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。
2025 年第 2 季 13F 持有人
Confluent, Inc. 在 2025/6/30 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
- 396
- 較 2025 年第 1 季 −1 家
- 持有股數
- 2.63 億
- 較 2025 年第 1 季 +361.1 萬 (+1.4%)
- 總市值
- $65.6 億
- 較 2025 年第 1 季 +$4.82 億 (+7.9%)
- 新進機構
- 73
- 另有 150 家加碼
- 清倉機構
- 74
- 另有 123 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 4,000 | $9.97 萬 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 4,636 | $11.6 萬 | 0.01% | +826+21.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,645 | $11.6 萬 | 0.00% | +592+14.6% | 加碼 |
| Shell Asset Management Co | 4,995 | $12.5 萬 | 0.00% | +1,531+44.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 5,753 | $14.3 萬 | 0.00% | −10,374−64.3% | 減碼 |
| Pacer Advisors, Inc. | 5,791 | $14.4 萬 | 0.00% | −211−3.5% | 減碼 |
| IFP Advisors, Inc | 4,711 | $15.0 萬 | 0.00% | −171−3.5% | 減碼 |
| FNY Investment Advisers, LLC | 6,337 | $15.7 萬 | 0.07% | +6,337 | 新進 |
| Centaurus Financial, Inc. | 6,507 | $16.2 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 6,569 | $16.4 萬 | 0.00% | −5,385−45.0% | 減碼 |
| Leonteq Securities AG | 7,156 | $17.8 萬 | 0.01% | +2,215+44.8% | 加碼 |
| KBC Group NV | 7,380 | $18.4 萬 | 0.00% | −2,784−27.4% | 減碼 |
| Atria Investments LLC | 8,642 | $21.5 萬 | 0.00% | −5,634−39.5% | 減碼 |
| Sender Co & Partners, Inc. | 8,664 | $21.6 萬 | 0.06% | +8,664 | 新進 |
| Resolute Partners Group | 8,693 | $21.7 萬 | 0.05% | 00.0% | 不變 |
| Saturna Capital CORP | 8,700 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Semanteon Capital Management, LP | 8,744 | $21.8 萬 | 0.33% | +8,744 | 新進 |
| Capital Investment Counsel, Inc | 8,800 | $21.9 萬 | 0.03% | +8,800 | 新進 |
| Guggenheim Capital LLC | 8,822 | $22.0 萬 | 0.00% | +8,822 | 新進 |
| CIBC World Markets Inc. | 8,891 | $22.2 萬 | 0.00% | +8,891 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 9,017 | $22.5 萬 | 0.00% | +9,017 | 新進 |
| Everence Capital Management Inc | 9,080 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Moody National Bank Trust Division | 9,140 | $22.8 萬 | 0.02% | +9,140 | 新進 |
| US Bancorp | 9,224 | $23.0 萬 | 0.00% | −1,494−13.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 9,456 | $23.6 萬 | 0.00% | −652−6.5% | 減碼 |
| Perigon Wealth Management, LLC | 9,909 | $24.7 萬 | 0.01% | −1,426−12.6% | 減碼 |
| Austin Private Wealth, LLC | 10,026 | $25.0 萬 | 0.02% | +26+0.3% | 加碼 |
| Concentrum Wealth Management | 10,050 | $25.1 萬 | 0.08% | −20−0.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 10,056 | $25.1 萬 | 0.01% | +40+0.4% | 加碼 |
| Prostatis Group LLC | 10,094 | $25.2 萬 | 0.07% | +10,094 | 新進 |
