Skip to main content

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.

Institutional holdersQ4 2025: 426 institutions
Q1 2021: 0 institutionsQ2 2021: 90 institutionsQ3 2021: 99 institutionsQ4 2021: 184 institutionsQ1 2022: 212 institutionsQ2 2022: 202 institutionsQ3 2022: 236 institutionsQ4 2022: 247 institutionsQ1 2023: 259 institutionsQ2 2023: 309 institutionsQ3 2023: 345 institutionsQ4 2023: 365 institutionsQ1 2024: 399 institutionsQ2 2024: 373 institutionsQ3 2024: 343 institutionsQ4 2024: 386 institutionsQ1 2025: 399 institutionsQ2 2025: 396 institutionsQ3 2025: 385 institutionsQ4 2025: 426 institutionsQ1 2026: 4 institutionsQ2 2026: 1 institution
Value heldQ4 2025: $8.73B
Q1 2021: $0Q2 2021: $1.48BQ3 2021: $3.28BQ4 2021: $6.75BQ1 2022: $3.72BQ2 2022: $2.67BQ3 2022: $2.79BQ4 2022: $2.90BQ1 2023: $3.57BQ2 2023: $6.38BQ3 2023: $5.74BQ4 2023: $4.51BQ1 2024: $6.42BQ2 2024: $6.83BQ3 2024: $4.57BQ4 2024: $6.44BQ1 2025: $6.08BQ2 2025: $6.56BQ3 2025: $5.18BQ4 2025: $8.73BQ1 2026: $2.31MQ2 2026: $31
Institutions holding CFLT and their total value by quarter
QuarterHoldersValue
Q2 20261$31
Q1 20264$2.31M
Q4 2025426$8.73B
Q3 2025385$5.18B
Q2 2025396$6.56B
Q1 2025399$6.08B
Q4 2024386$6.44B
Q3 2024343$4.57B
Q2 2024373$6.83B
Q1 2024399$6.42B
Q4 2023365$4.51B
Q3 2023345$5.74B
Q2 2023309$6.38B
Q1 2023259$3.57B
Q4 2022247$2.90B
Q3 2022236$2.79B
Q2 2022202$2.67B
Q1 2022212$3.72B
Q4 2021184$6.75B
Q3 202199$3.28B
Q2 202190$1.48B
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q3 2025.

