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 4 季 13F 持有人
Confluent, Inc. 在 2024/12/31 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
- 386
- 較 2024 年第 3 季 +49 家
- 持有股數
- 2.30 億
- 較 2024 年第 3 季 +763.1 萬 (+3.4%)
- 總市值
- $64.4 億
- 較 2024 年第 3 季 +$18.9 億 (+41.5%)
- 新進機構
- 97
- 另有 122 家加碼
- 清倉機構
- 48
- 另有 120 家減碼
另有 6 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 6,277 | $17.6 萬 | 0.01% | +6,277 | 新進 |
| Centaurus Financial, Inc. | 6,657 | $18.6 萬 | 0.01% | +129+2.0% | 加碼 |
| DMG Group, LLC | 7,200 | $20.1 萬 | 0.16% | +7,200 | 新進 |
| Moody National Bank Trust Division | 7,270 | $20.3 萬 | 0.02% | +7,270 | 新進 |
| Rakuten Securities, Inc. | 7,286 | $20.4 萬 | 0.08% | +3,186+77.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 7,486 | $20.9 萬 | 0.00% | +7,486 | 新進 |
| Capstone Investment Advisors, LLC | 7,562 | $21.1 萬 | 0.00% | +7,562 | 新進 |
| Twinbeech Capital LP | 7,689 | $21.5 萬 | 0.00% | −490,248−98.5% | 減碼 |
| Petrus Trust Company, LTA | 7,763 | $21.7 萬 | 0.02% | −7,477−49.1% | 減碼 |
| Clear Street Markets LLC | 8,000 | $22.4 萬 | 0.08% | −3,000−27.3% | 減碼 |
| West Tower Group, LLC | 8,000 | $22.4 萬 | 0.50% | +8,000 | 新進 |
| Captrust Financial Advisors | 8,074 | $22.6 萬 | 0.00% | +8,074 | 新進 |
| Capital Investment Counsel, Inc | 8,300 | $23.2 萬 | 0.03% | +8,300 | 新進 |
| Saturna Capital CORP | 8,700 | $24.3 萬 | 0.00% | +8,700 | 新進 |
| Allianz Asset Management GmbH | 8,800 | $24.6 萬 | 0.00% | +8,800 | 新進 |
| Stratos Wealth Advisors, LLC | 9,000 | $25.2 萬 | 0.01% | +9,000 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 9,024 | $25.2 萬 | 0.00% | +9,024 | 新進 |
| Clearline Capital LP | 9,742 | $27.2 萬 | 0.04% | −2,285−19.0% | 減碼 |
| Resolute Partners Group | 9,767 | $27.3 萬 | 0.06% | +9,767 | 新進 |
| Bridgefront Capital, LLC | 9,978 | $27.9 萬 | 0.09% | −2,916−22.6% | 減碼 |
| Austin Private Wealth, LLC | 10,000 | $28.0 萬 | 0.03% | 00.0% | 不變 |
| Concentrum Wealth Management | 10,050 | $28.1 萬 | 0.10% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 10,050 | $28.1 萬 | 0.01% | +10,050 | 新進 |
| Wealthcare Advisory Partners LLC | 10,178 | $28.5 萬 | 0.01% | −42−0.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 10,404 | $29.1 萬 | 0.00% | −115−1.1% | 減碼 |
| Nomura Holdings Inc | 10,582 | $29.6 萬 | 0.00% | +10,582 | 新進 |
| ProShare Advisors LLC | 10,774 | $30.1 萬 | 0.00% | +328+3.1% | 加碼 |
| Profund Advisors LLC | 10,778 | $30.1 萬 | 0.01% | +20+0.2% | 加碼 |
| Perigon Wealth Management, LLC | 11,452 | $30.6 萬 | 0.01% | +91+0.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 10,762 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 11,027 | $30.8 萬 | 0.00% | +11,027 | 新進 |
