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CFLT

NewEdge Advisors’s Confluent CFLT Stock Holding History

NewEdge Advisors’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
-14,703
Closed -$445K – 4186
2025
Q4 		$445K Buy
14,703
+11,703
+390% +$287K ﹤0.01% 2060
2025
Q3 		$59.4K Sell
3,000
-5
-0.2% -$105 ﹤0.01% 2779
2025
Q2 		$74.9K Buy
3,005
+24
+0.8% +$541 ﹤0.01% 2530
2025
Q1 		$69.9K Buy
2,981
+207
+7% +$6K ﹤0.01% 2420
2024
Q4 		$77.6K Sell
2,774
-83
-3% -$2.23K ﹤0.01% 2363
2024
Q3 		$58.2K Hold
2,857
– – ﹤0.01% 2381
2024
Q2 		$84.4K Sell
2,857
-11
-0.4% -$316 ﹤0.01% 2174
2024
Q1 		$87.5K Buy
2,868
+62
+2% +$1.75K ﹤0.01% 2105
2023
Q4 		$65.7K Buy
2,806
+6
+0.2% +$145 ﹤0.01% 2123
2023
Q3 		$82.9K Sell
2,800
-14,594
-84% -$489K ﹤0.01% 1908
2023
Q2 		$614K Buy
17,394
+16,844
+3,063% +$471K 0.01% 1084
2023
Q1 		$13.2K Buy
550
+331
+151% +$7.67K ﹤0.01% 2486
2022
Q4 		$2.65K Buy
+219
New +$5.07K ﹤0.01% 2766
2022
Q3 		– Sell
-9,767
Closed -$227K – 1550
2022
Q2 		$227K Buy
+9,767
New +$263K ﹤0.01% 1337
2022
Q1 		– Sell
-5,616
Closed -$428K – 1224
2021
Q4 		$428K Buy
+5,616
New +$405K 0.01% 1147

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

NewEdge Advisors's CFLT Position: Q1 2026 in Review

NewEdge Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 14,703 shares — an estimated $445K sold.

NewEdge Advisors first reported a position in CFLT in Q4 2021 and held it in 15 quarters. The position peaked at $614K in Q2 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • NewEdge Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 14,703 Confluent shares in Q1 2026, an estimated $445K.
  • NewEdge Advisors first reported a position in Confluent in Q4 2021 and held it in 15 quarters.
  • NewEdge Advisors's Confluent position peaked at $614K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.