SIA
CFLT

Sit Investment Associates’s Confluent CFLT Stock Holding History

Sit Investment Associates’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
-53,140
Closed -$1.61M – 508
2025
Q4 		$1.61M Sell
53,140
-117,250
-69% -$2.88M 0.03% 334
2025
Q3 		$3.37M Hold
170,390
– – 0.07% 256
2025
Q2 		$4.25M Buy
170,390
+38,402
+29% +$866K 0.09% 212
2025
Q1 		$3.09M Buy
131,988
+7,365
+6% +$213K 0.07% 260
2024
Q4 		$3.48M Buy
124,623
+680
+0.5% +$18.2K 0.08% 259
2024
Q3 		$2.53M Buy
+123,943
New +$2.77M 0.06% 284

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

Sit Investment Associates's CFLT Position: Q1 2026 in Review

Sit Investment Associates sold out of Confluent (CFLT) in Q1 2026, closing a stake of 53,140 shares — an estimated $1.61M sold.

Sit Investment Associates first reported a position in CFLT in Q3 2024 and held it in 6 quarters. The position peaked at $4.25M in Q2 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Sit Investment Associates reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Sit Investment Associates sold 53,140 Confluent shares in Q1 2026, an estimated $1.61M.
  • Sit Investment Associates first reported a position in Confluent in Q3 2024 and held it in 6 quarters.
  • Sit Investment Associates's Confluent position peaked at $4.25M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.