JY
CFLT

Jeff Yass’s Confluent CFLT Stock Holding History

Jeff Yass’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
-1,150,600
Closed -$34.8M – 13248
2025
Q4 		$34.8M Buy
1,150,600
+18,000
+2% +$442K ﹤0.01% 1672
2025
Q3 		$22.4M Buy
1,132,600
+437,600
+63% +$9.15M ﹤0.01% 2084
2025
Q2 		$17.3M Sell
695,000
-98,200
-12% -$2.21M ﹤0.01% 2159
2025
Q1 		$18.6M Buy
793,200
+135,400
+21% +$3.92M ﹤0.01% 1808
2024
Q4 		$18.4M Buy
657,800
+85,500
+15% +$2.29M ﹤0.01% 1941
2024
Q3 		$11.7M Buy
572,300
+97,900
+21% +$2.19M ﹤0.01% 2411
2024
Q2 		$14M Sell
474,400
-86,500
-15% -$2.49M ﹤0.01% 2099
2024
Q1 		$17.1M Buy
560,900
+43,100
+8% +$1.22M ﹤0.01% 1956
2023
Q4 		$12.1M Buy
517,800
+225,900
+77% +$5.46M ﹤0.01% 2391
2023
Q3 		$8.64M Buy
291,900
+34,200
+13% +$1.15M ﹤0.01% 2750
2023
Q2 		$9.1M Buy
257,700
+10,300
+4% +$288K ﹤0.01% 2630
2023
Q1 		$5.95M Sell
247,400
-19,300
-7% -$448K ﹤0.01% 3187
2022
Q4 		$5.93M Sell
266,700
-232,300
-47% -$5.38M ﹤0.01% 2978
2022
Q3 		$11.9M Buy
499,000
+227,500
+84% +$6.13M ﹤0.01% 1945
2022
Q2 		$6.31M Buy
271,500
+29,100
+12% +$783K ﹤0.01% 2822
2022
Q1 		$9.94M Sell
242,400
-6,100
-2% -$318K ﹤0.01% 2567
2021
Q4 		$18.9M Sell
248,500
-40,100
-14% -$2.89M ﹤0.01% 1911
2021
Q3 		$17.2M Buy
+288,600
New +$15M ﹤0.01% 2145

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 $20.6B AUM 34.61% 1-Year Est. Return

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.