Confluent Inc. Class ACFLT
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 396 institutions reported holding Confluent Inc. Class A (CFLT) in their 13F filings, down 4 from Q1 2025. 68 opened new positions and 72 sold out. The largest holders were Vanguard Group Inc. ($707.4M), BlackRock, Inc. ($644.9M) and Point72 Asset Management ($388.3M). 9 famous investors held it, including Brad Gerstner (5.6% of Altimeter Capital Management's portfolio), Gavin Baker (2.1% of Atreides Management's portfolio) and Steve Cohen (1.0% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $98.5M |
| Exits | 72 | $331.6M |
All 13F filers, Q1 2025 → Q2 2025: 49,585,523 shares bought and 46,470,211 shares sold, net +3,115,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Vanguard Group Inc. | 0.01% | Add +6.6% | 28,376,506 | $707.4M |
| BlackRock, Inc. | 0.01% | Reduce -8.8% | 25,867,083 | $644.9M |
| Point72 Asset Management | 0.97% | Add +1260.7% | 15,576,947 | $388.3M |
| Altimeter Capital Management | 5.60% | Add +19.3% | 15,552,976 | $387.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -36.1% | 11,942,017 | $297.7M |
| Champlain Investment Partners, LLC | 2.02% | Add +6.7% | 11,590,026 | $288.9M |
| William Blair Investment Management, LLC | 0.64% | Add +3.8% | 9,639,102 | $240.3M |
| Franklin Resources Inc. | 0.06% | Add +1.7% | 8,592,443 | $214.2M |
| FMR LLC | 0.01% | Reduce -41.6% | 6,208,473 | $154.8M |
| Pictet Asset Management Holding SA | 0.14% | Add +45.0% | 5,628,229 | $140.3M |
| Soma Equity Partners LP | 7.34% | Add +56.7% | 5,296,496 | $132.0M |
| Geode Capital Management, LLC | 0.01% | Add +12.5% | 5,235,819 | $130.6M |
| Optimus Prime Fund Management Co., Ltd. | 12.63% | Add +17.9% | 5,070,000 | $126.4M |
| State Street Corp. | 0.00% | Add +6.7% | 4,717,027 | $117.6M |
| First Trust Advisors LP | 0.09% | Add +15.7% | 4,555,913 | $113.6M |
| Alyeska Investment Group, L.P. | 0.39% | Add +68.9% | 4,387,435 | $109.4M |
| Cadian Capital Management, LP | 6.08% | Add +90.7% | 4,351,197 | $108.5M |
| Norges Bank | 0.01% | Reduce -49.8% | 3,599,535 | $89.7M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -37.2% | 3,462,026 | $86.3M |
| Squarepoint Ops LLC | 0.18% | Add +670.5% | 3,337,152 | $83.2M |
| Greenhouse Funds LLLP | 3.23% | Add +23.1% | 3,097,695 | $77.2M |
| Atreides Management | 2.08% | Add +82.0% | 3,012,215 | $75.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.0% | 2,872,389 | $71.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +12.1% | 2,608,640 | $65.0M |
| Amundi | 0.02% | Add +9.7% | 2,179,030 | $55.8M |
| Bank of America Corp. | 0.00% | Add +71.4% | 2,193,036 | $54.7M |
| D. E. Shaw & Co. | 0.06% | Add +720.2% | 2,085,775 | $52.0M |
| Morgan Stanley | 0.00% | Reduce -28.0% | 2,014,411 | $50.2M |
| Capital Research Global Investors | 0.01% | Reduce -61.1% | 1,944,970 | $48.5M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -0.8% | 1,743,423 | $43.5M |
| Phoenix Financial Ltd. | 0.50% | Reduce -1.3% | 1,527,640 | $38.1M |
| Northern Trust Corp. | 0.01% | Add +7.0% | 1,511,466 | $37.7M |
| Bienville Capital Management, LLC | 6.23% | Add +275.9% | 1,267,195 | $31.6M |
| Nuveen, LLC | 0.01% | Add +1.4% | 1,246,036 | $31.1M |
| Federated Hermes, Inc. | 0.06% | No change | 1,218,100 | $30.4M |
| ThornTree Capital Partners LP | 5.01% | Add +14.0% | 1,207,633 | $30.1M |
| UBS Group AG | 0.01% | Reduce -58.0% | 1,199,645 | $29.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.6% | 1,184,912 | $29.5M |
| Citadel Advisors | 0.03% | Add +125.1% | 1,182,345 | $29.5M |
| Man Group plc | 0.06% | Add +17.9% | 1,142,153 | $28.5M |
| LBP Am SA | 0.39% | Add +26.0% | 1,104,700 | $27.5M |
| MIG Capital, LLC | 2.82% | No change | 1,073,354 | $26.8M |
| Infinitum Asset Management, LLC | 5.80% | Add +90.9% | 1,050,000 | $26.2M |
| Fiera Capital Corp | 0.08% | Reduce -1.2% | 996,294 | $24.8M |
| Baillie Gifford & Co. | 0.02% | Reduce -0.7% | 962,726 | $24.0M |
