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。
2024 年第 3 季 13F 持有人
Confluent, Inc. 在 2024/9/30 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
- 343
- 較 2024 年第 2 季 −26 家
- 持有股數
- 2.24 億
- 較 2024 年第 2 季 +2,456 萬 (+12.3%)
- 總市值
- $45.7 億
- 較 2024 年第 2 季 −$13.1 億 (−22.2%)
- 新進機構
- 76
- 另有 111 家加碼
- 清倉機構
- 102
- 另有 119 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Granahan Investment Management Inc | 548,310 | $1,117 萬 | 0.44% | +92,484+20.3% | 加碼 |
| Renaissance Technologies LLC | 577,800 | $1,178 萬 | 0.02% | +577,800 | 新進 |
| New York State Common Retirement Fund | 621,928 | $1,267 萬 | 0.02% | +217,930+53.9% | 加碼 |
| Deutsche Bank AG | 666,632 | $1,359 萬 | 0.01% | −460,295−40.8% | 減碼 |
| Bienville Capital Management, LLC | 735,278 | $1,498 萬 | 3.88% | +735,278 | 新進 |
| Ensign Peak Advisors, Inc | 791,768 | $1,614 萬 | 0.03% | −14,378−1.8% | 減碼 |
| Invesco Ltd. | 830,175 | $1,692 萬 | 0.00% | −412,674−33.2% | 減碼 |
| Bank of America Corp | 860,716 | $1,754 萬 | 0.00% | +457,735+113.6% | 加碼 |
| Squarepoint Ops LLC | 861,293 | $1,755 萬 | 0.06% | +796,682+1,233.0% | 加碼 |
| Millennium Management LLC | 942,884 | $1,922 萬 | 0.02% | +591,035+168.0% | 加碼 |
| Voya Investment Management LLC | 954,891 | $1,946 萬 | 0.02% | −8,790−0.9% | 減碼 |
| Federated Hermes, Inc. | 991,600 | $2,021 萬 | 0.04% | −169,170−14.6% | 減碼 |
| La Banque Postale Asset Management SA | 1,001,200 | $2,040 萬 | 0.31% | +1,001,200 | 新進 |
| Fiera Capital Corp | 1,036,657 | $2,113 萬 | 0.06% | +1,036,657 | 新進 |
| UBS Asset Management Americas Inc | 1,046,378 | $2,133 萬 | 0.01% | −539,530−34.0% | 減碼 |
| Artisan Partners Limited Partnership | 1,095,747 | $2,233 萬 | 0.03% | −61,946−5.4% | 減碼 |
| Northern Trust Corp | 1,098,721 | $2,239 萬 | 0.00% | −37,800−3.3% | 減碼 |
| Nuveen Asset Management, LLC | 2,070,409 | $4,219 萬 | 0.01% | +62,932+3.1% | 加碼 |
| Morgan Stanley | 2,103,887 | $4,288 萬 | 0.00% | −202,021−8.8% | 減碼 |
| Charles Schwab Investment Management Inc | 2,284,037 | $4,655 萬 | 0.01% | +64,926+2.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 2,513,426 | $5,122 萬 | 0.20% | +802,353+46.9% | 加碼 |
| Cadian Capital Management, LP | 2,531,170 | $5,159 萬 | 2.64% | +2,531,170 | 新進 |
| Jericho Capital Asset Management L.P. | 2,541,000 | $5,179 萬 | 1.25% | +2,541,000 | 新進 |
| Citadel Advisors LLC | 2,687,352 | $5,477 萬 | 0.06% | +2,654,689+8,127.5% | 加碼 |
| Amundi | 2,769,057 | $5,508 萬 | 0.02% | +235,118+9.3% | 加碼 |
| Atreides Management, LP | 2,706,910 | $5,517 萬 | 1.86% | +184,865+7.3% | 加碼 |
| Norges Bank | 2,784,130 | $5,674 萬 | 0.01% | +109,546+4.1% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 3,090,300 | $6,298 萬 | 8.22% | +90,000+3.0% | 加碼 |
| Bank of New York Mellon Corp | 3,734,160 | $7,610 萬 | 0.01% | +223,677+6.4% | 加碼 |
| Soma Equity Partners LP | 3,859,159 | $7,865 萬 | 4.60% | +3,859,159 | 新進 |
| First Trust Advisors LP | 4,151,756 | $8,461 萬 | 0.08% | +117,986+2.9% | 加碼 |
| State Street Corp | 4,268,243 | $8,699 萬 | 0.00% | −262,864−5.8% | 減碼 |
| Geode Capital Management, LLC | 4,325,709 | $8,818 萬 | 0.01% | +107,510+2.5% | 加碼 |
| Capital Research Global Investors | 5,187,939 | $1.06 億 | 0.02% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 5,829,069 | $1.19 億 | 0.01% | −11,124,418−65.6% | 減碼 |
| Franklin Resources Inc | 5,347,615 | $1.20 億 | 0.03% | +1,082,995+25.4% | 加碼 |
| Champlain Investment Partners, LLC | 10,700,846 | $2.18 億 | 1.32% | +4,486,841+72.2% | 加碼 |
| William Blair Investment Management, LLC | 10,829,290 | $2.21 億 | 0.54% | +4,279,905+65.3% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 13,626,464 | $2.78 億 | 4.11% | +737,406+5.7% | 加碼 |
| FMR LLC | 13,740,108 | $2.80 億 | 0.02% | +873,888+6.8% | 加碼 |
| JPMorgan Chase & Co | 17,192,110 | $3.50 億 | 0.03% | −6,315,827−26.9% | 減碼 |
| Vanguard Group Inc | 24,228,980 | $4.94 億 | 0.01% | +2,156,769+9.8% | 加碼 |
