VA
CFLT

Vident Advisory’s Confluent CFLT Stock Holding History

Vident Advisory’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
-24,330
Closed -$736K – 1849
2025
Q4 		$736K Sell
24,330
-1,536
-6% -$37.7K 0.01% 953
2025
Q3 		$512K Sell
25,866
-7,506
-22% -$157K ﹤0.01% 1197
2025
Q2 		$832K Buy
33,372
+22,790
+215% +$514K 0.01% 811
2025
Q1 		$248K Sell
10,582
-24,179
-70% -$700K ﹤0.01% 1344
2024
Q4 		$972K Buy
+34,761
New +$932K 0.02% 651
2023
Q4 		– Sell
-7,691
Closed -$228K – 1322
2023
Q3 		$228K Buy
+7,691
New +$258K 0.01% 1046

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

Vident Advisory's CFLT Position: Q1 2026 in Review

Vident Advisory sold out of Confluent (CFLT) in Q1 2026, closing a stake of 24,330 shares — an estimated $736K sold.

Vident Advisory first reported a position in CFLT in Q3 2023 and held it in 6 quarters. The position peaked at $972K in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Vident Advisory reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Vident Advisory sold 24,330 Confluent shares in Q1 2026, an estimated $736K.
  • Vident Advisory first reported a position in Confluent in Q3 2023 and held it in 6 quarters.
  • Vident Advisory's Confluent position peaked at $972K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.