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, Q4 2024
Institutional positions in Confluent, Inc. as of Dec 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
- 386
- +49 vs. Q3 2024
- Shares held
- 230.3M
- +7.63M (+3.4%) vs. Q3 2024
- Total value
- $6.44B
- +$1.89B (+41.5%) vs. Q3 2024
- New holders
- 97
- 122 more added
- Sold out
- 48
- 120 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 30,198,535 | $844.4M | 0.02% | −1,670,755−5.2% | Reduced |
| Vanguard Group Inc | 24,828,562 | $694.2M | 0.01% | +599,582+2.5% | Added |
| JPMorgan Chase & Co | 18,064,457 | $505.1M | 0.04% | +872,347+5.1% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 11,746,370 | $328.4M | 5.92% | −1,880,094−13.8% | Reduced |
| FMR LLC | 11,384,564 | $318.3M | 0.02% | −2,355,544−17.1% | Reduced |
| Champlain Investment Partners, LLC | 10,834,754 | $302.9M | 1.92% | +133,908+1.3% | Added |
| William Blair Investment Management, LLC | 10,799,681 | $302.0M | 0.74% | −29,609−0.3% | Reduced |
| Franklin Resources Inc | 7,864,986 | $219.9M | 0.06% | +2,517,371+47.1% | Added |
| Capital Research Global Investors | 5,187,939 | $145.1M | 0.03% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 4,855,916 | $135.8M | 0.02% | −973,153−16.7% | Reduced |
| State Street Corp | 4,518,048 | $126.3M | 0.00% | +249,805+5.9% | Added |
| Geode Capital Management, LLC | 4,409,872 | $123.3M | 0.01% | +84,163+1.9% | Added |
| Soma Equity Partners LP | 3,729,357 | $104.3M | 5.76% | −129,802−3.4% | Reduced |
| Bank of New York Mellon Corp | 3,610,435 | $100.9M | 0.02% | −123,725−3.3% | Reduced |
| First Trust Advisors LP | 3,416,011 | $95.5M | 0.08% | −735,745−17.7% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 3,240,300 | $90.6M | 9.70% | +150,000+4.9% | Added |
| Jericho Capital Asset Management L.P. | 3,000,000 | $83.9M | 1.20% | +459,000+18.1% | Added |
| Norges Bank | 2,900,278 | $81.1M | 0.01% | +116,148+4.2% | Added |
| Charles Schwab Investment Management Inc | 2,355,491 | $65.9M | 0.01% | +71,454+3.1% | Added |
| Pictet Asset Management Holding SA | 2,351,516 | $65.7M | 0.07% | +2,319,919+7,342.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,312,506 | $64.7M | 0.24% | +2,312,506 | New |
| Amundi | 2,002,045 | $57.4M | 0.02% | −767,012−27.7% | Reduced |
| Citadel Advisors LLC | 2,010,156 | $56.2M | 0.05% | −677,196−25.2% | Reduced |
| Point72 Asset Management, L.P. | 1,905,452 | $53.3M | 0.15% | +1,371,593+256.9% | Added |
| Nuveen Asset Management, LLC | 1,843,794 | $51.6M | 0.01% | −226,615−10.9% | Reduced |
| Squarepoint Ops LLC | 1,823,142 | $51.0M | 0.13% | +961,849+111.7% | Added |
| Greenhouse Funds LLLP | 1,820,446 | $50.9M | 2.26% | +1,319,997+263.8% | Added |
| Atreides Management, LP | 1,550,251 | $43.3M | 1.36% | −1,156,659−42.7% | Reduced |
| Morgan Stanley | 1,519,537 | $42.5M | 0.00% | −584,350−27.8% | Reduced |
