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, Q2 2025
Institutional positions in Confluent, Inc. as of Jun 30, 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
- 396
- −1 vs. Q1 2025
- Shares held
- 262.9M
- +3.61M (+1.4%) vs. Q1 2025
- Total value
- $6.56B
- +$481.6M (+7.9%) vs. Q1 2025
- New holders
- 73
- 150 more added
- Sold out
- 74
- 123 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,376,506 | $707.4M | 0.01% | +1,756,356+6.6% | Added |
| BlackRock, Inc. | 25,867,083 | $644.9M | 0.01% | −2,502,860−8.8% | Reduced |
| Point72 Asset Management, L.P. | 15,576,947 | $388.3M | 0.92% | +14,432,165+1,260.7% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 15,552,976 | $387.7M | 5.59% | +2,510,896+19.3% | Added |
| JPMorgan Chase & Co | 11,942,017 | $297.7M | 0.02% | −6,755,829−36.1% | Reduced |
| Champlain Investment Partners, LLC | 11,590,026 | $288.9M | 2.02% | +727,943+6.7% | Added |
| William Blair Investment Management, LLC | 9,639,102 | $240.3M | 0.64% | +356,277+3.8% | Added |
| Franklin Resources Inc | 8,592,443 | $214.2M | 0.06% | +143,232+1.7% | Added |
| FMR LLC | 6,208,473 | $154.8M | 0.01% | −4,429,572−41.6% | Reduced |
| Pictet Asset Management Holding SA | 5,628,229 | $140.3M | 0.14% | +1,746,639+45.0% | Added |
| Soma Equity Partners LP | 5,296,496 | $132.0M | 7.34% | +1,915,751+56.7% | Added |
| Geode Capital Management, LLC | 5,235,819 | $130.6M | 0.01% | +583,219+12.5% | Added |
| Optimus Prime Fund Management Co., Ltd. | 5,070,000 | $126.4M | 12.63% | +770,000+17.9% | Added |
| State Street Corp | 4,717,027 | $117.6M | 0.00% | +296,086+6.7% | Added |
| First Trust Advisors LP | 4,555,913 | $113.6M | 0.09% | +616,822+15.7% | Added |
| Alyeska Investment Group, L.P. | 4,387,435 | $109.4M | 0.39% | +1,790,089+68.9% | Added |
| Cadian Capital Management, LP | 4,351,197 | $108.5M | 6.08% | +2,069,510+90.7% | Added |
| Norges Bank | 3,599,535 | $89.7M | 0.01% | −3,573,313−49.8% | Reduced |
| Price T Rowe Associates Inc | 3,462,026 | $86.3M | 0.01% | −2,048,717−37.2% | Reduced |
| Squarepoint Ops LLC | 3,337,152 | $83.2M | 0.18% | +2,904,017+670.5% | Added |
| Greenhouse Funds LLLP | 3,097,695 | $77.2M | 3.23% | +581,357+23.1% | Added |
| Atreides Management, LP | 3,012,215 | $75.1M | 2.08% | +1,357,246+82.0% | Added |
| Bank of New York Mellon Corp | 2,872,389 | $71.6M | 0.01% | −28,747−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,608,640 | $65.0M | 0.01% | +281,144+12.1% | Added |
| Amundi | 2,179,030 | $55.8M | 0.02% | +192,826+9.7% | Added |
| Bank of America Corp | 2,193,036 | $54.7M | 0.00% | +913,570+71.4% | Added |
| D. E. Shaw & Co., Inc. | 2,085,775 | $52.0M | 0.05% | +1,831,481+720.2% | Added |
| Morgan Stanley | 2,014,411 | $50.2M | 0.00% | −781,784−28.0% | Reduced |
| Capital Research Global Investors | 1,944,970 | $48.5M | 0.01% | −3,058,644−61.1% | Reduced |
