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 |
|---|---|---|---|---|---|
| Harber Asset Management LLC | 255,957 | $6.00M | 2.14% | +75,957+42.2% | Added |
| Citigroup Inc | 256,508 | $6.01M | 0.00% | −39,585−13.4% | Reduced |
| State of Wisconsin Investment Board | 260,058 | $6.10M | 0.02% | −124,732−32.4% | Reduced |
| Maxi Investments CY Ltd | 264,266 | $6.19M | 1.23% | +264,266 | New |
| TD Asset Management Inc | 264,990 | $6.21M | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 268,418 | $6.29M | 0.05% | +268,418 | New |
| Granahan Investment Management Inc | 274,709 | $6.44M | 0.32% | −58,909−17.7% | Reduced |
| Legal & General Group Plc | 279,704 | $6.56M | 0.00% | +22,890+8.9% | Added |
| California Public Employees Retirement System | 284,442 | $6.67M | 0.00% | +2,979+1.1% | Added |
| Rhumbline Advisers | 295,282 | $6.92M | 0.01% | +6,508+2.3% | Added |
| Hidden Lake Asset Management LP | 295,661 | $6.93M | 6.83% | +205,831+229.1% | Added |
| AXA S.A. | 304,463 | $7.14M | 0.02% | +304,463 | New |
| Flight Deck Capital, LP | 304,759 | $7.14M | 7.37% | +58,100+23.6% | Added |
| Pier Capital, LLC | 308,509 | $7.23M | 1.21% | +104,646+51.3% | Added |
| Tremblant Capital Group | 312,848 | $7.33M | 0.90% | +312,848 | New |
| Dimensional Fund Advisors LP | 317,500 | $7.45M | 0.00% | +109,457+52.6% | Added |
| Peregrine Capital Management LLC | 321,037 | $7.53M | 0.25% | +10,725+3.5% | Added |
| Bienville Capital Management, LLC | 337,098 | $7.90M | 1.92% | +103,367+44.2% | Added |
| Alliancebernstein L.P. | 354,901 | $8.32M | 0.00% | −283,288−44.4% | Reduced |
| Barclays PLC | 371,597 | $8.71M | 0.00% | +285,675+332.5% | Added |
| Capital Fund Management S.A. | 373,781 | $8.76M | 0.11% | +209,561+127.6% | Added |
| Savant Capital, LLC | 376,306 | $8.82M | 0.07% | −3,065−0.8% | Reduced |
| Colony Group, LLC | 409,461 | $9.60M | 0.02% | +123,967+43.4% | Added |
| Twin Tree Management, LP | 412,729 | $9.67M | 0.21% | +270,293+189.8% | Added |
| GMT Capital Corp | 425,100 | $9.96M | 0.53% | +41,800+10.9% | Added |
| Squarepoint Ops LLC | 433,135 | $10.2M | 0.02% | −1,390,007−76.2% | Reduced |
| Agf Management Ltd | 448,651 | $10.5M | 0.06% | +35,056+8.5% | Added |
| Swiss National Bank | 475,100 | $11.1M | 0.01% | +7,800+1.7% | Added |
| Royal Bank of Canada | 498,878 | $11.7M | 0.00% | +465+0.1% | Added |
| Citadel Advisors LLC | 525,184 | $12.3M | 0.01% | −1,484,972−73.9% | Reduced |
| Principal Financial Group Inc | 528,171 | $12.4M | 0.01% | +169,576+47.3% | Added |
| Infinitum Asset Management, LLC | 550,000 | $12.9M | 4.12% | +175,000+46.7% | Added |
| FengHe Fund Management Pte. Ltd. | 554,136 | $13.0M | 4.87% | +554,136 | New |
| Quantinno Capital Management LP | 595,562 | $14.0M | 0.09% | +508,163+581.4% | Added |
| Allianz Asset Management GmbH | 600,456 | $14.1M | 0.02% | +591,656+6,723.4% | Added |
| Picton Mahoney Asset Management | 608,134 | $14.3M | 0.49% | +608,134 | New |
| Victory Capital Management Inc | 611,298 | $14.3M | 0.01% | −37,688−5.8% | Reduced |
| Jennison Associates LLC | 619,492 | $14.5M | 0.01% | +619,492 | New |
| Deutsche Bank AG | 640,493 | $15.0M | 0.01% | −281,386−30.5% | Reduced |
| Trexquant Investment LP | 653,576 | $15.3M | 0.18% | +1,383+0.2% | Added |
| Wells Fargo & Company | 661,597 | $15.5M | 0.00% | +89,411+15.6% | Added |
| Great Lakes Advisors, LLC | 689,949 | $16.2M | 0.14% | −27,531−3.8% | Reduced |
| Ensign Peak Advisors, Inc | 726,822 | $17.0M | 0.03% | −2,293−0.3% | Reduced |
| SEI Investments Co | 746,266 | $17.5M | 0.02% | +300,681+67.5% | Added |
| New York State Common Retirement Fund | 778,296 | $18.2M | 0.03% | +174,476+28.9% | Added |
| La Banque Postale Asset Management SA | 876,581 | $20.5M | 0.32% | −299,619−25.5% | Reduced |
| Voya Investment Management LLC | 909,164 | $21.3M | 0.02% | +25,510+2.9% | Added |
| Holocene Advisors, LP | 925,619 | $21.7M | 0.06% | +925,619 | New |
| Verition Fund Management LLC | 936,247 | $21.9M | 0.13% | +639,129+215.1% | Added |
| Goldman Sachs Group Inc | 942,303 | $22.1M | 0.00% | +537,874+133.0% | Added |
| Schonfeld Strategic Advisors LLC | 955,448 | $22.4M | 0.15% | +884,010+1,237.5% | Added |
