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
-501,000
Closed -$15.2M – 10560
2025
Q4 		$15.2M Buy
501,000
+195,200
+64% +$4.79M ﹤0.01% 2864
2025
Q3 		$6.05M Hold
305,800
– – ﹤0.01% 3839
2025
Q2 		$7.62M Buy
305,800
+80,800
+36% +$1.82M ﹤0.01% 3405
2025
Q1 		$5.27M Sell
225,000
-175,000
-44% -$5.07M ﹤0.01% 3730
2024
Q4 		$11.2M Hold
400,000
– – ﹤0.01% 2919
2024
Q3 		$8.15M Sell
400,000
-100,000
-20% -$2.24M ﹤0.01% 2562
2024
Q2 		$14.8M Sell
500,000
-100,000
-17% -$2.87M ﹤0.01% 1919
2024
Q1 		$18.3M Buy
600,000
+274,900
+85% +$7.76M ﹤0.01% 1768
2023
Q4 		$7.61M Buy
325,100
+225,100
+225% +$5.44M ﹤0.01% 2342
2023
Q3 		$2.96M Hold
100,000
– – ﹤0.01% 3071
2023
Q2 		$3.53M Buy
100,000
+70,000
+233% +$1.96M ﹤0.01% 2928
2023
Q1 		$722K Sell
30,000
-13,600
-31% -$315K ﹤0.01% 4392
2022
Q4 		$970K Sell
43,600
-213,200
-83% -$4.94M ﹤0.01% 4102
2022
Q3 		$6.1M Hold
256,800
– – ﹤0.01% 2176
2022
Q2 		$5.97M Hold
256,800
– – ﹤0.01% 2221
2022
Q1 		$10.5M Buy
256,800
+215,200
+517% +$11.2M ﹤0.01% 1899
2021
Q4 		$3.17M Buy
+41,600
New +$3M ﹤0.01% 3305

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.