| Northern Trust Corp | 1,383,028 | $38.7M | 0.01% | +284,307+25.9% | Added |
| Man Group plc | 1,318,303 | $36.9M | 0.11% | +1,119,557+563.3% | Added |
| La Banque Postale Asset Management SA | 1,176,200 | $32.9M | 0.44% | +175,000+17.5% | Added |
| UBS Asset Management Americas Inc | 1,161,079 | $32.5M | 0.01% | +114,701+11.0% | Added |
| Eventide Asset Management, LLC | 1,130,891 | $31.6M | 0.58% | +1,130,891 | New |
| Artisan Partners Limited Partnership | 1,033,351 | $28.9M | 0.04% | −62,396−5.7% | Reduced |
| Fiera Capital Corp | 1,016,453 | $28.4M | 0.09% | −20,204−1.9% | Reduced |
| Federated Hermes, Inc. | 991,600 | $27.7M | 0.06% | 00.0% | Unchanged |
| MIG Capital, LLC | 965,904 | $27.0M | 2.80% | +965,904 | New |
| Deutsche Bank AG | 921,879 | $25.8M | 0.01% | +255,247+38.3% | Added |
| Voya Investment Management LLC | 883,654 | $24.7M | 0.03% | −71,237−7.5% | Reduced |
| Cadian Capital Management, LP | 845,859 | $23.7M | 1.36% | −1,685,311−66.6% | Reduced |
| Alyeska Investment Group, L.P. | 811,230 | $22.7M | 0.09% | +811,230 | New |
| Bank of America Corp | 809,010 | $22.6M | 0.00% | −51,706−6.0% | Reduced |
| Ensign Peak Advisors, Inc | 729,115 | $20.4M | 0.04% | −62,653−7.9% | Reduced |
| Great Lakes Advisors, LLC | 717,480 | $20.1M | 0.17% | +717,480 | New |
| Trexquant Investment LP | 652,193 | $18.2M | 0.21% | +636,707+4,111.5% | Added |
| Victory Capital Management Inc | 648,986 | $18.1M | 0.02% | +373,682+135.7% | Added |
| Alliancebernstein L.P. | 638,189 | $17.8M | 0.01% | +556,025+676.7% | Added |
| New York State Common Retirement Fund | 603,820 | $16.9M | 0.02% | −18,108−2.9% | Reduced |
| Wells Fargo & Company | 572,186 | $16.0M | 0.00% | +286,813+100.5% | Added |
| Cresset Asset Management, LLC | 526,632 | $14.7M | 0.07% | +1170.0% | Added |
| UBS Group AG | 508,314 | $14.2M | 0.00% | +335,781+194.6% | Added |
| Royal Bank of Canada | 498,413 | $13.9M | 0.00% | +230,943+86.3% | Added |
| Swiss National Bank | 467,300 | $13.1M | 0.01% | +11,400+2.5% | Added |
| Baillie Gifford & Co | 451,114 | $12.6M | 0.01% | −452−0.1% | Reduced |
| SEI Investments Co | 445,585 | $12.5M | 0.02% | +50,340+12.7% | Added |
| Trivest Advisors Ltd | 428,800 | $12.0M | 0.54% | +428,800 | New |
| Agf Management Ltd | 413,595 | $11.6M | 0.06% | +61,707+17.5% | Added |
| Goldman Sachs Group Inc | 404,429 | $11.3M | 0.00% | −11,826−2.8% | Reduced |
| State of Wisconsin Investment Board | 384,790 | $10.8M | 0.03% | +206,112+115.4% | Added |
| GMT Capital Corp | 383,300 | $10.7M | 0.52% | −41,800−9.8% | Reduced |
| Savant Capital, LLC | 379,371 | $10.6M | 0.08% | +379,371 | New |
| Infinitum Asset Management, LLC | 375,000 | $10.5M | 5.54% | +375,000 | New |
| Shannon River Fund Management LLC | 359,019 | $10.0M | 1.77% | +359,019 | New |
| Principal Financial Group Inc | 358,595 | $10.0M | 0.01% | +337,715+1,617.4% | Added |
