Josh Resnick’s Confluent CFLT Stock Holding History

Josh Resnick’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	-11,094,000	Closed	-$335M	–	26
2025 Q4	$335M	Buy	11,094,000 +2,828,000	+34%	+$69.4M	3.82%	11
2025 Q3	$164M	Buy	+8,266,000	New	+$173M	1.7%	23
2025 Q2	–	Sell	-2,181,000	Closed	-$51.1M	–	31
2025 Q1	$51.1M	Sell	2,181,000 -819,000	-27%	-$23.7M	0.93%	23
2024 Q4	$83.9M	Buy	3,000,000 +459,000	+18%	+$12.3M	1.2%	26
2024 Q3	$51.8M	Buy	+2,541,000	New	+$56.9M	1.25%	22
2024 Q1	–	Sell	-3,353,690	Closed	-$78.5M	–	30
2023 Q4	$78.5M	Buy	+3,353,690	New	+$81M	2.4%	17
2021 Q3	–	Sell	-300,000	Closed	-$14.3M	–	46
2021 Q2	$14.3M	Buy	+300,000	New	+$14.5M	0.34%	38

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Josh Resnick's CFLT Position: Q1 2026 in Review

Josh Resnick sold out of Confluent (CFLT) in Q1 2026, closing a stake of 11,094,000 shares — an estimated $335M sold.

Josh Resnick first reported a position in CFLT in Q2 2021 and held it in 7 quarters. The position peaked at $335M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Josh Resnick reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Josh Resnick sold 11,094,000 Confluent shares in Q1 2026, an estimated $335M.
Josh Resnick first reported a position in Confluent in Q2 2021 and held it in 7 quarters.
Josh Resnick's Confluent position peaked at $335M in Q4 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

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