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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
Sit Investment Associates Inc53,140$1.61M0.03%−117,250−68.8%Reduced
Kintayl Capital LP50,268$1.52M0.92%+50,268New
Universal- Beteiligungs- und Servicegesellschaft mbH46,712$1.41M0.00%+12,660+37.2%Added
Rockefeller Capital Management L.P.46,651$1.41M0.00%+21,371+84.5%Added
Xponance, Inc.44,453$1.34M0.01%+4,054+10.0%Added
Arrowstreet Capital, Limited Partnership44,207$1.34M0.00%+44,207New
Raymond James Financial Inc43,881$1.33M0.00%+26,972+159.5%Added
CenterBook Partners LP42,506$1.29M0.06%+42,506New
Grantham, Mayo, Van Otterloo & Co. LLC42,090$1.27M0.00%+42,090New
Teacher Retirement System of Texas41,142$1.24M0.00%+5,645+15.9%Added
Krane Funds Advisors LLC39,621$1.20M0.04%−12,449−23.9%Reduced
Sax Wealth Advisors, LLC38,208$1.16M0.05%+101+0.3%Added
Quantbot Technologies LP37,160$1.12M0.04%−19,523−34.4%Reduced
Bank of Nova Scotia37,100$1.12M0.00%+37,100New
One Charles Private Wealth Services, LLC36,151$1.09M0.28%−308−0.8%Reduced
Penserra Capital Management LLC35,752$1.08M0.01%−165,612−82.2%Reduced
Nomura Holdings Inc34,587$1.05M0.00%+34,587New
Victory Capital Management Inc34,275$1.04M0.00%−81,041−70.3%Reduced
Buckingham Strategic Partners33,587$1.02M0.01%+19,019+130.6%Added
New York Life Investment Management LLC33,093$1.00M0.01%+5,541+20.1%Added
Merit Financial Group, LLC29,977$906.5K0.01%+15,309+104.4%Added
Krilogy Financial LLC29,590$903.4K0.03%+14,101+91.0%Added
Pacer Advisors, Inc.29,584$894.6K0.00%+12,670+74.9%Added
Pallas Capital Advisors LLC29,364$888.0K0.03%+9,919+51.0%Added
Gsa Capital Partners LLP29,326$887.0K0.08%+12,080+70.0%Added
Voya Investment Management LLC28,318$856.3K0.00%−937,160−97.1%Reduced
Washington Capital Management Inc28,000$846.7K0.69%+4,000+16.7%Added
Boothbay Fund Management, LLC27,370$827.7K0.02%+1,016+3.9%Added
Diametric Capital, LP26,866$812.4K0.22%+26,866New
Connor, Clark & Lunn Investment Management Ltd.26,250$793.8K0.00%+26,250New
MML Investors Services, LLC26,008$786.5K0.00%−431−1.6%Reduced
State of Wyoming25,667$776.2K0.09%+8,192+46.9%Added
Eventide Asset Management, LLC25,468$770.0K0.01%+25,468New
LPL Financial LLC25,319$765.6K0.00%−9,185−26.6%Reduced
ProShare Advisors LLC24,505$741.0K0.00%+10,721+77.8%Added
Vident Advisory, LLC24,330$735.7K0.01%−1,536−5.9%Reduced
Dark Forest Capital Management LP24,061$727.6K0.03%−84,805−77.9%Reduced
a16z Perennial Management, L.P.23,532$711.6K0.06%−7,800−24.9%Reduced
Public Employees Retirement Association of Colorado23,515$711.0K0.00%00.0%Unchanged
Amalgamated Bank23,408$708.0K0.01%+1,514+6.9%Added
Federation des caisses Desjardins du Quebec22,531$681.3K0.00%+899+4.2%Added
Sanctuary Advisors, LLC22,402$677.4K0.00%+1,885+9.2%Added
Stifel Financial Corp22,202$671.4K0.00%−17,211−43.7%Reduced
Caerus Investment Advisors, LLC21,667$655.2K0.22%+8,020+58.8%Added
Beck Capital Management, LLC21,431$648.1K0.15%−3,053−12.5%Reduced
Sunstone Asset Management, L.P.21,300$644.1K0.63%+21,300New
Machina Capital S.A.S.20,704$626.1K0.12%+20,704New
Susquehanna International Group, LLP20,269$612.9K0.00%−579,745−96.6%Reduced
