EWM
CFLT

Empirical Wealth Management’s Confluent CFLT Stock Holding History

Empirical Wealth 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
Q4 		– Sell
-34,114
Closed -$675K – 912
2025
Q3 		$675K Hold
34,114
– – 0.01% 397
2025
Q2 		$850K Hold
34,114
– – 0.02% 332
2025
Q1 		$800K Sell
34,114
-11,062
-24% -$320K 0.02% 324
2024
Q4 		$1.26M Sell
45,176
-5,020
-10% -$135K 0.03% 254
2024
Q3 		$1.02M Buy
50,196
+20
+0% +$448 0.03% 264
2024
Q2 		$1.48M Hold
50,176
– – 0.04% 216
2024
Q1 		$1.53M Hold
50,176
– – 0.05% 208
2023
Q4 		$1.17M Hold
50,176
– – 0.04% 224
2023
Q3 		$1.49M Hold
50,176
– – 0.06% 184
2023
Q2 		$1.77M Sell
50,176
-150
-0.3% -$4.2K 0.07% 170
2023
Q1 		$1.21M Buy
50,326
+150
+0.3% +$3.48K 0.05% 188
2022
Q4 		$1.12M Sell
50,176
-36
-0.1% -$834 0.05% 191
2022
Q3 		$1.19M Buy
50,212
+126
+0.3% +$3.4K 0.06% 181
2022
Q2 		$1.16M Sell
50,086
-477
-0.9% -$12.8K 0.06% 181
2022
Q1 		$2.07M Sell
50,563
-9,737
-16% -$507K 0.1% 130
2021
Q4 		$4.6M Buy
+60,300
New +$4.35M 0.23% 77

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Empirical Wealth Management's CFLT Position: Q4 2025 in Review

Empirical Wealth Management sold out of Confluent (CFLT) in Q4 2025, closing a stake of 34,114 shares — an estimated $675K sold.

Empirical Wealth Management first reported a position in CFLT in Q4 2021 and held it in 16 quarters. The position peaked at $4.6M in Q4 2021. 426 funds tracked by Wall St. Rank hold CFLT as of Q4 2025.

  • Empirical Wealth Management reported no remaining Confluent position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 34,114 Confluent shares in Q4 2025, an estimated $675K.
  • Empirical Wealth Management first reported a position in Confluent in Q4 2021 and held it in 16 quarters.
  • Empirical Wealth Management's Confluent position peaked at $4.6M in Q4 2021.
  • 426 funds tracked by Wall St. Rank held Confluent as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.