BCM
CFLT

Bienville Capital Management’s Confluent CFLT Stock Holding History

Bienville 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
2026
Q1 		– Sell
-779,402
Closed -$23.6M – 77
2025
Q4 		$23.6M Sell
779,402
-706,439
-48% -$17.3M 3.74% 8
2025
Q3 		$29.4M Buy
1,485,841
+218,646
+17% +$4.57M 5.61% 4
2025
Q2 		$31.6M Buy
1,267,195
+930,097
+276% +$21M 6.23% 4
2025
Q1 		$7.9M Buy
337,098
+103,367
+44% +$2.99M 1.92% 20
2024
Q4 		$6.54M Sell
233,731
-501,547
-68% -$13.4M 1.6% 24
2024
Q3 		$15M Buy
+735,278
New +$16.5M 3.88% 6

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Bienville Capital Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 779,402 shares — an estimated $23.6M sold.

Bienville Capital Management first reported a position in CFLT in Q3 2024 and held it in 6 quarters. The position peaked at $31.6M in Q2 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Bienville Capital Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Bienville Capital Management sold 779,402 Confluent shares in Q1 2026, an estimated $23.6M.
  • Bienville Capital Management first reported a position in Confluent in Q3 2024 and held it in 6 quarters.
  • Bienville Capital Management's Confluent position peaked at $31.6M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Bienville Capital Management's 13F filing for Q1 2026, filed 14 May 2026.