Confluent Inc. Class ACFLT
13F holders, Q4 2025 (December 31)426holders +41
146new positions
115sold out
11famous investors
$30.22avg. 13F price*
At the end of Q4 2025, 426 institutions reported holding Confluent Inc. Class A (CFLT) in their 13F filings, up 41 from Q3 2025. 146 opened new positions and 115 sold out. The largest holders were Vanguard Group Inc. ($933.4M), BlackRock, Inc. ($903.2M) and HBK Investments L P ($453.6M). 11 famous investors held it, including Brad Gerstner (3.1% of Altimeter Capital Management's portfolio), George Soros (1.5% of Soros Fund Management's portfolio) and Paul Tudor Jones (0.7% of Tudor Investment Corporation's portfolio).
- Company
- Confluent Inc. Class A
- CUSIP
- 20717M103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 146 | $2.2B |
| Exits | 115 | $1.2B |
All 13F filers, Q3 2025 → Q4 2025: 121,491,683 shares bought and 102,947,760 shares sold, net +18,543,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 426 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.5% | 30,867,228 | $933.4M |
| BlackRock, Inc. | 0.02% | Add +21.7% | 29,868,883 | $903.2M |
| HBK Investments L P | 5.34% | New | 15,000,000 | $453.6M |
| UBS Group AG | 0.08% | Add +183.8% | 12,864,520 | $389.0M |
| Jericho Capital Asset Management L.P. | 3.82% | Add +34.2% | 11,094,000 | $335.5M |
| Davidson Kempner Capital Management LP | 5.49% | New | 8,829,908 | $267.0M |
| Norges Bank | 0.03% | — | 8,785,360 | $265.7M |
| Altimeter Capital Management | 3.15% | Reduce -38.5% | 6,933,250 | $209.7M |
| AQR Capital Management | 0.10% | Add +32.2% | 6,484,203 | $196.1M |
| Beryl Capital Management LLC | 17.95% | New | 5,855,212 | $177.1M |
| Geode Capital Management, LLC | 0.01% | Add +4.0% | 5,713,499 | $172.8M |
| Champlain Investment Partners, LLC | 1.68% | Reduce -50.7% | 5,489,498 | $166.0M |
| State Street Corp. | 0.01% | Add +3.6% | 5,059,728 | $153.0M |
| Amundi | 0.04% | Add +200.5% | 4,837,320 | $146.3M |
| Morgan Stanley | 0.01% | Add +126.2% | 4,567,873 | $138.1M |
| Balyasny Asset Management L.P. | 0.26% | Add +3167.6% | 4,362,956 | $131.9M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 3.37% | New | 3,970,660 | $120.1M |
| Tudor Investment Corporation | 0.68% | Add +6555.9% | 3,950,025 | $119.4M |
| Soma Equity Partners LP | 6.95% | Add +81.9% | 3,941,355 | $119.2M |
| KRYGER CAPITAL Ltd | 8.76% | New | 3,750,000 | $113.4M |
| First Trust Advisors LP | 0.08% | Reduce -14.2% | 3,716,584 | $112.4M |
| Greenhouse Funds LLLP | 3.93% | Reduce -5.8% | 3,366,843 | $101.8M |
| Pictet Asset Management Holding SA | 0.10% | Reduce -36.3% | 3,338,152 | $100.9M |
| Citadel Advisors | 0.07% | Reduce -40.6% | 3,197,023 | $96.7M |
| Millennium Management | 0.07% | Reduce -24.3% | 3,010,344 | $91.0M |
| D. E. Shaw & Co. | 0.07% | Reduce -43.1% | 2,957,770 | $89.4M |
| Brown Advisory Inc. | 0.12% | Add +32.0% | 2,942,245 | $89.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.3% | 2,766,707 | $83.7M |
| Soros Fund Management | 1.46% | New | 2,689,913 | $81.3M |
| Magnetar Financial LLC | 0.84% | New | 2,630,482 | $79.5M |
| Man Group plc | 0.13% | Add +133.6% | 2,134,532 | $64.5M |
| Alliancebernstein L.P. | 0.02% | Add +2148.4% | 2,079,688 | $62.9M |
| Bank of America Corp. | 0.00% | Reduce -15.8% | 1,742,840 | $52.7M |
| Citigroup Inc. | 0.04% | Add +551.1% | 1,694,625 | $51.2M |
| Northern Trust Corp. | 0.01% | Add +3.0% | 1,570,203 | $47.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.6% | 1,550,409 | $46.9M |
| Deutsche Bank AG | 0.01% | Add +91.3% | 1,478,296 | $44.7M |
| Squarepoint Ops LLC | 0.09% | Add +49.0% | 1,454,703 | $44.0M |
| AQR Arbitrage LLC | 1.15% | New | 1,405,524 | $42.5M |
| Glazer Capital, LLC | 1.24% | New | 1,388,508 | $42.0M |
| Nexpoint Asset Management, L.P. | 2.92% | New | 1,382,600 | $41.8M |
| TIG Advisors, LLC | 1.99% | New | 1,366,662 | $41.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.1% | 1,311,320 | $39.7M |
| Mercer Global Advisors Inc. | 0.06% | Add +2048.7% | 1,289,720 | $39.0M |
