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
State Board of Administration of Florida Retirement System 0.01% Add +2.1% 210,690 $4.2M
Penserra Capital Management LLC 0.05% Add +49.5% 201,364 $4.0M
Alight Capital Management LP 0.95% New 200,000 $4.0M
Neo Ivy Capital Management 0.94% Add +239.8% 194,898 $3.9M
Cubist Systematic Strategies, LLC 0.05% Reduce -33.1% 194,305 $3.8M
Granahan Investment Management, LLC 0.16% Reduce -40.9% 191,479 $3.8M
Dimensional Fund Advisors LP 0.00% Add +11.3% 190,973 $3.8M
Canada Pension Plan Investment Board 0.00% Add +134.0% 187,400 $3.7M
Cwm, LLC 0.01% Add +2689.9% 183,272 $3.6M
Cerity Partners LLC 0.01% Add +515.9% 183,054 $3.6M
BNP Paribas Financial Markets 0.00% Add +85.4% 182,836 $3.6M
Acadian Asset Management LLC 0.01% Add +7.6% 181,870 $3.6M
Sycomore Asset Management 0.58% No change 177,319 $3.5M
Sit Investment Associates Inc. 0.07% No change 170,390 $3.4M
Great Lakes Advisors, LLC 0.03% Reduce -50.5% 167,418 $3.3M
SWS Partners 0.80% Add +18.1% 164,776 $3.3M
Cresset Asset Management, LLC 0.01% Add +3.3% 160,513 $3.2M
Rock Point Advisors, LLC 0.83% Add +62.6% 158,367 $3.1M
Cetera Investment Advisers 0.00% Add +140.0% 154,080 $3.1M
Korea Investment CORP 0.01% No change 151,375 $3.0M
Concentric Capital Strategies, LP 0.14% Reduce -15.3% 151,368 $3.0M
Blair William & Co. 0.01% Reduce -10.2% 144,126 $2.9M
Maxi Investments CY Ltd 0.58% Add +81.7% 140,366 $2.8M
Caption Management, LLC 0.17% Add +100.0% 140,000 $2.8M
Ardsley Advisory Partners LP 0.41% New 135,000 $2.7M
Harber Asset Management LLC 0.98% Reduce -50.0% 134,143 $2.7M
Balyasny Asset Management L.P. 0.01% Reduce -78.6% 133,522 $2.6M
Aquatic Capital Management LLC 0.05% Add +676.2% 132,401 $2.6M
Macquarie Group Ltd. 0.00% Reduce -50.4% 130,877 $2.6M
Russell Investments Group, Ltd. 0.00% Add +9.6% 130,385 $2.6M
Treasurer of the State of North Carolina 0.01% Reduce -3.8% 124,458 $2.5M
Cinctive Capital Management LP 0.12% Reduce -78.1% 123,248 $2.4M
State of New Jersey Common Pension Fund D 0.01% Add +36.7% 123,094 $2.4M
Police & Firemen's Retirement System of New Jersey 0.02% Add +16.6% 122,862 $2.4M
Edgestream Partners, L.P. 0.07% Reduce -8.9% 116,654 $2.3M
Victory Capital Management Inc. 0.00% Reduce -78.7% 115,316 $2.3M
Wolverine Trading, LLC 0.04% Add +162.7% 111,140 $2.2M
Walleye Trading LLC 0.04% New 110,682 $2.2M
Diversified Trust Co. 0.04% Add +11.2% 110,369 $2.2M
Dark Forest Capital Management LP 0.08% Add +15.4% 108,866 $2.2M
Inspire Advisors, LLC 0.20% New 106,363 $2.1M
Creative Planning 0.00% Add +69.1% 101,102 $2.0M
Headlands Technologies LLC 0.16% Add +859.0% 101,014 $2.0M
Palogic Value Management, L.P. 0.85% New 100,000 $2.0M
Bank of Montreal 0.00% Reduce -63.0% 96,593 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +338.8% 88,980 $1.8M
Entropy Technologies, LP 0.14% New 92,817 $1.8M
Alliancebernstein L.P. 0.00% Reduce -50.3% 92,497 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +20.2% 92,188 $1.8M
Public Employees Retirement System of Ohio 0.01% Add +0.6% 86,477 $1.7M
Weiss Asset Management LP 0.03% New 84,489 $1.7M
Arax Advisory Partners 0.02% Add +4093.7% 83,455 $1.7M
Mariner, LLC 0.00% Add +500.0% 82,237 $1.6M
