UBS Group
CFLT

UBS Group’s Confluent CFLT Stock Holding History

UBS Group’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
-12,864,520
Closed -$389M – 10559
2025
Q4 		$389M Buy
12,864,520
+8,331,946
+184% +$205M 0.06% 299
2025
Q3 		$89.7M Buy
4,532,574
+3,332,929
+278% +$69.7M 0.01% 1112
2025
Q2 		$29.9M Sell
1,199,645
-1,658,380
-58% -$37.4M 0.01% 1976
2025
Q1 		$67M Buy
2,858,025
+2,349,711
+462% +$68M 0.01% 1214
2024
Q4 		$14.2M Buy
508,314
+335,781
+195% +$9M ﹤0.01% 2695
2024
Q3 		$3.52M Sell
172,533
-176,216
-51% -$3.95M ﹤0.01% 3433
2024
Q2 		$10.3M Sell
348,749
-27,840
-7% -$800K ﹤0.01% 2191
2024
Q1 		$11.5M Buy
376,589
+334,928
+804% +$9.45M ﹤0.01% 2154
2023
Q4 		$975K Sell
41,661
-27,799
-40% -$672K ﹤0.01% 4519
2023
Q3 		$2.06M Buy
69,460
+25,774
+59% +$864K ﹤0.01% 3417
2023
Q2 		$1.54M Buy
43,686
+2,023
+5% +$56.6K ﹤0.01% 3799
2023
Q1 		$1M Sell
41,663
-11,078
-21% -$257K ﹤0.01% 4097
2022
Q4 		$1.17M Sell
52,741
-33,414
-39% -$774K ﹤0.01% 3919
2022
Q3 		$2.05M Buy
86,155
+2,986
+4% +$80.5K ﹤0.01% 3143
2022
Q2 		$1.93M Sell
83,169
-23,092
-22% -$622K ﹤0.01% 3181
2022
Q1 		$4.36M Buy
106,261
+54,632
+106% +$2.85M ﹤0.01% 2661
2021
Q4 		$3.94M Buy
51,629
+24,595
+91% +$1.77M ﹤0.01% 3086
2021
Q3 		$1.61M Buy
+27,034
New +$1.4M ﹤0.01% 3773

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 Group's CFLT Position: Q1 2026 in Review

UBS Group sold out of Confluent (CFLT) in Q1 2026, closing a stake of 12,864,520 shares — an estimated $389M sold.

UBS Group first reported a position in CFLT in Q3 2021 and held it in 18 quarters. The position peaked at $389M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • UBS Group reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 12,864,520 Confluent shares in Q1 2026, an estimated $389M.
  • UBS Group first reported a position in Confluent in Q3 2021 and held it in 18 quarters.
  • UBS Group's Confluent position peaked at $389M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.