Confluent Inc. Class ACFLT
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $454.0M |
| Exits | 85 | $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.