Octahedron Capital Management L.P. 0.92% Reduce -41.9% 81,700 $1.6M
Arizona State Retirement System 0.01% Add +4.2% 80,469 $1.6M
Wellington Management Group LLP 0.00% New 80,264 $1.6M
Envestnet Asset Management Inc. 0.00% Reduce -22.8% 76,912 $1.5M
Moloney Securities Asset Management, LLC 0.18% New 76,250 $1.5M
SG Americas Securities, LLC 0.01% Add +498.8% 72,196 $1.4M
Bessemer Group Inc. 0.00% Add +0.6% 71,078 $1.4M
Oppenheimer & Co. Inc. 0.02% Reduce -22.4% 71,005 $1.4M
Ameriprise Financial Inc. 0.00% Reduce -67.6% 69,537 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -52.3% 65,481 $1.3M
Baron Capital (BAMCO) 0.00% Reduce -60.6% 65,000 $1.3M
PEAK6 LLC 0.03% Add +24.8% 64,302 $1.3M
Ensign Peak Advisors, Inc 0.00% Reduce -20.5% 63,866 $1.3M
Handelsbanken Fonder AB 0.00% No change 62,792 $1.2M
Jacobs Levy Equity Management, Inc. 0.00% New 62,404 $1.2M
Mercer Global Advisors Inc. 0.00% New 60,024 $1.2M
Tudor Investment Corporation 0.01% New 59,346 $1.2M
Krane Funds Advisors LLC 0.03% Add +301.7% 52,070 $1.2M
TD Asset Management Inc 0.00% New 58,792 $1.2M
KLP Kapitalforvaltning As 0.00% Add +6.0% 57,900 $1.1M
Quantbot Technologies LP 0.03% New 56,683 $1.1M
HAP Trading, LLC 0.31% — 56,171 $1.1M
Walleye Capital LLC 0.01% New 55,900 $1.1M
Prelude Capital Management, LLC 0.08% Add +6.9% 53,687 $1.1M
Twin Tree Management, LP 0.05% Reduce -88.7% 53,245 $1.1M
Persistent Asset Partners Ltd 0.72% Add +150.0% 50,000 $990K
Brevan Howard Capital Management LP 0.01% Reduce -50.2% 47,685 $944K
Captrust Financial Advisors 0.00% New 42,788 $847K
OP Asset Management Ltd 0.01% New 42,361 $839K
Intellectus Partners, LLC 0.16% Reduce -29.5% 41,200 $816K
Xponance LLC 0.01% Add +1.8% 40,399 $800K
Stifel Financial Corp. 0.00% Reduce -19.8% 39,413 $780K
Sax Wealth Advisors, LLC 0.04% Add +0.1% 38,107 $755K
Siren, L.L.C. 0.03% New 37,500 $743K
Fox Run Management, L.L.C. 0.12% Reduce -28.3% 37,482 $742K
Holocene Advisors, LP 0.00% Add +19.6% 37,225 $737K
One Charles Private Wealth Services, LLC 0.19% Add +0.2% 36,459 $722K
Assetmark, Inc. 0.00% Reduce -9.0% 36,417 $721K
Teacher Retirement System of Texas 0.00% Reduce -58.7% 35,497 $703K
Engineers Gate Manager LP 0.01% New 34,919 $691K
LPL Financial LLC 0.00% Reduce -21.9% 34,504 $683K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 34,114 $675K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -60.6% 34,052 $674K
Leonteq Securities AG 0.04% Add +371.6% 33,749 $668K
Qsemble Capital Management, LP 0.06% New 32,867 $651K
Renaissance Technologies 0.00% Reduce -93.5% 32,400 $642K
Jain Global LLC 0.01% New 32,136 $636K
Focus Partners Wealth 0.00% Reduce -92.5% 31,374 $629K
a16z Perennial Management, L.P. 0.05% New 31,332 $620K
Orion Porfolio Solutions, LLC 0.00% Reduce -13.1% 30,327 $600K
Connors Investor Services Inc. 0.05% No change 30,000 $594K
Semanteon Capital Management, LP 0.72% Add +231.1% 28,951 $573K
Polymer Capital Management (HK) LTD 0.08% New 28,131 $557K
Osaic Holdings, Inc. 0.00% Reduce -15.3% 27,588 $548K
New York Life Investment Management LLC 0.00% Add +1.5% 27,552 $546K
Trinity Legacy Partners, LLC 0.12% No change 22,500 $526K
BCS Private Wealth Management, Inc. 0.19% Add +69.8% 26,495 $525K
