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, Q3 2025
Institutional positions in Confluent, Inc. as of Sep 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
- 385
- −4 vs. Q2 2025
- Shares held
- 261.6M
- +2.43M (+0.9%) vs. Q2 2025
- Total value
- $5.18B
- −$1.28B (−19.8%) vs. Q2 2025
- New holders
- 80
- 136 more added
- Sold out
- 84
- 116 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 31,347,214 | $620.7M | 0.01% | +2,970,708+10.5% | Added |
| BlackRock, Inc. | 24,535,176 | $485.8M | 0.01% | −1,331,907−5.1% | Reduced |
| Point72 Asset Management, L.P. | 17,206,434 | $340.7M | 0.74% | +1,629,487+10.5% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 11,281,793 | $223.4M | 2.95% | −4,271,183−27.5% | Reduced |
| Champlain Investment Partners, LLC | 11,139,056 | $220.6M | 1.66% | −450,970−3.9% | Reduced |
| William Blair Investment Management, LLC | 8,569,807 | $169.7M | 0.44% | −1,069,295−11.1% | Reduced |
| Jericho Capital Asset Management L.P. | 8,266,000 | $163.7M | 1.70% | +8,266,000 | New |
| Optimus Prime Fund Management Co., Ltd. | 5,920,000 | $117.2M | 10.38% | +850,000+16.8% | Added |
| Cadian Capital Management, LP | 5,873,644 | $116.3M | 6.91% | +1,522,447+35.0% | Added |
| Geode Capital Management, LLC | 5,490,903 | $108.7M | 0.01% | +255,084+4.9% | Added |
| Franklin Resources Inc | 5,420,229 | $107.3M | 0.03% | −3,172,214−36.9% | Reduced |
| Citadel Advisors LLC | 5,379,378 | $106.5M | 0.09% | +4,197,033+355.0% | Added |
| Pictet Asset Management Holding SA | 5,241,573 | $103.8M | 0.10% | −386,656−6.9% | Reduced |
| D. E. Shaw & Co., Inc. | 5,200,742 | $103.0M | 0.08% | +3,114,967+149.3% | Added |
| AQR Capital Management LLC | 4,904,459 | $97.1M | 0.06% | +4,773,548+3,646.4% | Added |
| State Street Corp | 4,882,905 | $96.7M | 0.00% | +165,878+3.5% | Added |
| UBS Group AG | 4,532,574 | $89.7M | 0.02% | +3,332,929+277.8% | Added |
| First Trust Advisors LP | 4,331,092 | $85.8M | 0.06% | −224,821−4.9% | Reduced |
| Millennium Management LLC | 3,977,226 | $78.7M | 0.06% | +3,097,240+352.0% | Added |
| Alyeska Investment Group, L.P. | 3,603,475 | $71.3M | 0.22% | −783,960−17.9% | Reduced |
| Greenhouse Funds LLLP | 3,572,425 | $70.7M | 2.75% | +474,730+15.3% | Added |
| JPMorgan Chase & Co | 3,489,859 | $69.1M | 0.00% | −8,452,158−70.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,703,406 | $53.5M | 0.01% | +94,766+3.6% | Added |
| Invesco Ltd. | 2,408,170 | $47.7M | 0.01% | +2,166,196+895.2% | Added |
| Brown Advisory Inc | 2,228,538 | $44.1M | 0.06% | +2,228,538 | New |
| FMR LLC | 2,179,235 | $43.1M | 0.00% | −4,029,238−64.9% | Reduced |
| Soma Equity Partners LP | 2,166,943 | $42.9M | 2.15% | −3,129,553−59.1% | Reduced |
| Bank of America Corp | 2,069,464 | $41.0M | 0.00% | −123,572−5.6% | Reduced |
| Morgan Stanley | 2,019,485 | $40.0M | 0.00% | +5,074+0.3% | Added |