| Pathstone Holdings, LLC | 10,254 | $25.6 萬 | 0.00% | −1,940−15.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 10,413 | $26.0 萬 | 0.02% | +10,413 | 新進 |
| Headlands Technologies LLC | 10,533 | $26.3 萬 | 0.03% | +10,533 | 新進 |
| DekaBank Deutsche Girozentrale | 10,762 | $26.4 萬 | 0.00% | +81+0.8% | 加碼 |
| Circle Wealth Management, LLC | 10,688 | $26.6 萬 | 0.01% | −29,729−73.6% | 減碼 |
| M&T Bank Corp | 10,984 | $27.4 萬 | 0.00% | −11,512−51.2% | 減碼 |
| Petrus Trust Company, LTA | 11,030 | $27.5 萬 | 0.03% | −17−0.2% | 減碼 |
| Profund Advisors LLC | 11,268 | $28.1 萬 | 0.01% | −3,777−25.1% | 減碼 |
| JustInvest LLC | 11,472 | $28.6 萬 | 0.00% | −7,125−38.3% | 減碼 |
| HighTower Advisors, LLC | 11,472 | $28.6 萬 | 0.00% | −253−2.2% | 減碼 |
| Raymond James Financial Inc | 11,529 | $28.7 萬 | 0.00% | −943−7.6% | 減碼 |
| Rafferty Asset Management, LLC | 11,831 | $29.5 萬 | 0.00% | +1,421+13.7% | 加碼 |
| MML Investors Services, LLC | 11,830 | $29.5 萬 | 0.00% | +11,830 | 新進 |
| Marex Group plc | 11,945 | $29.8 萬 | 0.01% | +11,945 | 新進 |
| Westside Investment Management, Inc. | 12,053 | $30.0 萬 | 0.06% | 00.0% | 不變 |
| SG Americas Securities, LLC | 12,056 | $30.1 萬 | 0.00% | −14,828−55.2% | 減碼 |
| Neuberger Berman Group LLC | 12,233 | $30.5 萬 | 0.00% | +12,233 | 新進 |
| Fulcrum Asset Management LLP | 12,242 | $30.5 萬 | 0.09% | +12,242 | 新進 |
| Avestar Capital, LLC | 12,318 | $30.7 萬 | 0.02% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,485 | $31.1 萬 | 0.00% | +12,485 | 新進 |
| Worldquant Millennium Advisors LLC | 12,633 | $31.5 萬 | 0.00% | +12,633 | 新進 |
| Woodline Partners LP | 12,884 | $32.1 萬 | 0.00% | −1,264−8.9% | 減碼 |
| Krane Funds Advisors LLC | 12,961 | $32.3 萬 | 0.01% | +2,219+20.7% | 加碼 |
| Maryland State Retirement & Pension System | 13,454 | $33.5 萬 | 0.01% | +1,883+16.3% | 加碼 |
| Mariner, LLC | 13,707 | $34.2 萬 | 0.00% | −8,348−37.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 13,880 | $34.6 萬 | 0.01% | +993+7.7% | 加碼 |
| EP Wealth Advisors, LLC | 13,895 | $34.6 萬 | 0.00% | −8−0.1% | 減碼 |
| Quadrature Capital Ltd | 14,238 | $35.5 萬 | 0.01% | +14,238 | 新進 |
| ProShare Advisors LLC | 14,311 | $35.7 萬 | 0.00% | +3,639+34.1% | 加碼 |
| Jasper Ridge Partners, L.P. | 14,409 | $35.9 萬 | 0.01% | 00.0% | 不變 |
| PDT Partners, LLC | 14,556 | $36.3 萬 | 0.02% | +14,556 | 新進 |
| Utah Retirement Systems | 14,632 | $36.5 萬 | 0.00% | +1,632+12.6% | 加碼 |
| Baird Financial Group, Inc. | 14,871 | $37.1 萬 | 0.00% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 15,002 | $37.4 萬 | 0.00% | +15,002 | 新進 |
| Empower Advisory Group, LLC | 15,219 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| Woodstock Corp | 15,285 | $38.1 萬 | 0.04% | −676−4.2% | 減碼 |
