Confluent, Inc.
CFLT2026/3/17 下市- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001699838
Confluent, Inc. 已在 2026/3/17 下市；內部人最後一份 Form 4 在 2026/3/19 申報；2025 年第 4 季末有 426 家機構在 13F 申報持有，市值合計 $87.3 億；Altimeter 資本和索羅斯基金管理兩位大師持有。
2021 年第 2 季 13F 持有人
Confluent, Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 90
- 較 2021 年第 1 季 +90 家
- 持有股數
- 3,148 萬
- 較 2021 年第 1 季 +3,148 萬
- 總市值
- $14.8 億
- 較 2021 年第 1 季 +$14.8 億
- 新進機構
- 90
- 另有 0 家加碼
- 清倉機構
- 0
- 另有 0 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CFLT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1 | $31 |
| 2026 年第 1 季 | 4 | $230.6 萬 |
| 2025 年第 4 季 | 426 | $87.3 億 |
| 2025 年第 3 季 | 385 | $51.8 億 |
| 2025 年第 2 季 | 396 | $65.6 億 |
| 2025 年第 1 季 | 399 | $60.8 億 |
| 2024 年第 4 季 | 386 | $64.4 億 |
| 2024 年第 3 季 | 343 | $45.7 億 |
| 2024 年第 2 季 | 373 | $68.3 億 |
| 2024 年第 1 季 | 399 | $64.2 億 |
| 2023 年第 4 季 | 365 | $45.1 億 |
| 2023 年第 3 季 | 345 | $57.4 億 |
| 2023 年第 2 季 | 309 | $63.8 億 |
| 2023 年第 1 季 | 259 | $35.7 億 |
| 2022 年第 4 季 | 247 | $29.0 億 |
| 2022 年第 3 季 | 236 | $27.9 億 |
| 2022 年第 2 季 | 202 | $26.7 億 |
| 2022 年第 1 季 | 212 | $37.2 億 |
| 2021 年第 4 季 | 184 | $67.5 億 |
| 2021 年第 3 季 | 99 | $32.8 億 |
| 2021 年第 2 季 | 90 | $14.8 億 |
| 2021 年第 1 季 | 0 | $0 |
2021 年第 2 季持有機構
每家機構持有 Confluent, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Durable Capital Partners LP | 5,393,231 | $2.38 億 | 1.76% | +5,393,231 | 新進 |
| Gilder Gagnon Howe & Co LLC | 2,654,024 | $1.26 億 | 0.62% | +2,654,024 | 新進 |
| Coatue Management LLC大師Coatue | 1,725,000 | $8,194 萬 | 0.32% | +1,725,000 | 新進 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,725,000 | $8,194 萬 | 0.64% | +1,725,000 | 新進 |
| FMR LLC | 1,681,347 | $7,986 萬 | 0.01% | +1,681,347 | 新進 |
| Scge Management, L.P. | 1,618,504 | $7,688 萬 | 0.72% | +1,618,504 | 新進 |
| Vanguard Group Inc | 1,485,344 | $7,055 萬 | 0.00% | +1,485,344 | 新進 |
| Light Street Capital Management, LLC | 1,394,338 | $6,623 萬 | 2.87% | +1,394,338 | 新進 |
| JPMorgan Chase & Co | 1,363,547 | $6,477 萬 | 0.01% | +1,363,547 | 新進 |
| Price T Rowe Associates Inc | 1,350,186 | $6,413 萬 | 0.01% | +1,350,186 | 新進 |
| Capital Research Global Investors | 1,350,000 | $6,413 萬 | 0.01% | +1,350,000 | 新進 |
| Morgan Stanley | 767,407 | $3,645 萬 | 0.00% | +767,407 | 新進 |
| Franklin Resources Inc | 723,591 | $3,437 萬 | 0.01% | +723,591 | 新進 |
| Battery Management Corp. | 654,194 | $3,107 萬 | 1.74% | +654,194 | 新進 |
| Lone Pine Capital LLC大師孤松資本 | 650,000 | $3,088 萬 | 0.10% | +650,000 | 新進 |
| BlackRock Inc. | 649,971 | $3,087 萬 | 0.00% | +649,971 | 新進 |
| Alkeon Capital Management LLC | 500,000 | $2,375 萬 | 0.08% | +500,000 | 新進 |
| Tudor Investment Corp Et Al | 480,746 | $2,284 萬 | 0.47% | +480,746 | 新進 |
