AI
CFLT

Atria Investments’s Confluent CFLT Stock Holding History

Atria Investments’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
-8,642
Closed -$215K – 2029
2025
Q2 		$215K Sell
8,642
-5,634
-39% -$127K ﹤0.01% 1887
2025
Q1 		$335K Buy
14,276
+1,860
+15% +$53.9K ﹤0.01% 1565
2024
Q4 		$347K Buy
+12,416
New +$333K ﹤0.01% 1518

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

Atria Investments's CFLT Position: Q3 2025 in Review

Atria Investments sold out of Confluent (CFLT) in Q3 2025, closing a stake of 8,642 shares — an estimated $215K sold.

Atria Investments first reported a position in CFLT in Q4 2024 and held it in 3 quarters. The position peaked at $347K in Q4 2024. 385 funds tracked by Wall St. Rank hold CFLT as of Q3 2025.

  • Atria Investments reported no remaining Confluent position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 8,642 Confluent shares in Q3 2025, an estimated $215K.
  • Atria Investments first reported a position in Confluent in Q4 2024 and held it in 3 quarters.
  • Atria Investments's Confluent position peaked at $347K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held Confluent as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.