Jeff Yass’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,768,500
| Closed | -$83.7M | – | 13246 |
|
|
2025
Q4 | $83.7M | Buy |
2,768,500
+302,200
| +12% | +$7.42M | 0.01% | 1002 |
|
|
2025
Q3 | $48.8M | Buy |
2,466,300
+1,040,700
| +73% | +$21.8M | 0.01% | 1354 |
|
|
2025
Q2 | $35.5M | Sell |
1,425,600
-246,000
| -15% | -$5.54M | ﹤0.01% | 1442 |
|
|
2025
Q1 | $39.2M | Buy |
1,671,600
+303,700
| +22% | +$8.79M | 0.01% | 1178 |
|
|
2024
Q4 | $38.2M | Buy |
1,367,900
+291,900
| +27% | +$7.83M | 0.01% | 1318 |
|
|
2024
Q3 | $21.9M | Sell |
1,076,000
-267,700
| -20% | -$5.99M | ﹤0.01% | 1750 |
|
|
2024
Q2 | $39.7M | Sell |
1,343,700
-411,900
| -23% | -$11.8M | 0.01% | 1140 |
|
|
2024
Q1 | $53.6M | Buy |
1,755,600
+137,900
| +9% | +$3.89M | 0.01% | 990 |
|
|
2023
Q4 | $37.9M | Buy |
1,617,700
+941,200
| +139% | +$22.7M | 0.01% | 1240 |
|
|
2023
Q3 | $20M | Sell |
676,500
-14,100
| -2% | -$473K | ﹤0.01% | 1744 |
|
|
2023
Q2 | $24.4M | Buy |
690,600
+131,100
| +23% | +$3.67M | 0.01% | 1536 |
|
|
2023
Q1 | $13.5M | Sell |
559,500
-33,400
| -6% | -$774K | ﹤0.01% | 2109 |
|
|
2022
Q4 | $13.2M | Buy |
592,900
+203,700
| +52% | +$4.72M | ﹤0.01% | 1929 |
|
|
2022
Q3 | $9.25M | Sell |
389,200
-198,800
| -34% | -$5.36M | ﹤0.01% | 2265 |
|
|
2022
Q2 | $13.7M | Buy |
588,000
+305,300
| +108% | +$8.22M | ﹤0.01% | 1824 |
|
|
2022
Q1 | $11.6M | Sell |
282,700
-55,100
| -16% | -$2.87M | ﹤0.01% | 2364 |
|
|
2021
Q4 | $25.8M | Buy |
337,800
+157,600
| +87% | +$11.4M | ﹤0.01% | 1601 |
|
|
2021
Q3 | $10.7M | Buy |
+180,200
| New | +$9.36M | ﹤0.01% | 2758 |
|
Other funds holding CFLT
SWA
IA
HNB
Jeff Yass's CFLT Position: Q1 2026 in Review
Jeff Yass sold out of Confluent (CFLT) in Q1 2026, closing a stake of 20,269 shares — an estimated $613K sold.
Jeff Yass first reported a position in CFLT in Q2 2021 and held it in 17 quarters. The position peaked at $11.9M in Q3 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.
- Jeff Yass reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
- Jeff Yass sold 20,269 Confluent shares in Q1 2026, an estimated $613K.
- Jeff Yass first reported a position in Confluent in Q2 2021 and held it in 17 quarters.
- Jeff Yass's Confluent position peaked at $11.9M in Q3 2025.
- 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.
Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.