CCM
CFLT

Cadian Capital Management’s Confluent CFLT Stock Holding History

Cadian 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
-1,272,854
Closed -$38.5M – 24
2025
Q4 		$38.5M Sell
1,272,854
-4,600,790
-78% -$113M 2.78% 14
2025
Q3 		$116M Buy
5,873,644
+1,522,447
+35% +$31.8M 6.91% 5
2025
Q2 		$108M Buy
4,351,197
+2,069,510
+91% +$46.6M 6.08% 7
2025
Q1 		$53.5M Buy
2,281,687
+1,435,828
+170% +$41.6M 2.29% 18
2024
Q4 		$23.7M Sell
845,859
-1,685,311
-67% -$45.2M 1.36% 22
2024
Q3 		$51.6M Buy
+2,531,170
New +$56.7M 2.64% 12

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

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

Cadian Capital Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 1,272,854 shares — an estimated $38.5M sold.

Cadian Capital Management first reported a position in CFLT in Q3 2024 and held it in 6 quarters. The position peaked at $116M in Q3 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Cadian Capital Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Cadian Capital Management sold 1,272,854 Confluent shares in Q1 2026, an estimated $38.5M.
  • Cadian Capital Management first reported a position in Confluent in Q3 2024 and held it in 6 quarters.
  • Cadian Capital Management's Confluent position peaked at $116M in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

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