Confluent Inc. Class ACFLT
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 400 institutions reported holding Confluent Inc. Class A (CFLT) in their 13F filings, up 14 from Q4 2024. 86 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($665.0M), Vanguard Group Inc. ($624.0M) and JPMorgan Chase & Co. ($438.3M). 9 famous investors held it, including Brad Gerstner (6.2% of Altimeter Capital Management's portfolio), Gavin Baker (1.4% of Atreides Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Confluent Inc. Class A
- CUSIP
- 20717M103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $371.5M |
| Exits | 72 | $135.1M |
All 13F filers, Q4 2024 → Q1 2025: 49,853,468 shares bought and 19,755,508 shares sold, net +30,097,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 400 holders
| BlackRock, Inc. | 0.01% | Reduce -6.1% | 28,369,943 | $665.0M |
| Vanguard Group Inc. | 0.01% | Add +7.2% | 26,620,150 | $624.0M |
| JPMorgan Chase & Co. | 0.03% | Add +3.5% | 18,697,846 | $438.3M |
| Altimeter Capital Management | 6.15% | Add +11.0% | 13,042,080 | $305.7M |
| Champlain Investment Partners, LLC | 1.84% | Add +0.3% | 10,862,083 | $254.6M |
| FMR LLC | 0.02% | Reduce -6.6% | 10,638,045 | $249.4M |
| William Blair Investment Management, LLC | 0.61% | Reduce -14.1% | 9,282,825 | $217.6M |
| Franklin Resources Inc. | 0.06% | Add +7.4% | 8,449,211 | $198.0M |
| Norges Bank | 0.02% | Add +147.3% | 7,172,848 | $168.1M |
| T. Rowe Price Associates Inc. | 0.02% | Add +13.5% | 5,510,743 | $129.2M |
| Capital Research Global Investors | 0.03% | Reduce -3.5% | 5,003,614 | $117.3M |
| Geode Capital Management, LLC | 0.01% | Add +5.5% | 4,652,600 | $109.1M |
| State Street Corp. | 0.00% | Reduce -2.1% | 4,420,941 | $103.6M |
| Optimus Prime Fund Management Co., Ltd. | 11.51% | Add +32.7% | 4,300,000 | $100.8M |
| First Trust Advisors LP | 0.08% | Add +15.3% | 3,939,091 | $92.3M |
| Pictet Asset Management Holding SA | 0.10% | Add +65.1% | 3,881,590 | $91.0M |
| Slate Path Capital LP | 1.52% | New | 3,580,000 | $83.9M |
| Soma Equity Partners LP | 4.78% | Reduce -9.3% | 3,380,745 | $79.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -19.6% | 2,901,136 | $68.0M |
| UBS Group AG | 0.01% | Add +462.3% | 2,858,025 | $67.0M |
| Morgan Stanley | 0.00% | Add +84.0% | 2,796,195 | $65.5M |
| Alyeska Investment Group, L.P. | 0.24% | Add +220.2% | 2,597,346 | $60.9M |
| Greenhouse Funds LLLP | 2.87% | Add +38.2% | 2,516,338 | $59.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.2% | 2,327,496 | $54.6M |
| Cadian Capital Management, LP | 2.29% | Add +169.8% | 2,281,687 | $53.5M |
| Fuller & Thaler Asset Management, Inc. | 0.21% | Reduce -2.4% | 2,256,418 | $52.9M |
| Jericho Capital Asset Management L.P. | 0.93% | Reduce -27.3% | 2,181,000 | $51.1M |
| 1832 Asset Management L.P. | 0.09% | New | 2,071,100 | $48.5M |
| Amundi | 0.02% | Reduce -0.8% | 1,986,204 | $42.1M |
| Artisan Partners Limited Partnership | 0.07% | Add +70.2% | 1,758,434 | $41.2M |
| Driehaus Capital Management LLC | 0.39% | New | 1,704,089 | $39.9M |
| Atreides Management | 1.41% | Add +6.8% | 1,654,969 | $38.8M |
| Phoenix Financial Ltd. | 0.56% | Add +901.4% | 1,547,112 | $36.3M |
| Frontier Capital Management Co. LLC | 0.36% | New | 1,416,564 | $33.2M |
| Northern Trust Corp. | 0.00% | Add +2.1% | 1,412,390 | $33.1M |
| Bank of America Corp. | 0.00% | Add +58.1% | 1,279,466 | $30.0M |
| Vishria Bird Financial Group, LLC | 9.83% | Add +1301.3% | 1,234,929 | $28.9M |
| Nuveen, LLC | 0.01% | — | 1,228,298 | $28.8M |
| Federated Hermes, Inc. | 0.06% | Add +22.8% | 1,218,100 | $28.6M |
| Millennium Management | 0.03% | Add +469.2% | 1,215,189 | $28.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3.7% | 1,204,129 | $28.2M |
| Point72 Asset Management | 0.08% | Reduce -39.9% | 1,144,782 | $26.8M |
| MIG Capital, LLC | 3.20% | Add +11.1% | 1,073,354 | $25.2M |
| ThornTree Capital Partners LP | 5.48% | New | 1,059,340 | $24.8M |
