CFLT
Confluent, Inc. · Technology · Software - Infrastructure
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q1 2026 | 1 | -113 | 33.24K | $1.03M | — | −114 |
| Q4 2025 | 116 | +2 | 184.44M | $5.58B | +7 | −4 |
| Q3 2025 | 19 | +2 | 128.34M | $2.54B | +2 | −1 |
| Q2 2025 | 15 | 0 | 114.33M | $2.85B | +1 | −1 |
| Q1 2025 | 12 | -3 | 39.16M | $917.90M | +1 | −4 |
| Q4 2024 | 15 | 0 | 34.07M | $952.66M | — | — |
| Q3 2024 | 14 | +3 | 32.75M | $667.52M | +3 | — |
| Q2 2024 | 11 | — | 38.47M | $1.14B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 16.95M | — | $500.64M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 16.95M | — | $500.64M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Altimeter Capital ✦ | 12.89M | — | $380.61M | 5.7% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 4.22M | — | $124.40M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 4.22M | — | $124.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 2.67M | — | $78.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 834.19K | — | $24.63M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Baillie Gifford ✦ | 447.96K | — | $13.23M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 447.96K | — | $13.23M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 447.96K | — | $13.23M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Millennium Management ✦ | 351.85K | — | $10.39M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 32.66K | — | $964,538 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 32.66K | — | $964,538 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 26.23K | — | $774,720 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 26.23K | — | $774,720 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 24.44K | — | $721,713 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 24.44K | — | $721,713 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 24.44K | — | $721,713 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 19.72K | — | $582,420 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 5 holders, 75.34K shares, $2.31M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.