| Artisan Partners Limited Partnership | 1,743,423 | $43.5M | 0.06% | −15,011−0.9% | Reduced |
| Phoenix Holdings Ltd. | 1,527,640 | $38.1M | 0.50% | −19,472−1.3% | Reduced |
| Northern Trust Corp | 1,511,466 | $37.7M | 0.01% | +99,076+7.0% | Added |
| Bienville Capital Management, LLC | 1,267,195 | $31.6M | 6.23% | +930,097+275.9% | Added |
| Nuveen, LLC | 1,246,036 | $31.1M | 0.01% | +17,738+1.4% | Added |
| Federated Hermes, Inc. | 1,218,100 | $30.4M | 0.06% | 00.0% | Unchanged |
| ThornTree Capital Partners LP | 1,207,633 | $30.1M | 5.01% | +148,293+14.0% | Added |
| UBS Group AG | 1,199,645 | $29.9M | 0.01% | −1,658,380−58.0% | Reduced |
| UBS Asset Management Americas Inc | 1,184,912 | $29.5M | 0.01% | −19,217−1.6% | Reduced |
| Citadel Advisors LLC | 1,182,345 | $29.5M | 0.03% | +657,161+125.1% | Added |
| Man Group plc | 1,142,153 | $28.5M | 0.06% | +173,462+17.9% | Added |
| La Banque Postale Asset Management SA | 1,104,700 | $27.5M | 0.39% | +228,119+26.0% | Added |
| MIG Capital, LLC | 1,073,354 | $26.8M | 2.82% | 00.0% | Unchanged |
| Infinitum Asset Management, LLC | 1,050,000 | $26.2M | 5.80% | +500,000+90.9% | Added |
| Fiera Capital Corp | 996,294 | $24.8M | 0.08% | −12,495−1.2% | Reduced |
| Baillie Gifford & Co | 962,726 | $24.0M | 0.02% | −6,580−0.7% | Reduced |
| Voya Investment Management LLC | 917,657 | $22.9M | 0.02% | +8,493+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 898,992 | $22.4M | 0.17% | −56,456−5.9% | Reduced |
| Millennium Management LLC | 879,986 | $21.9M | 0.02% | −335,203−27.6% | Reduced |
| SEI Investments Co | 860,866 | $21.5M | 0.02% | +114,600+15.4% | Added |
| Royal Bank of Canada | 857,478 | $21.4M | 0.00% | +358,600+71.9% | Added |
| New York State Common Retirement Fund | 810,423 | $20.2M | 0.03% | +32,127+4.1% | Added |
| Deutsche Bank AG | 806,910 | $20.1M | 0.01% | +166,417+26.0% | Added |
| Nomura Asset Management Co Ltd | 797,300 | $19.9M | 0.05% | −203,700−20.3% | Reduced |
| Vishria Bird Financial Group, LLC | 744,181 | $18.6M | 6.17% | −490,748−39.7% | Reduced |
| Goldman Sachs Group Inc | 685,321 | $17.1M | 0.00% | −256,982−27.3% | Reduced |
| Tairen Capital Ltd | 677,200 | $16.9M | 1.73% | +597,200+746.5% | Added |
| Wells Fargo & Company | 628,613 | $15.7M | 0.00% | −32,984−5.0% | Reduced |
| Balyasny Asset Management LLC | 624,380 | $15.6M | 0.04% | +571,180+1,073.6% | Added |
| Verition Fund Management LLC | 620,954 | $15.5M | 0.09% | −315,293−33.7% | Reduced |
| Jennison Associates LLC | 616,030 | $15.4M | 0.01% | −3,462−0.6% | Reduced |
| Allianz Asset Management GmbH | 587,992 | $14.7M | 0.02% | −12,464−2.1% | Reduced |
| Swedbank AB | 582,500 | $14.5M | 0.02% | +582,500 | New |
| Hidden Lake Asset Management LP | 567,677 | $14.2M | 6.96% | +272,016+92.0% | Added |
| Tremblant Capital Group | 564,751 | $14.1M | 1.36% | +251,903+80.5% | Added |
