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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 2,846 | $66.7K | 0.00% | +2,767+3,502.5% | Added |
| Cubist Systematic Strategies, LLC | 2,527 | $59.2K | 0.00% | −204,174−98.8% | Reduced |
| SBI Securities Co., Ltd. | 2,413 | $56.6K | 0.00% | +287+13.5% | Added |
| Clearstead Advisors, LLC | 2,336 | $54.8K | 0.00% | +2,000+595.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,310 | $54.1K | 0.00% | +250+12.1% | Added |
| Boston Private Wealth LLC | 2,293 | $53.7K | 0.00% | +2,293 | New |
| Signaturefd, LLC | 2,211 | $51.8K | 0.00% | +484+28.0% | Added |
| Rakuten Securities, Inc. | 2,063 | $48.4K | 0.02% | −5,223−71.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,804 | $42.3K | 0.03% | −2,220−55.2% | Reduced |
| Versant Capital Management, Inc | 1,714 | $40.2K | 0.01% | +1,647+2,458.2% | Added |
| Carolinas Wealth Consulting LLC | 1,696 | $39.8K | 0.01% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 1,132 | $26.0K | 0.02% | +1,132 | New |
| Credit Industriel Et Commercial | 1,000 | $23.4K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 962 | $22.5K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 923 | $22.0K | 0.00% | +923 | New |
| Sterling Capital Management LLC | 866 | $20.3K | 0.00% | −3,136−78.4% | Reduced |
| First Horizon Advisors, Inc. | 811 | $19.0K | 0.00% | +44+5.7% | Added |
| Front Row Advisors LLC | 800 | $18.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 750 | $17.6K | 0.00% | +722+2,578.6% | Added |
| Clear Street Markets LLC | 694 | $16.3K | 0.01% | −7,306−91.3% | Reduced |
| VSM Wealth Advisory, LLC | 631 | $14.8K | 0.01% | +631 | New |
| Berbice Capital Management LLC | 600 | $14.1K | 0.01% | +200+50.0% | Added |
| Whittier Trust Co of Nevada Inc | 583 | $13.7K | 0.00% | +1+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 557 | $13.1K | 0.00% | +505+971.2% | Added |
| CIBC Private Wealth Group, LLC | 644 | $12.7K | 0.00% | +462+253.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 540 | $12.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 510 | $12.4K | 0.00% | +140+37.8% | Added |
| Smartleaf Asset Management LLC | 493 | $12.0K | 0.00% | −100−16.9% | Reduced |
| Skopos Labs, Inc. | 497 | $11.7K | 0.00% | +165+49.7% | Added |
| Allworth Financial LP | 498 | $11.6K | 0.00% | +89+21.8% | Added |
| Ci Investments Inc. | 438 | $10.0K | 0.00% | +1+0.2% | Added |
| Farther Finance Advisors, LLC | 411 | $9.68K | 0.00% | −184−30.9% | Reduced |
| Legacy Bridge, LLC | 400 | $9.38K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 391 | $9.16K | 0.00% | −406−50.9% | Reduced |
| Covestor Ltd | 385 | $9.00K | 0.01% | +2+0.5% | Added |
| Ronald Blue Trust, Inc. | 352 | $8.25K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 329 | $7.71K | 0.00% | +76+30.0% | Added |
| Massmutual Trust Co FSB | 297 | $6.96K | 0.00% | +262+748.6% | Added |
| Fourth Dimension Wealth, LLC | 259 | $6.07K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 257 | $6.02K | 0.00% | +148+135.8% | Added |
| Huntington National Bank | 243 | $5.70K | 0.00% | +242+24,200.0% | Added |
| Steward Partners Investment Advisory, LLC | 242 | $5.67K | 0.00% | +149+160.2% | Added |
| Lindbrook Capital, LLC | 229 | $5.37K | 0.00% | −197−46.2% | Reduced |
| Principal Securities, Inc. | 192 | $5.37K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 226 | $5.30K | 0.00% | +226 | New |
| Danske Bank A/S | 200 | $4.69K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 189 | $4.43K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 176 | $4.13K | 0.00% | +100+131.6% | Added |
| Winthrop Capital Management, LLC | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 153 | $3.59K | 0.00% | −27−15.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 113 | $3.00K | 0.00% | −35−23.6% | Reduced |
| Bellevue Asset Management, LLC | 125 | $2.93K | 0.00% | +29+30.2% | Added |
| Adirondack Trust Co | 123 | $2.88K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 117 | $2.74K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $2.34K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 100 | $2.34K | 0.00% | +100 | New |
| Hexagon Capital Partners LLC | 96 | $2.25K | 0.00% | −483−83.4% | Reduced |
| NVWM, LLC | 86 | $2.02K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 70 | $1.64K | 0.00% | +70 | New |
| Larson Financial Group LLC | 63 | $1.48K | 0.00% | +45+250.0% | Added |
| True Wealth Design, LLC | 60 | $1.41K | 0.00% | −213−78.0% | Reduced |
| Inlight Wealth Management, LLC | 59 | $1.38K | 0.00% | +59 | New |
| South State Corp. | 57 | $1.34K | 0.00% | +57 | New |
| Continuum Advisory, LLC | 57 | $1.34K | 0.00% | −64−52.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 50 | $1.17K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 49 | $1.15K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 44 | $1.03K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 43 | $1.01K | 0.00% | +43 | New |
| TSFG, LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 40 | $938 | 0.00% | +40 | New |
| Creative Financial Designs Inc | 37 | $867 | 0.00% | +37 | New |
| ORG Partners LLC | 30 | $706 | 0.00% | +30 | New |
| Copia Wealth Management | 30 | $703 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 27 | $633 | 0.00% | +4+17.4% | Added |
| CoreCap Advisors, LLC | 25 | $580 | 0.00% | +1+4.2% | Added |
| Kimelman & Baird, LLC | 24 | $563 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $469 | 0.00% | +20 | New |
| CVA Family Office, LLC | 18 | $422 | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 16 | $375 | 0.00% | −9−36.0% | Reduced |
| Activest Wealth Management | 16 | $375 | 0.00% | +16 | New |
| 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 |
| Riggs Asset Managment Co. Inc. | 14 | $329 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $320 | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 10 | $235 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $235 | 0.00% | +10 | New |
| Manchester Capital Management LLC | 8 | $188 | 0.00% | +2+33.3% | Added |
| Vision Financial Markets LLC | 8 | $188 | 0.00% | +8 | New |
| Quadrant Capital Group LLC | 7 | $165 | 0.00% | +7 | New |
| Rothschild Investment LLC | 6 | $141 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6 | $141 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 5 | $117 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 4 | $94 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $47 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| 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 |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −428,800−100.0% | Sold out |