Confluent Inc. Class ACFLT

13F holders, Q2 2025 (June 30)
396holders −4
68new positions
72sold out
9famous investors
$24.93avg. 13F price*

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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions68$98.5M
Exits72$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.

Show all 396 holders