| Tiger Global Management LLC大師老虎環球 | 400,000 | $1,900 萬 | 0.04% | +400,000 | 新進 |
| Millennium Management LLC | 380,865 | $1,809 萬 | 0.02% | +380,865 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 380,105 | $1,806 萬 | 0.11% | +380,105 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 350,000 | $1,663 萬 | 0.16% | +350,000 | 新進 |
| Whale Rock Capital Management LLC | 300,000 | $1,425 萬 | 0.09% | +300,000 | 新進 |
| Jericho Capital Asset Management L.P. | 300,000 | $1,425 萬 | 0.34% | +300,000 | 新進 |
| Norges Bank | 285,714 | $1,357 萬 | 0.00% | +285,714 | 新進 |
| Goldman Sachs Group Inc | 284,030 | $1,349 萬 | 0.00% | +284,030 | 新進 |
| Adage Capital Partners GP, L.L.C. | 200,000 | $950.0 萬 | 0.02% | +200,000 | 新進 |
| Clearbridge Investments, LLC | 200,000 | $950.0 萬 | 0.01% | +200,000 | 新進 |
| Caas Capital Management LP | 200,000 | $950.0 萬 | 0.51% | +200,000 | 新進 |
| Ghisallo Capital Management LLC | 200,000 | $950.0 萬 | 0.36% | +200,000 | 新進 |
| Holocene Advisors, LP | 137,900 | $655.0 萬 | 0.04% | +137,900 | 新進 |
| Alyeska Investment Group, L.P. | 125,000 | $593.8 萬 | 0.07% | +125,000 | 新進 |
| Blackstone Group Inc. | 100,000 | $475.0 萬 | 0.01% | +100,000 | 新進 |
| Avidity Partners Management LP | 100,000 | $475.0 萬 | 0.13% | +100,000 | 新進 |
| Ameriprise Financial Inc | 93,614 | $444.8 萬 | 0.00% | +93,614 | 新進 |
| Balyasny Asset Management LLC | 84,709 | $402.4 萬 | 0.02% | +84,709 | 新進 |
| ExodusPoint Capital Management, LP | 82,121 | $390.1 萬 | 0.06% | +82,121 | 新進 |
| Barometer Capital Management Inc. | 81,500 | $387.1 萬 | 0.74% | +81,500 | 新進 |
| Brown Advisory Inc | 80,444 | $382.2 萬 | 0.01% | +80,444 | 新進 |
| Rokos Capital Management LLP | 75,000 | $368.9 萬 | 0.19% | +75,000 | 新進 |
| Pinz Capital Management, LP | 76,600 | $363.9 萬 | 1.10% | +76,600 | 新進 |
| LMR Partners LLP | 60,000 | $285.0 萬 | 0.04% | +60,000 | 新進 |
| AO Asset Management, LP | 50,000 | $237.5 萬 | 0.17% | +50,000 | 新進 |
| Jane Street Group, LLC | 49,827 | $236.7 萬 | 0.01% | +49,827 | 新進 |
| Woodline Partners LP | 47,486 | $225.6 萬 | 0.04% | +47,486 | 新進 |
| Marshall Wace North America L.P. | 44,852 | $213.0 萬 | 0.01% | +44,852 | 新進 |
| Davidson Kempner Capital Management LP | 41,000 | $193.7 萬 | 0.02% | +41,000 | 新進 |
| Laurion Capital Management LP | 40,000 | $190.0 萬 | 0.03% | +40,000 | 新進 |
| Brookfield Asset Management Inc. | 35,000 | $166.2 萬 | 0.01% | +35,000 | 新進 |
| TD Asset Management Inc | 36,724 | $143.9 萬 | 0.00% | +36,724 | 新進 |
| Monashee Investment Management LLC | 30,000 | $142.5 萬 | 0.17% | +30,000 | 新進 |
| Zweig-DiMenna Associates LLC | 28,939 | $137.5 萬 | 0.09% | +28,939 | 新進 |
| FIL Ltd | 24,211 | $115.0 萬 | 0.00% | +24,211 | 新進 |