| Cadian Capital Management, LP | 2.78% | Reduce -78.3% | 1,272,854 | $38.5M |
| Infinitum Asset Management, LLC | 5.59% | No change | 1,250,000 | $37.8M |
| Qube Research & Technologies Ltd | 0.05% | New | 1,058,893 | $32.0M |
| Whitebox Advisors LLC | 1.99% | New | 1,054,747 | $31.9M |
| Nuveen, LLC | 0.01% | Add +36.2% | 1,017,836 | $30.8M |
| Gabelli Funds LLC | 0.21% | New | 1,011,450 | $30.6M |
| Hudson Bay Capital Management LP | 0.19% | New | 1,000,000 | $30.2M |
| Centiva Capital, LP | 1.79% | Add +257.0% | 973,177 | $29.4M |
| Light Street Capital Management, LLC | 4.23% | Reduce -28.3% | 910,000 | $27.5M |
| Verition Fund Management LLC | 0.16% | Add +5.5% | 905,509 | $27.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.5% | 893,542 | $27.0M |
| Polar Asset Management Partners Inc. | 0.68% | New | 879,700 | $26.6M |
| Westchester Capital Management, LLC | 1.22% | New | 857,198 | $25.9M |
| GAMCO Investors | 0.24% | New | 836,800 | $25.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.2% | 833,118 | $25.2M |
| Sagefield Capital LP | 2.13% | New | 830,833 | $25.1M |
| Melqart Asset Management (UK) Ltd | 2.47% | Add +228.4% | 815,896 | $24.7M |
| FMR LLC | 0.00% | Reduce -63.0% | 805,366 | $24.4M |
| LMR Partners LLP | 0.31% | Add +17185.0% | 799,778 | $24.2M |
| Bienville Capital Management, LLC | 3.74% | Reduce -47.5% | 779,402 | $23.6M |
| Allianz Asset Management GmbH | 0.03% | Add +2965.9% | 725,600 | $21.9M |
| Taconic Capital Advisors LP | 7.97% | New | 714,187 | $21.6M |
| Ararat Capital Management LP | 10.45% | New | 701,170 | $21.2M |
| HSBC Holdings PLC | 0.01% | Add +2685.8% | 694,497 | $21.0M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 686,717 | $20.8M |
| Woodline Partners LP | 0.08% | New | 674,973 | $20.4M |
| Water Island Capital LLC | 2.55% | New | 640,113 | $19.4M |
| Ieq Capital, LLC | 0.06% | Add +109.6% | 626,582 | $18.9M |
| Marshall Wace, LLP | 0.02% | Reduce -15.3% | 620,137 | $18.8M |
| Alpine Associates Management Inc. | 1.24% | New | 610,500 | $18.5M |
| Slotnik Capital, LLC | 4.84% | New | 585,000 | $17.7M |
| Picton Mahoney Asset Management | 0.19% | New | 565,500 | $17.1M |
| Swiss National Bank | 0.01% | Add +3.7% | 546,800 | $16.5M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 2.36% | New | 518,550 | $15.7M |
| Twin Securities, Inc. | 5.86% | New | 505,486 | $15.3M |
| Southpoint Capital Advisors LP | 0.35% | New | 500,000 | $15.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | New | 500,000 | $15.1M |
| Blackstone Inc. | 0.06% | New | 485,000 | $14.7M |
| First Trust Capital Management L.P. | 0.85% | New | 462,084 | $14.0M |
| Alyeska Investment Group, L.P. | 0.04% | Reduce -87.3% | 456,976 | $13.8M |
| Cinctive Capital Management LP | 0.79% | Add +265.1% | 450,000 | $13.6M |
| Tremblant Capital Group | 0.35% | Add +43.8% | 449,655 | $13.6M |
| ArchPoint Investors | 3.11% | New | 433,333 | $13.1M |
| Quantinno Capital Management LP | 0.03% | Reduce -18.6% | 421,644 | $12.8M |
| Deepwater Asset Management, LLC | 3.61% | New | 410,221 | $12.4M |
| California Public Employees Retirement System | 0.01% | Add +3.7% | 391,049 | $11.8M |
| Versor Investments LP | 1.79% | New | 380,309 | $11.5M |
| Savant Capital, LLC | 0.06% | Add +0.1% | 376,268 | $11.4M |
| ExodusPoint Capital Management, LP | 0.12% | Add +38.1% | 361,778 | $10.9M |
| Simplex Trading, LLC | 0.30% | New | 358,415 | $10.8M |
| Y-Intercept (Hong Kong) Ltd | 0.24% | New | 350,411 | $10.6M |
| Invesco Ltd. | 0.00% | Reduce -87.1% | 311,131 | $9.4M |
| Tokio Marine Asset Management Co. Ltd. | 0.32% | New | 310,400 | $9.4M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.33% | — | 307,834 | $9.3M |
| Fideuram Asset Management (Ireland) dac | 0.72% | — | 378,422 | $9.1M |
| Rhumbline Advisers | 0.01% | Reduce -0.1% | 300,358 | $9.1M |
"% of holder's portfolio" is CFLT's weight in each manager's 13F, not the share of Confluent Inc. Class A the manager owns.