| Man Group plc | 968,691 | $22.7M | 0.07% | −349,612−26.5% | Reduced |
| Baillie Gifford & Co | 969,306 | $22.7M | 0.02% | +518,192+114.9% | Added |
| Nomura Asset Management Co Ltd | 1,001,000 | $23.5M | 0.07% | +671,000+203.3% | Added |
| Fiera Capital Corp | 1,008,789 | $23.6M | 0.09% | −7,664−0.8% | Reduced |
| ThornTree Capital Partners LP | 1,059,340 | $24.8M | 5.48% | +1,059,340 | New |
| MIG Capital, LLC | 1,073,354 | $25.2M | 3.20% | +107,450+11.1% | Added |
| Point72 Asset Management, L.P. | 1,144,782 | $26.8M | 0.08% | −760,670−39.9% | Reduced |
| UBS Asset Management Americas Inc | 1,204,129 | $28.2M | 0.01% | +43,050+3.7% | Added |
| Millennium Management LLC | 1,215,189 | $28.5M | 0.03% | +1,001,699+469.2% | Added |
| Federated Hermes, Inc. | 1,218,100 | $28.6M | 0.06% | +226,500+22.8% | Added |
| Nuveen, LLC | 1,228,298 | $28.8M | 0.01% | +1,228,298 | New |
| Vishria Bird Financial Group, LLC | 1,234,929 | $28.9M | 9.83% | +1,146,803+1,301.3% | Added |
| Bank of America Corp | 1,279,466 | $30.0M | 0.00% | +470,456+58.2% | Added |
| Northern Trust Corp | 1,412,390 | $33.1M | 0.00% | +29,362+2.1% | Added |
| Frontier Capital Management Co LLC | 1,416,564 | $33.2M | 0.36% | +1,416,564 | New |
| Phoenix Holdings Ltd. | 1,547,112 | $36.3M | 0.56% | +1,392,615+901.4% | Added |
| Atreides Management, LP | 1,654,969 | $38.8M | 1.41% | +104,718+6.8% | Added |
| Driehaus Capital Management LLC | 1,704,089 | $39.9M | 0.39% | +1,704,089 | New |
| Artisan Partners Limited Partnership | 1,758,434 | $41.2M | 0.07% | +725,083+70.2% | Added |
| Amundi | 1,986,204 | $42.1M | 0.02% | −15,841−0.8% | Reduced |
| 1832 Asset Management L.P. | 2,071,100 | $48.5M | 0.09% | +2,071,100 | New |
| Jericho Capital Asset Management L.P. | 2,181,000 | $51.1M | 0.93% | −819,000−27.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,256,418 | $52.9M | 0.21% | −56,088−2.4% | Reduced |
| Cadian Capital Management, LP | 2,281,687 | $53.5M | 2.29% | +1,435,828+169.7% | Added |
| Charles Schwab Investment Management Inc | 2,327,496 | $54.6M | 0.01% | −27,995−1.2% | Reduced |
| Greenhouse Funds LLLP | 2,516,338 | $59.0M | 2.87% | +695,892+38.2% | Added |
| Alyeska Investment Group, L.P. | 2,597,346 | $60.9M | 0.24% | +1,786,116+220.2% | Added |
| Morgan Stanley | 2,796,195 | $65.5M | 0.00% | +1,276,658+84.0% | Added |
| UBS Group AG | 2,858,025 | $67.0M | 0.01% | +2,349,711+462.3% | Added |
| Bank of New York Mellon Corp | 2,901,136 | $68.0M | 0.01% | −709,299−19.6% | Reduced |
| Soma Equity Partners LP | 3,380,745 | $79.2M | 4.78% | −348,612−9.3% | Reduced |
| Slate Path Capital LP | 3,580,000 | $83.9M | 1.52% | +3,580,000 | New |
| Pictet Asset Management Holding SA | 3,881,590 | $91.0M | 0.10% | +1,530,074+65.1% | Added |
| First Trust Advisors LP | 3,939,091 | $92.3M | 0.08% | +523,080+15.3% | Added |
| Optimus Prime Fund Management Co., Ltd. | 4,300,000 | $100.8M | 11.51% | +1,059,700+32.7% | Added |
| State Street Corp | 4,420,941 | $103.6M | 0.00% | −97,107−2.1% | Reduced |
| Geode Capital Management, LLC | 4,652,600 | $109.1M | 0.01% | +242,728+5.5% | Added |
| Capital Research Global Investors | 5,003,614 | $117.3M | 0.03% | −184,325−3.6% | Reduced |
| Price T Rowe Associates Inc | 5,510,743 | $129.2M | 0.02% | +654,827+13.5% | Added |
| Norges Bank | 7,172,848 | $168.1M | 0.02% | +4,272,570+147.3% | Added |
| Franklin Resources Inc | 8,449,211 | $198.0M | 0.06% | +584,225+7.4% | Added |
| William Blair Investment Management, LLC | 9,282,825 | $217.6M | 0.61% | −1,516,856−14.0% | Reduced |
| FMR LLC | 10,638,045 | $249.4M | 0.02% | −746,519−6.6% | Reduced |
| Champlain Investment Partners, LLC | 10,862,083 | $254.6M | 1.84% | +27,329+0.3% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 13,042,080 | $305.7M | 6.15% | +1,295,710+11.0% | Added |
| JPMorgan Chase & Co | 18,697,846 | $438.3M | 0.03% | +633,389+3.5% | Added |
| Vanguard Group Inc | 26,620,150 | $624.0M | 0.01% | +1,791,588+7.2% | Added |
| BlackRock, Inc. | 28,369,943 | $665.0M | 0.01% | −1,828,592−6.1% | Reduced |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −428,800−100.0% | Sold out |