OC
CFLT

Oppenheimer & Co’s Confluent CFLT Stock Holding History

Oppenheimer & Co’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
-68,070
Closed -$2.06M – 1702
2025
Q4 		$2.06M Sell
68,070
-2,935
-4% -$72K 0.03% 537
2025
Q3 		$1.41M Sell
71,005
-20,500
-22% -$429K 0.02% 737
2025
Q2 		$2.28M Sell
91,505
-927
-1% -$20.9K 0.03% 532
2025
Q1 		$2.17M Buy
92,432
+1,370
+2% +$39.7K 0.03% 521
2024
Q4 		$2.55M Buy
91,062
+22,449
+33% +$602K 0.04% 483
2024
Q3 		$1.4M Buy
68,613
+41,431
+152% +$928K 0.02% 672
2024
Q2 		$803K Buy
27,182
+3,512
+15% +$101K 0.01% 833
2024
Q1 		$722K Buy
23,670
+10,944
+86% +$309K 0.01% 862
2023
Q4 		$298K Sell
12,726
-11,700
-48% -$283K 0.01% 1145
2023
Q3 		$723K Buy
24,426
+12,860
+111% +$431K 0.01% 797
2023
Q2 		$408K Buy
11,566
+160
+1% +$4.48K 0.01% 1048
2023
Q1 		$275K Buy
11,406
+201
+2% +$4.66K 0.01% 1152
2022
Q4 		$249K Buy
11,205
+450
+4% +$10.4K 0.01% 1155
2022
Q3 		$256K Buy
+10,755
New +$290K 0.01% 1118
2022
Q2 		– Sell
-7,600
Closed -$312K – 1430
2022
Q1 		$312K Buy
+7,600
New +$396K 0.01% 1186

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

Oppenheimer & Co's CFLT Position: Q1 2026 in Review

Oppenheimer & Co sold out of Confluent (CFLT) in Q1 2026, closing a stake of 68,070 shares — an estimated $2.06M sold.

Oppenheimer & Co first reported a position in CFLT in Q1 2022 and held it in 15 quarters. The position peaked at $2.55M in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Oppenheimer & Co reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Oppenheimer & Co sold 68,070 Confluent shares in Q1 2026, an estimated $2.06M.
  • Oppenheimer & Co first reported a position in Confluent in Q1 2022 and held it in 15 quarters.
  • Oppenheimer & Co's Confluent position peaked at $2.55M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.