Essential Partners LLC20,213$611.2K0.19%+6,619+48.7%Added
Sivia Capital Partners, LLC19,420$587.3K0.12%+19,420New
Advisor Group Holdings, Inc.19,040$575.8K0.00%−8,548−31.0%Reduced
Odyssean, LLC19,012$574.9K0.41%+19,012New
Canada Pension Plan Investment Board18,700$565.5K0.00%−168,700−90.0%Reduced
MetLife Investment Management18,653$564.1K0.00%+930+5.2%Added
Evolve Private Wealth, LLC18,336$554.5K0.03%+18,336New
Baird Financial Group, Inc.18,217$550.9K0.00%+2,633+16.9%Added
Integrated Wealth Concepts LLC17,490$528.9K0.01%+5,576+46.8%Added
EP Wealth Advisors, LLC16,973$513.3K0.00%+16,973New
State of Wisconsin Investment Board16,942$512.3K0.00%−279,829−94.3%Reduced
Parallel Advisors, LLC16,539$500.1K0.01%+240+1.5%Added
Summit Trail Advisors, LLC16,425$496.7K0.01%−1,863−10.2%Reduced
Exane Asset Management13,780$489.3K0.10%−205,874−93.7%Reduced
Mirabella Financial Services LLP15,873$480.0K0.05%+15,873New
Lazard Asset Management LLC15,836$478.9K0.00%+4,588+40.8%Added
Empower Advisory Group, LLC15,769$476.9K0.00%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd15,760$476.6K0.00%+2,942+23.0%Added
Guggenheim Capital LLC15,529$469.6K0.00%+3,411+28.1%Added
Utah Retirement Systems15,320$463.3K0.00%+688+4.7%Added
Woodstock Corp15,285$462.2K0.04%00.0%Unchanged
Clay Northam Wealth Management, LLC15,100$456.6K0.25%−5,000−24.9%Reduced
Fuller & Thaler Asset Management, Inc.15,097$456.5K0.00%+15,097New
GWM Advisors LLC14,703$444.6K0.00%+11,703+390.1%Added
Jasper Ridge Partners, L.P.14,409$435.7K0.01%00.0%Unchanged
Chicago Partners Investment Group LLC14,096$430.6K0.01%+14,096New
Cache Advisors, LLC14,100$426.4K0.05%−3,371−19.3%Reduced
Avestar Capital, LLC13,992$423.1K0.03%00.0%Unchanged
Maryland State Retirement & Pension System13,454$406.8K0.01%00.0%Unchanged
JustInvest LLC13,350$403.7K0.00%+3,214+31.7%Added
Swiss Life Asset Management Ltd12,652$382.6K0.00%+252+2.0%Added
Waddell & Associates, LLC12,645$382.4K0.03%+12,645New
Warren Averett Asset Management, LLC11,795$356.7K0.00%+11,795New
M&T Bank Corp11,752$356.0K0.00%+11,752New
Inspire Advisors, LLC11,530$348.7K0.03%−94,833−89.2%Reduced
EverSource Wealth Advisors, LLC11,451$346.3K0.01%+4,778+71.6%Added
RMB Capital Management, LLC11,420$345.3K0.01%+11,420New
Ensign Peak Advisors, Inc11,323$342.4K0.00%−52,543−82.3%Reduced
Arete Wealth Advisors, LLC11,287$341.3K0.02%+11,287New
DekaBank Deutsche Girozentrale10,762$338.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC11,101$335.7K0.01%+10,749+3,053.7%Added
Rothschild Investment LLC11,019$333.2K0.02%+4,412+66.8%Added
Intellectus Partners, LLC11,000$332.6K0.06%−30,200−73.3%Reduced
Profund Advisors LLC10,876$328.9K0.01%−431−3.8%Reduced
Transcend Wealth Collective, LLC10,706$323.7K0.03%+10,706New
Perigon Wealth Management, LLC10,617$321.1K0.01%−158−1.5%Reduced
Parcion Private Wealth LLC10,553$319.1K0.02%+10,553New
Stanley-Laman Group, Ltd.10,443$315.8K0.04%+10,443New
Mindset Wealth Management, LLC10,416$315.0K0.08%+10,416New
CIBC Asset Management Inc10,383$314.0K0.00%+10,383New
Ameriprise Financial Inc10,048$303.9K0.00%−59,489−85.6%Reduced
Klingenstein Fields & Co LP9,938$300.5K0.01%+9,938New