LIP
CFLT

Liontrust Investment Partners’s Confluent CFLT Stock Holding History

Liontrust Investment Partners’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
Q2 		– Sell
-55,226
Closed -$1.29M – 201
2025
Q1 		$1.29M Buy
+55,226
New +$1.6M 0.02% 163
2024
Q4 		– Sell
-305,000
Closed -$9.01M – 218
2024
Q3 		$9.01M Hold
305,000
– – 0.13% 100
2024
Q2 		$9.01M Buy
305,000
+165,000
+118% +$4.74M 0.13% 100
2024
Q1 		$4.27M Buy
+140,000
New +$3.95M 0.06% 128

Other funds holding CFLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Liontrust Investment Partners's CFLT Position: Q2 2025 in Review

Liontrust Investment Partners sold out of Confluent (CFLT) in Q2 2025, closing a stake of 55,226 shares — an estimated $1.29M sold.

Liontrust Investment Partners first reported a position in CFLT in Q1 2024 and held it in 4 quarters. The position peaked at $9.01M in Q3 2024. 396 funds tracked by Wall St. Rank hold CFLT as of Q2 2025.

  • Liontrust Investment Partners reported no remaining Confluent position as of Q2 2025 after selling out during the quarter.
  • Liontrust Investment Partners sold 55,226 Confluent shares in Q2 2025, an estimated $1.29M.
  • Liontrust Investment Partners first reported a position in Confluent in Q1 2024 and held it in 4 quarters.
  • Liontrust Investment Partners's Confluent position peaked at $9.01M in Q3 2024.
  • 396 funds tracked by Wall St. Rank held Confluent as of Q2 2025.

Based on Liontrust Investment Partners's 13F filing for Q2 2025, filed 19 Aug 2025.