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, Q1 2025
Institutional positions in Confluent, Inc. as of Mar 31, 2025. 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
- 399
- +18 vs. Q4 2024
- Shares held
- 259.4M
- +31.3M (+13.7%) vs. Q4 2024
- Total value
- $6.08B
- −$302.5M (−4.7%) vs. Q4 2024
- New holders
- 90
- 155 more added
- Sold out
- 72
- 108 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 28,369,943 | $665.0M | 0.01% | −1,828,592−6.1% | Reduced |
| Vanguard Group Inc | 26,620,150 | $624.0M | 0.01% | +1,791,588+7.2% | Added |
| JPMorgan Chase & Co | 18,697,846 | $438.3M | 0.03% | +633,389+3.5% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 13,042,080 | $305.7M | 6.15% | +1,295,710+11.0% | Added |
| Champlain Investment Partners, LLC | 10,862,083 | $254.6M | 1.84% | +27,329+0.3% | Added |
| FMR LLC | 10,638,045 | $249.4M | 0.02% | −746,519−6.6% | Reduced |
| William Blair Investment Management, LLC | 9,282,825 | $217.6M | 0.61% | −1,516,856−14.0% | Reduced |
| Franklin Resources Inc | 8,449,211 | $198.0M | 0.06% | +584,225+7.4% | Added |
| Norges Bank | 7,172,848 | $168.1M | 0.02% | +4,272,570+147.3% | Added |
| Price T Rowe Associates Inc | 5,510,743 | $129.2M | 0.02% | +654,827+13.5% | Added |
| Capital Research Global Investors | 5,003,614 | $117.3M | 0.03% | −184,325−3.6% | Reduced |
| Geode Capital Management, LLC | 4,652,600 | $109.1M | 0.01% | +242,728+5.5% | Added |
| State Street Corp | 4,420,941 | $103.6M | 0.00% | −97,107−2.1% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 4,300,000 | $100.8M | 11.51% | +1,059,700+32.7% | Added |
| First Trust Advisors LP | 3,939,091 | $92.3M | 0.08% | +523,080+15.3% | Added |
| Pictet Asset Management Holding SA | 3,881,590 | $91.0M | 0.10% | +1,530,074+65.1% | Added |
| Slate Path Capital LP | 3,580,000 | $83.9M | 1.52% | +3,580,000 | New |
| Soma Equity Partners LP | 3,380,745 | $79.2M | 4.78% | −348,612−9.3% | Reduced |
| Bank of New York Mellon Corp | 2,901,136 | $68.0M | 0.01% | −709,299−19.6% | Reduced |
| UBS Group AG | 2,858,025 | $67.0M | 0.01% | +2,349,711+462.3% | Added |
| Morgan Stanley | 2,796,195 | $65.5M | 0.00% | +1,276,658+84.0% | Added |
| Alyeska Investment Group, L.P. | 2,597,346 | $60.9M | 0.24% | +1,786,116+220.2% | Added |
| Greenhouse Funds LLLP | 2,516,338 | $59.0M | 2.87% | +695,892+38.2% | Added |
| Charles Schwab Investment Management Inc | 2,327,496 | $54.6M | 0.01% | −27,995−1.2% | Reduced |
| Cadian Capital Management, LP | 2,281,687 | $53.5M | 2.29% | +1,435,828+169.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,256,418 | $52.9M | 0.21% | −56,088−2.4% | Reduced |
| Jericho Capital Asset Management L.P. | 2,181,000 | $51.1M | 0.93% | −819,000−27.3% | Reduced |
| 1832 Asset Management L.P. | 2,071,100 | $48.5M | 0.09% | +2,071,100 | New |
| Amundi | 1,986,204 | $42.1M | 0.02% | −15,841−0.8% | Reduced |
