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