6.75BQ1 2022: $3.72BQ2 2022: $2.67BQ3 2022: $2.79BQ4 2022: $2.90BQ1 2023: $3.57BQ2 2023: $6.38BQ3 2023: $5.74BQ4 2023: $4.51BQ1 2024: $6.42BQ2 2024: $6.83BQ3 2024: $4.57BQ4 2024: $6.44BQ1 2025: $6.08BQ2 2025: $6.56BQ3 2025: $5.18BQ4 2025: $8.73BQ1 2026: $2.31MQ2 2026: $31
Institutions holding CFLT and their total value by quarter
QuarterHoldersValue
Q2 20261$31
Q1 20264$2.31M
Q4 2025426$8.73B
Q3 2025385$5.18B
Q2 2025396$6.56B
Q1 2025399$6.08B
Q4 2024386$6.44B
Q3 2024343$4.57B
Q2 2024373$6.83B
Q1 2024399$6.42B
Q4 2023365$4.51B
Q3 2023345$5.74B
Q2 2023309$6.38B
Q1 2023259$3.57B
Q4 2022247$2.90B
Q3 2022236$2.79B
Q2 2022202$2.67B
Q1 2022212$3.72B
Q4 2021184$6.75B
Q3 202199$3.28B
Q2 202190$1.48B
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q2 2024.

Institutions holding CFLT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Greenwich Wealth Management LLC52,197$1.06M0.07%−5,389−9.4%Reduced
Stonegate Investment Group, LLC54,163$1.10M0.03%+4,163+8.3%Added
Bayesian Capital Management, LP55,543$1.13M0.13%+55,543New
Fox Run Management, L.L.C.59,847$1.22M0.27%+59,847New
Diversified Trust Co60,503$1.23M0.03%+31,729+110.3%Added
HSBC Holdings PLC62,442$1.23M0.00%+11,242+22.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.61,797$1.26M0.00%−138,391−69.1%Reduced
Tairen Capital Ltd50,000$1.31M0.05%+50,000New
Blair William & Co66,978$1.37M0.00%+22,603+50.9%Added
Arizona State Retirement System67,126$1.37M0.01%+11,314+20.3%Added
Intellectus Partners, LLC67,300$1.37M0.35%+38,300+132.1%Added
Handelsbanken Fonder AB67,692$1.38M0.01%+22,000+48.1%Added
Oppenheimer & Co Inc68,613$1.40M0.02%+41,431+152.4%Added
Creative Planning94,939$1.41M0.00%+29,899+46.0%Added
Parallax Volatility Advisers, L.P.69,203$1.41M0.04%+63,197+1,052.2%Added
Voloridge Investment Management, LLC81,090$1.65M0.01%+81,090New
Alliancebernstein L.P.82,164$1.67M0.00%−358,902−81.4%Reduced
SG Americas Securities, LLC85,799$1.75M0.01%+39,427+85.0%Added
Algert Global LLC87,080$1.77M0.05%+87,080New
Capital Fund Management S.A.87,191$1.78M0.02%−103,488−54.3%Reduced
Omers Administration Corp87,316$1.78M0.02%+19,200+28.2%Added
Vishria Bird Financial Group, LLC88,596$1.81M0.68%−204−0.2%Reduced
Public Employees Retirement System of Ohio89,914$1.83M0.01%−2,249−2.4%Reduced
Verition Fund Management LLC91,773$1.87M0.01%+60,056+189.3%Added
State of New Jersey Common Pension Fund D92,518$1.89M0.01%+12,779+16.0%Added
Twin Tree Management, LP94,282$1.92M0.04%+44,852+90.7%Added
Washington Harbour Partners LP94,400$1.92M3.44%−5,300−5.3%Reduced
Kayne Anderson Rudnick Investment Management LLC99,986$2.04M0.00%+3,959+4.1%Added
Caisse de Depot Et Placement du Quebec100,180$2.04M0.00%−6,747−6.3%Reduced
Janus Henderson Group PLC102,600$2.09M0.00%+92,058+873.2%Added
Quantinno Capital Management LP104,660$2.13M0.03%−14,774−12.4%Reduced
Engineers Gate Manager LP105,061$2.14M0.04%+105,061New
PDT Partners, LLC105,224$2.14M0.19%−118,750−53.0%Reduced
Asset Management One Co.,Ltd.107,305$2.15M0.01%−61,003−36.2%Reduced
Macquarie Group Ltd105,963$2.16M0.00%−128,856−54.9%Reduced
Manufacturers Life Insurance Company, The106,296$2.17M0.00%−15,068−12.4%Reduced
Treasurer of the State of North Carolina108,179$2.21M0.01%+2,990+2.8%Added
Nishkama Capital, LLC109,600$2.23M0.34%−667,697−85.9%Reduced
Schonfeld Strategic Advisors LLC109,970$2.24M0.02%+94,170+596.0%Added
Envestnet Asset Management Inc110,181$2.25M0.00%+82,681+300.7%Added
Qsemble Capital Management, LP118,994$2.43M0.45%+78,746+195.7%Added
Titan Global Capital Management USA LLC120,833$2.46M0.38%−6,989−5.5%Reduced
