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
-1,004,300
Closed -$30.4M – 10558
2025
Q4 		$30.4M Buy
1,004,300
+623,100
+163% +$15.3M ﹤0.01% 2165
2025
Q3 		$7.55M Buy
381,200
+310,000
+435% +$6.48M ﹤0.01% 3600
2025
Q2 		$1.78M Sell
71,200
-678,800
-91% -$15.3M ﹤0.01% 4941
2025
Q1 		$17.6M Buy
+750,000
New +$21.7M ﹤0.01% 2470
2024
Q3 		– Sell
-32,000
Closed -$945K – 9544
2024
Q2 		$945K Sell
32,000
-137,100
-81% -$3.94M ﹤0.01% 4470
2024
Q1 		$5.16M Sell
169,100
-132,100
-44% -$3.73M ﹤0.01% 2941
2023
Q4 		$7.05M Buy
+301,200
New +$7.28M ﹤0.01% 2408
2023
Q3 		– Sell
-300
Closed -$10.6K – 9512
2023
Q2 		$10.6K Sell
300
-31,000
-99% -$867K ﹤0.01% 7130
2023
Q1 		$753K Sell
31,300
-26,024
-45% -$603K ﹤0.01% 4353
2022
Q4 		$1.27M Buy
57,324
+22,524
+65% +$522K ﹤0.01% 3844
2022
Q3 		$827K Hold
34,800
– – ﹤0.01% 3912
2022
Q2 		$809K Sell
34,800
-37,500
-52% -$1.01M ﹤0.01% 3898
2022
Q1 		$2.96M Buy
+72,300
New +$3.77M ﹤0.01% 3065

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.