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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 39,096 | $1.09M | 0.12% | +39,096 | New |
| Circle Wealth Management, LLC | 40,022 | $1.12M | 0.02% | +9,872+32.7% | Added |
| Lecap Asset Management Ltd | 40,949 | $1.14M | 0.31% | +40,949 | New |
| Zweig-DiMenna Associates LLC | 41,000 | $1.15M | 0.10% | +41,000 | New |
| Cerity Partners LLC | 42,147 | $1.15M | 0.00% | +7,018+20.0% | Added |
| Pathway Capital Management, LP | 41,292 | $1.15M | 1.15% | −3,743−8.3% | Reduced |
| Stifel Financial Corp | 42,475 | $1.19M | 0.00% | +1,136+2.7% | Added |
| Connors Investor Services Inc | 42,500 | $1.19M | 0.11% | −7,500−15.0% | Reduced |
| AlpInvest Partners B.V. | 43,325 | $1.21M | 1.26% | −121,871−73.8% | Reduced |
| HSBC Holdings PLC | 43,896 | $1.24M | 0.00% | −18,546−29.7% | Reduced |
| Omers Administration Corp | 44,516 | $1.24M | 0.01% | −42,800−49.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 45,176 | $1.26M | 0.03% | −5,020−10.0% | Reduced |
| Sax Wealth Advisors, LLC | 47,009 | $1.31M | 0.10% | −772−1.6% | Reduced |
| Cache Advisors, LLC | 47,273 | $1.32M | 0.55% | +47,273 | New |
| PDT Partners, LLC | 47,561 | $1.33M | 0.12% | −57,663−54.8% | Reduced |
| KLP Kapitalforvaltning AS | 48,500 | $1.36M | 0.01% | +48,500 | New |
| Y-Intercept (Hong Kong) Ltd | 48,923 | $1.37M | 0.09% | +17,803+57.2% | Added |
| Landscape Capital Management, L.L.C. | 50,378 | $1.41M | 0.15% | +50,378 | New |
| GenTrust, LLC | 51,539 | $1.44M | 0.06% | +51,539 | New |
| HRT Financial LP | 52,202 | $1.46M | 0.01% | +52,202 | New |
| SWS Partners | 53,902 | $1.51M | 0.46% | +14,547+37.0% | Added |
| Paloma Partners Management Co | 55,001 | $1.54M | 0.10% | +40,136+270.0% | Added |
| Bessemer Group Inc | 55,860 | $1.56M | 0.00% | +24,570+78.5% | Added |
| Handelsbanken Fonder AB | 59,792 | $1.67M | 0.01% | −7,900−11.7% | Reduced |
| Intellectus Partners, LLC | 62,477 | $1.75M | 0.39% | −4,823−7.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,644 | $1.75M | 0.00% | +19,737+46.0% | Added |
| Comerica Bank | 64,339 | $1.80M | 0.01% | +61,753+2,388.0% | Added |
| Cetera Investment Advisers | 65,157 | $1.82M | 0.00% | +15,711+31.8% | Added |
| LPL Financial LLC | 66,726 | $1.87M | 0.00% | +20,300+43.7% | Added |
| Creative Planning | 68,605 | $1.92M | 0.00% | −26,334−27.7% | Reduced |
| Arizona State Retirement System | 68,883 | $1.93M | 0.01% | +1,757+2.6% | Added |
| Renaissance Technologies LLC | 69,000 | $1.93M | 0.00% | −508,800−88.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 71,438 | $2.00M | 0.01% | −38,532−35.0% | Reduced |
| Fox Run Management, L.L.C. | 71,717 | $2.01M | 0.36% | +11,870+19.8% | Added |
| Teacher Retirement System of Texas | 72,515 | $2.03M | 0.01% | +72,515 | New |
| Tairen Capital Ltd | 72,798 | $2.04M | 0.30% | +22,798+45.6% | Added |
| Avantax Advisory Services, Inc. | 73,040 | $2.04M | 0.01% | +73,040 | New |
| Diversified Trust Co | 73,529 | $2.06M | 0.05% | +13,026+21.5% | Added |
| Neo Ivy Capital Management | 74,694 | $2.09M | 0.42% | +74,694 | New |
| D. E. Shaw & Co., Inc. | 80,643 | $2.25M | 0.00% | +69,761+641.1% | Added |
| Ieq Capital, LLC | 80,889 | $2.26M | 0.02% | +49,214+155.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 82,219 | $2.30M | 0.01% | −17,767−17.8% | Reduced |
| Public Employees Retirement System of Ohio | 85,046 | $2.38M | 0.01% | −4,868−5.4% | Reduced |
| Barclays PLC | 85,922 | $2.40M | 0.00% | −168,691−66.3% | Reduced |
| Quantinno Capital Management LP | 87,399 | $2.44M | 0.02% | −17,261−16.5% | Reduced |
| Vishria Bird Financial Group, LLC | 88,126 | $2.46M | 0.86% | −470−0.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 89,163 | $2.49M | 0.02% | +89,163 | New |
| Hidden Lake Asset Management LP | 89,830 | $2.51M | 1.71% | +89,830 | New |
| Penserra Capital Management LLC | 91,047 | $2.54M | 0.05% | +75,348+480.0% | Added |
| Oppenheimer & Co Inc | 91,062 | $2.55M | 0.04% | +22,449+32.7% | Added |
