Harvest Fund Management’s Confluent CFLT Stock Holding History

Harvest Fund 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	-3,140	Closed	-$95K	–	540
2025 Q4	$95K	Buy	+3,140	New	+$77.1K	﹤0.01%	385
2025 Q2	–	Sell	-14,263	Closed	-$334K	–	644
2025 Q1	$334K	Buy	+14,263	New	+$413K	0.02%	323
2024 Q2	–	Sell	-2,025	Closed	-$62K	–	650
2024 Q1	$62K	Buy	2,025 +2,002	+8,704%	+$56.5K	0.01%	482
2023 Q4	$1K	Hold	23	–	–	﹤0.01%	606
2023 Q3	$1K	Sell	23 -2,026	-99%	-$67.9K	﹤0.01%	605
2023 Q2	$72K	Buy	+2,049	New	+$57.3K	0.01%	375

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

Harvest Fund Management's CFLT Position: Q1 2026 in Review

Harvest Fund Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 3,140 shares — an estimated $95K sold.

Harvest Fund Management first reported a position in CFLT in Q2 2023 and held it in 6 quarters. The position peaked at $334K in Q1 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Harvest Fund Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Harvest Fund Management sold 3,140 Confluent shares in Q1 2026, an estimated $95K.
Harvest Fund Management first reported a position in Confluent in Q2 2023 and held it in 6 quarters.
Harvest Fund Management's Confluent position peaked at $334K in Q1 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.