UBS AM
CFLT

UBS AM’s Confluent CFLT Stock Holding History

UBS AM’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
-833,118
Closed -$25.2M – 3819
2025
Q4 		$25.2M Sell
833,118
-1,425
-0.2% -$35K 0.01% 776
2025
Q3 		$16.5M Sell
834,543
-350,369
-30% -$7.33M ﹤0.01% 896
2025
Q2 		$29.5M Sell
1,184,912
-19,217
-2% -$433K 0.01% 892
2025
Q1 		$28.2M Buy
1,204,129
+43,050
+4% +$1.25M 0.01% 828
2024
Q4 		$32.5M Buy
1,161,079
+114,701
+11% +$3.07M 0.01% 782
2024
Q3 		$21.3M Sell
1,046,378
-539,530
-34% -$12.1M 0.01% 919
2024
Q2 		$46.8M Buy
1,585,908
+471,529
+42% +$13.5M 0.01% 632
2024
Q1 		$34M Buy
1,114,379
+39,572
+4% +$1.12M 0.01% 673
2023
Q4 		$25.2M Buy
1,074,807
+206,399
+24% +$4.99M 0.01% 728
2023
Q3 		$25.7M Buy
868,408
+804,292
+1,254% +$27M 0.01% 713
2023
Q2 		$1.54M Hold
64,116
– – ﹤0.01% 1795
2023
Q1 		$1.54M Hold
64,116
– – ﹤0.01% 1795
2022
Q4 		$1.43M Hold
64,116
– – ﹤0.01% 1692
2022
Q3 		$1.52M Sell
64,116
-21,923
-25% -$591K ﹤0.01% 1736
2022
Q2 		$2M Buy
+86,039
New +$2.32M ﹤0.01% 1613

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

UBS AM's CFLT Position: Q1 2026 in Review

UBS AM sold out of Confluent (CFLT) in Q1 2026, closing a stake of 833,118 shares — an estimated $25.2M sold.

UBS AM first reported a position in CFLT in Q2 2022 and held it in 15 quarters. The position peaked at $46.8M in Q2 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • UBS AM reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • UBS AM sold 833,118 Confluent shares in Q1 2026, an estimated $25.2M.
  • UBS AM first reported a position in Confluent in Q2 2022 and held it in 15 quarters.
  • UBS AM's Confluent position peaked at $46.8M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.