SCA
CFLT

Southpoint Capital Advisors’s Confluent CFLT Stock Holding History

Southpoint Capital 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
-500,000
Closed -$15.1M – 43
2025
Q4 		$15.1M Buy
+500,000
New +$12.3M 0.35% 37

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

Southpoint Capital Advisors's CFLT Position: Q1 2026 in Review

Southpoint Capital Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 500,000 shares — an estimated $15.1M sold.

Southpoint Capital Advisors first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $15.1M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Southpoint Capital Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Southpoint Capital Advisors sold 500,000 Confluent shares in Q1 2026, an estimated $15.1M.
  • Southpoint Capital Advisors first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Southpoint Capital Advisors's Confluent position peaked at $15.1M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Southpoint Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.