Confluent Inc. Class ACFLT

13F holders, Q3 2025 (September 30)
385holders −11
78new positions
85sold out
9famous investors
$19.81avg. 13F price*

At the end of Q3 2025, 385 institutions reported holding Confluent Inc. Class A (CFLT) in their 13F filings, down 11 from Q2 2025. 78 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($620.7M), BlackRock, Inc. ($485.8M) and Point72 Asset Management ($340.7M). 9 famous investors held it, including Brad Gerstner (2.9% of Altimeter Capital Management's portfolio), Steve Cohen (0.8% of Point72 Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions78$454.0M
Exits85$355.0M

All 13F filers, Q2 2025 → Q3 2025: 60,565,326 shares bought and 58,190,099 shares sold, net +2,375,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 385 holders

Vanguard Group Inc. 0.01% Add +10.5% 31,347,214 $620.7M
BlackRock, Inc. 0.01% Reduce -5.2% 24,535,176 $485.8M
Point72 Asset Management 0.79% Add +10.5% 17,206,434 $340.7M
Altimeter Capital Management 2.95% Reduce -27.5% 11,281,793 $223.4M
Champlain Investment Partners, LLC 1.66% Reduce -3.9% 11,139,056 $220.6M
William Blair Investment Management, LLC 0.44% Reduce -11.1% 8,569,807 $169.7M
Jericho Capital Asset Management L.P. 1.70% New 8,266,000 $163.7M
Optimus Prime Fund Management Co., Ltd. 10.38% Add +16.8% 5,920,000 $117.2M
Cadian Capital Management, LP 6.91% Add +35.0% 5,873,644 $116.3M
Geode Capital Management, LLC 0.01% Add +4.9% 5,490,903 $108.7M
Franklin Resources Inc. 0.03% Reduce -36.9% 5,420,229 $107.3M
Citadel Advisors 0.09% Add +355.0% 5,379,378 $106.5M
Pictet Asset Management Holding SA 0.10% Reduce -6.9% 5,241,573 $103.8M
D. E. Shaw & Co. 0.09% Add +149.3% 5,200,742 $103.0M
AQR Capital Management 0.06% Add +3646.4% 4,904,459 $97.1M
State Street Corp. 0.00% Add +3.5% 4,882,905 $96.7M
UBS Group AG 0.02% Add +277.8% 4,532,574 $89.7M
First Trust Advisors LP 0.06% Reduce -4.9% 4,331,092 $85.8M
Millennium Management 0.06% Add +352.0% 3,977,226 $78.7M
Alyeska Investment Group, L.P. 0.22% Reduce -17.9% 3,603,475 $71.3M
Greenhouse Funds LLLP 2.75% Add +15.3% 3,572,425 $70.7M
JPMorgan Chase & Co. 0.00% Reduce -70.8% 3,489,859 $69.1M
Charles Schwab Investment Management Inc. 0.01% Add +3.6% 2,703,406 $53.5M
Invesco Ltd. 0.01% Add +895.2% 2,408,170 $47.7M
Brown Advisory Inc. 0.06% New 2,228,538 $44.1M
FMR LLC 0.00% Reduce -64.9% 2,179,235 $43.1M
Soma Equity Partners LP 2.15% Reduce -59.1% 2,166,943 $42.9M
Bank of America Corp. 0.00% Reduce -5.6% 2,069,464 $41.0M
Morgan Stanley 0.00% Add +0.3% 2,019,485 $40.0M
ThornTree Capital Partners LP 5.31% Add +45.0% 1,750,817 $34.7M
Amundi 0.01% Reduce -26.1% 1,609,793 $34.2M
T. Rowe Price Investment Management, Inc. 0.02% New 1,708,961 $33.8M
Janus Henderson Group PLC 0.01% Add +1336.3% 1,661,768 $32.9M
Bank of New York Mellon Corp 0.01% Reduce -45.6% 1,562,937 $30.9M
Northern Trust Corp. 0.00% Add +0.9% 1,524,951 $30.2M
Bienville Capital Management, LLC 5.61% Add +17.3% 1,485,841 $29.4M
Capital Research Global Investors 0.01% Reduce -24.1% 1,475,965 $29.2M
Phoenix Financial Ltd. 0.35% Reduce -3.7% 1,471,222 $29.1M
Light Street Capital Management, LLC 4.23% New 1,268,640 $25.1M
LBP Am SA 0.30% Add +13.3% 1,251,413 $24.8M
Infinitum Asset Management, LLC 4.55% Add +19.1% 1,250,000 $24.8M
Sachem Head Capital Management LP 0.65% New 1,155,000 $22.9M
