CA
CFLT

Continuum Advisory’s Confluent CFLT Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-57
Closed -$1.34K – 596
2025
Q1 		$1.34K Sell
57
-64
-53% -$1.85K ﹤0.01% 1454
2024
Q4 		$3.38K Buy
121
+14
+13% +$375 ﹤0.01% 1241
2024
Q3 		$3.05K Buy
+107
New +$2.4K ﹤0.01% 1296

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Continuum Advisory's CFLT Position: Q2 2025 in Review

Continuum Advisory sold out of Confluent (CFLT) in Q2 2025, closing a stake of 57 shares — an estimated $1.34K sold.

Continuum Advisory first reported a position in CFLT in Q3 2024 and held it in 3 quarters. The position peaked at $3.38K in Q4 2024. 396 funds tracked by Wall St. Rank hold CFLT as of Q2 2025.

  • Continuum Advisory reported no remaining Confluent position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 57 Confluent shares in Q2 2025, an estimated $1.34K.
  • Continuum Advisory first reported a position in Confluent in Q3 2024 and held it in 3 quarters.
  • Continuum Advisory's Confluent position peaked at $3.38K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Confluent as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.