| State of New Jersey Common Pension Fund D | 92,518 | $2.59M | 0.01% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 93,040 | $2.60M | 0.01% | −188,053−66.9% | Reduced |
| Washington Harbour Partners LP | 94,400 | $2.64M | 4.90% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 96,855 | $2.71M | 0.00% | +96,855 | New |
| Caisse de Depot Et Placement du Quebec | 105,166 | $2.94M | 0.01% | +4,986+5.0% | Added |
| Janus Henderson Group PLC | 107,900 | $3.02M | 0.00% | +5,300+5.2% | Added |
| Asset Management One Co.,Ltd. | 106,244 | $3.04M | 0.01% | −1,061−1.0% | Reduced |
| Treasurer of the State of North Carolina | 108,859 | $3.04M | 0.01% | +680+0.6% | Added |
| Titan Global Capital Management USA LLC | 110,109 | $3.08M | 0.47% | −10,724−8.9% | Reduced |
| Bayesian Capital Management, LP | 113,643 | $3.18M | 0.39% | +58,100+104.6% | Added |
| Crestline Management, LP | 113,777 | $3.18M | 0.11% | +113,777 | New |
| Alberta Investment Management Corp | 117,760 | $3.29M | 0.02% | +117,760 | New |
| Envestnet Asset Management Inc | 119,321 | $3.34M | 0.00% | +9,140+8.3% | Added |
| Hel Ved Capital Management Ltd | 119,802 | $3.35M | 1.03% | +90,920+314.8% | Added |
| KBC Group NV | 122,090 | $3.41M | 0.01% | +106,513+683.8% | Added |
| Sit Investment Associates Inc | 124,623 | $3.48M | 0.08% | +680+0.5% | Added |
| Sycomore Asset Management | 177,319 | $3.49M | 0.50% | −249,498−58.5% | Reduced |
| Stanley-Laman Group, Ltd. | 125,825 | $3.52M | 0.49% | −11,673−8.5% | Reduced |
| Manufacturers Life Insurance Company, The | 127,306 | $3.56M | 0.00% | +21,010+19.8% | Added |
| Algert Global LLC | 133,792 | $3.74M | 0.09% | +46,712+53.6% | Added |
| Valliance Asset Management Ltd | 135,000 | $3.77M | 6.78% | +135,000 | New |
| Gilder Gagnon Howe & Co LLC | 135,467 | $3.79M | 0.04% | +135,467 | New |
| Twin Tree Management, LP | 142,436 | $3.98M | 0.10% | +48,154+51.1% | Added |
| Two Sigma Investments, LP | 145,199 | $4.06M | 0.01% | −361,652−71.4% | Reduced |
| Phoenix Holdings Ltd. | 154,497 | $4.32M | 0.06% | −147,593−48.9% | Reduced |
| Bank of Montreal | 156,093 | $4.36M | 0.00% | −54,494−25.9% | Reduced |
| Lisanti Capital Growth, LLC | 156,690 | $4.38M | 1.05% | +156,690 | New |
| Trillium Asset Management, LLC | 160,228 | $4.48M | 0.12% | −5,305−3.2% | Reduced |
| Ameriprise Financial Inc | 160,588 | $4.49M | 0.00% | +6,365+4.1% | Added |
| Korea Investment CORP | 160,757 | $4.49M | 0.01% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 164,220 | $4.59M | 0.05% | +77,029+88.3% | Added |
| Melqart Asset Management (UK) Ltd | 168,439 | $4.71M | 0.63% | +168,439 | New |
| Fieldview Capital Management, LLC | 171,580 | $4.80M | 0.74% | +171,580 | New |
| Swedbank AB | 175,000 | $4.89M | 0.01% | +175,000 | New |
| Harber Asset Management LLC | 180,000 | $5.03M | 1.51% | +180,000 | New |
| Madison Asset Management, LLC | 182,987 | $5.12M | 0.06% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 182,987 | $5.12M | 0.06% | +182,987 | New |
| Russell Investments Group, Ltd. | 184,964 | $5.17M | 0.01% | −165,228−47.2% | Reduced |
| State Board of Administration of Florida Retirement System | 191,617 | $5.36M | 0.01% | +68,690+55.9% | Added |
| Invesco Ltd. | 193,066 | $5.40M | 0.00% | −637,109−76.7% | Reduced |
| Edgestream Partners, L.P. | 203,217 | $5.68M | 0.24% | +203,217 | New |
| Pier Capital, LLC | 203,863 | $5.70M | 0.81% | +27,920+15.9% | Added |
| Cubist Systematic Strategies, LLC | 206,701 | $5.78M | 0.09% | −62,827−23.3% | Reduced |
| Dimensional Fund Advisors LP | 208,043 | $5.82M | 0.00% | +60,346+40.9% | Added |
| Millennium Management LLC | 213,490 | $5.97M | 0.01% | −729,394−77.4% | Reduced |
| California State Teachers Retirement System | 223,043 | $6.24M | 0.01% | +1,334+0.6% | Added |
| Great West Life Assurance Co | 223,293 | $6.24M | 0.01% | −13,628−5.8% | Reduced |
| Bienville Capital Management, LLC | 233,731 | $6.54M | 1.60% | −501,547−68.2% | Reduced |
| Jane Street Group, LLC | 237,094 | $6.63M | 0.01% | +217,566+1,114.1% | Added |
| Tudor Investment Corp Et Al | 237,430 | $6.64M | 0.07% | +217,648+1,100.2% | Added |