| Axq Capital, LP | 11,195 | $31.3 萬 | 0.14% | −12,334−52.4% | 減碼 |
| Commonwealth Equity Services, LLC | 11,557 | $32.3 萬 | 0.00% | +458+4.1% | 加碼 |
| Avestar Capital, LLC | 11,916 | $33.3 萬 | 0.03% | 00.0% | 不變 |
| HighTower Advisors, LLC | 11,941 | $33.4 萬 | 0.00% | −477−3.8% | 減碼 |
| Westside Investment Management, Inc. | 12,053 | $33.7 萬 | 0.07% | −200−1.6% | 減碼 |
| Quantessence Capital LLC | 12,337 | $34.5 萬 | 0.14% | +12,337 | 新進 |
| Atria Investments LLC | 12,416 | $34.7 萬 | 0.00% | +12,416 | 新進 |
| Utah Retirement Systems | 13,000 | $36.3 萬 | 0.00% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 13,015 | $36.4 萬 | 0.06% | −111,386−89.5% | 減碼 |
| Maryland State Retirement & Pension System | 13,786 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Jackson Square Capital, LLC | 13,905 | $38.9 萬 | 0.09% | +13,905 | 新進 |
| EP Wealth Advisors, LLC | 14,003 | $39.2 萬 | 0.00% | −368−2.6% | 減碼 |
| JustInvest LLC | 14,090 | $39.4 萬 | 0.01% | +895+6.8% | 加碼 |
| Rafferty Asset Management, LLC | 14,348 | $40.1 萬 | 0.00% | +1,964+15.9% | 加碼 |
| Jasper Ridge Partners, L.P. | 14,409 | $40.3 萬 | 0.01% | +664+4.8% | 加碼 |
| Clark Financial Services Group Inc | 14,466 | $40.5 萬 | 0.31% | +14,466 | 新進 |
| Calamos Advisors LLC | 14,640 | $40.9 萬 | 0.00% | −1,760−10.7% | 減碼 |
| Baird Financial Group, Inc. | 14,886 | $41.6 萬 | 0.00% | −2,065−12.2% | 減碼 |
| Shay Capital LLC | 15,000 | $41.9 萬 | 0.10% | +15,000 | 新進 |
| Brown Advisory Inc | 15,210 | $42.5 萬 | 0.00% | +15,210 | 新進 |
| MetLife Investment Management | 15,258 | $42.7 萬 | 0.00% | −348−2.2% | 減碼 |
| Empower Advisory Group, LLC | 15,419 | $43.1 萬 | 0.00% | 00.0% | 不變 |
| Woodstock Corp | 15,961 | $44.6 萬 | 0.04% | 00.0% | 不變 |
| Cedar Wealth Management, LLC | 16,367 | $45.8 萬 | 0.17% | 00.0% | 不變 |
| Amalgamated Bank | 16,429 | $45.9 萬 | 0.00% | +174+1.1% | 加碼 |
| Parallel Advisors, LLC | 16,655 | $46.6 萬 | 0.01% | −719−4.1% | 減碼 |
| Emerald Advisers, LLC | 16,689 | $46.7 萬 | 0.02% | +16,689 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 15,281 | $47.2 萬 | 0.00% | +1,137+8.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 17,809 | $49.8 萬 | 0.16% | −20,156−53.1% | 減碼 |
| Lake Street Advisors Group, LLC | 18,154 | $50.8 萬 | 0.02% | −327−1.8% | 減碼 |
| Wolverine Trading, LLC | 18,237 | $51.5 萬 | 0.01% | −5,612−23.5% | 減碼 |
| Washington Capital Management Inc | 18,700 | $52.3 萬 | 0.41% | −3,100−14.2% | 減碼 |
| Exane Asset Management | 18,269 | $52.9 萬 | 0.30% | +18,269 | 新進 |
| Advisor Group Holdings, Inc. | 19,849 | $54.5 萬 | 0.00% | +1,128+6.0% | 加碼 |
| Janney Capital Management LLC | 19,627 | $54.9 萬 | 0.04% | −319−1.6% | 減碼 |
