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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,951,255 | $8,000 萬 | 0.01% | +225,613+13.1% | 加碼 |
| First Trust Advisors LP | 2,208,359 | $9,054 萬 | 0.09% | +500,166+29.3% | 加碼 |
| Alkeon Capital Management LLC | 2,753,038 | $1.13 億 | 0.51% | −64,383−2.3% | 減碼 |
| Scge Management, L.P. | 2,818,504 | $1.16 億 | 1.78% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 3,044,706 | $1.25 億 | 1.15% | −2,374,014−43.8% | 減碼 |
| Franklin Resources Inc | 3,770,551 | $1.55 億 | 0.06% | +943,997+33.4% | 加碼 |
| Vanguard Group Inc | 5,063,242 | $2.08 億 | 0.00% | +2,488,471+96.6% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 5,306,700 | $2.18 億 | 3.14% | +2,356,700+79.9% | 加碼 |
| FMR LLC | 7,269,444 | $2.98 億 | 0.02% | −3,157,155−30.3% | 減碼 |
| Durable Capital Partners LP | 7,329,173 | $3.00 億 | 2.64% | +465,214+6.8% | 加碼 |
| JPMorgan Chase & Co | 7,971,525 | $3.27 億 | 0.04% | +2,412,612+43.4% | 加碼 |
| Price T Rowe Associates Inc | 10,688,776 | $4.38 億 | 0.04% | +7,559,801+241.6% | 加碼 |
| Coatue Management LLC大師Coatue | 0 | $0 | 0.00% | −6,472,072−100.0% | 清倉 |
| Lone Pine Capital LLC大師孤松資本 | 0 | $0 | 0.00% | −4,398,572−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −629,523−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −358,030−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −146,287−100.0% | 清倉 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −124,000−100.0% | 清倉 |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −109,798−100.0% | 清倉 |
| Dumac, Inc. | 0 | $0 | 0.00% | −97,787−100.0% | 清倉 |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −90,000−100.0% | 清倉 |
| Totem Point Management, LLC | 0 | $0 | 0.00% | −82,606−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −76,523−100.0% | 清倉 |
| Sculptor Capital LP | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Tenor Capital Management Co., L.P. | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −74,000−100.0% | 清倉 |
| Vishria Bird Financial Group, LLC | 0 | $0 | 0.00% | −71,711−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −67,945−100.0% | 清倉 |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −67,350−100.0% | 清倉 |
| Trinity Legacy Partners, LLC | 0 | $0 | 0.00% | −64,618−100.0% | 清倉 |
| CNH Partners LLC | 0 | $0 | 0.00% | −64,273−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −63,376−100.0% | 清倉 |
| UNC Management Company, Inc. | 0 | $0 | 0.00% | −48,893−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −39,377−100.0% | 清倉 |
| Clay Northam Wealth Management, LLC | 0 | $0 | 0.00% | −28,645−100.0% | 清倉 |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −28,518−100.0% | 清倉 |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −27,657−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −25,851−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −24,438−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −20,299−100.0% | 清倉 |
| Gladstone Capital Management LLP | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −19,558−100.0% | 清倉 |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −14,975−100.0% | 清倉 |
| StepStone Group LP | 0 | $0 | 0.00% | −13,176−100.0% | 清倉 |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −10,377−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −9,689−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −9,557−100.0% | 清倉 |
| Infini Master Fund | 0 | $0 | 0.00% | −8,105−100.0% | 清倉 |
| Infini Capital Management Ltd | 0 | $0 | 0.00% | −8,105−100.0% | 清倉 |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −7,676−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −7,066−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −5,715−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −5,616−100.0% | 清倉 |
| Insight Holdings Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −4,987−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,830−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −4,168−100.0% | 清倉 |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −3,464−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −2,836−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −2,767−100.0% | 清倉 |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,750−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −987−100.0% | 清倉 |
| HM Payson & Co | 0 | $0 | 0.00% | −604−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −246−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −191−100.0% | 清倉 |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −140−100.0% | 清倉 |
| TFC Financial Management | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |