PF
CFLT

Phoenix Financial’s Confluent CFLT Stock Holding History

Phoenix Financial’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
Q4 		– Sell
-1,471,222
Closed -$29.1M – 472
2025
Q3 		$29.1M Sell
1,471,222
-56,418
-4% -$1.18M 0.36% 50
2025
Q2 		$38.1M Sell
1,527,640
-19,472
-1% -$439K 0.5% 40
2025
Q1 		$36.3M Buy
1,547,112
+1,392,615
+901% +$40.3M 0.56% 38
2024
Q4 		$4.32M Sell
154,497
-147,593
-49% -$3.96M 0.06% 146
2024
Q3 		$6.16M Buy
302,090
+82,783
+38% +$1.85M 0.09% 122
2024
Q2 		$6.48M Buy
219,307
+76,193
+53% +$2.19M 0.1% 116
2024
Q1 		$4.37M Buy
+143,114
New +$4.04M 0.06% 148

Other funds holding CFLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Phoenix Financial's CFLT Position: Q4 2025 in Review

Phoenix Financial sold out of Confluent (CFLT) in Q4 2025, closing a stake of 1,471,222 shares — an estimated $29.1M sold.

Phoenix Financial first reported a position in CFLT in Q1 2024 and held it in 7 quarters. The position peaked at $38.1M in Q2 2025. 426 funds tracked by Wall St. Rank hold CFLT as of Q4 2025.

  • Phoenix Financial reported no remaining Confluent position as of Q4 2025 after selling out during the quarter.
  • Phoenix Financial sold 1,471,222 Confluent shares in Q4 2025, an estimated $29.1M.
  • Phoenix Financial first reported a position in Confluent in Q1 2024 and held it in 7 quarters.
  • Phoenix Financial's Confluent position peaked at $38.1M in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Confluent as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.