1832 Asset Management
CFLT

1832 Asset Management’s Confluent CFLT Stock Holding History

1832 Asset Management’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,071,100
Closed -$48.5M – 675
2025
Q1 		$48.5M Buy
+2,071,100
New +$60M 0.04% 204
2024
Q3 		– Sell
-7,617,100
Closed -$225M – 717
2024
Q2 		$225M Buy
7,617,100
+1,684,100
+28% +$48.4M 0.18% 69
2024
Q1 		$181M Buy
+5,933,000
New +$167M 0.11% 80
2023
Q4 		– Sell
-6,316,700
Closed -$187M – 846
2023
Q3 		$187M Sell
6,316,700
-38,100
-0.6% -$1.28M 0.27% 66
2023
Q2 		$224M Buy
6,354,800
+5,806,700
+1,059% +$162M 0.27% 62
2023
Q1 		$13.2M Buy
+548,100
New +$12.7M 0.02% 309

Other funds holding CFLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

1832 Asset Management's CFLT Position: Q2 2025 in Review

1832 Asset Management sold out of Confluent (CFLT) in Q2 2025, closing a stake of 2,071,100 shares — an estimated $48.5M sold.

1832 Asset Management first reported a position in CFLT in Q1 2023 and held it in 6 quarters. The position peaked at $225M in Q2 2024. 396 funds tracked by Wall St. Rank hold CFLT as of Q2 2025.

  • 1832 Asset Management reported no remaining Confluent position as of Q2 2025 after selling out during the quarter.
  • 1832 Asset Management sold 2,071,100 Confluent shares in Q2 2025, an estimated $48.5M.
  • 1832 Asset Management first reported a position in Confluent in Q1 2023 and held it in 6 quarters.
  • 1832 Asset Management's Confluent position peaked at $225M in Q2 2024.
  • 396 funds tracked by Wall St. Rank held Confluent as of Q2 2025.

Based on 1832 Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.