Institutions holding CFLT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Syquant Capital SAS204,756$6.19M0.76%+204,756New
Royal Bank of Canada210,572$6.37M0.00%−364,412−63.4%Reduced
Abc Arbitrage SA215,916$6.53M0.61%+215,916New
Clearline Capital LP216,401$6.54M0.49%−547,876−71.7%Reduced
Great West Life Assurance Co217,834$6.59M0.01%−62,716−22.4%Reduced
State Board of Administration of Florida Retirement System218,840$6.62M0.01%+8,150+3.9%Added
Moore Capital Management, LP219,208$6.63M0.14%+219,208New
Vestcor Inc219,319$6.63M0.19%+219,319New
Capital Fund Management S.A.225,686$6.82M0.06%+207,057+1,111.5%Added
Maytus Capital Management, LLC240,000$7.26M1.72%+240,000New
Russell Investments Group, Ltd.240,790$7.28M0.01%+110,405+84.7%Added
Credit Industriel Et Commercial241,000$7.29M1.06%+240,000+24,000.0%Added
Wells Fargo & Company243,889$7.38M0.00%−722,647−74.8%Reduced
Capula Management Ltd247,073$7.47M0.05%+247,073New
Kettle Hill Capital Management, LLC249,270$7.54M1.68%+249,270New
Price T Rowe Associates Inc260,326$7.87M0.00%−115,384−30.7%Reduced
CWM, LLC260,369$7.87M0.02%+77,097+42.1%Added
Mariner, LLC261,504$7.90M0.01%+179,267+218.0%Added
California State Teachers Retirement System264,178$7.99M0.01%+10,799+4.3%Added
Cerity Partners LLC274,456$8.30M0.01%+91,402+49.9%Added
SEI Investments Co276,529$8.36M0.01%−576,739−67.6%Reduced
Bridgewater Associates, LP278,507$8.42M0.03%+278,507New
P Schoenfeld Asset Management LP279,792$8.46M4.15%+279,792New
Maven Securities LTD282,300$8.54M1.09%+282,300New
Legal & General Group Plc291,414$8.81M0.00%−7,429−2.5%Reduced
Alberta Investment Management Corp300,000$9.07M0.05%+300,000New
Rhumbline Advisers300,358$9.08M0.01%−447−0.1%Reduced
Fideuram Asset Management (Ireland) dac378,422$9.10M0.73%+378,422New
Fideuram - Intesa Sanpaolo Private Banking S.P.A.307,834$9.31M0.33%+307,834New
Tokio Marine Asset Management Co Ltd310,400$9.39M0.32%+310,400New
Invesco Ltd.311,131$9.41M0.00%−2,097,039−87.1%Reduced
Y-Intercept (Hong Kong) Ltd350,411$10.6M0.24%+350,411New
Simplex Trading, LLC358,415$10.8M0.30%+358,415New
ExodusPoint Capital Management, LP361,778$10.9M0.12%+99,883+38.1%Added
Savant Capital, LLC376,268$11.4M0.06%+467+0.1%Added
Versor Investments LP380,309$11.5M1.79%+380,309New
California Public Employees Retirement System391,049$11.8M0.01%+13,960+3.7%Added
Loup Funds, LLC410,221$12.4M3.61%+410,221New
Quantinno Capital Management LP421,644$12.8M0.03%−96,317−18.6%Reduced
Botty Investors LLC433,333$13.1M3.11%+433,333New
Tremblant Capital Group449,655$13.6M0.35%+136,953+43.8%Added
Cinctive Capital Management LP450,000$13.6M0.79%+326,752+265.1%Added
Alyeska Investment Group, L.P.456,976$13.8M0.04%−3,146,499−87.3%Reduced
Vivaldi Asset Management, LLC462,084$14.0M0.85%+462,084New
Blackstone Group Inc.485,000$14.7M0.06%+485,000New
Southpoint Capital Advisors LP500,000$15.1M0.35%+500,000New
Healthcare of Ontario Pension Plan Trust Fund500,000$15.1M0.03%+500,000New
Twin Securities, Inc.505,486$15.3M5.86%+505,486New
Gabelli & Co Investment Advisers, Inc.518,550$15.7M2.36%+518,550New
Swiss National Bank546,800$16.5M0.01%+19,300+3.7%Added
Picton Mahoney Asset Management565,500$17.1M0.19%+565,500New
Slotnik Capital, LLC585,000$17.7M4.84%+585,000New
Alpine Associates Management Inc.610,500$18.5M1.24%+610,500New
Marshall Wace, LLP620,137$18.8M0.02%−111,765−15.3%Reduced
Ieq Capital, LLC626,582$18.9M0.06%+327,698+109.6%Added
Water Island Capital LLC640,113$19.4M2.36%+640,113New
Woodline Partners LP674,973$20.4M0.08%+674,973New
Adage Capital Partners GP, L.L.C.686,717$20.8M0.03%+686,717New
HSBC Holdings PLC694,497$21.0M0.01%+669,567+2,685.8%Added
Ararat Capital Management, LP701,170$21.2M10.45%+701,170New
Taconic Capital Advisors LP714,187$21.6M7.97%+714,187New
Allianz Asset Management GmbH725,600$21.9M0.03%+701,933+2,965.9%Added
Bienville Capital Management, LLC779,402$23.6M3.74%−706,439−47.5%Reduced
LMR Partners LLP799,778$24.2M0.23%+795,151+17,185.0%Added
FMR LLC805,366$24.4M0.00%−1,373,869−63.0%Reduced
Melqart Asset Management (UK) Ltd815,896$24.7M2.47%+567,451+228.4%Added
Sagefield Capital LP830,833$25.1M2.13%+830,833New
UBS Asset Management Americas Inc833,118$25.2M0.01%−1,425−0.2%Reduced
Gamco Investors, Inc. Et Al836,800$25.3M0.24%+836,800New
Westchester Capital Management, LLC857,198$25.9M1.22%+857,198New
Polar Asset Management Partners Inc.879,700$26.6M0.53%+879,700New
Goldman Sachs Group Inc893,542$27.0M0.00%+112,963+14.5%Added
Verition Fund Management LLC905,509$27.4M0.15%+47,417+5.5%Added
Light Street Capital Management, LLC910,000$27.5M4.23%−358,640−28.3%Reduced
Centiva Capital, LP973,177$29.4M1.78%+700,576+257.0%Added
Hudson Bay Capital Management LP1,000,000$30.2M0.17%+1,000,000New
Gabelli Funds LLC1,011,450$30.6M0.21%+1,011,450New
Nuveen, LLC1,017,836$30.8M0.01%+270,688+36.2%Added
Whitebox Advisors LLC1,054,747$31.9M0.53%+1,054,747New
Qube Research & Technologies Ltd1,058,893$32.0M0.05%+1,058,893New
Infinitum Asset Management, LLC1,250,000$37.8M5.59%00.0%Unchanged
Cadian Capital Management, LP1,272,854$38.5M2.78%−4,600,790−78.3%Reduced
Mercer Global Advisors Inc1,289,720$39.0M0.06%+1,229,696+2,048.7%Added
Bank of New York Mellon Corp1,311,320$39.7M0.01%−251,617−16.1%Reduced
TIG Advisors, LLC1,366,662$41.3M1.99%+1,366,662New
Highland Capital Management Fund Advisors, L.P.1,382,600$41.8M2.91%+1,382,600New
Glazer Capital, LLC1,388,508$42.0M1.10%+1,388,508New
CNH Partners LLC1,405,524$42.5M0.89%+1,405,524New
Squarepoint Ops LLC1,454,703$44.0M0.09%+478,142+49.0%Added
Deutsche Bank AG1,478,296$44.7M0.01%+705,596+91.3%Added
JPMorgan Chase & Co1,550,409$46.9M0.00%−1,939,450−55.6%Reduced
Northern Trust Corp1,570,203$47.5M0.01%+45,252+3.0%Added
Citigroup Inc1,694,625$51.2M0.03%+1,434,339+551.1%Added
Bank of America Corp1,742,840$52.7M0.00%−326,624−15.8%Reduced
Alliancebernstein L.P.2,079,688$62.9M0.02%+1,987,191+2,148.4%Added
Man Group plc2,134,532$64.5M0.12%+1,220,756+133.6%Added
Magnetar Financial LLC2,630,482$79.5M0.78%+2,630,482New
Soros Fund Management LLCSuperinvestorSoros Fund Management2,689,913$81.3M1.09%+2,689,913New
Charles Schwab Investment Management Inc2,766,707$83.7M0.01%+63,301+2.3%Added
Brown Advisory Inc2,942,245$89.0M0.12%+713,707+32.0%Added