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 3 季 13F 持有人
Confluent, Inc. 在 2022/9/30 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
- 236
- 較 2022 年第 2 季 +35 家
- 持有股數
- 1.17 億
- 較 2022 年第 2 季 +279.9 萬 (+2.4%)
- 總市值
- $27.9 億
- 較 2022 年第 2 季 +$1.26 億 (+4.7%)
- 新進機構
- 55
- 另有 83 家加碼
- 清倉機構
- 20
- 另有 56 家減碼
另有 1 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 53,222 | $126.5 萬 | 0.01% | +680+1.3% | 加碼 |
| Board of Trustees of The Leland Stanford Junior University | 51,876 | $123.3 萬 | 0.08% | 00.0% | 不變 |
| Voya Investment Management LLC | 51,483 | $122.4 萬 | 0.00% | −1,190−2.3% | 減碼 |
| One Charles Private Wealth Services, LLC | 50,597 | $120.3 萬 | 0.80% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 50,212 | $119.4 萬 | 0.06% | +126+0.3% | 加碼 |
| Octahedron Capital Management L.P. | 50,200 | $119.3 萬 | 0.98% | −3,000−5.6% | 減碼 |
| Renaissance Capital LLC | 47,162 | $112.1 萬 | 0.72% | −8,894−15.9% | 減碼 |
| Stratos Wealth Advisors, LLC | 45,875 | $109.0 萬 | 0.11% | −500−1.1% | 減碼 |
| Quantbot Technologies LP | 45,123 | $107.2 萬 | 0.08% | +45,123 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 44,850 | $106.6 萬 | 0.01% | −15,562−25.8% | 減碼 |
| Squarepoint Ops LLC | 44,716 | $106.3 萬 | 0.01% | +28,667+178.6% | 加碼 |
| Trexquant Investment LP | 43,514 | $103.4 萬 | 0.04% | +24,493+128.8% | 加碼 |
| Occudo Quantitative Strategies LP | 41,385 | $98.4 萬 | 0.08% | +41,385 | 新進 |
| Crosslink Capital Inc | 38,110 | $90.6 萬 | 0.23% | +38,110 | 新進 |
| AtonRa Partners | 38,010 | $90.3 萬 | 0.89% | +2,064+5.7% | 加碼 |
| One Wealth Advisors, LLC | 37,456 | $89.0 萬 | 0.29% | −11,520−23.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 35,200 | $83.8 萬 | 0.01% | +35,200 | 新進 |
| Point72 Hong Kong Ltd | 34,906 | $83.0 萬 | 0.05% | +34,906 | 新進 |
| Trinity Legacy Partners, LLC | 34,535 | $82.1 萬 | 0.35% | −2,500−6.8% | 減碼 |
| Bordeaux Wealth Advisors LLC | 34,237 | $81.4 萬 | 0.51% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 33,561 | $79.8 萬 | 0.31% | +33,561 | 新進 |
| Lisanti Capital Growth, LLC | 33,075 | $78.6 萬 | 0.11% | +33,075 | 新進 |
| D L Carlson Investment Group Inc | 32,454 | $77.1 萬 | 0.17% | −2,810−8.0% | 減碼 |
| BIT Capital GmbH | 28,704 | $68.2 萬 | 0.13% | −21,000−42.3% | 減碼 |
| Amalgamated Bank | 28,185 | $67.0 萬 | 0.01% | +481+1.7% | 加碼 |
| Concentrum Wealth Management | 26,450 | $62.9 萬 | 0.55% | −4,000−13.1% | 減碼 |
| Levin Capital Strategies, L.P. | 26,082 | $62.0 萬 | 0.08% | −36,130−58.1% | 減碼 |
| Granahan Investment Management Inc | 25,903 | $61.6 萬 | 0.02% | +25,903 | 新進 |
| Capasso Planning Partners LLC | 24,982 | $59.4 萬 | 0.41% | 00.0% | 不變 |
| Intellectus Partners, LLC | 24,250 | $57.6 萬 | 0.20% | −50−0.2% | 減碼 |
| Clay Northam Wealth Management, LLC | 23,750 | $56.5 萬 | 0.71% | 00.0% | 不變 |
| Prudential Financial Inc | 22,800 | $54.2 萬 | 0.00% | −2,900−11.3% | 減碼 |
| Virtu Financial LLC | 22,775 | $54.1 萬 | 0.05% | +22,775 | 新進 |
| Atria Wealth Solutions, Inc. | 22,505 | $53.5 萬 | 0.01% | −774−3.3% | 減碼 |
| Snowden Capital Advisors LLC | 22,260 | $52.9 萬 | 0.02% | +22,260 | 新進 |
| Advisory Research Inc | 20,165 | $47.9 萬 | 0.05% | −17,148−46.0% | 減碼 |
| Advisory Services Network, LLC | 19,172 | $45.6 萬 | 0.02% | +1,230+6.9% | 加碼 |
| Personal Capital Advisors Corp | 18,839 | $44.8 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Trading, LLC | 19,007 | $44.2 萬 | 0.02% | +3,907+25.9% | 加碼 |
| New York Life Investments Alternatives | 17,773 | $42.2 萬 | 0.42% | +2,147+13.7% | 加碼 |
| Two Sigma Advisers, LP | 16,500 | $39.2 萬 | 0.00% | −34,700−67.8% | 減碼 |
| Cresset Asset Management, LLC | 16,479 | $39.1 萬 | 0.00% | −14,949−47.6% | 減碼 |
| Kensington Investment Counsel, LLC | 16,167 | $38.4 萬 | 0.32% | +45+0.3% | 加碼 |
| ETF Managers Group, LLC | 15,718 | $37.4 萬 | 0.01% | −1,292−7.6% | 減碼 |
| Victory Capital Management Inc | 15,069 | $35.8 萬 | 0.00% | +15,069 | 新進 |
| Xponance, Inc. | 14,680 | $34.9 萬 | 0.01% | +124+0.9% | 加碼 |
