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 |
|---|---|---|---|---|---|
| Avion Wealth | 25 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $20 | 0.00% | −1−50.0% | Reduced |
| Scarborough Advisors, LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $40 | 0.00% | −17−89.5% | Reduced |
| UMA Financial Services, Inc. | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $40 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $99 | 0.00% | −24−82.8% | Reduced |
| Vision Financial Markets LLC | 8 | $159 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $159 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $198 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 12 | $238 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $297 | 0.00% | −144−90.6% | Reduced |
| HHM Wealth Advisors, LLC | 15 | $297 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 24 | $476 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $495 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 29 | $574 | 0.00% | +29 | New |
| Ronald Blue Trust, Inc. | 29 | $574 | 0.00% | +29 | New |
| Copia Wealth Management | 30 | $594 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $612 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 31 | $614 | 0.00% | +31 | New |
| Creative Financial Designs Inc | 32 | $634 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 36 | $723 | 0.00% | −101−73.7% | Reduced |
| Versant Capital Management, Inc | 38 | $752 | 0.00% | −1,032−96.4% | Reduced |
| Massmutual Trust Co FSB | 40 | $792 | 0.00% | −364−90.1% | Reduced |
| Golden State Wealth Management, LLC | 40 | $792 | 0.00% | +40 | New |
| Park Place Capital Corp | 44 | $871 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $892 | 0.00% | −719−94.1% | Reduced |
| Cromwell Holdings LLC | 47 | $931 | 0.00% | +5+11.9% | Added |
| Blue Bell Private Wealth Management, LLC | 50 | $990 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 51 | $1.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 55 | $1.09K | 0.00% | +5+10.0% | Added |
| Root Financial Partners, LLC | 56 | $1.11K | 0.00% | +56 | New |
| Inlight Wealth Management, LLC | 59 | $1.17K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 60 | $1.19K | 0.00% | +60 | New |
| Marquette Asset Management, LLC | 61 | $1.21K | 0.00% | +61 | New |
| Cape Investment Advisory, Inc. | 65 | $1.29K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 73 | $1.45K | 0.00% | +73 | New |
| WPG Advisers, LLC | 80 | $1.58K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 94 | $1.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 121 | $2.40K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 130 | $2.57K | 0.00% | −65−33.3% | Reduced |
| Bellevue Asset Management, LLC | 152 | $3.01K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 169 | $3.35K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 171 | $3.39K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 175 | $3.46K | 0.00% | +175 | New |
| Trust Co of Vermont | 180 | $3.56K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 184 | $3.64K | 0.00% | +184 | New |
| TD Waterhouse Canada Inc. | 200 | $3.95K | 0.00% | +200 | New |
| Sunbelt Securities, Inc. | 206 | $4.08K | 0.00% | +89+76.1% | Added |
| Huntington National Bank | 235 | $4.65K | 0.00% | +139+144.8% | Added |
| Aventura Private Wealth, LLC | 247 | $4.89K | 0.00% | −434−63.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 280 | $5.55K | 0.00% | −260−48.1% | Reduced |
| Nisa Investment Advisors, LLC | 300 | $5.94K | 0.00% | +300 | New |
| Global Retirement Partners, LLC | 352 | $6.97K | 0.00% | −223−38.8% | Reduced |
| Tower Research Capital LLC (TRC) | 400 | $7.92K | 0.00% | −121−23.2% | Reduced |
| Legacy Bridge, LLC | 400 | $7.92K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 402 | $7.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 404 | $8.00K | 0.00% | −1,385−77.4% | Reduced |
| Covestor Ltd | 380 | $8.00K | 0.00% | +3+0.8% | Added |
| Banque Cantonale Vaudoise | 462 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 456 | $9.03K | 0.00% | −3−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 484 | $9.82K | 0.00% | −99−17.0% | Reduced |
| Quent Capital, LLC | 548 | $10.8K | 0.00% | +548 | New |
| SBI Securities Co., Ltd. | 755 | $14.9K | 0.00% | −819−52.0% | Reduced |
| Front Row Advisors LLC | 800 | $15.8K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 800 | $15.8K | 0.00% | +300+60.0% | Added |
| CIBC Private Wealth Group, LLC | 811 | $16.1K | 0.00% | −70−7.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 892 | $17.7K | 0.00% | +400+81.3% | Added |
| NBC Securities, Inc. | 901 | $17.8K | 0.00% | +401+80.2% | Added |
| Credit Industriel Et Commercial | 1,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,000 | $19.8K | 0.01% | +400+66.7% | Added |
| Strategic Advocates LLC | 1,006 | $19.9K | 0.01% | +1,006 | New |
| GAMMA Investing LLC | 1,243 | $24.6K | 0.00% | −1,213−49.4% | Reduced |
| Rakuten Securities, Inc. | 1,255 | $24.8K | 0.01% | +525+71.9% | Added |
| Quarry LP | 1,326 | $26.3K | 0.01% | +1,326 | New |
| Signaturefd, LLC | 1,540 | $30.5K | 0.00% | −77−4.8% | Reduced |
| Farther Finance Advisors, LLC | 1,595 | $31.6K | 0.00% | +147+10.2% | Added |
| Danske Bank A/S | 1,700 | $33.7K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 1,740 | $34.5K | 0.01% | −10,502−85.8% | Reduced |
| True Wealth Design, LLC | 1,806 | $35.8K | 0.01% | +1,806 | New |
| Ramirez Asset Management, Inc. | 2,000 | $39.6K | 0.01% | +2,000 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,828 | $56.0K | 0.00% | +126+4.7% | Added |
| GWM Advisors LLC | 3,000 | $59.4K | 0.00% | −5−0.2% | Reduced |
| Shell Asset Management Co | 3,189 | $63.0K | 0.01% | −1,806−36.2% | Reduced |
| Jones Financial Companies LLLP | 3,471 | $68.7K | 0.00% | +2,481+250.6% | Added |
| Advisors Asset Management, Inc. | 3,631 | $71.9K | 0.00% | +505+16.2% | Added |
| Comerica Bank | 3,877 | $76.8K | 0.00% | −34,783−90.0% | Reduced |
| Allworth Financial LP | 4,042 | $80.0K | 0.00% | +3,574+763.7% | Added |
| The PNC Financial Services Group, Inc. | 4,506 | $89.2K | 0.00% | −139−3.0% | Reduced |
| LMR Partners LLP | 4,627 | $91.6K | 0.00% | +4,627 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,830 | $115.4K | 0.00% | +77+1.3% | Added |
| Rothschild Investment LLC | 6,607 | $130.8K | 0.01% | +6,601+110,016.7% | Added |
| STRS Ohio | 6,619 | $131.1K | 0.00% | −24,728−78.9% | Reduced |
| EverSource Wealth Advisors, LLC | 6,673 | $132.1K | 0.01% | +5,904+767.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,814 | $135.0K | 0.00% | +6,814 | New |
| IFP Advisors, Inc | 7,221 | $143.0K | 0.00% | +2,510+53.3% | Added |
| KBC Group NV | 7,380 | $146.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8,692 | $172.1K | 0.00% | +5,691+189.6% | Added |
| CoreCap Advisors, LLC | 9,141 | $181.0K | 0.01% | +9,141 | New |