SummitTX Capital’s Confluent CFLT Stock Holding History

SummitTX Capital’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	-88,501	Closed	-$2.68M	–	795
2025 Q4	$2.68M	Buy	+88,501	New	+$2.17M	0.08%	261
2025 Q2	–	Sell	-221,202	Closed	-$5.18M	–	779
2025 Q1	$5.18M	Buy	+221,202	New	+$6.41M	0.22%	111

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SummitTX Capital's CFLT Position: Q1 2026 in Review

SummitTX Capital sold out of Confluent (CFLT) in Q1 2026, closing a stake of 88,501 shares — an estimated $2.68M sold.

SummitTX Capital first reported a position in CFLT in Q1 2025 and held it in 2 quarters. The position peaked at $5.18M in Q1 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

SummitTX Capital reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 88,501 Confluent shares in Q1 2026, an estimated $2.68M.
SummitTX Capital first reported a position in Confluent in Q1 2025 and held it in 2 quarters.
SummitTX Capital's Confluent position peaked at $5.18M in Q1 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

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