Triumph Capital Management’s Confluent CFLT Stock Holding History

Triumph Capital 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 Q3	–	Sell	-46,550	Closed	-$1.16M	–	324
2025 Q2	$1.16M	Hold	46,550	–	–	0.35%	68
2025 Q1	$1.09M	Buy	46,550 +24,200	+108%	+$701K	0.36%	57
2024 Q4	$625K	Sell	22,350 -2,650	-11%	-$71K	0.21%	119
2024 Q3	$510K	Sell	25,000 -1,000	-4%	-$22.4K	0.18%	135
2024 Q2	$768K	Sell	26,000 -1,000	-4%	-$28.7K	0.3%	78
2024 Q1	$806K	Sell	27,000 -23,500	-47%	-$663K	0.33%	74
2023 Q4	$1.18M	Buy	50,500 +30,000	+146%	+$725K	0.5%	45
2023 Q3	$607K	Buy	20,500 +6,500	+46%	+$218K	0.28%	85
2023 Q2	$494K	Buy	+14,000	New	+$392K	0.22%	97

Other funds holding CFLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

OPFM

Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triumph Capital Management's CFLT Position: Q3 2025 in Review

Triumph Capital Management sold out of Confluent (CFLT) in Q3 2025, closing a stake of 46,550 shares — an estimated $1.16M sold.

Triumph Capital Management first reported a position in CFLT in Q2 2023 and held it in 9 quarters. The position peaked at $1.18M in Q4 2023. 385 funds tracked by Wall St. Rank hold CFLT as of Q3 2025.

Triumph Capital Management reported no remaining Confluent position as of Q3 2025 after selling out during the quarter.
Triumph Capital Management sold 46,550 Confluent shares in Q3 2025, an estimated $1.16M.
Triumph Capital Management first reported a position in Confluent in Q2 2023 and held it in 9 quarters.
Triumph Capital Management's Confluent position peaked at $1.18M in Q4 2023.
385 funds tracked by Wall St. Rank held Confluent as of Q3 2025.

Based on Triumph Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.