| Cinctive Capital Management LP | 561,831 | $14.0M | 0.78% | +561,831 | New |
| Quantinno Capital Management LP | 552,238 | $13.8M | 0.06% | −43,324−7.3% | Reduced |
| Principal Financial Group Inc | 549,090 | $13.7M | 0.01% | +20,919+4.0% | Added |
| Victory Capital Management Inc | 542,493 | $13.5M | 0.01% | −68,805−11.3% | Reduced |
| Trexquant Investment LP | 517,281 | $12.9M | 0.15% | −136,295−20.9% | Reduced |
| Swiss National Bank | 505,800 | $12.6M | 0.01% | +30,700+6.5% | Added |
| Driehaus Capital Management LLC | 504,361 | $12.6M | 0.10% | −1,199,728−70.4% | Reduced |
| Renaissance Technologies LLC | 495,200 | $12.3M | 0.02% | +495,200 | New |
| Twin Tree Management, LP | 470,626 | $11.7M | 0.30% | +57,897+14.0% | Added |
| Pier Capital, LLC | 464,675 | $11.6M | 1.77% | +156,166+50.6% | Added |
| GMT Capital Corp | 425,100 | $10.6M | 0.44% | 00.0% | Unchanged |
| Colony Group, LLC | 418,318 | $10.4M | 0.02% | +8,857+2.2% | Added |
| Peregrine Capital Management LLC | 414,272 | $10.3M | 0.31% | +93,235+29.0% | Added |
| Coronation Fund Managers Ltd. | 411,153 | $10.3M | 0.56% | +411,153 | New |
| Capital Fund Management S.A. | 406,698 | $10.1M | 0.11% | +32,917+8.8% | Added |
| Oddo BHF Asset Management SAS | 397,241 | $9.90M | 0.38% | +172,211+76.5% | Added |
| AXA S.A. | 393,028 | $9.80M | 0.03% | +88,565+29.1% | Added |
| Citigroup Inc | 389,122 | $9.70M | 0.01% | +132,614+51.7% | Added |
| Savant Capital, LLC | 376,551 | $9.39M | 0.07% | +245+0.1% | Added |
| Frontier Capital Management Co LLC | 373,991 | $9.32M | 0.09% | −1,042,573−73.6% | Reduced |
| California Public Employees Retirement System | 347,016 | $8.65M | 0.01% | +62,574+22.0% | Added |
| Flight Deck Capital, LP | 338,859 | $8.45M | 8.94% | +34,100+11.2% | Added |
| Great Lakes Advisors, LLC | 338,566 | $8.44M | 0.07% | −351,383−50.9% | Reduced |
| Granahan Investment Management Inc | 324,052 | $8.08M | 0.33% | +49,343+18.0% | Added |
| Bourgeon Capital Management LLC | 320,621 | $7.99M | 1.58% | +320,621 | New |
| Legal & General Group Plc | 310,327 | $7.74M | 0.00% | +30,623+10.9% | Added |
| Rhumbline Advisers | 308,964 | $7.70M | 0.01% | +13,682+4.6% | Added |
| UBS Oconnor LLC | 300,000 | $7.48M | 0.20% | +300,000 | New |
| Cubist Systematic Strategies, LLC | 290,401 | $7.24M | 0.08% | +287,874+11,391.9% | Added |
| State of Wisconsin Investment Board | 290,359 | $7.24M | 0.02% | +30,301+11.7% | Added |
| Harber Asset Management LLC | 268,517 | $6.69M | 2.16% | +12,560+4.9% | Added |
| Macquarie Group Ltd | 263,897 | $6.58M | 0.01% | +39,868+17.8% | Added |
| Bank of Montreal | 261,007 | $6.51M | 0.00% | +167,928+180.4% | Added |
| California State Teachers Retirement System | 253,321 | $6.32M | 0.01% | +23,850+10.4% | Added |
| Invesco Ltd. | 241,974 | $6.03M | 0.00% | +38,912+19.2% | Added |
| HSBC Holdings PLC | 243,596 | $6.01M | 0.00% | +211,360+655.7% | Added |