| Driehaus Capital Management LLC | 21,119 | $100.3 萬 | 0.01% | +21,119 | 新進 |
| Susquehanna International Group, LLP | 20,128 | $95.7 萬 | 0.00% | +20,128 | 新進 |
| Gladstone Capital Management LLP | 20,000 | $95.0 萬 | 0.05% | +20,000 | 新進 |
| Capstone Investment Advisors, LLC | 20,000 | $95.0 萬 | 0.02% | +20,000 | 新進 |
| Zimmer Partners, LP | 20,000 | $95.0 萬 | 0.01% | +20,000 | 新進 |
| Walleye Capital LLC | 20,000 | $95.0 萬 | 0.04% | +20,000 | 新進 |
| Squarepoint Ops LLC | 18,167 | $86.3 萬 | 0.01% | +18,167 | 新進 |
| Dorsal Capital Management, LLC | 15,000 | $71.3 萬 | 0.03% | +15,000 | 新進 |
| Voloridge Investment Management, LLC | 15,000 | $71.3 萬 | 0.00% | +15,000 | 新進 |
| UBS Oconnor LLC | 15,000 | $71.2 萬 | 0.01% | +15,000 | 新進 |
| Point72 Hong Kong Ltd | 13,428 | $63.8 萬 | 0.04% | +13,428 | 新進 |
| Natixis Advisors, L.P. | 11,464 | $54.5 萬 | 0.00% | +11,464 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 10,494 | $49.8 萬 | 0.01% | +10,494 | 新進 |
| Gsa Capital Partners LLP | 10,000 | $47.5 萬 | 0.05% | +10,000 | 新進 |
| Virtu Financial LLC | 9,747 | $46.3 萬 | 0.04% | +9,747 | 新進 |
| Boothbay Fund Management, LLC | 9,401 | $44.7 萬 | 0.02% | +9,401 | 新進 |
| Cramer Rosenthal McGlynn LLC | 5,500 | $26.1 萬 | 0.01% | +5,500 | 新進 |
| Teacher Retirement System of Texas | 5,000 | $23.8 萬 | 0.00% | +5,000 | 新進 |
| Manufacturers Life Insurance Company, The | 5,000 | $23.8 萬 | 0.00% | +5,000 | 新進 |
| Insight Holdings Group, LLC | 5,000 | $23.8 萬 | 0.00% | +5,000 | 新進 |
| Ensign Peak Advisors, Inc | 5,000 | $23.8 萬 | 0.00% | +5,000 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 5,000 | $23.8 萬 | 0.00% | +5,000 | 新進 |
| Banco BTG Pactual S.A. | 5,000 | $23.8 萬 | 0.19% | +5,000 | 新進 |
| Polar Capital Holdings Plc | 5,000 | $23.8 萬 | 0.00% | +5,000 | 新進 |
| Qube Research & Technologies Ltd | 4,800 | $22.8 萬 | 0.00% | +4,800 | 新進 |
| Berman Capital Advisors, LLC | 3,500 | $16.6 萬 | 0.03% | +3,500 | 新進 |
| Infini Master Fund | 2,987 | $14.2 萬 | 0.15% | +2,987 | 新進 |
| Infini Capital Management Ltd | 2,987 | $14.2 萬 | 0.15% | +2,987 | 新進 |
| Legal & General Group Plc | 2,000 | $9.50 萬 | 0.00% | +2,000 | 新進 |
| Advisory Services Network, LLC | 1,817 | $8.60 萬 | 0.00% | +1,817 | 新進 |
| Advisor Group Holdings, Inc. | 1,908 | $8.50 萬 | 0.00% | +1,908 | 新進 |
| Stony Point Capital LLC | 1,000 | $4.80 萬 | 0.01% | +1,000 | 新進 |
| Cubist Systematic Strategies, LLC | 800 | $3.80 萬 | 0.00% | +800 | 新進 |
| Royal Bank of Canada | 345 | $1.60 萬 | 0.00% | +345 | 新進 |
| Wells Fargo & Company | 150 | $7,000 | 0.00% | +150 | 新進 |
| Steward Partners Investment Advisory, LLC | 100 | $5,000 | 0.00% | +100 | 新進 |
| Bank of America Corp | 10 | $0 | 0.00% | +10 | 新進 |