OPS
CFLT

Orion Portfolio Solutions’s Confluent CFLT Stock Holding History

Orion Portfolio Solutions’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
Q1 		$810K Buy
34,562
+2,445
+8% +$70.8K 0.01% 1195
2024
Q4 		$898K Buy
32,117
+2,421
+8% +$64.9K 0.01% 1116
2024
Q3 		$605K Buy
+29,696
New +$665K 0.01% 1267

Other funds holding CFLT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orion Portfolio Solutions's CFLT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Confluent (CFLT) stake by 7.6% in Q1 2025, buying an estimated $70.8K and bringing the position to 34,562 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #1195.

Orion Portfolio Solutions first reported a position in CFLT in Q3 2024 and has held it in 3 quarters since. The position peaked at $898K in Q4 2024. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2025.

  • Orion Portfolio Solutions held 34,562 shares of Confluent worth $810K as of Q1 2025.
  • Orion Portfolio Solutions bought 2,445 Confluent shares in Q1 2025, an estimated $70.8K.
  • Confluent made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1195 holding.
  • Orion Portfolio Solutions first reported a position in Confluent in Q3 2024 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's Confluent position peaked at $898K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Confluent as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.