Gilder Gagnon Howe & Co’s Confluent CFLT Stock Holding History

Gilder Gagnon Howe & Co’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 Q1	–	Sell	-135,467	Closed	-$3.79M	–	239
2024 Q4	$3.79M	Buy	+135,467	New	+$3.63M	0.04%	159
2024 Q2	–	Sell	-137,100	Closed	-$4.18M	–	256
2024 Q1	$4.18M	Sell	137,100 -222,671	-62%	-$6.29M	0.05%	159
2023 Q4	$8.42M	Buy	359,771 +67,094	+23%	+$1.62M	0.12%	125
2023 Q3	$8.67M	Sell	292,677 -195,754	-40%	-$6.56M	0.13%	115
2023 Q2	$17.2M	Sell	488,431 -467,356	-49%	-$13.1M	0.24%	87
2023 Q1	$23M	Sell	955,787 -204,149	-18%	-$4.73M	0.38%	67
2022 Q4	$25.8M	Buy	1,159,936 +237,095	+26%	+$5.49M	0.48%	60
2022 Q3	$21.9M	Buy	922,841 +24,878	+3%	+$670K	0.38%	66
2022 Q2	$20.9M	Sell	897,963 -2,146,743	-71%	-$57.8M	0.37%	76
2022 Q1	$125M	Sell	3,044,706 -2,374,014	-44%	-$124M	1.15%	20
2021 Q4	$413M	Sell	5,418,720 -53,888	-1%	-$3.89M	2.35%	6
2021 Q3	$326M	Buy	5,472,608 +2,818,584	+106%	+$146M	1.69%	10
2021 Q2	$126M	Buy	+2,654,024	New	+$128M	0.62%	50

Other funds holding CFLT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gilder Gagnon Howe & Co's CFLT Position: Q1 2025 in Review

Gilder Gagnon Howe & Co sold out of Confluent (CFLT) in Q1 2025, closing a stake of 135,467 shares — an estimated $3.79M sold.

Gilder Gagnon Howe & Co first reported a position in CFLT in Q2 2021 and held it in 13 quarters. The position peaked at $413M in Q4 2021. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2025.

Gilder Gagnon Howe & Co reported no remaining Confluent position as of Q1 2025 after selling out during the quarter.
Gilder Gagnon Howe & Co sold 135,467 Confluent shares in Q1 2025, an estimated $3.79M.
Gilder Gagnon Howe & Co first reported a position in Confluent in Q2 2021 and held it in 13 quarters.
Gilder Gagnon Howe & Co's Confluent position peaked at $413M in Q4 2021.
400 funds tracked by Wall St. Rank held Confluent as of Q1 2025.

Based on Gilder Gagnon Howe & Co's 13F filing for Q1 2025, filed 15 May 2025.