Tredje AP-fonden 0.17% New 1,056,158 $20.9M
Nomura Asset Management Co. Ltd. 0.05% Add +29.9% 1,035,300 $20.5M
Squarepoint Ops LLC 0.04% Reduce -70.7% 976,561 $19.3M
Fiera Capital Corp 0.06% Reduce -2.7% 969,282 $19.2M
Wells Fargo & Company 0.00% Add +53.8% 966,536 $19.1M
Voya Investment Management LLC 0.02% Add +5.2% 965,478 $19.1M
Baillie Gifford & Co. 0.01% Reduce -1.2% 950,803 $18.8M
Man Group plc 0.04% Reduce -20.0% 913,776 $18.1M
CI Investments Inc. 0.06% Add +205268.4% 895,406 $17.7M
Verition Fund Management LLC 0.10% Add +38.2% 858,092 $17.0M
Sei Investments Co. 0.02% Reduce -0.9% 853,268 $16.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -29.6% 834,543 $16.5M
Voloridge Investment Management, LLC 0.05% New 796,923 $15.8M
Goldman Sachs Group Inc. 0.00% Add +13.9% 780,579 $15.5M
Deutsche Bank AG 0.01% Reduce -4.2% 772,700 $15.3M
Clearline Capital LP 1.31% New 764,277 $15.1M
Nuveen, LLC 0.00% Reduce -40.0% 747,148 $14.8M
Vishria Bird Financial Group, LLC 2.90% Add +0.2% 745,621 $14.8M
Marshall Wace, LLP 0.02% New 731,902 $14.5M
Jennison Associates LLC 0.01% Add +2.9% 634,133 $12.6M
Trexquant Investment LP 0.13% Add +21.9% 630,547 $12.5M
Nishkama Capital, LLC 1.07% New 601,274 $11.9M
Susquehanna International Group, LLP 0.02% Add +462.4% 600,014 $11.9M
Royal Bank of Canada 0.00% Reduce -32.9% 574,984 $11.4M
Swiss National Bank 0.01% Add +4.3% 527,500 $10.4M
Quantinno Capital Management LP 0.03% Reduce -6.2% 517,961 $10.3M
FIL Ltd 0.01% New 498,713 $9.9M
Alta Park Capital, LP 0.94% New 473,504 $9.4M
Peregrine Capital Management LLC 0.28% Add +12.7% 466,724 $9.2M
GMT Capital Corp 0.38% No change 425,100 $8.4M
Coronation Fund Managers Ltd. 0.42% Reduce -1.4% 405,615 $8.0M
Flight Deck Capital, LP 5.84% Add +15.1% 389,859 $7.7M
California Public Employees Retirement System 0.00% Add +8.7% 377,089 $7.5M
Savant Capital, LLC 0.05% Reduce -0.2% 375,801 $7.4M
T. Rowe Price Associates Inc. 0.00% Reduce -89.2% 375,710 $7.4M
New York State Common Retirement Fund 0.01% Reduce -54.1% 371,704 $7.4M
Barclays PLC 0.00% Add +48.5% 344,169 $6.8M
Group One Trading LLC 0.20% Add +246.3% 338,852 $6.7M
Sora Investors LLC 0.60% New 328,576 $6.5M
Tremblant Capital Group 0.64% Reduce -44.6% 312,702 $6.2M
Delta Global Management LP 0.44% New 303,441 $6.0M
Rhumbline Advisers 0.00% Reduce -2.6% 300,805 $6.0M
Ieq Capital, LLC 0.02% Add +701.8% 298,884 $5.9M
Legal & General Group Plc 0.00% Reduce -3.7% 298,843 $5.9M
State of Wisconsin Investment Board 0.01% Add +2.2% 296,771 $5.9M
Andra AP-fonden 0.07% Add +55.3% 290,917 $5.8M
Algert Global LLC 0.10% Add +117.4% 290,822 $5.8M
Jane Street Group, LLC 0.01% Add +202.8% 284,950 $5.6M
CANADA LIFE ASSURANCE Co 0.01% Add +30.4% 280,550 $5.6M
Centiva Capital, LP 0.50% New 272,601 $5.4M
Pier Capital, LLC 0.83% Reduce -42.2% 268,535 $5.3M
ExodusPoint Capital Management, LP 0.07% New 261,895 $5.2M
Citigroup Inc. 0.00% Reduce -33.1% 260,286 $5.2M
Exane Asset Management 1.72% Add +285164.9% 219,654 $5.1M
California State Teachers Retirement System 0.01% Add +0.0% 253,379 $5.0M
Melqart Asset Management (UK) Ltd 0.66% New 248,445 $4.9M
IMC-Chicago, LLC 0.08% Add +1028.4% 232,118 $4.6M
Madison Asset Management, LLC 0.05% Add +28.8% 218,345 $4.3M

"% 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 385 holders