PCA
CFLT

Pallas Capital Advisors’s Confluent CFLT Stock Holding History

Pallas Capital Advisors’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
-29,364
Closed -$888K – 879
2025
Q4 		$888K Buy
29,364
+9,919
+51% +$243K 0.03% 380
2025
Q3 		$385K Buy
+19,445
New +$407K 0.01% 602

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

Pallas Capital Advisors's CFLT Position: Q1 2026 in Review

Pallas Capital Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 29,364 shares — an estimated $888K sold.

Pallas Capital Advisors first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $888K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Pallas Capital Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Pallas Capital Advisors sold 29,364 Confluent shares in Q1 2026, an estimated $888K.
  • Pallas Capital Advisors first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • Pallas Capital Advisors's Confluent position peaked at $888K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.