Alpine Associates Management’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-610,500
Closed -$18.5M 77
2025
Q4
$18.5M Buy
+610,500
New +$15M 1.23% 25

Other funds holding CFLT

Alpine Associates Management's CFLT Position: Q1 2026 in Review

Alpine Associates Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 610,500 shares — an estimated $18.5M sold.

Alpine Associates Management first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $18.5M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Alpine Associates Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Alpine Associates Management sold 610,500 Confluent shares in Q1 2026, an estimated $18.5M.
  • Alpine Associates Management first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Alpine Associates Management's Confluent position peaked at $18.5M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Alpine Associates Management's 13F filing for Q1 2026, filed 21 Apr 2026.