MML Investors Services, LLC 0.00% Add +123.5% 26,439 $523K
Boothbay Fund Management, LLC 0.01% New 26,354 $522K
Vident Advisory, LLC 0.01% Reduce -22.5% 25,866 $512K
Rockefeller Capital Management L.P. 0.00% Add +10.6% 25,280 $501K
Point72 Asia (Singapore) Pte. Ltd. 0.08% New 24,874 $493K
HSBC Holdings PLC 0.00% Reduce -89.8% 24,930 $488K
Beck Capital Management, LLC 0.11% Reduce -64.0% 24,484 $485K
Washington Capital Management, Inc. 0.34% No change 24,000 $475K
Brighton Jones LLC 0.01% New 23,794 $471K
Allianz Asset Management GmbH 0.00% Reduce -96.0% 23,667 $469K
Public Employees Retirement Association of Colorado 0.00% No change 23,515 $466K
Amalgamated Bank 0.00% Add +9.9% 21,894 $434K
Federation des caisses Desjardins du Quebec 0.00% Add +669.8% 21,632 $428K
Sanctuary Advisors, LLC 0.00% Add +8.6% 20,517 $406K
Sherbrooke Park Advisers LLC 0.19% Add +20.7% 20,343 $403K
HRT Financial LP 0.00% New 20,221 $400K
Clay Northam Wealth Management, LLC 0.23% No change 20,100 $398K
Pallas Capital Advisors LLC 0.01% New 19,445 $385K
Capital Fund Management S.A. 0.00% Reduce -95.4% 18,629 $369K
Summit Trail Advisors, LLC 0.01% New 18,288 $362K
Parallax Volatility Advisers, L.P. 0.01% Reduce -78.0% 18,186 $360K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 18,097 $358K
MetLife Investment Management, LLC 0.00% Add +3.0% 17,723 $351K
Krilogy Financial LLC 0.01% New 15,489 $349K
State of Wyoming 0.04% Reduce -1.6% 17,475 $346K
Cache Advisors, LLC 0.06% Reduce -66.8% 17,471 $346K
QVT Financial LP 0.04% New 17,248 $342K
Gsa Capital Partners LLP 0.03% New 17,246 $341K
Pacer Advisors, Inc. 0.00% Add +192.1% 16,914 $335K
Raymond James Financial Inc. 0.00% Add +46.7% 16,909 $335K
Wealthfront Advisers LLC 0.00% Add +10.6% 16,588 $328K
Focus Partners Advisor Solutions, LLC 0.00% New 14,568 $327K
Parallel Advisors, LLC 0.01% Reduce -0.5% 16,299 $323K
Fortitude Advisory Group L.L.C. 0.17% Reduce -14.6% 15,900 $315K
Empower Advisory Group, LLC 0.00% Add +3.6% 15,769 $312K
Prudential Financial Inc. 0.00% Add +0.5% 15,670 $310K
Baird Financial Group, Inc. 0.00% Add +4.8% 15,584 $309K
Janney Capital Management LLC 0.02% Reduce -2.6% 15,432 $306K
Woodstock Corp. 0.03% No change 15,285 $303K
Cibc World Market Inc. 0.00% Add +67.5% 14,891 $295K
FNY Investment Advisers, LLC 0.10% Add +134.9% 14,886 $294K
Frontier Capital Management Co. LLC 0.00% Reduce -96.0% 14,837 $294K
Merit Financial Group, LLC 0.00% New 14,668 $290K
ANTIPODES PARTNERS Ltd 0.01% New 14,659 $290K
AlphaQuest LLC 0.02% Add +215.9% 14,647 $290K
Utah Retirement Systems 0.00% No change 14,632 $290K
PDT Partners, LLC 0.02% Reduce -0.4% 14,500 $287K
Jasper Ridge Partners, L.P. 0.01% No change 14,409 $285K
Avestar Capital, LLC 0.02% Add +13.6% 13,992 $277K
Tempus Wealth Planning, LLC 0.06% New 13,853 $274K
ProShare Advisors LLC 0.00% Reduce -3.7% 13,784 $273K
Caerus Investment Advisors, LLC 0.11% New 13,647 $270K
Essential Partners LLC 0.09% Add +43751.6% 13,594 $269K
Maryland State Retirement & Pension System 0.01% No change 13,454 $266K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +2.7% 12,818 $254K
Swiss Life Asset Management Ltd 0.00% New 12,400 $246K
