SEI Investments
CFLT

SEI Investments’s Confluent CFLT Stock Holding History

SEI Investments’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
-276,529
Closed -$8.36M – 3254
2025
Q4 		$8.36M Sell
276,529
-576,739
-68% -$14.2M 0.01% 1139
2025
Q3 		$16.9M Sell
853,268
-7,598
-0.9% -$159K 0.02% 794
2025
Q2 		$21.5M Buy
860,866
+114,600
+15% +$2.58M 0.02% 663
2025
Q1 		$17.5M Buy
746,266
+300,681
+67% +$8.71M 0.02% 735
2024
Q4 		$12.5M Buy
445,585
+50,340
+13% +$1.35M 0.02% 896
2024
Q3 		$8.06M Buy
395,245
+89,708
+29% +$2.01M 0.01% 1078
2024
Q2 		$9.02M Buy
305,537
+68,880
+29% +$1.98M 0.01% 974
2024
Q1 		$7.22M Sell
236,657
-105,748
-31% -$2.98M 0.01% 1034
2023
Q4 		$8.01M Sell
342,405
-35,875
-9% -$867K 0.01% 978
2023
Q3 		$11.2M Sell
378,280
-43,299
-10% -$1.45M 0.02% 795
2023
Q2 		$14.9M Buy
421,579
+32,921
+8% +$921K 0.03% 687
2023
Q1 		$9.36M Buy
388,658
+349,368
+889% +$8.1M 0.02% 879
2022
Q4 		$874K Buy
39,290
+29,994
+323% +$695K ﹤0.01% 1808
2022
Q3 		$221K Buy
+9,296
New +$250K ﹤0.01% 2416
2022
Q2 		– Sell
-32,295
Closed -$1.25M – 2652
2022
Q1 		$1.25M Buy
32,295
+23,083
+251% +$1.2M ﹤0.01% 1734
2021
Q4 		$668K Buy
+9,212
New +$664K ﹤0.01% 1994

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

SEI Investments's CFLT Position: Q1 2026 in Review

SEI Investments sold out of Confluent (CFLT) in Q1 2026, closing a stake of 276,529 shares — an estimated $8.36M sold.

SEI Investments first reported a position in CFLT in Q4 2021 and held it in 16 quarters. The position peaked at $21.5M in Q2 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • SEI Investments reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • SEI Investments sold 276,529 Confluent shares in Q1 2026, an estimated $8.36M.
  • SEI Investments first reported a position in Confluent in Q4 2021 and held it in 16 quarters.
  • SEI Investments's Confluent position peaked at $21.5M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.