| BlackRock, Inc. | 31,869,290 | $6.49 億 | 0.01% | +31,869,290 | 新進 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −7,617,100−100.0% | 清倉 |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −4,224,546−100.0% | 清倉 |
| Anatole Investment Management Ltd | 0 | $0 | 0.00% | −1,608,915−100.0% | 清倉 |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −1,357,205−100.0% | 清倉 |
| ThornTree Capital Partners LP | 0 | $0 | 0.00% | −857,440−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −635,500−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −617,836−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −612,989−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −600,000−100.0% | 清倉 |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −516,375−100.0% | 清倉 |
| DnB Asset Management AS | 0 | $0 | 0.00% | −513,050−100.0% | 清倉 |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −382,424−100.0% | 清倉 |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −343,356−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −207,200−100.0% | 清倉 |
| PointState Capital LP | 0 | $0 | 0.00% | −185,897−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −140,000−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −131,000−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −87,317−100.0% | 清倉 |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −76,100−100.0% | 清倉 |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −75,205−100.0% | 清倉 |
| Carlson Capital L P | 0 | $0 | 0.00% | −73,800−100.0% | 清倉 |
| Hamilton Lane Advisors LLC | 0 | $0 | 0.00% | −62,718−100.0% | 清倉 |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −60,175−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −55,832−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −53,506−100.0% | 清倉 |
| Alight Capital Management LP | 0 | $0 | 0.00% | −53,106−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −52,421−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −50,196−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −39,811−100.0% | 清倉 |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −38,983−100.0% | 清倉 |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −38,348−100.0% | 清倉 |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −37,060−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −35,294−100.0% | 清倉 |
| Hershey Trust Co | 0 | $0 | 0.00% | −27,515−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −26,891−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −28,284−100.0% | 清倉 |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −24,100−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −23,347−100.0% | 清倉 |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −22,500−100.0% | 清倉 |
| Raymond James & Associates | 0 | $0 | 0.00% | −22,200−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −22,151−100.0% | 清倉 |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −22,056−100.0% | 清倉 |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −21,600−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| Artal Group S.A. | 0 | $0 | 0.00% | −19,000−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −18,643−100.0% | 清倉 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −18,148−100.0% | 清倉 |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −18,012−100.0% | 清倉 |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −16,688−100.0% | 清倉 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −16,431−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −15,780−100.0% | 清倉 |
| Claro Advisors LLC | 0 | $0 | 0.00% | −14,372−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −14,158−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −14,066−100.0% | 清倉 |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −13,902−100.0% | 清倉 |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −13,800−100.0% | 清倉 |