| Voya Investment Management LLC | 0.03% | Add +0.9% | 917,657 | $22.9M |
| Schonfeld Strategic Advisors LLC | 0.17% | Reduce -5.9% | 898,992 | $22.4M |
| Millennium Management | 0.02% | Reduce -27.6% | 879,986 | $21.9M |
| Sei Investments Co. | 0.02% | Add +15.4% | 860,866 | $21.5M |
| Royal Bank of Canada | 0.00% | Add +71.9% | 857,478 | $21.4M |
| New York State Common Retirement Fund | 0.03% | Add +4.1% | 810,423 | $20.2M |
| Deutsche Bank AG | 0.01% | Add +26.0% | 806,910 | $20.1M |
| Nomura Asset Management Co. Ltd. | 0.05% | Reduce -20.4% | 797,300 | $19.9M |
| Vishria Bird Financial Group, LLC | 6.17% | Reduce -39.7% | 744,181 | $18.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -27.3% | 685,321 | $17.1M |
| Tairen Capital Ltd | 1.73% | Add +746.5% | 677,200 | $16.9M |
| Wells Fargo & Company | 0.00% | Reduce -5.0% | 628,613 | $15.7M |
| Balyasny Asset Management L.P. | 0.04% | Add +1073.7% | 624,380 | $15.6M |
| Verition Fund Management LLC | 0.09% | Reduce -33.7% | 620,954 | $15.5M |
| Jennison Associates LLC | 0.01% | Reduce -0.6% | 616,030 | $15.4M |
| Allianz Asset Management GmbH | 0.02% | Reduce -2.1% | 587,992 | $14.7M |
| Swedbank AB | 0.02% | Add +24.2% | 582,500 | $14.5M |
| Hidden Lake Asset Management LP | 6.96% | Add +92.0% | 567,677 | $14.2M |
| Tremblant Capital Group | 1.36% | Add +80.5% | 564,751 | $14.1M |
| Cinctive Capital Management LP | 0.78% | New | 561,831 | $14.0M |
| Quantinno Capital Management LP | 0.06% | Reduce -7.3% | 552,238 | $13.8M |
| Principal Financial Group Inc. | 0.01% | Add +4.0% | 549,090 | $13.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -11.3% | 542,493 | $13.5M |
| Trexquant Investment LP | 0.15% | Reduce -20.9% | 517,281 | $12.9M |
| Swiss National Bank | 0.01% | Add +6.5% | 505,800 | $12.6M |
| Driehaus Capital Management LLC | 0.10% | Reduce -70.4% | 504,361 | $12.6M |
| Renaissance Technologies | 0.02% | New | 495,200 | $12.3M |
| Twin Tree Management, LP | 0.30% | Add +14.0% | 470,626 | $11.7M |
| Pier Capital, LLC | 1.77% | Add +50.6% | 464,675 | $11.6M |
| GMT Capital Corp | 0.44% | No change | 425,100 | $10.6M |
| Focus Partners Wealth | 0.02% | Add +2.2% | 418,318 | $10.4M |
| Peregrine Capital Management LLC | 0.31% | Add +29.0% | 414,272 | $10.3M |
| Coronation Fund Managers Ltd. | 0.56% | New | 411,153 | $10.3M |
| Capital Fund Management S.A. | 0.11% | Add +8.8% | 406,698 | $10.1M |
| Oddo BHF Asset Management Sas | 0.38% | Add +76.5% | 397,241 | $9.9M |
| AXA S.A. | 0.03% | Add +29.1% | 393,028 | $9.8M |
| Citigroup Inc. | 0.01% | Add +51.7% | 389,122 | $9.7M |
| Savant Capital, LLC | 0.07% | Add +0.1% | 376,551 | $9.4M |
| Frontier Capital Management Co. LLC | 0.09% | Reduce -73.6% | 373,991 | $9.3M |
| California Public Employees Retirement System | 0.01% | Add +22.0% | 347,016 | $8.7M |
| Flight Deck Capital, LP | 8.94% | Add +11.2% | 338,859 | $8.4M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -50.9% | 338,566 | $8.4M |
| Granahan Investment Management, LLC | 0.33% | Add +18.0% | 324,052 | $8.1M |
| Bourgeon Capital Management LLC | 1.61% | New | 320,621 | $8.0M |
| Legal & General Group Plc | 0.00% | Add +10.9% | 310,327 | $7.7M |
| Rhumbline Advisers | 0.01% | Add +4.6% | 308,964 | $7.7M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.21% | New | 300,000 | $7.5M |
| Cubist Systematic Strategies, LLC | 0.08% | Add +11391.9% | 290,401 | $7.2M |
| State of Wisconsin Investment Board | 0.02% | Add +11.7% | 290,359 | $7.2M |
| Harber Asset Management LLC | 2.18% | Add +4.9% | 268,517 | $6.7M |
| Macquarie Group Ltd. | 0.01% | Add +17.8% | 263,897 | $6.6M |
| Bank of Montreal | 0.00% | Add +180.4% | 261,007 | $6.5M |
| California State Teachers Retirement System | 0.01% | Add +10.4% | 253,321 | $6.3M |
| Invesco Ltd. | 0.00% | Add +19.2% | 241,974 | $6.0M |
| HSBC Holdings PLC | 0.00% | Add +655.7% | 243,596 | $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.