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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 263,897 | $6.58M | 0.01% | +39,868+17.8% | Added |
| Harber Asset Management LLC | 268,517 | $6.69M | 2.16% | +12,560+4.9% | Added |
| State of Wisconsin Investment Board | 290,359 | $7.24M | 0.02% | +30,301+11.7% | Added |
| Cubist Systematic Strategies, LLC | 290,401 | $7.24M | 0.08% | +287,874+11,391.9% | Added |
| UBS Oconnor LLC | 300,000 | $7.48M | 0.20% | +300,000 | New |
| Rhumbline Advisers | 308,964 | $7.70M | 0.01% | +13,682+4.6% | Added |
| Legal & General Group Plc | 310,327 | $7.74M | 0.00% | +30,623+10.9% | Added |
| Bourgeon Capital Management LLC | 320,621 | $7.99M | 1.58% | +320,621 | New |
| Granahan Investment Management Inc | 324,052 | $8.08M | 0.33% | +49,343+18.0% | Added |
| Great Lakes Advisors, LLC | 338,566 | $8.44M | 0.07% | −351,383−50.9% | Reduced |
| Flight Deck Capital, LP | 338,859 | $8.45M | 8.94% | +34,100+11.2% | Added |
| California Public Employees Retirement System | 347,016 | $8.65M | 0.01% | +62,574+22.0% | Added |
| Frontier Capital Management Co LLC | 373,991 | $9.32M | 0.09% | −1,042,573−73.6% | Reduced |
| Savant Capital, LLC | 376,551 | $9.39M | 0.07% | +245+0.1% | Added |
| Citigroup Inc | 389,122 | $9.70M | 0.01% | +132,614+51.7% | Added |
| AXA S.A. | 393,028 | $9.80M | 0.03% | +88,565+29.1% | Added |
| Oddo BHF Asset Management SAS | 397,241 | $9.90M | 0.38% | +172,211+76.5% | Added |
| Capital Fund Management S.A. | 406,698 | $10.1M | 0.11% | +32,917+8.8% | Added |
| Coronation Fund Managers Ltd. | 411,153 | $10.3M | 0.56% | +411,153 | New |
| Peregrine Capital Management LLC | 414,272 | $10.3M | 0.31% | +93,235+29.0% | Added |
| Colony Group, LLC | 418,318 | $10.4M | 0.02% | +8,857+2.2% | Added |
| GMT Capital Corp | 425,100 | $10.6M | 0.44% | 00.0% | Unchanged |
| Pier Capital, LLC | 464,675 | $11.6M | 1.77% | +156,166+50.6% | Added |
| Twin Tree Management, LP | 470,626 | $11.7M | 0.30% | +57,897+14.0% | Added |
| Renaissance Technologies LLC | 495,200 | $12.3M | 0.02% | +495,200 | New |
| Driehaus Capital Management LLC | 504,361 | $12.6M | 0.10% | −1,199,728−70.4% | Reduced |
| Swiss National Bank | 505,800 | $12.6M | 0.01% | +30,700+6.5% | Added |
| Trexquant Investment LP | 517,281 | $12.9M | 0.15% | −136,295−20.9% | Reduced |
| Victory Capital Management Inc | 542,493 | $13.5M | 0.01% | −68,805−11.3% | Reduced |
| Principal Financial Group Inc | 549,090 | $13.7M | 0.01% | +20,919+4.0% | Added |
| Quantinno Capital Management LP | 552,238 | $13.8M | 0.06% | −43,324−7.3% | Reduced |
| Cinctive Capital Management LP | 561,831 | $14.0M | 0.78% | +561,831 | New |
| Tremblant Capital Group | 564,751 | $14.1M | 1.36% | +251,903+80.5% | Added |
| Hidden Lake Asset Management LP | 567,677 | $14.2M | 6.96% | +272,016+92.0% | Added |
| Swedbank AB | 582,500 | $14.5M | 0.02% | +582,500 | New |
| Allianz Asset Management GmbH | 587,992 | $14.7M | 0.02% | −12,464−2.1% | Reduced |
| Jennison Associates LLC | 616,030 | $15.4M | 0.01% | −3,462−0.6% | Reduced |
| Verition Fund Management LLC | 620,954 | $15.5M | 0.09% | −315,293−33.7% | Reduced |
| Balyasny Asset Management LLC | 624,380 | $15.6M | 0.04% | +571,180+1,073.6% | Added |
| Wells Fargo & Company | 628,613 | $15.7M | 0.00% | −32,984−5.0% | Reduced |
| Tairen Capital Ltd | 677,200 | $16.9M | 1.73% | +597,200+746.5% | Added |
| Goldman Sachs Group Inc | 685,321 | $17.1M | 0.00% | −256,982−27.3% | Reduced |
| Vishria Bird Financial Group, LLC | 744,181 | $18.6M | 6.17% | −490,748−39.7% | Reduced |
| Nomura Asset Management Co Ltd | 797,300 | $19.9M | 0.05% | −203,700−20.3% | Reduced |
| Deutsche Bank AG | 806,910 | $20.1M | 0.01% | +166,417+26.0% | Added |
| New York State Common Retirement Fund | 810,423 | $20.2M | 0.03% | +32,127+4.1% | Added |
| Royal Bank of Canada | 857,478 | $21.4M | 0.00% | +358,600+71.9% | Added |
| SEI Investments Co | 860,866 | $21.5M | 0.02% | +114,600+15.4% | Added |
| Millennium Management LLC | 879,986 | $21.9M | 0.02% | −335,203−27.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 898,992 | $22.4M | 0.17% | −56,456−5.9% | Reduced |