| Fiera Capital Corp | 0.09% | Reduce -0.8% | 1,008,789 | $23.6M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +203.3% | 1,001,000 | $23.5M |
| Baillie Gifford & Co. | 0.02% | Add +114.9% | 969,306 | $22.7M |
| Man Group plc | 0.07% | Reduce -26.5% | 968,691 | $22.7M |
| Schonfeld Strategic Advisors LLC | 0.15% | Add +1237.5% | 955,448 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +133.0% | 942,303 | $22.1M |
| Verition Fund Management LLC | 0.13% | Add +215.1% | 936,247 | $21.9M |
| Holocene Advisors, LP | 0.06% | New | 925,619 | $21.7M |
| Voya Investment Management LLC | 0.03% | Add +2.9% | 909,164 | $21.3M |
| LBP Am SA | 0.32% | Reduce -25.5% | 876,581 | $20.5M |
| New York State Common Retirement Fund | 0.03% | Add +28.9% | 778,296 | $18.2M |
| Sei Investments Co. | 0.02% | Add +67.5% | 746,266 | $17.5M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -0.3% | 726,822 | $17.0M |
| Great Lakes Advisors, LLC | 0.14% | Reduce -3.8% | 689,949 | $16.2M |
| Wells Fargo & Company | 0.00% | Add +15.6% | 661,597 | $15.5M |
| Trexquant Investment LP | 0.18% | Add +0.2% | 653,576 | $15.3M |
| Deutsche Bank AG | 0.01% | Reduce -30.5% | 640,493 | $15.0M |
| Jennison Associates LLC | 0.01% | New | 619,492 | $14.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -5.8% | 611,298 | $14.3M |
| Picton Mahoney Asset Management | 0.49% | New | 608,134 | $14.3M |
| Allianz Asset Management GmbH | 0.02% | Add +6723.4% | 600,456 | $14.1M |
| Quantinno Capital Management LP | 0.09% | Add +581.4% | 595,562 | $14.0M |
| FengHe Fund Management Pte. Ltd. | 4.87% | New | 554,136 | $13.0M |
| Infinitum Asset Management, LLC | 4.12% | Add +46.7% | 550,000 | $12.9M |
| Principal Financial Group Inc. | 0.01% | Add +47.3% | 528,171 | $12.4M |
| Citadel Advisors | 0.01% | Reduce -73.9% | 525,184 | $12.3M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 498,878 | $11.7M |
| Swiss National Bank | 0.01% | Add +1.7% | 475,100 | $11.1M |
| Swedbank AB | 0.01% | Add +168.0% | 469,000 | $11.0M |
| Agf Management Ltd. | 0.06% | Add +8.5% | 448,651 | $10.5M |
| Squarepoint Ops LLC | 0.02% | Reduce -76.2% | 433,135 | $10.2M |
| GMT Capital Corp | 0.53% | Add +10.9% | 425,100 | $10.0M |
| Twin Tree Management, LP | 0.21% | Add +189.8% | 412,729 | $9.7M |
| Focus Partners Wealth | 0.02% | Add +43.4% | 409,461 | $9.6M |
| Savant Capital, LLC | 0.07% | Reduce -0.8% | 376,306 | $8.8M |
| Capital Fund Management S.A. | 0.11% | Add +127.6% | 373,781 | $8.8M |
| Barclays PLC | 0.00% | Add +332.5% | 371,597 | $8.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -44.4% | 354,901 | $8.3M |
| Bienville Capital Management, LLC | 1.92% | Add +44.2% | 337,098 | $7.9M |
| Peregrine Capital Management LLC | 0.25% | Add +3.5% | 321,037 | $7.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +52.6% | 317,500 | $7.4M |
| Tremblant Capital Group | 0.90% | New | 312,848 | $7.3M |
| Pier Capital, LLC | 1.21% | Add +51.3% | 308,509 | $7.2M |
| Flight Deck Capital, LP | 7.37% | Add +23.6% | 304,759 | $7.1M |
| AXA S.A. | 0.02% | New | 304,463 | $7.1M |
| Hidden Lake Asset Management LP | 6.83% | Add +229.1% | 295,661 | $6.9M |
| Rhumbline Advisers | 0.01% | Add +2.3% | 295,282 | $6.9M |
| California Public Employees Retirement System | 0.00% | Add +1.1% | 284,442 | $6.7M |
| Legal & General Group Plc | 0.00% | Add +8.9% | 279,704 | $6.6M |
| Granahan Investment Management, LLC | 0.32% | Reduce -17.7% | 274,709 | $6.4M |
| Pinebridge Investments, L.P. | 0.05% | New | 268,418 | $6.3M |
| TD Asset Management Inc | 0.01% | No change | 264,990 | $6.2M |
| Maxi Investments CY Ltd | 1.23% | New | 264,266 | $6.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -32.4% | 260,058 | $6.1M |
| Citigroup Inc. | 0.00% | Reduce -13.4% | 256,508 | $6.0M |
| Harber Asset Management LLC | 2.16% | Add +42.2% | 255,957 | $6.0M |
"% of holder's portfolio" is CFLT's weight in each manager's 13F, not the share of Confluent Inc. Class A the manager owns.