| ThornTree Capital Partners LP | 1,750,817 | $34.7M | 5.31% | +543,184+45.0% | Added |
| Amundi | 1,609,793 | $34.2M | 0.01% | −569,237−26.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,708,961 | $33.8M | 0.02% | +1,708,961 | New |
| Janus Henderson Group PLC | 1,661,768 | $32.9M | 0.02% | +1,546,068+1,336.3% | Added |
| Bank of New York Mellon Corp | 1,562,937 | $30.9M | 0.01% | −1,309,452−45.6% | Reduced |
| Northern Trust Corp | 1,524,951 | $30.2M | 0.00% | +13,485+0.9% | Added |
| Bienville Capital Management, LLC | 1,485,841 | $29.4M | 5.61% | +218,646+17.3% | Added |
| Capital Research Global Investors | 1,475,965 | $29.2M | 0.01% | −469,005−24.1% | Reduced |
| Phoenix Holdings Ltd. | 1,471,222 | $29.1M | 0.36% | −56,418−3.7% | Reduced |
| Light Street Capital Management, LLC | 1,268,640 | $25.1M | 4.23% | +1,268,640 | New |
| La Banque Postale Asset Management SA | 1,251,413 | $24.8M | 0.30% | +146,713+13.3% | Added |
| Infinitum Asset Management, LLC | 1,250,000 | $24.8M | 4.55% | +200,000+19.0% | Added |
| Sachem Head Capital Management LP | 1,155,000 | $22.9M | 0.65% | +1,155,000 | New |
| Tredje AP-fonden | 1,056,158 | $20.9M | 0.17% | +1,056,158 | New |
| Nomura Asset Management Co Ltd | 1,035,300 | $20.5M | 0.05% | +238,000+29.9% | Added |
| Squarepoint Ops LLC | 976,561 | $19.3M | 0.04% | −2,360,591−70.7% | Reduced |
| Fiera Capital Corp | 969,282 | $19.2M | 0.06% | −27,012−2.7% | Reduced |
| Wells Fargo & Company | 966,536 | $19.1M | 0.00% | +337,923+53.8% | Added |
| Voya Investment Management LLC | 965,478 | $19.1M | 0.02% | +47,821+5.2% | Added |
| Baillie Gifford & Co | 950,803 | $18.8M | 0.01% | −11,923−1.2% | Reduced |
| Man Group plc | 913,776 | $18.1M | 0.03% | −228,377−20.0% | Reduced |
| Ci Investments Inc. | 895,406 | $17.7M | 0.06% | +894,970+205,268.3% | Added |
| Verition Fund Management LLC | 858,092 | $17.0M | 0.10% | +237,138+38.2% | Added |
| SEI Investments Co | 853,268 | $16.9M | 0.02% | −7,598−0.9% | Reduced |
| UBS Asset Management Americas Inc | 834,543 | $16.5M | 0.00% | −350,369−29.6% | Reduced |
| Voloridge Investment Management, LLC | 796,923 | $15.8M | 0.05% | +796,923 | New |
| Goldman Sachs Group Inc | 780,579 | $15.5M | 0.00% | +95,258+13.9% | Added |
| Deutsche Bank AG | 772,700 | $15.3M | 0.01% | −34,210−4.2% | Reduced |
| Clearline Capital LP | 764,277 | $15.1M | 1.31% | +764,277 | New |
| Nuveen, LLC | 747,148 | $14.8M | 0.00% | −498,888−40.0% | Reduced |
| Vishria Bird Financial Group, LLC | 745,621 | $14.8M | 2.90% | +1,440+0.2% | Added |
| Marshall Wace, LLP | 731,902 | $14.5M | 0.02% | +731,902 | New |
| Jennison Associates LLC | 634,133 | $12.6M | 0.01% | +18,103+2.9% | Added |
| Trexquant Investment LP | 630,547 | $12.5M | 0.13% | +113,266+21.9% | Added |
| Nishkama Capital, LLC | 601,274 | $11.9M | 1.07% | +601,274 | New |