| Twin Tree Management, LP | 14,339 | $34.1 萬 | 0.01% | +14,339 | 新進 |
| Principal Financial Group Inc | 14,309 | $34.0 萬 | 0.00% | −2,627−15.5% | 減碼 |
| Teza Capital Management LLC | 14,244 | $33.9 萬 | 0.07% | +14,244 | 新進 |
| Janney Montgomery Scott LLC | 13,643 | $32.4 萬 | 0.00% | +7+0.1% | 加碼 |
| William Marsh Rice University | 13,008 | $30.9 萬 | 0.20% | −19,382−59.8% | 減碼 |
| Jasper Ridge Partners, L.P. | 12,409 | $29.5 萬 | 0.02% | +12,409 | 新進 |
| Mirabella Financial Services LLP | 12,407 | $28.8 萬 | 0.03% | +12,407 | 新進 |
| HAP Trading, LLC | 11,439 | $27.2 萬 | 0.04% | +11,439 | 新進 |
| JustInvest LLC | 11,074 | $26.3 萬 | 0.01% | +913+9.0% | 加碼 |
| Oppenheimer & Co Inc | 10,755 | $25.6 萬 | 0.01% | +10,755 | 新進 |
| First Republic Investment Management, Inc. | 10,638 | $25.3 萬 | 0.00% | +10,638 | 新進 |
| Change Path, LLC | 10,465 | $24.9 萬 | 0.01% | −2,428−18.8% | 減碼 |
| Verition Fund Management LLC | 10,424 | $24.8 萬 | 0.00% | +10,424 | 新進 |
| CIBC Asset Management Inc | 10,151 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 9,559 | $22.7 萬 | 0.02% | 00.0% | 不變 |
| SEI Investments Co | 9,296 | $22.1 萬 | 0.00% | +9,296 | 新進 |
| LPL Financial LLC | 8,881 | $21.1 萬 | 0.00% | +8,881 | 新進 |
| Vident Investment Advisory, LLC | 8,973 | $21.1 萬 | 0.01% | +8,973 | 新進 |
| Boothbay Fund Management, LLC | 8,649 | $20.6 萬 | 0.01% | +8,649 | 新進 |
| Clark Financial Services Group Inc | 8,529 | $20.3 萬 | 0.21% | +8,529 | 新進 |
| Envestnet Asset Management Inc | 8,560 | $20.3 萬 | 0.00% | +8,560 | 新進 |
| MetLife Investment Management | 7,705 | $18.3 萬 | 0.00% | +5+0.1% | 加碼 |
| Parallel Advisors, LLC | 6,233 | $14.8 萬 | 0.01% | +2,426+63.7% | 加碼 |
| Simplex Trading, LLC | 5,441 | $12.9 萬 | 0.00% | +5,441 | 新進 |
| Advisor Group Holdings, Inc. | 4,645 | $11.2 萬 | 0.00% | +733+18.7% | 加碼 |
| Cutler Group LP | 3,422 | $8.10 萬 | 0.01% | +2,179+175.3% | 加碼 |
| Resolute Partners Group | 2,608 | $6.20 萬 | 0.01% | +1,304+100.0% | 加碼 |
| Neo Ivy Capital Management | 2,431 | $5.80 萬 | 0.15% | +2,431 | 新進 |
| Centiva Capital, LP | 2,414 | $5.70 萬 | 0.00% | +2,414 | 新進 |
| CWM, LLC | 2,157 | $5.10 萬 | 0.00% | +2,137+10,685.0% | 加碼 |
| Ensign Peak Advisors, Inc | 2,106 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,058 | $5.00 萬 | 0.00% | +4+0.2% | 加碼 |
| Tradewinds Capital Management, LLC | 2,000 | $4.80 萬 | 0.02% | +2,000 | 新進 |
| American International Group, Inc. | 1,946 | $4.60 萬 | 0.00% | +7+0.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 1,750 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 1,725 | $4.10 萬 | 0.01% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 1,637 | $3.90 萬 | 0.00% | +436+36.3% | 加碼 |
| Lazard Asset Management LLC | 1,647 | $3.90 萬 | 0.00% | +1,247+311.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,426 | $3.40 萬 | 0.00% | +227+18.9% | 加碼 |
| Baldwin Brothers Inc | 1,400 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 681 | $3.30 萬 | 0.00% | +46+7.2% | 加碼 |
| US Bancorp | 1,339 | $3.10 萬 | 0.00% | +1,339 | 新進 |
| C M Bidwell & Associates Ltd | 1,200 | $2.90 萬 | 0.02% | +1,200 | 新進 |
| Ossiam | 1,237 | $2.90 萬 | 0.00% | +1,237 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 1,064 | $2.50 萬 | 0.00% | −45−4.1% | 減碼 |
| Cribstone Capital Management, LLC | 1,000 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Leonteq Securities AG | 891 | $2.12 萬 | 0.00% | −1,109−55.5% | 減碼 |
| Wipfli Financial Advisors LLC, | 697 | $1.70 萬 | 0.00% | +697 | 新進 |
| Federation des caisses Desjardins du Quebec | 700 | $1.66 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 673 | $1.50 萬 | 0.00% | −800−54.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 562 | $1.30 萬 | 0.00% | +533+1,837.9% | 加碼 |
| Fifth Third Bancorp | 400 | $9,000 | 0.00% | +15+3.9% | 加碼 |
| Ancora Advisors, LLC | 325 | $8,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 350 | $8,000 | 0.00% | +142+68.3% | 加碼 |