OC
CFLT

Optima Capital’s Confluent CFLT Stock Holding History

Optima Capital’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
-17
Closed -$514 – 347
2025
Q4 		$514 Buy
+17
New +$417 ﹤0.01% 1210

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

Optima Capital's CFLT Position: Q1 2026 in Review

Optima Capital sold out of Confluent (CFLT) in Q1 2026, closing a stake of 17 shares — an estimated $514 sold.

Optima Capital first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $514 in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Optima Capital reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 17 Confluent shares in Q1 2026, an estimated $514.
  • Optima Capital first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Confluent position peaked at $514 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.