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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 11 | $0 | 0.00% | +11 | New |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Parkworth Wealth Management, Inc. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $94 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $117 | 0.00% | +5 | New |
| Rothschild Investment LLC | 6 | $141 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6 | $141 | 0.00% | +6 | New |
| Quadrant Capital Group LLC | 7 | $165 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 8 | $188 | 0.00% | +2+33.3% | Added |
| Vision Financial Markets LLC | 8 | $188 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 10 | $235 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $235 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 14 | $320 | 0.00% | +14 | New |
| Riggs Asset Managment Co. Inc. | 14 | $329 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 15 | $352 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $352 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $352 | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 16 | $375 | 0.00% | −9−36.0% | Reduced |
| Activest Wealth Management | 16 | $375 | 0.00% | +16 | New |
| CVA Family Office, LLC | 18 | $422 | 0.00% | +18 | New |
| WealthTrak Capital Management LLC | 20 | $469 | 0.00% | +20 | New |
| Kimelman & Baird, LLC | 24 | $563 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $580 | 0.00% | +1+4.2% | Added |
| MV Capital Management, Inc. | 27 | $633 | 0.00% | +4+17.4% | Added |
| Copia Wealth Management | 30 | $703 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 30 | $706 | 0.00% | +30 | New |
| Creative Financial Designs Inc | 37 | $867 | 0.00% | +37 | New |
| UMA Financial Services, Inc. | 40 | $938 | 0.00% | +40 | New |
| TSFG, LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 43 | $1.01K | 0.00% | +43 | New |
| Park Place Capital Corp | 44 | $1.03K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 49 | $1.15K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 50 | $1.17K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 57 | $1.34K | 0.00% | −64−52.9% | Reduced |
| South State Corp. | 57 | $1.34K | 0.00% | +57 | New |
| Inlight Wealth Management, LLC | 59 | $1.38K | 0.00% | +59 | New |
| True Wealth Design, LLC | 60 | $1.41K | 0.00% | −213−78.0% | Reduced |
| Larson Financial Group LLC | 63 | $1.48K | 0.00% | +45+250.0% | Added |
| Aspect Partners, LLC | 70 | $1.64K | 0.00% | +70 | New |
| NVWM, LLC | 86 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 96 | $2.25K | 0.00% | −483−83.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 100 | $2.34K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 100 | $2.34K | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 117 | $2.74K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 123 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 125 | $2.93K | 0.00% | +29+30.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 113 | $3.00K | 0.00% | −35−23.6% | Reduced |
| WPG Advisers, LLC | 153 | $3.59K | 0.00% | −27−15.0% | Reduced |
| Winthrop Capital Management, LLC | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 176 | $4.13K | 0.00% | +100+131.6% | Added |
| Harbour Investments, Inc. | 189 | $4.43K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $4.69K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 226 | $5.30K | 0.00% | +226 | New |
| Lindbrook Capital, LLC | 229 | $5.37K | 0.00% | −197−46.2% | Reduced |
| Principal Securities, Inc. | 192 | $5.37K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 242 | $5.67K | 0.00% | +149+160.2% | Added |
| Huntington National Bank | 243 | $5.70K | 0.00% | +242+24,200.0% | Added |
| Quent Capital, LLC | 257 | $6.02K | 0.00% | +148+135.8% | Added |
| Fourth Dimension Wealth, LLC | 259 | $6.07K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 297 | $6.96K | 0.00% | +262+748.6% | Added |
| Washington Trust Advisors, Inc. | 329 | $7.71K | 0.00% | +76+30.0% | Added |
| Ronald Blue Trust, Inc. | 352 | $8.25K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 385 | $9.00K | 0.01% | +2+0.5% | Added |
| EverSource Wealth Advisors, LLC | 391 | $9.16K | 0.00% | −406−50.9% | Reduced |
| Legacy Bridge, LLC | 400 | $9.38K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 411 | $9.68K | 0.00% | −184−30.9% | Reduced |
| Ci Investments Inc. | 438 | $10.0K | 0.00% | +1+0.2% | Added |
| Allworth Financial LP | 498 | $11.6K | 0.00% | +89+21.8% | Added |
| Skopos Labs, Inc. | 497 | $11.7K | 0.00% | +165+49.7% | Added |
| Smartleaf Asset Management LLC | 493 | $12.0K | 0.00% | −100−16.9% | Reduced |
| Jones Financial Companies LLLP | 510 | $12.4K | 0.00% | +140+37.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 540 | $12.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 644 | $12.7K | 0.00% | +462+253.8% | Added |
| Northwestern Mutual Wealth Management Co | 557 | $13.1K | 0.00% | +505+971.2% | Added |
| Whittier Trust Co of Nevada Inc | 583 | $13.7K | 0.00% | +1+0.2% | Added |
| Berbice Capital Management LLC | 600 | $14.1K | 0.01% | +200+50.0% | Added |
| VSM Wealth Advisory, LLC | 631 | $14.8K | 0.01% | +631 | New |
| Clear Street Markets LLC | 694 | $16.3K | 0.01% | −7,306−91.3% | Reduced |
| Parkside Financial Bank & Trust | 750 | $17.6K | 0.00% | +722+2,578.6% | Added |
| Front Row Advisors LLC | 800 | $18.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 811 | $19.0K | 0.00% | +44+5.7% | Added |
| Sterling Capital Management LLC | 866 | $20.3K | 0.00% | −3,136−78.4% | Reduced |
| Banque Cantonale Vaudoise | 923 | $22.0K | 0.00% | +923 | New |
| Aventura Private Wealth, LLC | 962 | $22.5K | 0.01% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 1,000 | $23.4K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 1,132 | $26.0K | 0.02% | +1,132 | New |
| Carolinas Wealth Consulting LLC | 1,696 | $39.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,714 | $40.2K | 0.01% | +1,647+2,458.2% | Added |
| Caitong International Asset Management Co., Ltd | 1,804 | $42.3K | 0.03% | −2,220−55.2% | Reduced |
| Rakuten Securities, Inc. | 2,063 | $48.4K | 0.02% | −5,223−71.7% | Reduced |
| Signaturefd, LLC | 2,211 | $51.8K | 0.00% | +484+28.0% | Added |
| Boston Private Wealth LLC | 2,293 | $53.7K | 0.00% | +2,293 | New |
| Federation des caisses Desjardins du Quebec | 2,310 | $54.1K | 0.00% | +250+12.1% | Added |
| Clearstead Advisors, LLC | 2,336 | $54.8K | 0.00% | +2,000+595.2% | Added |
| SBI Securities Co., Ltd. | 2,413 | $56.6K | 0.00% | +287+13.5% | Added |
| Cubist Systematic Strategies, LLC | 2,527 | $59.2K | 0.00% | −204,174−98.8% | Reduced |
| SRS Capital Advisors, Inc. | 2,846 | $66.7K | 0.00% | +2,767+3,502.5% | Added |
| GWM Advisors LLC | 2,981 | $69.9K | 0.00% | +207+7.5% | Added |