Confluent Inc. Class ACFLT
13F holders, Q1 2026 (March 31)4holders −422
1new positions
411sold out
$30.61avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Confluent Inc. Class A (CFLT) in their 13F filings, down 422 from Q4 2025. 1 opened new positions and 411 sold out. The largest holders were Sax Wealth Advisors, LLC ($1.2M), Wealth Enhancement Advisory Services, LLC ($1.0M) and IFP Advisors, Inc ($121K).
- Company
- Confluent Inc. Class A
- CUSIP
- 20717M103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $0 |
| Exits | 411 | $7.3B |
All 13F filers, Q4 2025 → Q1 2026: 241,240,986 shares sold, net −241,240,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Sax Wealth Advisors, LLC | 0.06% | No change | 38,208 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -78.6% | 33,240 | $1.0M |
| IFP Advisors, Inc | 0.00% | Reduce -59.6% | 3,891 | $121K |
| Huntington National Bank | 0.00% | Reduce -99.7% | 1 | $31 |
"% of holder's portfolio" is CFLT's weight in each manager's 13F, not the share of Confluent Inc. Class A the manager owns.