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, Q4 2025
Institutional positions in Confluent, Inc. as of Dec 31, 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
CFLT is no longer listed, so this page shows Q4 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 426
- +48 vs. Q3 2025
- Shares held
- 288.8M
- +28.4M (+10.9%) vs. Q3 2025
- Total value
- $8.73B
- +$3.57B (+69.1%) vs. Q3 2025
- New holders
- 163
- 128 more added
- Sold out
- 115
- 97 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 1 | $30 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $60 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2 | $61 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $91 | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 4 | $113 | 0.00% | +4 | New |
| South State Corp. | 5 | $152 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $152 | 0.00% | +5 | New |
| Vision Financial Markets LLC | 8 | $242 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $242 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 9 | $272 | 0.00% | −21−70.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 10 | $302 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 10 | $303 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 15 | $454 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $454 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 17 | $514 | 0.00% | +17 | New |
| Optima Capital LLC | 17 | $514 | 0.00% | +17 | New |
| Hughes Financial Services, LLC | 26 | $786 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 27 | $817 | 0.00% | +27 | New |
| Acumen Wealth Advisors, LLC | 28 | $847 | 0.00% | +28 | New |
| North Star Investment Management Corp. | 29 | $877 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 29 | $877 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 31 | $937 | 0.00% | +31 | New |
| Financial Consulate, Inc | 31 | $938 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $968 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $1.21K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 43 | $1.30K | 0.00% | +43 | New |
| Cromwell Holdings LLC | 47 | $1.42K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 50 | $1.51K | 0.00% | −761−93.8% | Reduced |
| Flagship Harbor Advisors, LLC | 50 | $1.51K | 0.00% | +50 | New |
| Pinnacle Wealth Planning Services, Inc. | 50 | $1.51K | 0.00% | +50 | New |
| Root Financial Partners, LLC | 56 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 63 | $1.91K | 0.00% | +38+152.0% | Added |
| Atlantic Union Bankshares Corp | 65 | $1.97K | 0.00% | +65 | New |
| Motiv8 Investments LLC | 77 | $2.00K | 0.00% | +77 | New |
| Keating Financial Advisory Services, Inc. | 72 | $2.18K | 0.00% | +72 | New |
| WPG Advisers, LLC | 86 | $2.60K | 0.00% | +6+7.5% | Added |
| Rakuten Securities, Inc. | 104 | $3.15K | 0.00% | −1,151−91.7% | Reduced |
| Marquette Asset Management, LLC | 141 | $4.26K | 0.00% | +80+131.1% | Added |
| Umb Bank N A | 141 | $4.26K | 0.00% | +141 | New |
| Caitong International Asset Management Co., Ltd | 157 | $4.75K | 0.00% | +157 | New |
| Versant Capital Management, Inc | 167 | $5.05K | 0.00% | +129+339.5% | Added |
| Harbour Investments, Inc. | 169 | $5.11K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 171 | $5.17K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 175 | $5.29K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 180 | $5.44K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 193 | $5.84K | 0.00% | +193 | New |
| Basecamp Wealth Advisors LLC | 201 | $6.08K | 0.00% | +201 | New |
| SageView Advisory Group, LLC | 205 | $6.20K | 0.00% | +205 | New |
