Ararat Capital 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
-701,170
Closed -$21.2M 16
2025
Q4
$21.2M Buy
+701,170
New +$17.2M 10.45% 1

Other funds holding CFLT

Ararat Capital Management's CFLT Position: Q1 2026 in Review

Ararat Capital Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 701,170 shares — an estimated $21.2M sold.

Ararat Capital Management first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $21.2M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Ararat Capital Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Ararat Capital Management sold 701,170 Confluent shares in Q1 2026, an estimated $21.2M.
  • Ararat Capital Management first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Ararat Capital Management's Confluent position peaked at $21.2M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Ararat Capital Management's 13F filing for Q1 2026, filed 15 May 2026.