| Prelude Capital Management, LLC | 19,800 | $55.4 萬 | 0.05% | +19,800 | 新進 |
| LMR Partners LLP | 20,318 | $56.8 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 20,403 | $57.0 萬 | 0.00% | +11,806+137.3% | 加碼 |
| Virtu Financial LLC | 20,697 | $57.9 萬 | 0.03% | +20,697 | 新進 |
| Truist Financial Corp | 21,081 | $58.9 萬 | 0.00% | +514+2.5% | 加碼 |
| SG Americas Securities, LLC | 21,364 | $59.7 萬 | 0.00% | −64,435−75.1% | 減碼 |
| M&T Bank Corp | 21,540 | $60.2 萬 | 0.00% | +2,367+12.3% | 加碼 |
| Fluent Financial, LLC | 21,680 | $60.6 萬 | 0.27% | +21,680 | 新進 |
| Impax Asset Management Group plc | 21,912 | $61.3 萬 | 0.00% | +21,912 | 新進 |
| Triumph Capital Management | 22,350 | $62.5 萬 | 0.21% | −2,650−10.6% | 減碼 |
| Greenwich Wealth Management LLC | 22,670 | $63.4 萬 | 0.04% | −29,527−56.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 23,515 | $65.7 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 23,572 | $65.9 萬 | 0.00% | −114,465−82.9% | 減碼 |
| Clay Northam Wealth Management, LLC | 23,850 | $66.7 萬 | 0.43% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 23,861 | $66.7 萬 | 0.02% | −1,625−6.4% | 減碼 |
| New York Life Investment Management LLC | 24,703 | $69.1 萬 | 0.01% | −1,454−5.6% | 減碼 |
| Trinity Legacy Partners, LLC | 25,000 | $69.9 萬 | 0.18% | −9,500−27.5% | 減碼 |
| Legato Capital Management LLC | 25,890 | $72.4 萬 | 0.09% | +25,890 | 新進 |
| Friedenthal Financial | 27,103 | $75.8 萬 | 0.44% | +27,103 | 新進 |
| Rockefeller Capital Management L.P. | 27,094 | $75.8 萬 | 0.00% | −18,500−40.6% | 減碼 |
| Sanctuary Advisors, LLC | 25,910 | $76.4 萬 | 0.00% | +7,085+37.6% | 加碼 |
| Mariner, LLC | 28,359 | $79.3 萬 | 0.00% | +5,325+23.1% | 加碼 |
| Blair William & Co | 30,685 | $85.8 萬 | 0.00% | −36,293−54.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 30,763 | $86.0 萬 | 0.00% | +8,204+36.4% | 加碼 |
| Main Management ETF Advisors, LLC | 31,328 | $87.6 萬 | 0.04% | −2,816−8.2% | 減碼 |
| Brinker Capital Investments, LLC | 32,117 | $89.8 萬 | 0.01% | +2,421+8.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 32,117 | $89.8 萬 | 0.01% | +2,421+8.2% | 加碼 |
| Xponance, Inc. | 33,144 | $92.7 萬 | 0.01% | +1,962+6.3% | 加碼 |
| Fortitude Advisory Group L.L.C. | 33,500 | $93.7 萬 | 0.56% | −13,825−29.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,797 | $96.0 萬 | 0.00% | −29,000−46.9% | 減碼 |
| Vident Advisory, LLC | 34,761 | $97.2 萬 | 0.02% | +34,761 | 新進 |
| Artemis Wealth Advisors, LLC | 35,000 | $97.9 萬 | 0.17% | +35,000 | 新進 |
| One Charles Private Wealth Services, LLC | 36,397 | $101.8 萬 | 0.34% | −9,100−20.0% | 減碼 |
| Assetmark, Inc | 38,500 | $107.6 萬 | 0.00% | +1,575+4.3% | 加碼 |