Confluent Inc. Class ACFLT

13F holders, Q1 2025 (March 31)
400holders +14
86new positions
72sold out
9famous investors
$23.42avg. 13F price*

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

0100200300400500 Q1 2024: 399Q1 2024Q2 2024: 373Q2 2024Q3 2024: 343Q3 2024Q4 2024: 386Q4 2024Q1 2025: 400Q1 2025Q2 2025: 396Q2 2025Q3 2025: 385Q3 2025Q4 2025: 426Q4 2025Q1 2026: 4Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions86$371.5M
Exits72$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.

Show all 400 holders