OTL
CFLT

Oak Thistle LLC’s Confluent CFLT Stock Holding History

Oak Thistle LLC’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
-7,611
Closed -$230K – 492
2025
Q4 		$230K Buy
+7,611
New +$187K 0.03% 458
2023
Q4 		– Sell
-8,829
Closed -$261K – 462
2023
Q3 		$261K Buy
8,829
+2,870
+48% +$96.2K 0.08% 394
2023
Q2 		$210K Buy
+5,959
New +$167K 0.11% 315

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

Oak Thistle LLC's CFLT Position: Q1 2026 in Review

Oak Thistle LLC sold out of Confluent (CFLT) in Q1 2026, closing a stake of 7,611 shares — an estimated $230K sold.

Oak Thistle LLC first reported a position in CFLT in Q2 2023 and held it in 3 quarters. The position peaked at $261K in Q3 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Oak Thistle LLC reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 7,611 Confluent shares in Q1 2026, an estimated $230K.
  • Oak Thistle LLC first reported a position in Confluent in Q2 2023 and held it in 3 quarters.
  • Oak Thistle LLC's Confluent position peaked at $261K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.