PIM
CFLT

Plato Investment Management’s Confluent CFLT Stock Holding History

Plato Investment Management’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 		– Sell
-289
Closed -$8.11K – 544
2024
Q4 		$8.11K Hold
289
– – ﹤0.01% 554
2024
Q3 		$5.88K Sell
289
-6,312
-96% -$141K ﹤0.01% 512
2024
Q2 		$195K Buy
6,601
+6,312
+2,184% +$181K 0.02% 335
2024
Q1 		$8.82K Hold
289
– – ﹤0.01% 439
2023
Q4 		$6.76K Buy
+289
New +$6.98K 0.01% 378

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

Plato Investment Management's CFLT Position: Q1 2025 in Review

Plato Investment Management sold out of Confluent (CFLT) in Q1 2025, closing a stake of 289 shares — an estimated $8.11K sold.

Plato Investment Management first reported a position in CFLT in Q4 2023 and held it in 5 quarters. The position peaked at $195K in Q2 2024. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2025.

  • Plato Investment Management reported no remaining Confluent position as of Q1 2025 after selling out during the quarter.
  • Plato Investment Management sold 289 Confluent shares in Q1 2025, an estimated $8.11K.
  • Plato Investment Management first reported a position in Confluent in Q4 2023 and held it in 5 quarters.
  • Plato Investment Management's Confluent position peaked at $195K in Q2 2024.
  • 400 funds tracked by Wall St. Rank held Confluent as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.