PA
CFLT

Parallel Advisors’s Confluent CFLT Stock Holding History

Parallel 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
-16,539
Closed -$500K – 3849
2025
Q4 		$500K Buy
16,539
+240
+1% +$5.89K 0.01% 688
2025
Q3 		$323K Sell
16,299
-78
-0.5% -$1.63K 0.01% 833
2025
Q2 		$408K Sell
16,377
-716
-4% -$16.1K 0.01% 710
2025
Q1 		$401K Buy
17,093
+438
+3% +$12.7K 0.01% 664
2024
Q4 		$466K Sell
16,655
-719
-4% -$19.3K 0.01% 598
2024
Q3 		$354K Sell
17,374
-486
-3% -$10.9K 0.01% 697
2024
Q2 		$527K Sell
17,860
-8
-0% -$230 0.01% 523
2024
Q1 		$545K Buy
17,868
+1,736
+11% +$49K 0.01% 514
2023
Q4 		$377K Sell
16,132
-84,499
-84% -$2.04M 0.01% 575
2023
Q3 		$2.98M Sell
100,631
-21,256
-17% -$712K 0.1% 162
2023
Q2 		$4.3M Buy
121,887
+110,662
+986% +$3.1M 0.14% 129
2023
Q1 		$270K Buy
11,225
+2,437
+28% +$56.5K 0.01% 639
2022
Q4 		$195K Buy
8,788
+2,555
+41% +$59.2K 0.01% 708
2022
Q3 		$148K Buy
6,233
+2,426
+64% +$65.4K 0.01% 786
2022
Q2 		$88K Hold
3,807
– – ﹤0.01% 1012
2022
Q1 		$158K Buy
3,807
+1,358
+55% +$70.8K 0.01% 816
2021
Q4 		$187K Buy
2,449
+2,349
+2,349% +$169K 0.01% 776
2021
Q3 		$6K Buy
+100
New +$5.2K ﹤0.01% 2273

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

Parallel Advisors's CFLT Position: Q1 2026 in Review

Parallel Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 16,539 shares — an estimated $500K sold.

Parallel Advisors first reported a position in CFLT in Q3 2021 and held it in 18 quarters. The position peaked at $4.3M in Q2 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Parallel Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Parallel Advisors sold 16,539 Confluent shares in Q1 2026, an estimated $500K.
  • Parallel Advisors first reported a position in Confluent in Q3 2021 and held it in 18 quarters.
  • Parallel Advisors's Confluent position peaked at $4.3M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.