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.
Superinvestors holding CFLT, Q4 2025
2 superinvestors report holding Confluent, Inc. on Form 13F, worth $291.0M in total. Weight is Confluent, Inc.'s share of each 13F portfolio; actions compare shares with Q3 2025.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| Altimeter CapitalBrad Gerstner | 3.1% | 6,933,250 | $209.7M | Reduced−38.5% |
| Soros Fund ManagementGeorge Soros | 1.1% | 2,689,913 | $81.3M | New |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of CFLT each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q4 2025
2 superinvestors holding at quarter end
- New
- Soros Fund Management
- Reduced
- Altimeter Capital (−38.5%)
Q3 2025
1 superinvestor holding at quarter end
- Reduced
- Altimeter Capital (−27.5%)
Q2 2025
1 superinvestor holding at quarter end
- Added
- Altimeter Capital (+19.3%)
- Sold out
- Soros Fund Management
Q1 2025
2 superinvestors holding at quarter end
- New
- Soros Fund Management
- Added
- Altimeter Capital (+11.0%)
Q4 2024
1 superinvestor holding at quarter end
- Reduced
- Altimeter Capital (−13.8%)
Q3 2024
1 superinvestor holding at quarter end
- Added
- Altimeter Capital (+5.7%)
Q2 2024
1 superinvestor holding at quarter end
- Reduced
- Altimeter Capital (−0.8%)
- Sold out
- Maverick Capital
Q1 2024
2 superinvestors holding at quarter end
- Reduced
- Altimeter Capital (−11.8%), Maverick Capital (−99.1%)
- Sold out
- Coatue Management
Q4 2023
3 superinvestors holding at quarter end
- New
- Coatue Management, Maverick Capital
- Reduced
- Altimeter Capital (−11.3%)
- Sold out
- Tiger Global Management, Viking Global Investors
Q3 2023
3 superinvestors holding at quarter end
- New
- Viking Global Investors
- Added
- Altimeter Capital (+1.9%), Tiger Global Management (+71.9%)
Q2 2023
2 superinvestors holding at quarter end
- Added
- Altimeter Capital (+12.5%)
- Reduced
- Tiger Global Management (−47.5%)
Q1 2023
2 superinvestors holding at quarter end
- Added
- Altimeter Capital (+11.5%), Tiger Global Management (+84.4%)
- Sold out
- Coatue Management
Q4 2022
3 superinvestors holding at quarter end
- New
- Tiger Global Management
- Reduced
- Altimeter Capital (−5.3%), Coatue Management (−29.7%)
Q3 2022
2 superinvestors holding at quarter end
- Added
- Coatue Management (+60.5%)
- Reduced
- Altimeter Capital (−5.1%)
Q2 2022
2 superinvestors holding at quarter end
- New
- Coatue Management
- Added
- Altimeter Capital (+172.4%)
- Sold out
- Tiger Global Management
Q1 2022
2 superinvestors holding at quarter end
- Added
- Altimeter Capital (+79.9%)
- Reduced
- Tiger Global Management (−65.2%)
- Sold out
- Coatue Management, Lone Pine Capital, Maverick Capital
Q4 2021
5 superinvestors holding at quarter end
- Added
- Lone Pine Capital (+215.4%), Tiger Global Management (+876.0%), Altimeter Capital (+71.0%), Maverick Capital (+2.3%)
- Reduced
- Coatue Management (−9.5%)
- Sold out
- Duquesne Family Office
Q3 2021
6 superinvestors holding at quarter end
- New
- Duquesne Family Office
- Added
- Coatue Management (+314.4%), Lone Pine Capital (+114.6%)
Q2 2021
5 superinvestors holding at quarter end