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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
Alberta Investment Management Corp300,000$9.07M0.05%+300,000New
Legal & General Group Plc291,414$8.81M0.00%−7,429−2.5%Reduced
Maven Securities LTD282,300$8.54M1.09%+282,300New
P Schoenfeld Asset Management LP279,792$8.46M4.15%+279,792New
Bridgewater Associates, LP278,507$8.42M0.03%+278,507New
SEI Investments Co276,529$8.36M0.01%−576,739−67.6%Reduced
Cerity Partners LLC274,456$8.30M0.01%+91,402+49.9%Added
California State Teachers Retirement System264,178$7.99M0.01%+10,799+4.3%Added
Mariner, LLC261,504$7.90M0.01%+179,267+218.0%Added
CWM, LLC260,369$7.87M0.02%+77,097+42.1%Added
Price T Rowe Associates Inc260,326$7.87M0.00%−115,384−30.7%Reduced
Kettle Hill Capital Management, LLC249,270$7.54M1.68%+249,270New
Capula Management Ltd247,073$7.47M0.05%+247,073New
Wells Fargo & Company243,889$7.38M0.00%−722,647−74.8%Reduced
Credit Industriel Et Commercial241,000$7.29M1.06%+240,000+24,000.0%Added
Russell Investments Group, Ltd.240,790$7.28M0.01%+110,405+84.7%Added
Maytus Capital Management, LLC240,000$7.26M1.72%+240,000New
Capital Fund Management S.A.225,686$6.82M0.06%+207,057+1,111.5%Added
Vestcor Inc219,319$6.63M0.19%+219,319New
Moore Capital Management, LP219,208$6.63M0.14%+219,208New
State Board of Administration of Florida Retirement System218,840$6.62M0.01%+8,150+3.9%Added
Great West Life Assurance Co217,834$6.59M0.01%−62,716−22.4%Reduced
Clearline Capital LP216,401$6.54M0.49%−547,876−71.7%Reduced
Abc Arbitrage SA215,916$6.53M0.61%+215,916New
Royal Bank of Canada210,572$6.37M0.00%−364,412−63.4%Reduced
Syquant Capital SAS204,756$6.19M0.76%+204,756New
Algert Global LLC204,022$6.17M0.10%−86,800−29.8%Reduced
Alight Capital Management LP200,000$6.05M1.62%00.0%Unchanged
Dimensional Fund Advisors LP195,997$5.93M0.00%+5,024+2.6%Added
BNP Paribas Arbitrage, SA184,712$5.59M0.00%+1,876+1.0%Added
Caption Management, LLC182,115$5.51M0.24%+42,115+30.1%Added
CIBRA Capital Ltd181,500$5.49M9.42%+181,500New
Rock Point Advisors, LLC177,240$5.36M1.34%+18,873+11.9%Added
Chicago Capital Management, LLC235,300$5.34M3.63%+235,300New
Acadian Asset Management LLC175,235$5.29M0.01%−6,635−3.6%Reduced
Cresset Asset Management, LLC175,010$5.29M0.02%+14,497+9.0%Added
HGC Investment Management Inc.174,258$5.27M1.12%+174,258New
Capstone Investment Advisors, LLC172,718$5.22M0.04%+172,718New
IMC-Chicago, LLC169,606$5.13M0.09%−62,512−26.9%Reduced
Aquatic Capital Management LLC162,510$4.91M0.14%+30,109+22.7%Added
Groupe la Francaise159,999$4.84M0.07%+159,999New
Blair William & Co159,290$4.82M0.01%+15,164+10.5%Added
Wealth Enhancement Advisory Services, LLC155,184$4.69M0.01%+66,204+74.4%Added
Creative Planning153,503$4.64M0.00%+52,401+51.8%Added
Korea Investment CORP151,375$4.58M0.01%00.0%Unchanged
Cantor Fitzgerald, L. P.150,000$4.54M0.14%+150,000New
Harvest Management LLC145,000$4.38M1.62%+145,000New
Schonfeld Strategic Advisors LLC139,523$4.22M0.02%+139,523New
Carmignac Gestion136,922$4.14M0.06%+136,922New
Toroso Investments, LLC136,517$4.13M0.02%+136,517New
