BCM
CFLT

Bayesian Capital Management’s Confluent CFLT Stock Holding History

Bayesian Capital 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
Q3 		– Sell
-34,343
Closed -$856K – 567
2025
Q2 		$856K Sell
34,343
-21,000
-38% -$473K 0.14% 203
2025
Q1 		$1.3M Sell
55,343
-58,300
-51% -$1.69M 0.21% 130
2024
Q4 		$3.18M Buy
113,643
+58,100
+105% +$1.56M 0.39% 69
2024
Q3 		$1.13M Buy
+55,543
New +$1.24M 0.13% 221
2024
Q2 		– Sell
-202,000
Closed -$6.17M – 781
2024
Q1 		$6.17M Buy
202,000
+139,000
+221% +$3.92M 0.59% 30
2023
Q4 		$1.47M Buy
+63,000
New +$1.52M 0.16% 167
2023
Q1 		– Sell
-9,180
Closed -$204K – 814
2022
Q4 		$204K Buy
+9,180
New +$213K 0.03% 595
2022
Q3 		– Sell
-18,092
Closed -$420K – 732
2022
Q2 		$420K Buy
+18,092
New +$487K 0.08% 380

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

Bayesian Capital Management's CFLT Position: Q3 2025 in Review

Bayesian Capital Management sold out of Confluent (CFLT) in Q3 2025, closing a stake of 34,343 shares — an estimated $856K sold.

Bayesian Capital Management first reported a position in CFLT in Q2 2022 and held it in 8 quarters. The position peaked at $6.17M in Q1 2024. 385 funds tracked by Wall St. Rank hold CFLT as of Q3 2025.

  • Bayesian Capital Management reported no remaining Confluent position as of Q3 2025 after selling out during the quarter.
  • Bayesian Capital Management sold 34,343 Confluent shares in Q3 2025, an estimated $856K.
  • Bayesian Capital Management first reported a position in Confluent in Q2 2022 and held it in 8 quarters.
  • Bayesian Capital Management's Confluent position peaked at $6.17M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Confluent as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.