FNY Investment Advisers’s Confluent CFLT Stock Holding History

FNY Investment Advisers’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	-300	Closed	-$9K	–	818
2025 Q4	$9K	Sell	300 -14,586	-98%	-$358K	﹤0.01%	664
2025 Q3	$294K	Buy	14,886 +8,549	+135%	+$179K	0.09%	221
2025 Q2	$157K	Buy	+6,337	New	+$143K	0.07%	239
2024 Q4	–	Sell	-1,000	Closed	-$26.8K	–	694
2024 Q3	$20K	Buy	1,000 +984	+6,150%	+$22K	0.01%	404
2024 Q2	$0	Buy	+16	New	+$460	﹤0.01%	487
2023 Q3	–	Sell	-1,650	Closed	-$58K	–	630
2023 Q2	$58K	Buy	+1,650	New	+$46.2K	0.07%	151

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FNY Investment Advisers's CFLT Position: Q1 2026 in Review

FNY Investment Advisers sold out of Confluent (CFLT) in Q1 2026, closing a stake of 300 shares — an estimated $9K sold.

FNY Investment Advisers first reported a position in CFLT in Q2 2023 and held it in 6 quarters. The position peaked at $294K in Q3 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

FNY Investment Advisers reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
FNY Investment Advisers sold 300 Confluent shares in Q1 2026, an estimated $9K.
FNY Investment Advisers first reported a position in Confluent in Q2 2023 and held it in 6 quarters.
FNY Investment Advisers's Confluent position peaked at $294K in Q3 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on FNY Investment Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.