| Susquehanna International Group, LLP | 600,014 | $11.9M | 0.02% | +493,332+462.4% | Added |
| Royal Bank of Canada | 574,984 | $11.4M | 0.00% | −282,494−32.9% | Reduced |
| Swiss National Bank | 527,500 | $10.4M | 0.01% | +21,700+4.3% | Added |
| Quantinno Capital Management LP | 517,961 | $10.3M | 0.03% | −34,277−6.2% | Reduced |
| FIL Ltd | 498,713 | $9.87M | 0.01% | +498,713 | New |
| Alta Park Capital, LP | 473,504 | $9.38M | 0.94% | +473,504 | New |
| Peregrine Capital Management LLC | 466,724 | $9.24M | 0.28% | +52,452+12.7% | Added |
| GMT Capital Corp | 425,100 | $8.42M | 0.38% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 405,615 | $8.03M | 0.42% | −5,538−1.3% | Reduced |
| Flight Deck Capital, LP | 389,859 | $7.72M | 5.84% | +51,000+15.1% | Added |
| California Public Employees Retirement System | 377,089 | $7.47M | 0.00% | +30,073+8.7% | Added |
| Savant Capital, LLC | 375,801 | $7.44M | 0.05% | −750−0.2% | Reduced |
| Price T Rowe Associates Inc | 375,710 | $7.44M | 0.00% | −3,086,316−89.1% | Reduced |
| New York State Common Retirement Fund | 371,704 | $7.36M | 0.01% | −438,719−54.1% | Reduced |
| Barclays PLC | 344,169 | $6.81M | 0.00% | +112,375+48.5% | Added |
| Group One Trading, L.P. | 338,852 | $6.71M | 0.20% | +241,014+246.3% | Added |
| Sora Investors LLC | 328,576 | $6.51M | 0.60% | +328,576 | New |
| Tremblant Capital Group | 312,702 | $6.19M | 0.64% | −252,049−44.6% | Reduced |
| Delta Global Management LP | 303,441 | $6.01M | 0.44% | +303,441 | New |
| Rhumbline Advisers | 300,805 | $5.96M | 0.00% | −8,159−2.6% | Reduced |
| Ieq Capital, LLC | 298,884 | $5.92M | 0.02% | +261,606+701.8% | Added |
| Legal & General Group Plc | 298,843 | $5.92M | 0.00% | −11,484−3.7% | Reduced |
| State of Wisconsin Investment Board | 296,771 | $5.88M | 0.01% | +6,412+2.2% | Added |
| Andra AP-fonden | 290,917 | $5.76M | 0.07% | +103,529+55.2% | Added |
| Algert Global LLC | 290,822 | $5.76M | 0.10% | +157,030+117.4% | Added |
| Jane Street Group, LLC | 284,950 | $5.64M | 0.01% | +190,845+202.8% | Added |
| Great West Life Assurance Co | 280,550 | $5.64M | 0.01% | +65,460+30.4% | Added |
| Centiva Capital, LP | 272,601 | $5.40M | 0.50% | +272,601 | New |
| Pier Capital, LLC | 268,535 | $5.32M | 0.83% | −196,140−42.2% | Reduced |
| ExodusPoint Capital Management, LP | 261,895 | $5.19M | 0.07% | +261,895 | New |
| Citigroup Inc | 260,286 | $5.15M | 0.00% | −128,836−33.1% | Reduced |
| Exane Asset Management | 219,654 | $5.11M | 1.72% | +219,577+285,164.9% | Added |
| California State Teachers Retirement System | 253,379 | $5.02M | 0.01% | +580.0% | Added |
| Melqart Asset Management (UK) Ltd | 248,445 | $4.92M | 0.66% | +248,445 | New |
| IMC-Chicago, LLC | 232,118 | $4.60M | 0.08% | +211,547+1,028.4% | Added |
| Madison Asset Management, LLC | 218,345 | $4.32M | 0.05% | +48,766+28.8% | Added |