IC
CFLT

IEQ Capital’s Confluent CFLT Stock Holding History

IEQ Capital’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
-626,582
Closed -$18.9M – 1921
2025
Q4 		$18.9M Buy
626,582
+327,698
+110% +$8.04M 0.06% 217
2025
Q3 		$5.92M Buy
298,884
+261,606
+702% +$5.47M 0.02% 446
2025
Q2 		$929K Buy
37,278
+143
+0.4% +$3.22K 0.01% 884
2025
Q1 		$870K Sell
37,135
-43,754
-54% -$1.27M 0.01% 794
2024
Q4 		$2.26M Buy
80,889
+49,214
+155% +$1.32M 0.02% 469
2024
Q3 		$646K Sell
31,675
-93
-0.3% -$2.08K 0.01% 666
2024
Q2 		$938K Buy
31,768
+3,005
+10% +$86.4K 0.01% 492
2024
Q1 		$878K Buy
28,763
+8,604
+43% +$243K 0.01% 491
2023
Q4 		$472K Buy
20,159
+353
+2% +$8.53K 0.01% 595
2023
Q3 		$586K Sell
19,806
-4,985
-20% -$167K 0.01% 517
2023
Q2 		$875K Sell
24,791
-22,141
-47% -$620K 0.02% 422
2023
Q1 		$1.13M Sell
46,932
-79,406
-63% -$1.84M 0.03% 360
2022
Q4 		$2.81M Sell
126,338
-11,612
-8% -$269K 0.08% 184
2022
Q3 		$3.28M Buy
137,950
+850
+0.6% +$22.9K 0.09% 159
2022
Q2 		$3.19M Buy
137,100
+14,902
+12% +$401K 0.1% 141
2022
Q1 		$5.01M Buy
+122,198
New +$6.37M 0.12% 112

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
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

IEQ Capital's CFLT Position: Q1 2026 in Review

IEQ Capital sold out of Confluent (CFLT) in Q1 2026, closing a stake of 626,582 shares — an estimated $18.9M sold.

IEQ Capital first reported a position in CFLT in Q1 2022 and held it in 16 quarters. The position peaked at $18.9M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • IEQ Capital reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 626,582 Confluent shares in Q1 2026, an estimated $18.9M.
  • IEQ Capital first reported a position in Confluent in Q1 2022 and held it in 16 quarters.
  • IEQ Capital's Confluent position peaked at $18.9M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.