Maniro Ltd136,300$4.12M1.41%+136,300New
New York State Common Retirement Fund133,230$4.03M0.01%−238,474−64.2%Reduced
Capricorn Fund Managers Ltd130,391$3.94M0.95%+130,391New
Yakira Capital Management, Inc.128,083$3.87M1.30%+128,083New
Janus Henderson Group PLC125,362$3.79M0.00%−1,536,406−92.5%Reduced
Highbridge Capital Management LLC125,000$3.78M0.17%+125,000New
Bank of Montreal122,712$3.71M0.00%+26,119+27.0%Added
Police & Firemen's Retirement System of New Jersey122,663$3.71M0.03%−199−0.2%Reduced
Walleye Capital LLC122,422$3.70M0.02%+66,522+119.0%Added
Treasurer of the State of North Carolina121,010$3.66M0.01%−3,448−2.8%Reduced
Sycomore Asset Management177,319$3.49M0.58%00.0%Unchanged
Prelude Capital Management, LLC114,320$3.46M0.25%+60,633+112.9%Added
Athos Capital Ltd114,000$3.45M1.39%+114,000New
Angelo Gordon & Co., L.P.100,000$3.02M0.29%+100,000New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys100,000$3.02M0.02%+100,000New
State of New Jersey Common Pension Fund D98,892$2.99M0.01%−24,202−19.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)96,216$2.91M0.01%+4,028+4.4%Added
Wolverine Asset Management LLC89,202$2.70M0.04%+89,202New
SummitTX Capital, L.P.88,501$2.68M0.08%+88,501New
Public Employees Retirement System of Ohio86,929$2.63M0.01%+452+0.5%Added
Mint Tower Capital Management B.V.85,000$2.57M0.33%+85,000New
Barclays PLC84,669$2.56M0.00%−259,500−75.4%Reduced
Diversified Trust Co84,035$2.54M0.05%−26,334−23.9%Reduced
Walleye Trading LLC83,979$2.54M0.04%−26,703−24.1%Reduced
XTX Topco Ltd82,698$2.50M0.07%+82,698New
SG Americas Securities, LLC81,663$2.47M0.00%+9,467+13.1%Added
Cetera Investment Advisers80,766$2.44M0.00%−73,314−47.6%Reduced
Quinn Opportunity Partners LLC80,000$2.42M0.10%+80,000New
Flight Deck Capital, LP79,129$2.39M2.04%−310,730−79.7%Reduced
Oxford Asset Management LLP78,821$2.38M0.84%+78,821New
Arizona State Retirement System77,165$2.33M0.01%−3,304−4.1%Reduced
Gardner Lewis Asset Management L P75,000$2.27M0.58%+75,000New
K2 Principal Fund, L.P.74,997$2.27M0.23%+74,997New
Handelsbanken Fonder AB72,992$2.21M0.01%+10,200+16.2%Added
Fisher Asset Management, LLC68,545$2.07M0.00%+68,545New
Manufacturers Life Insurance Company, The68,254$2.06M0.00%+2,773+4.2%Added
Oppenheimer & Co Inc68,070$2.06M0.03%−2,935−4.1%Reduced
Lighthouse Investment Partners, LLC67,282$2.03M0.07%+67,282New
Fred Alger Management, LLC65,091$1.97M0.01%+65,091New
Bessemer Group Inc61,752$1.87M0.00%−9,326−13.1%Reduced
Colony Group, LLC61,106$1.84M0.00%+29,732+94.8%Added
Vazirani Asset Management LLC59,920$1.81M11.00%+59,920New
KLP Kapitalforvaltning AS59,300$1.79M0.01%+1,400+2.4%Added
Seek First Inc.58,473$1.77M1.22%+58,473New
Captrust Financial Advisors56,672$1.71M0.00%+13,884+32.4%Added
Skandinaviska Enskilda Banken AB (publ)55,000$1.66M0.01%+54,720+19,542.9%Added
Fortress Investment Group LLC55,000$1.66M0.39%+55,000New
Ionic Capital Management LLC55,000$1.66M1.65%+55,000New
Meteora Capital, LLC54,500$1.65M0.14%+54,500New
NorthCrest Asset Manangement, LLC54,136$1.63M0.04%+43,965+432.3%Added