Jefferies Financial Group’s Confluent CFLT Stock Holding History

Jefferies Financial Group’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
2025 Q1	–	Sell	-10,000	Closed	-$280K	–	1659
2024 Q4	$280K	Buy	+10,000	New	+$268K	﹤0.01%	1285
2024 Q1	–	Sell	-23,400	Closed	-$548K	–	1651
2023 Q4	$548K	Sell	23,400 -3,300	-12%	-$79.7K	﹤0.01%	1178
2023 Q3	$791K	Hold	26,700	–	–	0.01%	906
2023 Q2	$943K	Buy	+26,700	New	+$747K	0.01%	942

Other funds holding CFLT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jefferies Financial Group's CFLT Position: Q4 2024 in Review

Jefferies Financial Group sold out of Confluent (CFLT) in Q4 2024, closing a stake of 5,000 shares — an estimated $134K sold.

Jefferies Financial Group first reported a position in CFLT in Q2 2023 and held it in 4 quarters. The position peaked at $1.07M in Q2 2023. 386 funds tracked by Wall St. Rank hold CFLT as of Q4 2024.

Jefferies Financial Group reported no remaining Confluent position as of Q4 2024 after selling out during the quarter.
Jefferies Financial Group sold 5,000 Confluent shares in Q4 2024, an estimated $134K.
Jefferies Financial Group first reported a position in Confluent in Q2 2023 and held it in 4 quarters.
Jefferies Financial Group's Confluent position peaked at $1.07M in Q2 2023.
386 funds tracked by Wall St. Rank held Confluent as of Q4 2024.

Based on Jefferies Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.