| Voya Investment Management LLC | 917,657 | $22.9M | 0.02% | +8,493+0.9% | Added |
| Baillie Gifford & Co | 962,726 | $24.0M | 0.02% | −6,580−0.7% | Reduced |
| Fiera Capital Corp | 996,294 | $24.8M | 0.08% | −12,495−1.2% | Reduced |
| Infinitum Asset Management, LLC | 1,050,000 | $26.2M | 5.80% | +500,000+90.9% | Added |
| MIG Capital, LLC | 1,073,354 | $26.8M | 2.82% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 1,104,700 | $27.5M | 0.39% | +228,119+26.0% | Added |
| Man Group plc | 1,142,153 | $28.5M | 0.06% | +173,462+17.9% | Added |
| Citadel Advisors LLC | 1,182,345 | $29.5M | 0.03% | +657,161+125.1% | Added |
| UBS Asset Management Americas Inc | 1,184,912 | $29.5M | 0.01% | −19,217−1.6% | Reduced |
| UBS Group AG | 1,199,645 | $29.9M | 0.01% | −1,658,380−58.0% | Reduced |
| ThornTree Capital Partners LP | 1,207,633 | $30.1M | 5.01% | +148,293+14.0% | Added |
| Federated Hermes, Inc. | 1,218,100 | $30.4M | 0.06% | 00.0% | Unchanged |
| Nuveen, LLC | 1,246,036 | $31.1M | 0.01% | +17,738+1.4% | Added |
| Bienville Capital Management, LLC | 1,267,195 | $31.6M | 6.23% | +930,097+275.9% | Added |
| Northern Trust Corp | 1,511,466 | $37.7M | 0.01% | +99,076+7.0% | Added |
| Phoenix Holdings Ltd. | 1,527,640 | $38.1M | 0.50% | −19,472−1.3% | Reduced |
| Artisan Partners Limited Partnership | 1,743,423 | $43.5M | 0.06% | −15,011−0.9% | Reduced |
| Capital Research Global Investors | 1,944,970 | $48.5M | 0.01% | −3,058,644−61.1% | Reduced |
| Morgan Stanley | 2,014,411 | $50.2M | 0.00% | −781,784−28.0% | Reduced |
| D. E. Shaw & Co., Inc. | 2,085,775 | $52.0M | 0.05% | +1,831,481+720.2% | Added |
| Bank of America Corp | 2,193,036 | $54.7M | 0.00% | +913,570+71.4% | Added |
| Amundi | 2,179,030 | $55.8M | 0.02% | +192,826+9.7% | Added |
| Charles Schwab Investment Management Inc | 2,608,640 | $65.0M | 0.01% | +281,144+12.1% | Added |
| Bank of New York Mellon Corp | 2,872,389 | $71.6M | 0.01% | −28,747−1.0% | Reduced |
| Atreides Management, LP | 3,012,215 | $75.1M | 2.08% | +1,357,246+82.0% | Added |
| Greenhouse Funds LLLP | 3,097,695 | $77.2M | 3.23% | +581,357+23.1% | Added |
| Squarepoint Ops LLC | 3,337,152 | $83.2M | 0.18% | +2,904,017+670.5% | Added |
| Price T Rowe Associates Inc | 3,462,026 | $86.3M | 0.01% | −2,048,717−37.2% | Reduced |
| Norges Bank | 3,599,535 | $89.7M | 0.01% | −3,573,313−49.8% | Reduced |
| Cadian Capital Management, LP | 4,351,197 | $108.5M | 6.08% | +2,069,510+90.7% | Added |
| Alyeska Investment Group, L.P. | 4,387,435 | $109.4M | 0.39% | +1,790,089+68.9% | Added |
| First Trust Advisors LP | 4,555,913 | $113.6M | 0.09% | +616,822+15.7% | Added |
| State Street Corp | 4,717,027 | $117.6M | 0.00% | +296,086+6.7% | Added |
| Optimus Prime Fund Management Co., Ltd. | 5,070,000 | $126.4M | 12.63% | +770,000+17.9% | Added |
| Geode Capital Management, LLC | 5,235,819 | $130.6M | 0.01% | +583,219+12.5% | Added |
| Soma Equity Partners LP | 5,296,496 | $132.0M | 7.34% | +1,915,751+56.7% | Added |
| Pictet Asset Management Holding SA | 5,628,229 | $140.3M | 0.14% | +1,746,639+45.0% | Added |
| FMR LLC | 6,208,473 | $154.8M | 0.01% | −4,429,572−41.6% | Reduced |
| Franklin Resources Inc | 8,592,443 | $214.2M | 0.06% | +143,232+1.7% | Added |
| William Blair Investment Management, LLC | 9,639,102 | $240.3M | 0.64% | +356,277+3.8% | Added |
| Champlain Investment Partners, LLC | 11,590,026 | $288.9M | 2.02% | +727,943+6.7% | Added |
| JPMorgan Chase & Co | 11,942,017 | $297.7M | 0.02% | −6,755,829−36.1% | Reduced |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 15,552,976 | $387.7M | 5.59% | +2,510,896+19.3% | Added |
| Point72 Asset Management, L.P. | 15,576,947 | $388.3M | 0.92% | +14,432,165+1,260.7% | Added |
| BlackRock, Inc. | 25,867,083 | $644.9M | 0.01% | −2,502,860−8.8% | Reduced |
| Vanguard Group Inc | 28,376,506 | $707.4M | 0.01% | +1,756,356+6.6% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Slate Path Capital LP | 0 | $0 | 0.00% | −3,580,000−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −2,256,418−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −2,181,000−100.0% | Sold out |