Marshall Wace
CFLT

Marshall Wace’s Confluent CFLT Stock Holding History

Marshall Wace’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
-620,137
Closed -$18.8M – 3239
2025
Q4 		$18.8M Sell
620,137
-111,765
-15% -$2.74M 0.02% 652
2025
Q3 		$14.5M Buy
+731,902
New +$15.3M 0.01% 782
2025
Q1 		– Sell
-346,691
Closed -$9.69M – 2667
2024
Q4 		$9.69M Buy
346,691
+188,597
+119% +$5.06M 0.01% 805
2024
Q3 		$3.22M Buy
158,094
+131,859
+503% +$2.95M ﹤0.01% 1174
2024
Q2 		$775K Sell
26,235
-21,158
-45% -$608K ﹤0.01% 1793
2024
Q1 		$1.45M Sell
47,393
-615,712
-93% -$17.4M ﹤0.01% 1506
2023
Q4 		$15.5M Buy
+663,105
New +$16M 0.03% 553
2023
Q2 		– Sell
-766,460
Closed -$18.4M – 2513
2023
Q1 		$18.4M Buy
766,460
+173,440
+29% +$4.02M 0.04% 494
2022
Q4 		$13.2M Buy
+593,020
New +$13.7M 0.03% 658
2022
Q2 		– Sell
-314,718
Closed -$12.9M – 3468
2022
Q1 		$12.9M Buy
+314,718
New +$16.4M 0.02% 703
2021
Q4 		– Sell
-24,875
Closed -$1.48M – 3898
2021
Q3 		$1.48M Buy
+24,875
New +$1.29M 0.01% 1759

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

Marshall Wace's CFLT Position: Q1 2026 in Review

Marshall Wace sold out of Confluent (CFLT) in Q1 2026, closing a stake of 620,137 shares — an estimated $18.8M sold.

Marshall Wace first reported a position in CFLT in Q3 2021 and held it in 11 quarters. The position peaked at $18.8M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Marshall Wace reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 620,137 Confluent shares in Q1 2026, an estimated $18.8M.
  • Marshall Wace first reported a position in Confluent in Q3 2021 and held it in 11 quarters.
  • Marshall Wace's Confluent position peaked at $18.8M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.