AAS
CFLT

Ameritas Advisory Services’s Confluent CFLT Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-7
Closed -$175 – 2247
2025
Q2 		$175 Buy
+7
New +$158 ﹤0.01% 2763
2023
Q2 		– Sell
-371
Closed -$8.42K – 863
2023
Q1 		$8.42K Buy
+371
New +$8.6K ﹤0.01% 1958

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
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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Advisory Services's CFLT Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Confluent (CFLT) in Q3 2025, closing a stake of 7 shares — an estimated $175 sold.

Ameritas Advisory Services first reported a position in CFLT in Q1 2023 and held it in 2 quarters. The position peaked at $8.42K in Q1 2023. 385 funds tracked by Wall St. Rank hold CFLT as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Confluent position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 7 Confluent shares in Q3 2025, an estimated $175.
  • Ameritas Advisory Services first reported a position in Confluent in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Confluent position peaked at $8.42K in Q1 2023.
  • 385 funds tracked by Wall St. Rank held Confluent as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.