Prostatis Group LLC 0.06% Add +20.3% 12,138 $240K
Guggenheim Capital LLC 0.00% Add +37.4% 12,118 $240K
Westside Investment Management, Inc. 0.04% No change 12,053 $239K
Integrated Wealth Concepts LLC 0.00% New 11,914 $236K
Rafferty Asset Management, LLC 0.00% Reduce -2.9% 11,490 $228K
HighTower Advisors, LLC 0.00% Reduce -1.2% 11,336 $224K
Profund Advisors LLC 0.01% Add +0.3% 11,307 $224K
Lazard Asset Management LLC 0.00% Reduce -89.9% 11,248 $223K
Bridgefront Capital, LLC 0.06% Reduce -68.8% 11,067 $219K
DekaBank Deutsche Girozentrale 0.00% No change 10,762 $216K
Quantitative Investment Management, LLC 0.03% New 10,841 $214K
Perigon Wealth Management, LLC 0.00% Add +8.7% 10,775 $213K
NorthCrest Asset Manangement, LLC 0.01% New 10,171 $211K
FORA Capital, LLC 0.04% New 10,533 $209K
Emerald Advisers, LLC 0.01% Reduce -34.9% 10,493 $208K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -11.7% 10,136 $201K
Concentrum Wealth Management 0.06% No change 10,050 $199K
Austin Private Wealth, LLC 0.02% Reduce -0.3% 10,000 $198K
US Bancorp \de 0.00% Add +2.5% 9,454 $187K
CoreCap Advisors, LLC 0.01% New 9,141 $181K
Clearstead Advisors, LLC 0.00% Add +189.6% 8,692 $172K
KBC Group NV 0.00% No change 7,380 $146K
IFP Advisors, Inc 0.00% Add +53.3% 7,221 $143K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 6,814 $135K
EverSource Wealth Advisors, LLC 0.01% Add +767.8% 6,673 $132K
STRS Ohio 0.00% Reduce -78.9% 6,619 $131K
Rothschild Investment LLC 0.01% Add +110016.7% 6,607 $131K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +1.3% 5,830 $115K
LMR Partners LLP 0.00% New 4,627 $92K
PNC Financial Services Group, Inc. 0.00% Reduce -3.0% 4,506 $89K
Allworth Financial LP 0.00% Add +763.7% 4,042 $80K
Comerica Bank 0.00% Reduce -90.0% 3,877 $77K
Advisors Asset Management, Inc. 0.00% Add +16.1% 3,631 $72K
Jones Financial Companies LLLP 0.00% Add +250.6% 3,471 $69K
Shell Asset Management Co. 0.01% Reduce -36.2% 3,189 $63K
NewEdge Advisors, LLC 0.00% Reduce -0.2% 3,000 $59K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +4.7% 2,828 $56K
Ramirez Asset Management, Inc. 0.01% New 2,000 $40K
True Wealth Design, LLC 0.01% New 1,806 $36K
Fulcrum Asset Management LLP 0.01% Reduce -85.8% 1,740 $34K
Danske Bank A/S 0.00% No change 1,700 $34K
Farther Finance Advisors, LLC 0.00% Add +10.2% 1,595 $32K
Signaturefd, LLC 0.00% Reduce -4.8% 1,540 $30K
Quarry LP 0.01% New 1,326 $26K
Rakuten Securities, Inc. 0.01% Add +71.9% 1,255 $25K
GAMMA Investing LLC 0.00% Reduce -49.4% 1,243 $25K
Strategic Advocates LLC 0.01% New 1,006 $20K
Berbice Capital Management LLC 0.01% Add +66.7% 1,000 $20K
Credit Industriel Et Commercial 0.00% No change 1,000 $20K
Lanark Financial, Inc. 0.00% Add +80.2% 901 $18K
Steward Partners Investment Advisory, LLC 0.00% Add +81.3% 892 $18K
CIBC Private Wealth Group LLC 0.00% Reduce -8.0% 811 $16K
Front Row Advisors LLC 0.01% No change 800 $16K
VSM Wealth Advisory, LLC 0.00% Add +60.0% 800 $16K
SBI Securities Co., Ltd. 0.00% Reduce -52.0% 755 $15K
Quent Capital, LLC 0.00% New 548 $11K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -17.0% 484 $10K
Sterling Capital Management LLC 0.00% Reduce -0.7% 456 $9K
Banque Cantonale Vaudoise 0.00% No change 462 $9K