| Parkside Financial Bank & Trust | 210 | $6.35K | 0.00% | +165+366.7% | Added |
| Sunbelt Securities, Inc. | 218 | $6.59K | 0.00% | +12+5.8% | Added |
| Cygnus Capital Advisors, LLC | 234 | $7.00K | 0.01% | +234 | New |
| FNY Investment Advisers, LLC | 300 | $9.00K | 0.00% | −14,586−98.0% | Reduced |
| Torren Management, LLC | 306 | $9.25K | 0.00% | +306 | New |
| Tower Research Capital LLC (TRC) | 309 | $9.34K | 0.00% | −91−22.8% | Reduced |
| Nisa Investment Advisors, LLC | 322 | $9.74K | 0.00% | +22+7.3% | Added |
| T. Rowe Price Investment Management, Inc. | 301 | $10.0K | 0.00% | −1,708,660−100.0% | Reduced |
| Huntington National Bank | 343 | $10.4K | 0.00% | +108+46.0% | Added |
| SRS Capital Advisors, Inc. | 377 | $11.4K | 0.00% | −83,078−99.5% | Reduced |
| Covestor Ltd | 384 | $12.0K | 0.01% | +4+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 416 | $12.6K | 0.00% | −68−14.0% | Reduced |
| Smartleaf Asset Management LLC | 455 | $13.7K | 0.00% | +419+1,163.9% | Added |
| SBI Securities Co., Ltd. | 465 | $14.1K | 0.00% | −290−38.4% | Reduced |
| Larson Financial Group LLC | 482 | $14.6K | 0.00% | +78+19.3% | Added |
| Steward Partners Investment Advisory, LLC | 493 | $14.9K | 0.00% | −399−44.7% | Reduced |
| Quarry LP | 640 | $19.4K | 0.00% | −686−51.7% | Reduced |
| Quent Capital, LLC | 650 | $19.7K | 0.00% | +102+18.6% | Added |
| SJS Investment Consulting Inc. | 673 | $20.4K | 0.00% | +673 | New |
| MAI Capital Management | 677 | $20.5K | 0.00% | +665+5,541.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 697 | $21.0K | 0.00% | −17,400−96.1% | Reduced |
| Activest Wealth Management | 796 | $24.1K | 0.00% | +796 | New |
| Front Row Advisors LLC | 800 | $24.2K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 802 | $24.2K | 0.00% | −3,075−79.3% | Reduced |
| Los Angeles Capital Management LLC | 1,199 | $28.2K | 0.00% | +1,199 | New |
| United Community Bank | 1,000 | $30.2K | 0.01% | +1,000 | New |
| Strategic Advocates LLC | 1,004 | $30.3K | 0.01% | −2−0.2% | Reduced |
| Leonteq Securities AG | 1,593 | $48.2K | 0.00% | −32,156−95.3% | Reduced |
| Signaturefd, LLC | 1,594 | $48.2K | 0.00% | +54+3.5% | Added |
| Fulcrum Asset Management LLP | 1,740 | $52.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,903 | $57.5K | 0.00% | −1,568−45.2% | Reduced |
| Sterling Capital Management LLC | 2,103 | $63.6K | 0.00% | +1,647+361.2% | Added |
| GAMMA Investing LLC | 2,422 | $73.2K | 0.00% | +1,179+94.9% | Added |
| Harvest Fund Management Co., Ltd | 3,140 | $95.0K | 0.00% | +3,140 | New |
| True Wealth Design, LLC | 3,209 | $97.0K | 0.03% | +1,403+77.7% | Added |
| Centaurus Financial, Inc. | 3,418 | $103.0K | 0.00% | +3,418 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,045 | $122.0K | 0.00% | +1,217+43.0% | Added |
| Danske Bank A/S | 4,600 | $139.1K | 0.00% | +2,900+170.6% | Added |
| Assetmark, Inc | 4,830 | $146.1K | 0.00% | −31,587−86.7% | Reduced |
| Advisors Asset Management, Inc. | 4,902 | $148.2K | 0.00% | +1,271+35.0% | Added |
| The PNC Financial Services Group, Inc. | 4,938 | $149.3K | 0.00% | +432+9.6% | Added |
| Eurizon Capital SGR S.p.A. | 5,191 | $156.2K | 0.00% | +5,191 | New |
| Farther Finance Advisors, LLC | 6,015 | $181.9K | 0.00% | +4,420+277.1% | Added |
| Savvy Advisors, Inc. | 6,668 | $201.6K | 0.01% | +6,668 | New |
| STRS Ohio | 6,918 | $209.2K | 0.00% | +299+4.5% | Added |
| Sig Brokerage, LP | 6,958 | $210.4K | 0.07% | +6,958 | New |
| Mission Wealth Management, LP | 6,994 | $211.5K | 0.00% | +6,994 | New |
| Sequoia Financial Advisors, LLC | 7,000 | $211.7K | 0.00% | +7,000 | New |
| Pinnacle Associates Ltd | 7,117 | $215.2K | 0.00% | +7,117 | New |