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。
2022 年第 1 季 13F 持有人
Confluent, Inc. 在 2022/3/31 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
- 212
- 較 2021 年第 4 季 +29 家
- 持有股數
- 9,076 萬
- 較 2021 年第 4 季 +219.6 萬 (+2.5%)
- 總市值
- $37.2 億
- 較 2021 年第 4 季 −$30.3 億 (−44.9%)
- 新進機構
- 89
- 另有 62 家加碼
- 清倉機構
- 60
- 另有 44 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | 22 | $0 | 0.00% | +22 | 新進 |
| Ci Investments Inc. | 3 | $0 | 0.00% | +3 | 新進 |
| Point72 Hong Kong Ltd | 6 | $0 | 0.00% | +6 | 新進 |
| Worth Asset Management, LLC | 4 | $0 | 0.00% | +4 | 新進 |
| Parkside Financial Bank & Trust | 28 | $1,000 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 24 | $1,000 | 0.00% | +10+71.4% | 加碼 |
| Harvest Group Wealth Management, LLC | 17 | $1,000 | 0.00% | +4+30.8% | 加碼 |
| US Bancorp | 22 | $1,000 | 0.00% | +22 | 新進 |
| Clearstead Advisors, LLC | 25 | $1,000 | 0.00% | +25 | 新進 |
| AdvisorNet Financial, Inc | 25 | $1,000 | 0.00% | +25 | 新進 |
| Blue Bell Private Wealth Management, LLC | 50 | $2,000 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 50 | $2,000 | 0.00% | +50 | 新進 |
| Toth Financial Advisory Corp | 55 | $2,000 | 0.00% | +55 | 新進 |
| First Horizon Advisors, Inc. | 38 | $2,000 | 0.00% | +38 | 新進 |
| BerganKDV Wealth Management, LLC | 51 | $2,000 | 0.00% | +51 | 新進 |
| Zions Bancorporation, N.A. | 43 | $2,000 | 0.00% | +43 | 新進 |
| Bogart Wealth, LLC | 40 | $2,000 | 0.00% | +40 | 新進 |
| Rise Advisors, LLC | 50 | $2,000 | 0.00% | +50 | 新進 |
| Koshinski Asset Management, Inc. | 54 | $2,214 | 0.00% | +54 | 新進 |
| Money Concepts Capital Corp | 65 | $3,000 | 0.00% | +65 | 新進 |
| Financial Perspectives, Inc | 75 | $3,075 | 0.00% | +75 | 新進 |
| HHM Wealth Advisors, LLC | 100 | $4,000 | 0.00% | +100 | 新進 |
| Prospera Financial Services Inc | 127 | $5,000 | 0.00% | +127 | 新進 |
| Signaturefd, LLC | 158 | $6,000 | 0.00% | +158 | 新進 |
| James Investment Research Inc | 166 | $7,000 | 0.00% | −644−79.5% | 減碼 |
| Lake Point Wealth Management | 200 | $8,000 | 0.00% | +200 | 新進 |
| Umb Bank N A | 231 | $9,000 | 0.00% | +231 | 新進 |
| TCI Wealth Advisors, Inc. | 230 | $9,000 | 0.00% | +230 | 新進 |
| Ancora Advisors, LLC | 325 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Byrne Asset Management LLC | 345 | $1.40 萬 | 0.01% | −60−14.8% | 減碼 |
| Advisor Group Holdings, Inc. | 347 | $1.50 萬 | 0.00% | −3,347−90.6% | 減碼 |
| Dark Forest Capital Management LP | 376 | $1.50 萬 | 0.00% | +376 | 新進 |
| Fifth Third Bancorp | 385 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 392 | $1.60 萬 | 0.00% | +392 | 新進 |
| Regency Capital Management Inc. | 660 | $2.70 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 703 | $2.90 萬 | 0.00% | +183+35.2% | 加碼 |
| IFP Advisors, Inc | 635 | $3.10 萬 | 0.00% | +635 | 新進 |
| Cutler Group LP | 800 | $3.20 萬 | 0.00% | −2,551−76.1% | 減碼 |
| Focused Wealth Management, Inc | 855 | $3.50 萬 | 0.01% | +855 | 新進 |
| Cribstone Capital Management, LLC | 1,000 | $4.10 萬 | 0.02% | +1,000 | 新進 |
| Geneos Wealth Management Inc. | 1,070 | $4.30 萬 | 0.00% | +1,070 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,199 | $4.90 萬 | 0.00% | +299+33.2% | 加碼 |
| State of Wyoming | 1,187 | $4.90 萬 | 0.02% | +676+132.3% | 加碼 |
| Resolute Partners Group | 1,304 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 1,676 | $6.87 萬 | 0.00% | +1,367+442.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,900 | $7.80 萬 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 1,926 | $7.80 萬 | 0.00% | +642+50.0% | 加碼 |
| Advent Capital Management | 2,087 | $8.60 萬 | 0.00% | +2,087 | 新進 |
| Ensign Peak Advisors, Inc | 2,390 | $9.80 萬 | 0.00% | −2,710−53.1% | 減碼 |