| Artisan Partners Limited Partnership | 1,758,434 | $41.2M | 0.07% | +725,083+70.2% | Added |
| Driehaus Capital Management LLC | 1,704,089 | $39.9M | 0.39% | +1,704,089 | New |
| Atreides Management, LP | 1,654,969 | $38.8M | 1.41% | +104,718+6.8% | Added |
| Phoenix Holdings Ltd. | 1,547,112 | $36.3M | 0.56% | +1,392,615+901.4% | Added |
| Frontier Capital Management Co LLC | 1,416,564 | $33.2M | 0.36% | +1,416,564 | New |
| Northern Trust Corp | 1,412,390 | $33.1M | 0.00% | +29,362+2.1% | Added |
| Bank of America Corp | 1,279,466 | $30.0M | 0.00% | +470,456+58.2% | Added |
| Vishria Bird Financial Group, LLC | 1,234,929 | $28.9M | 9.83% | +1,146,803+1,301.3% | Added |
| Nuveen, LLC | 1,228,298 | $28.8M | 0.01% | +1,228,298 | New |
| Federated Hermes, Inc. | 1,218,100 | $28.6M | 0.06% | +226,500+22.8% | Added |
| Millennium Management LLC | 1,215,189 | $28.5M | 0.03% | +1,001,699+469.2% | Added |
| UBS Asset Management Americas Inc | 1,204,129 | $28.2M | 0.01% | +43,050+3.7% | Added |
| Point72 Asset Management, L.P. | 1,144,782 | $26.8M | 0.08% | −760,670−39.9% | Reduced |
| MIG Capital, LLC | 1,073,354 | $25.2M | 3.20% | +107,450+11.1% | Added |
| ThornTree Capital Partners LP | 1,059,340 | $24.8M | 5.48% | +1,059,340 | New |
| Fiera Capital Corp | 1,008,789 | $23.6M | 0.09% | −7,664−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,001,000 | $23.5M | 0.07% | +671,000+203.3% | Added |
| Baillie Gifford & Co | 969,306 | $22.7M | 0.02% | +518,192+114.9% | Added |
| Man Group plc | 968,691 | $22.7M | 0.07% | −349,612−26.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 955,448 | $22.4M | 0.15% | +884,010+1,237.5% | Added |
| Goldman Sachs Group Inc | 942,303 | $22.1M | 0.00% | +537,874+133.0% | Added |
| Verition Fund Management LLC | 936,247 | $21.9M | 0.13% | +639,129+215.1% | Added |
| Holocene Advisors, LP | 925,619 | $21.7M | 0.06% | +925,619 | New |
| Voya Investment Management LLC | 909,164 | $21.3M | 0.02% | +25,510+2.9% | Added |
| La Banque Postale Asset Management SA | 876,581 | $20.5M | 0.32% | −299,619−25.5% | Reduced |
| New York State Common Retirement Fund | 778,296 | $18.2M | 0.03% | +174,476+28.9% | Added |
| SEI Investments Co | 746,266 | $17.5M | 0.02% | +300,681+67.5% | Added |
| Ensign Peak Advisors, Inc | 726,822 | $17.0M | 0.03% | −2,293−0.3% | Reduced |
| Great Lakes Advisors, LLC | 689,949 | $16.2M | 0.14% | −27,531−3.8% | Reduced |
| Wells Fargo & Company | 661,597 | $15.5M | 0.00% | +89,411+15.6% | Added |
| Trexquant Investment LP | 653,576 | $15.3M | 0.18% | +1,383+0.2% | Added |
| Deutsche Bank AG | 640,493 | $15.0M | 0.01% | −281,386−30.5% | Reduced |
| Jennison Associates LLC | 619,492 | $14.5M | 0.01% | +619,492 | New |
| Victory Capital Management Inc | 611,298 | $14.3M | 0.01% | −37,688−5.8% | Reduced |
| Picton Mahoney Asset Management | 608,134 | $14.3M | 0.49% | +608,134 | New |