| Marshall Wace, LLP | 346,691 | $9.69M | 0.01% | +188,597+119.3% | Added |
| Granahan Investment Management Inc | 333,618 | $9.33M | 0.39% | −214,692−39.2% | Reduced |
| Nomura Asset Management Co Ltd | 330,000 | $9.23M | 0.03% | +330,000 | New |
| AQR Capital Management LLC | 325,539 | $9.10M | 0.01% | +287,519+756.2% | Added |
| Jain Global LLC | 324,762 | $9.08M | 0.27% | +324,762 | New |
| Macquarie Group Ltd | 319,603 | $8.94M | 0.01% | +213,640+201.6% | Added |
| Peregrine Capital Management LLC | 310,312 | $8.68M | 0.26% | −27,985−8.3% | Reduced |
| Verition Fund Management LLC | 297,118 | $8.31M | 0.04% | +205,345+223.8% | Added |
| Citigroup Inc | 296,093 | $8.28M | 0.01% | +58,836+24.8% | Added |
| Rhumbline Advisers | 288,774 | $8.07M | 0.01% | −8,238−2.8% | Reduced |
| Colony Group, LLC | 285,494 | $7.98M | 0.02% | −739−0.3% | Reduced |
| California Public Employees Retirement System | 281,463 | $7.87M | 0.01% | −33,599−10.7% | Reduced |
| Whetstone Capital Advisors, LLC | 279,874 | $7.83M | 2.98% | −1,442−0.5% | Reduced |
| CIBC Asset Management Inc | 277,319 | $7.75M | 0.03% | +277,319 | New |
| Jacobs Levy Equity Management, Inc | 271,214 | $7.58M | 0.03% | −2,242,212−89.2% | Reduced |
| TD Asset Management Inc | 264,990 | $7.41M | 0.01% | −50,432−16.0% | Reduced |
| UBS Oconnor LLC | 262,500 | $7.34M | 0.18% | +70,000+36.4% | Added |
| Oddo BHF Asset Management SAS | 257,101 | $7.19M | 0.36% | −118,088−31.5% | Reduced |
| Legal & General Group Plc | 256,814 | $7.18M | 0.00% | +5,549+2.2% | Added |
| Flight Deck Capital, LP | 246,659 | $6.90M | 7.67% | +246,659 | New |
| ExodusPoint Capital Management, LP | 246,509 | $6.89M | 0.07% | +246,509 | New |
| Tudor Investment Corp Et Al | 237,430 | $6.64M | 0.07% | +217,648+1,100.2% | Added |
| Jane Street Group, LLC | 237,094 | $6.63M | 0.01% | +217,566+1,114.1% | Added |
| Bienville Capital Management, LLC | 233,731 | $6.54M | 1.60% | −501,547−68.2% | Reduced |
| Great West Life Assurance Co | 223,293 | $6.24M | 0.01% | −13,628−5.8% | Reduced |
| California State Teachers Retirement System | 223,043 | $6.24M | 0.01% | +1,334+0.6% | Added |
| Millennium Management LLC | 213,490 | $5.97M | 0.01% | −729,394−77.4% | Reduced |
| Dimensional Fund Advisors LP | 208,043 | $5.82M | 0.00% | +60,346+40.9% | Added |
| Cubist Systematic Strategies, LLC | 206,701 | $5.78M | 0.09% | −62,827−23.3% | Reduced |
| Pier Capital, LLC | 203,863 | $5.70M | 0.81% | +27,920+15.9% | Added |
| Edgestream Partners, L.P. | 203,217 | $5.68M | 0.24% | +203,217 | New |
| Invesco Ltd. | 193,066 | $5.40M | 0.00% | −637,109−76.7% | Reduced |
| State Board of Administration of Florida Retirement System | 191,617 | $5.36M | 0.01% | +68,690+55.9% | Added |
| Russell Investments Group, Ltd. | 184,964 | $5.17M | 0.01% | −165,228−47.2% | Reduced |
| Madison Asset Management, LLC | 182,987 | $5.12M | 0.06% | 00.0% | Unchanged |