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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | −2−18.2% | Reduced |
| Avion Wealth | 25 | $0 | 0.00% | +16+177.8% | Added |
| Principia Wealth Advisory, LLC | 1 | $25 | 0.00% | −13−92.9% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $25 | 0.00% | +1 | New |
| UMA Financial Services, Inc. | 2 | $50 | 0.00% | −38−95.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $50 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $50 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $50 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 4 | $100 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $150 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 7 | $175 | 0.00% | +7 | New |
| Vision Financial Markets LLC | 8 | $200 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $200 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $250 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 12 | $300 | 0.00% | +12 | New |
| Riggs Asset Managment Co. Inc. | 14 | $350 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 15 | $374 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $448 | 0.00% | −17−39.5% | Reduced |
| MV Capital Management, Inc. | 19 | $474 | 0.00% | −8−29.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 22 | $548 | 0.00% | +22 | New |
| Kimelman & Baird, LLC | 24 | $599 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $623 | 0.00% | +25 | New |
| Whipplewood Advisors, LLC | 28 | $698 | 0.00% | +28 | New |
| South State Corp. | 29 | $723 | 0.00% | −28−49.1% | Reduced |
| Copia Wealth Management | 30 | $748 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 31 | $773 | 0.00% | +31 | New |
| Creative Financial Designs Inc | 32 | $798 | 0.00% | −5−13.5% | Reduced |
| TSFG, LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 57 | $1.00K | 0.00% | +46+418.2% | Added |
| Cromwell Holdings LLC | 42 | $1.05K | 0.00% | +27+180.0% | Added |
| Park Place Capital Corp | 44 | $1.10K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 50 | $1.25K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $1.25K | 0.00% | +50 | New |
| Exchange Traded Concepts, LLC | 51 | $1.27K | 0.00% | +51 | New |
| Inlight Wealth Management, LLC | 59 | $1.47K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 60 | $1.50K | 0.00% | −116−65.9% | Reduced |
| Webster Bank, N. A. | 61 | $1.52K | 0.00% | +61 | New |
| Cape Investment Advisory, Inc. | 65 | $1.62K | 0.00% | +65 | New |
| WPG Advisers, LLC | 80 | $1.99K | 0.00% | −73−47.7% | Reduced |
| Exane Asset Management | 77 | $2.25K | 0.00% | +77 | New |
| NVWM, LLC | 94 | $2.34K | 0.00% | +8+9.3% | Added |
| Huntington National Bank | 96 | $2.39K | 0.00% | −147−60.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 100 | $2.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 121 | $3.02K | 0.00% | +121 | New |
| Northwestern Mutual Wealth Management Co | 123 | $3.07K | 0.00% | −434−77.9% | Reduced |
| Bayforest Capital Ltd | 125 | $3.12K | 0.00% | −17,148−99.3% | Reduced |
| LGT Financial Advisors LLC | 130 | $3.24K | 0.01% | +130 | New |
| Sunbelt Securities, Inc. | 117 | $3.27K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 137 | $3.35K | 0.00% | −356−72.2% | Reduced |
| Bellevue Asset Management, LLC | 152 | $3.79K | 0.00% | +27+21.6% | Added |
| Bell Investment Advisors, Inc | 159 | $3.96K | 0.00% | +144+960.0% | Added |
| Winthrop Capital Management, LLC | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 169 | $4.21K | 0.00% | −20−10.6% | Reduced |
| Fourth Dimension Wealth, LLC | 171 | $4.26K | 0.00% | −88−34.0% | Reduced |
| Trust Co of Vermont | 180 | $4.49K | 0.00% | +180 | New |
| Principal Securities, Inc. | 195 | $4.86K | 0.00% | +3+1.6% | Added |
| Kestra Investment Management, LLC | 252 | $6.28K | 0.00% | +252 | New |
| Salomon & Ludwin, LLC | 300 | $7.68K | 0.00% | +300 | New |
| Covestor Ltd | 377 | $9.00K | 0.01% | −8−2.1% | Reduced |
| Legacy Bridge, LLC | 400 | $9.97K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 402 | $10.0K | 0.00% | +73+22.2% | Added |
| Massmutual Trust Co FSB | 404 | $10.1K | 0.00% | +107+36.0% | Added |
| Ci Investments Inc. | 436 | $11.0K | 0.00% | −2−0.5% | Reduced |
| Sterling Capital Management LLC | 459 | $11.4K | 0.00% | −407−47.0% | Reduced |
| Allworth Financial LP | 468 | $11.7K | 0.00% | −30−6.0% | Reduced |
| Banque Cantonale Vaudoise | 462 | $12.0K | 0.00% | −461−49.9% | Reduced |
| NBC Securities, Inc. | 500 | $12.0K | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 492 | $12.3K | 0.00% | +250+103.3% | Added |
| VSM Wealth Advisory, LLC | 500 | $12.5K | 0.00% | −131−20.8% | Reduced |
| Tower Research Capital LLC (TRC) | 521 | $13.0K | 0.00% | −2,526−82.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 540 | $13.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 549 | $13.7K | 0.00% | +52+10.5% | Added |
| Global Retirement Partners, LLC | 575 | $14.3K | 0.00% | +575 | New |
| Whittier Trust Co of Nevada Inc | 583 | $14.5K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 600 | $15.0K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 681 | $17.0K | 0.01% | −281−29.2% | Reduced |
| Rakuten Securities, Inc. | 730 | $18.2K | 0.01% | −1,333−64.6% | Reduced |
| Parkside Financial Bank & Trust | 764 | $19.0K | 0.00% | +14+1.9% | Added |
| EverSource Wealth Advisors, LLC | 769 | $19.2K | 0.00% | +378+96.7% | Added |
| Front Row Advisors LLC | 800 | $19.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 811 | $20.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 881 | $22.0K | 0.00% | +237+36.8% | Added |
| Jones Financial Companies LLLP | 990 | $24.2K | 0.00% | +480+94.1% | Added |
| Credit Industriel Et Commercial | 1,000 | $24.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,070 | $26.7K | 0.00% | −644−37.6% | Reduced |
| Farther Finance Advisors, LLC | 1,448 | $36.1K | 0.00% | +1,037+252.3% | Added |
| SBI Securities Co., Ltd. | 1,574 | $39.2K | 0.00% | −839−34.8% | Reduced |
| Signaturefd, LLC | 1,617 | $40.3K | 0.00% | −594−26.9% | Reduced |
| Danske Bank A/S | 1,700 | $42.4K | 0.00% | +1,500+750.0% | Added |
| Larson Financial Group LLC | 1,789 | $44.6K | 0.00% | +1,726+2,739.7% | Added |
| Mount Yale Investment Advisors, LLC | 1,971 | $49.1K | 0.00% | +1,971 | New |
| SRS Capital Advisors, Inc. | 1,990 | $49.6K | 0.00% | −856−30.1% | Reduced |
| Symmetry Peak Management LLC | 2,440 | $60.8K | 0.69% | +2,440 | New |
| GAMMA Investing LLC | 2,456 | $61.2K | 0.00% | −672−21.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,702 | $67.0K | 0.00% | +2,702 | New |
| Federation des caisses Desjardins du Quebec | 2,810 | $70.1K | 0.00% | +500+21.6% | Added |
| Clearstead Advisors, LLC | 3,001 | $74.8K | 0.00% | +665+28.5% | Added |
| GWM Advisors LLC | 3,005 | $74.9K | 0.00% | +24+0.8% | Added |
| Advisors Asset Management, Inc. | 3,126 | $77.9K | 0.00% | −515−14.1% | Reduced |