| SG Americas Securities, LLC | 3,268 | $13.4 萬 | 0.00% | +3,268 | 新進 |
| Tower Research Capital LLC (TRC) | 3,790 | $15.5 萬 | 0.00% | −2,776−42.3% | 減碼 |
| Parallel Advisors, LLC | 3,807 | $15.8 萬 | 0.01% | +1,358+55.5% | 加碼 |
| Glenmede Trust Co NA | 4,923 | $20.1 萬 | 0.00% | −644−11.6% | 減碼 |
| Lazard Asset Management LLC | 5,000 | $20.5 萬 | 0.00% | +5,000 | 新進 |
| Boothbay Fund Management, LLC | 5,000 | $20.5 萬 | 0.01% | +5,000 | 新進 |
| Aigen Investment Management, LP | 5,025 | $20.6 萬 | 0.04% | −2,430−32.6% | 減碼 |
| JustInvest LLC | 5,026 | $20.6 萬 | 0.01% | +5,026 | 新進 |
| Squarepoint Ops LLC | 5,453 | $22.4 萬 | 0.00% | +5,453 | 新進 |
| Motley Fool Asset Management LLC | 5,504 | $22.6 萬 | 0.02% | +5,504 | 新進 |
| Two Sigma Securities, LLC | 5,771 | $23.7 萬 | 0.03% | +5,771 | 新進 |
| Engineers Gate Manager LP | 5,969 | $24.5 萬 | 0.01% | +5,969 | 新進 |
| Delphia (USA) Inc. | 6,315 | $25.9 萬 | 0.19% | +6,315 | 新進 |
| Conway Capital Management, Inc. | 6,575 | $27.0 萬 | 0.17% | −23,600−78.2% | 減碼 |
| Paloma Partners Management Co | 6,890 | $28.3 萬 | 0.02% | +6,890 | 新進 |
| Alpha Square Group S, LLC | 6,914 | $28.3 萬 | 0.04% | +6,914 | 新進 |
| L & S Advisors Inc | 7,500 | $30.7 萬 | 0.04% | −22,365−74.9% | 減碼 |
| Qube Research & Technologies Ltd | 7,562 | $31.0 萬 | 0.00% | +7,562 | 新進 |
| Oppenheimer & Co Inc | 7,600 | $31.2 萬 | 0.01% | +7,600 | 新進 |
| Advisory Resource Group | 8,077 | $33.1 萬 | 0.10% | +188+2.4% | 加碼 |
| Gyon Technologies Capital Management, LP | 8,702 | $35.7 萬 | 0.25% | +8,702 | 新進 |
| Jeneq Management, LP | 9,000 | $36.9 萬 | 0.10% | +9,000 | 新進 |
| Corton Capital Inc. | 9,104 | $37.3 萬 | 0.16% | +9,104 | 新進 |
| Two Sigma Advisers, LP | 9,300 | $38.1 萬 | 0.00% | +5,300+132.5% | 加碼 |
| CSS LLC | 10,000 | $41.0 萬 | 0.02% | +10,000 | 新進 |
| Shay Capital LLC | 10,000 | $41.0 萬 | 0.15% | +10,000 | 新進 |
| Advisory Research Inc | 10,241 | $42.0 萬 | 0.03% | +10,241 | 新進 |
| Versor Investments LP | 10,328 | $42.3 萬 | 0.02% | +10,328 | 新進 |
| CIBC Asset Management Inc | 10,894 | $44.7 萬 | 0.00% | 00.0% | 不變 |
| Change Path, LLC | 11,609 | $47.6 萬 | 0.02% | +11,609 | 新進 |
| SP Asset Management | 11,840 | $48.5 萬 | 0.05% | +8,640+270.0% | 加碼 |
| Wolverine Trading, LLC | 11,751 | $48.7 萬 | 0.01% | +6,784+136.6% | 加碼 |
| Dimensional Fund Advisors LP | 12,371 | $50.7 萬 | 0.00% | +12,371 | 新進 |
| Quantbot Technologies LP | 13,235 | $54.2 萬 | 0.05% | +7,966+151.2% | 加碼 |
| Stifel Financial Corp | 13,868 | $56.9 萬 | 0.00% | +13,868 | 新進 |
| FORA Capital, LLC | 14,435 | $59.8 萬 | 0.11% | +14,435 | 新進 |
| Jump Financial, LLC | 15,340 | $62.9 萬 | 0.03% | +15,340 | 新進 |
| Seven Eight Capital, LP | 15,674 | $64.3 萬 | 0.09% | +15,674 | 新進 |
| Kensington Investment Counsel, LLC | 16,825 | $69.0 萬 | 0.46% | −1,215−6.7% | 減碼 |
| New York State Common Retirement Fund | 17,849 | $73.2 萬 | 0.00% | +17,849 | 新進 |
| Personal Capital Advisors Corp | 18,839 | $77.2 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 19,002 | $77.9 萬 | 0.02% | +19,002 | 新進 |
| Blair William & Co | 19,335 | $79.3 萬 | 0.00% | +2,235+13.1% | 加碼 |
| Group One Trading, L.P. | 20,850 | $85.5 萬 | 0.02% | +15,403+282.8% | 加碼 |
| Credit Suisse AG | 20,963 | $86.0 萬 | 0.00% | −5,991−22.2% | 減碼 |
| Canada Pension Plan Investment Board | 21,300 | $87.3 萬 | 0.00% | +21,300 | 新進 |
| Schonfeld Strategic Advisors LLC | 21,576 | $88.5 萬 | 0.01% | +9,276+75.4% | 加碼 |
| Interval Partners, LP | 21,800 | $89.4 萬 | 0.07% | −23,200−51.6% | 減碼 |
| Renaissance Capital LLC | 21,871 | $89.7 萬 | 0.38% | −6,553−23.1% | 減碼 |
| PEAK6 Investments LLC | 22,083 | $90.5 萬 | 0.03% | −2,648−10.7% | 減碼 |
| State of Wisconsin Investment Board | 22,848 | $93.7 萬 | 0.00% | +1,250+5.8% | 加碼 |