| Allianz Asset Management GmbH | 600,456 | $14.1M | 0.02% | +591,656+6,723.4% | Added |
| Quantinno Capital Management LP | 595,562 | $14.0M | 0.09% | +508,163+581.4% | Added |
| FengHe Fund Management Pte. Ltd. | 554,136 | $13.0M | 4.87% | +554,136 | New |
| Infinitum Asset Management, LLC | 550,000 | $12.9M | 4.12% | +175,000+46.7% | Added |
| Principal Financial Group Inc | 528,171 | $12.4M | 0.01% | +169,576+47.3% | Added |
| Citadel Advisors LLC | 525,184 | $12.3M | 0.01% | −1,484,972−73.9% | Reduced |
| Royal Bank of Canada | 498,878 | $11.7M | 0.00% | +465+0.1% | Added |
| Swiss National Bank | 475,100 | $11.1M | 0.01% | +7,800+1.7% | Added |
| Agf Management Ltd | 448,651 | $10.5M | 0.06% | +35,056+8.5% | Added |
| Squarepoint Ops LLC | 433,135 | $10.2M | 0.02% | −1,390,007−76.2% | Reduced |
| GMT Capital Corp | 425,100 | $9.96M | 0.53% | +41,800+10.9% | Added |
| Twin Tree Management, LP | 412,729 | $9.67M | 0.21% | +270,293+189.8% | Added |
| Colony Group, LLC | 409,461 | $9.60M | 0.02% | +123,967+43.4% | Added |
| Savant Capital, LLC | 376,306 | $8.82M | 0.07% | −3,065−0.8% | Reduced |
| Capital Fund Management S.A. | 373,781 | $8.76M | 0.11% | +209,561+127.6% | Added |
| Barclays PLC | 371,597 | $8.71M | 0.00% | +285,675+332.5% | Added |
| Alliancebernstein L.P. | 354,901 | $8.32M | 0.00% | −283,288−44.4% | Reduced |
| Bienville Capital Management, LLC | 337,098 | $7.90M | 1.92% | +103,367+44.2% | Added |
| Peregrine Capital Management LLC | 321,037 | $7.53M | 0.25% | +10,725+3.5% | Added |
| Dimensional Fund Advisors LP | 317,500 | $7.45M | 0.00% | +109,457+52.6% | Added |
| Tremblant Capital Group | 312,848 | $7.33M | 0.90% | +312,848 | New |
| Pier Capital, LLC | 308,509 | $7.23M | 1.21% | +104,646+51.3% | Added |
| Flight Deck Capital, LP | 304,759 | $7.14M | 7.37% | +58,100+23.6% | Added |
| AXA S.A. | 304,463 | $7.14M | 0.02% | +304,463 | New |
| Hidden Lake Asset Management LP | 295,661 | $6.93M | 6.83% | +205,831+229.1% | Added |
| Rhumbline Advisers | 295,282 | $6.92M | 0.01% | +6,508+2.3% | Added |
| California Public Employees Retirement System | 284,442 | $6.67M | 0.00% | +2,979+1.1% | Added |
| Legal & General Group Plc | 279,704 | $6.56M | 0.00% | +22,890+8.9% | Added |
| Granahan Investment Management Inc | 274,709 | $6.44M | 0.32% | −58,909−17.7% | Reduced |
| Pinebridge Investments, L.P. | 268,418 | $6.29M | 0.05% | +268,418 | New |
| TD Asset Management Inc | 264,990 | $6.21M | 0.01% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 264,266 | $6.19M | 1.23% | +264,266 | New |
| State of Wisconsin Investment Board | 260,058 | $6.10M | 0.02% | −124,732−32.4% | Reduced |
| Citigroup Inc | 256,508 | $6.01M | 0.00% | −39,585−13.4% | Reduced |
| Harber Asset Management LLC | 255,957 | $6.00M | 2.14% | +75,957+42.2% | Added |
| D. E. Shaw & Co., Inc. | 254,294 | $5.96M | 0.01% | +173,651+215.3% | Added |