Institutional Ownership Confluent, Inc. (CFLT)
This table provides information about the institutional ownership of Confluent, Inc. (CFLT). We have compiled data on the 481 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $6.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
65
shares
|
$1,514
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
61
shares
|
$1,421
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
60
shares
|
$1,398
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
59
shares
|
$1,374
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
56
shares
|
$1,304
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
55
shares
|
$1,281
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
54
shares
|
$1,258
0.0% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
51
shares
|
$1,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
50
shares
|
$1,165
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
47
shares
|
$1,095
0.0% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
45
shares
|
$1,048
0.0% of portfolio
|
Q3 2025
Reduced 94.11%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
44
shares
|
$1,025
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
40
shares
|
$932
0.0% of portfolio
|
Q3 2025
Reduced 90.1%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
40
shares
|
$932
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
38
shares
|
$885
0.0% of portfolio
|
Q3 2025
Reduced 96.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
36
shares
|
$838
0.0% of portfolio
|
Q3 2025
Reduced 73.72%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
32
shares
|
$745
0.0% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
31
shares
|
$722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
30
shares
|
$699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
29
shares
|
$675
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
29
shares
|
$675
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
26
shares
|
$605
0.0% of portfolio
|
Q2 2025
Reduced 39.53%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
25
shares
|
$582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
25
shares
|
$582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
24
shares
|
$559
0.0% of portfolio
|
Q2 2024
New holding
|
|