ORG Partners’s Confluent CFLT Stock Holding History

ORG Partners’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
2025 Q2	–	Sell	-30	Closed	-$706	–	1539
2025 Q1	$706	Buy	+30	New	+$869	﹤0.01%	1228

Other funds holding CFLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

ORG Partners's CFLT Position: Q2 2025 in Review

ORG Partners sold out of Confluent (CFLT) in Q2 2025, closing a stake of 30 shares — an estimated $706 sold.

ORG Partners first reported a position in CFLT in Q1 2025 and held it in 1 quarter. The position peaked at $706 in Q1 2025. 396 funds tracked by Wall St. Rank hold CFLT as of Q2 2025.

ORG Partners reported no remaining Confluent position as of Q2 2025 after selling out during the quarter.
ORG Partners sold 30 Confluent shares in Q2 2025, an estimated $706.
ORG Partners first reported a position in Confluent in Q1 2025 and held it in 1 quarter.
ORG Partners's Confluent position peaked at $706 in Q1 2025.
396 funds tracked by Wall St. Rank held Confluent as of Q2 2025.

Based on ORG Partners's 13F filing for Q2 2025, filed 16 Jul 2025.