Covestor Ltd 0.00% Add +0.8% 380 $8K
Larson Financial Group LLC 0.00% Reduce -77.4% 404 $8K
Washington Trust Advisors, Inc. 0.00% No change 402 $8K
Legacy Bridge, LLC 0.00% No change 400 $8K
Tower Research Capital LLC (TRC) 0.00% Reduce -23.2% 400 $8K
Global Retirement Partners, LLC 0.00% Reduce -38.8% 352 $7K
Nisa Investment Advisors, LLC 0.00% New 300 $6K
Skandinaviska Enskilda Banken AB (publ) 0.00% Reduce -48.1% 280 $6K
Aventura Private Wealth, LLC 0.00% Reduce -63.7% 247 $5K
Huntington National Bank 0.00% Add +144.8% 235 $5K
Sunbelt Securities, Inc. 0.00% Add +76.1% 206 $4K
TD Waterhouse Canada Inc. 0.00% New 200 $4K
First Horizon Corp. 0.00% — 184 $4K
Trust Co. of Vermont 0.00% No change 180 $4K
Armstrong Advisory Group, Inc. 0.00% New 175 $3K
Fourth Dimension Wealth, LLC 0.00% No change 171 $3K
Harbour Investments, Inc. 0.00% No change 169 $3K
Bellevue Asset Management, LLC 0.00% No change 152 $3K
Principal Securities, Inc. 0.00% Reduce -33.3% 130 $3K
Fortitude Family Office, LLC 0.00% No change 121 $2K
Nvwm, LLC 0.00% No change 94 $2K
WPG Advisers, LLC 0.00% No change 80 $2K
Advisory Services Network, LLC 0.00% New 73 $1K
Cape Investment Advisory, Inc. 0.00% No change 65 $1K
Marquette Asset Management, LLC 0.00% New 61 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 60 $1K
Inlight Wealth Management, LLC 0.00% No change 59 $1K
Root Financial Partners, LLC 0.00% New 56 $1K
Spire Wealth Management 0.00% Add +10.0% 55 $1K
Exchange Traded Concepts, LLC 0.00% No change 51 $1K
Tsfg, LLC 0.00% No change 54 $1K
Blue Bell Private Wealth Management, LLC 0.00% No change 50 $990
Cromwell Holdings LLC 0.00% Add +11.9% 47 $931
Parkside Financial Bank & Trust 0.00% Reduce -94.1% 45 $892
Park Place Capital Corp 0.00% No change 44 $871
Golden State Wealth Management, LLC 0.00% New 40 $792
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -90.1% 40 $792
Versant Capital Management, Inc 0.00% Reduce -96.5% 38 $752
Smartleaf Asset Management LLC 0.00% Reduce -73.7% 36 $723
Creative Financial Designs Inc. 0.00% No change 32 $634
Financial Consulate, Inc. 0.00% New 31 $614
Hughes Financial Services, LLC 0.00% No change 26 $612
Copia Wealth Management 0.00% No change 30 $594
North Star Investment Management Corp. 0.00% New 29 $574
Blue Trust, Inc. 0.00% New 29 $574
Bogart Wealth, LLC 0.00% No change 25 $495
Kimelman & Baird, LLC 0.00% No change 24 $476
HHM Wealth Advisors, LLC 0.00% No change 15 $297
Bell Investment Advisors, Inc 0.00% Reduce -90.6% 15 $297
MAI Capital Management 0.00% No change 12 $238
JFS Wealth Advisors, LLC 0.00% No change 10 $198
Vision Financial Markets LLC 0.00% No change 8 $159
Manchester Capital Management LLC 0.00% No change 8 $159
SouthState Bank Corp 0.00% Reduce -82.8% 5 $99
MV Capital Management, Inc. 0.00% Reduce -89.5% 2 $40
Physician Wealth Advisors, Inc. 0.00% No change 2 $40
Concord Wealth Partners 0.00% No change 2 $40
Scarborough Advisors, LLC 0.00% No change 1 $20
DiNuzzo Private Wealth, Inc. 0.00% Reduce -50.0% 1 $20
Avion Wealth 0.00% No change 25 $0

"% of holder's portfolio" is CFLT's weight in each manager's 13F, not the share of Confluent Inc. Class A the manager owns.