LSCM
CFLT

Light Street Capital Management’s Confluent CFLT Stock Holding History

Light Street Capital Management’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
-910,000
Closed -$27.5M – 27
2025
Q4 		$27.5M Sell
910,000
-358,640
-28% -$8.8M 4.23% 10
2025
Q3 		$25.1M Buy
+1,268,640
New +$26.5M 4.23% 11
2022
Q4 		– Sell
-593,870
Closed -$14.1M – 29
2022
Q3 		$14.1M Sell
593,870
-159,434
-21% -$4.3M 3.59% 14
2022
Q2 		$17.5M Sell
753,304
-522,690
-41% -$14.1M 1.43% 17
2022
Q1 		$52.3M Buy
1,275,994
+236,933
+23% +$12.3M 3.39% 7
2021
Q4 		$79.2M Sell
1,039,061
-485,200
-32% -$35M 4.73% 3
2021
Q3 		$90.9M Buy
1,524,261
+129,923
+9% +$6.75M 4.56% 5
2021
Q2 		$66.2M Buy
+1,394,338
New +$67.4M 2.87% 8

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

Light Street Capital Management's CFLT Position: Q1 2026 in Review

Light Street Capital Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 910,000 shares — an estimated $27.5M sold.

Light Street Capital Management first reported a position in CFLT in Q2 2021 and held it in 8 quarters. The position peaked at $90.9M in Q3 2021. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Light Street Capital Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Light Street Capital Management sold 910,000 Confluent shares in Q1 2026, an estimated $27.5M.
  • Light Street Capital Management first reported a position in Confluent in Q2 2021 and held it in 8 quarters.
  • Light Street Capital Management's Confluent position peaked at $90.9M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

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