State Board of Administration of Florida Retirement System122,927$2.51M0.00%00.0%Unchanged
Sit Investment Associates Inc123,943$2.53M0.06%+123,943New
Dynamic Technology Lab Private Ltd124,401$2.54M0.27%+124,401New
Founders Circle Capital LLC125,329$2.55M3.21%00.0%Unchanged
Aquatic Capital Management LLC136,000$2.77M0.07%+136,000New
Stanley-Laman Group, Ltd.137,498$2.80M0.39%−14,557−9.6%Reduced
Susquehanna International Group, LLP138,037$2.81M0.00%+138,037New
Icapital Wealth LLC139,767$2.85M1.56%−75,434−35.1%Reduced
Dimensional Fund Advisors LP147,697$3.01M0.00%−47,695−24.4%Reduced
Ameriprise Financial Inc154,223$3.14M0.00%−9,760−6.0%Reduced
Marshall Wace, LLP158,094$3.22M0.00%+131,859+502.6%Added
Korea Investment CORP160,757$3.28M0.01%−130,539−44.8%Reduced
Berylson Capital Partners, LLC163,000$3.32M8.07%+163,000New
AlpInvest Partners B.V.165,196$3.37M1.99%−25,914−13.6%Reduced
Trillium Asset Management, LLC165,533$3.37M0.08%+165,533New
UBS Group AG172,533$3.52M0.00%−176,216−50.5%Reduced
Pinebridge Investments, L.P.174,188$3.55M0.03%−30,079−14.7%Reduced
Pier Capital, LLC175,943$3.59M0.51%−93,624−34.7%Reduced
State of Wisconsin Investment Board178,678$3.64M0.01%+70,999+65.9%Added
Madison Asset Management, LLC182,987$3.73M0.04%+18,875+11.5%Added
UBS Oconnor LLC192,500$3.92M0.10%−287,500−59.9%Reduced
Man Group plc198,746$4.05M0.01%+42,432+27.1%Added
Bank of Montreal210,587$4.15M0.00%−49,755−19.1%Reduced
California State Teachers Retirement System221,709$4.52M0.01%−74,482−25.1%Reduced
Jump Financial, LLC231,365$4.72M0.10%+231,365New
Great West Life Assurance Co236,921$4.83M0.01%+31,310+15.2%Added
Citigroup Inc237,257$4.84M0.00%−32,378−12.0%Reduced
Legal & General Group Plc251,265$5.12M0.00%−221,525−46.9%Reduced
Barclays PLC254,613$5.19M0.00%−53,160−17.3%Reduced
SpiderRock Advisors, LLC264,038$5.38M0.12%+201,721+323.7%Added
Royal Bank of Canada267,470$5.45M0.00%−179,773−40.2%Reduced
Cubist Systematic Strategies, LLC269,528$5.49M0.08%+269,528New
Victory Capital Management Inc275,304$5.61M0.01%−273,050−49.8%Reduced
Bridgewater Associates, LP281,093$5.73M0.03%+261,370+1,325.2%Added
Whetstone Capital Advisors, LLC281,316$5.73M2.76%−1,867−0.7%Reduced
Wells Fargo & Company285,373$5.82M0.00%+225,803+379.1%Added
Colony Group, LLC286,233$5.83M0.02%+286,233New
Rhumbline Advisers297,012$6.05M0.01%−4,578−1.5%Reduced
Phoenix Holdings Ltd.302,090$6.16M0.09%+82,783+37.7%Added
TD Asset Management Inc315,422$6.21M0.01%−70,002−18.2%Reduced
California Public Employees Retirement System315,062$6.42M0.00%+2,503+0.8%Added
Peregrine Capital Management LLC338,297$6.89M0.21%+32,145+10.5%Added
Russell Investments Group, Ltd.350,192$7.14M0.01%+77,036+28.2%Added
Agf Management Ltd351,888$7.17M0.04%+69,362+24.6%Added
Oddo BHF Asset Management SAS375,189$7.65M0.38%+375,189New
Source Financial Advisors LLC385,374$7.85M2.32%+430.0%Added
SEI Investments Co395,245$8.06M0.01%+89,708+29.4%Added
Sycomore Asset Management426,817$8.40M1.39%+93,734+28.1%Added
Goldman Sachs Group Inc416,255$8.48M0.00%+153,927+58.7%Added
GMT Capital Corp425,100$8.66M0.35%00.0%Unchanged
Liontrust Investment Partners LLP305,000$9.01M0.13%00.0%Unchanged
Baillie Gifford & Co451,566$9.20M0.01%+3,608+0.8%Added
Swiss National Bank455,900$9.29M0.01%−142,918−23.9%Reduced
Twinbeech Capital LP497,937$10.1M0.19%+497,937New
Greenhouse Funds LLLP500,449$10.2M0.50%+500,449New
Two Sigma Investments, LP506,851$10.3M0.02%−327,335−39.2%Reduced
Cresset Asset Management, LLC526,515$10.7M0.04%−3,223−0.6%Reduced
Point72 Asset Management, L.P.533,859$10.9M0.04%+533,859New