IP
CFLT

Intellectus Partners’s Confluent CFLT Stock Holding History

Intellectus Partners’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
-11,000
Closed -$333K – 296
2025
Q4 		$333K Sell
11,000
-30,200
-73% -$741K 0.06% 224
2025
Q3 		$816K Sell
41,200
-17,277
-30% -$361K 0.16% 156
2025
Q2 		$1.46M Sell
58,477
-3,600
-6% -$81.1K 0.31% 88
2025
Q1 		$1.46M Sell
62,077
-400
-0.6% -$11.6K 0.36% 81
2024
Q4 		$1.75M Sell
62,477
-4,823
-7% -$129K 0.39% 69
2024
Q3 		$1.37M Buy
67,300
+38,300
+132% +$858K 0.35% 87
2024
Q2 		$856K Buy
29,000
+6,000
+26% +$172K 0.23% 121
2024
Q1 		$702K Sell
23,000
-2,000
-8% -$56.5K 0.18% 153
2023
Q4 		$585K Buy
25,000
+1,000
+4% +$24.2K 0.17% 161
2023
Q3 		$711K Sell
24,000
-250
-1% -$8.38K 0.22% 126
2023
Q2 		$856K Hold
24,250
– – 0.26% 117
2023
Q1 		$584K Hold
24,250
– – 0.18% 154
2022
Q4 		$539K Hold
24,250
– – 0.19% 158
2022
Q3 		$576K Sell
24,250
-50
-0.2% -$1.35K 0.2% 135
2022
Q2 		$565K Buy
+24,300
New +$654K 0.19% 146
2022
Q1 		– Sell
-27,657
Closed -$2.11M – 238
2021
Q4 		$2.11M Buy
+27,657
New +$1.99M 0.54% 47

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

Intellectus Partners's CFLT Position: Q1 2026 in Review

Intellectus Partners sold out of Confluent (CFLT) in Q1 2026, closing a stake of 11,000 shares — an estimated $333K sold.

Intellectus Partners first reported a position in CFLT in Q4 2021 and held it in 16 quarters. The position peaked at $2.11M in Q4 2021. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Intellectus Partners reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Intellectus Partners sold 11,000 Confluent shares in Q1 2026, an estimated $333K.
  • Intellectus Partners first reported a position in Confluent in Q4 2021 and held it in 16 quarters.
  • Intellectus Partners's Confluent position peaked at $2.11M in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.