| Legato Capital Management LLC | 15,335 | $38.2 萬 | 0.05% | +15,335 | 新進 |
| BCS Private Wealth Management, Inc. | 15,600 | $38.9 萬 | 0.15% | +15,600 | 新進 |
| Meridian Wealth Management, LLC | 15,786 | $39.4 萬 | 0.02% | +15,786 | 新進 |
| Janney Capital Management LLC | 15,838 | $39.5 萬 | 0.03% | −1,351−7.9% | 減碼 |
| Emerald Advisers, LLC | 16,122 | $40.2 萬 | 0.01% | +313+2.0% | 加碼 |
| Prudential Financial Inc | 15,600 | $40.6 萬 | 0.00% | +5,910+61.0% | 加碼 |
| Graham Capital Management, L.P. | 16,358 | $40.8 萬 | 0.01% | +16,358 | 新進 |
| Parallel Advisors, LLC | 16,377 | $40.8 萬 | 0.01% | −716−4.2% | 減碼 |
| Sherbrooke Park Advisers LLC | 16,857 | $42.0 萬 | 0.18% | −10,097−37.5% | 減碼 |
| Aquatic Capital Management LLC | 17,058 | $42.5 萬 | 0.01% | +17,058 | 新進 |
| MetLife Investment Management | 17,211 | $42.9 萬 | 0.00% | +1,986+13.0% | 加碼 |
| Wolverine Asset Management LLC | 17,620 | $43.9 萬 | 0.01% | −20,900−54.3% | 減碼 |
| State of Wyoming | 17,759 | $44.3 萬 | 0.05% | +10,811+155.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,097 | $45.1 萬 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 18,611 | $46.4 萬 | 0.27% | −409−2.2% | 減碼 |
| Sanctuary Advisors, LLC | 18,887 | $47.1 萬 | 0.00% | −11,616−38.1% | 減碼 |
| Amalgamated Bank | 19,913 | $49.6 萬 | 0.00% | +2,918+17.2% | 加碼 |
| Persistent Asset Partners Ltd | 20,000 | $49.9 萬 | 0.44% | +20,000 | 新進 |
| Clay Northam Wealth Management, LLC | 20,100 | $50.1 萬 | 0.32% | −200−1.0% | 減碼 |
| IMC-Chicago, LLC | 20,571 | $51.3 萬 | 0.01% | +10,064+95.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 20,277 | $53.3 萬 | 0.00% | −5,596−21.6% | 減碼 |
| Trinity Legacy Partners, LLC | 22,500 | $56.1 萬 | 0.14% | 00.0% | 不變 |
| Lecap Asset Management Ltd | 22,785 | $56.8 萬 | 0.20% | +22,785 | 新進 |
| Rockefeller Capital Management L.P. | 22,858 | $57.0 萬 | 0.00% | −8,066−26.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 23,515 | $58.6 萬 | 0.00% | 00.0% | 不變 |
| Washington Capital Management Inc | 24,000 | $59.8 萬 | 0.44% | +5,300+28.3% | 加碼 |
| Natixis Advisors, L.P. | 25,445 | $63.4 萬 | 0.00% | −3,652−12.6% | 減碼 |
| New York Life Investment Management LLC | 27,134 | $67.6 萬 | 0.01% | +1,291+5.0% | 加碼 |
| Cerity Partners LLC | 29,723 | $74.1 萬 | 0.00% | −3,829−11.4% | 減碼 |
| Connors Investor Services Inc | 30,000 | $74.8 萬 | 0.07% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 30,800 | $76.8 萬 | 0.01% | +4,900+18.9% | 加碼 |
| Holocene Advisors, LP | 31,112 | $77.6 萬 | 0.00% | −894,507−96.6% | 減碼 |
| STRS Ohio | 31,347 | $78.1 萬 | 0.00% | +5,000+19.0% | 加碼 |
| Advisor Group Holdings, Inc. | 32,590 | $81.0 萬 | 0.00% | +5,970+22.4% | 加碼 |