Cadian Capital Management’s Confluent CFLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$108M	Buy	4,351,197 +2,069,510	+91%	+$51.6M	6.08%	7
2025 Q1	$53.5M	Buy	2,281,687 +1,435,828	+170%	+$33.7M	2.29%	18
2024 Q4	$23.7M	Sell	845,859 -1,685,311	-67%	-$47.1M	1.36%	22
2024 Q3	$51.6M	Buy	+2,531,170	New	+$51.6M	2.64%	12