VBFG
CFLT

Vishria Bird Financial Group’s Confluent CFLT Stock Holding History

Vishria Bird Financial 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
2025
Q3 		$14.8M Buy
745,621
+1,440
+0.2% +$30.1K 2.9% 11
2025
Q2 		$18.6M Sell
744,181
-490,748
-40% -$11.1M 6.17% 4
2025
Q1 		$28.9M Buy
1,234,929
+1,146,803
+1,301% +$33.2M 9.83% 1
2024
Q4 		$2.46M Sell
88,126
-470
-0.5% -$12.6K 0.86% 23
2024
Q3 		$1.81M Sell
88,596
-204
-0.2% -$4.57K 0.68% 28
2024
Q2 		$2.62M Sell
88,800
-56
-0.1% -$1.61K 1.1% 21
2024
Q1 		$2.71M Sell
88,856
-62
-0.1% -$1.75K 1.16% 21
2023
Q4 		$2.08M Sell
88,918
-1,526
-2% -$36.9K 0.98% 23
2023
Q3 		$2.68M Sell
90,444
-10,000
-10% -$335K 1.52% 17
2023
Q2 		$3.55M Buy
100,444
+29,917
+42% +$837K 2.11% 16
2023
Q1 		$1.7M Sell
70,527
-259
-0.4% -$6.01K 1.09% 21
2022
Q4 		$1.57M Sell
70,786
-103
-0.1% -$2.39K 1.1% 20
2022
Q3 		$1.69M Sell
70,889
-576
-0.8% -$15.5K 1.13% 22
2022
Q2 		$1.66M Buy
+71,465
New +$1.92M 1.11% 21
2022
Q1 		– Sell
-71,711
Closed -$5.47M – 62
2021
Q4 		$5.47M Buy
71,711
+81
+0.1% +$5.84K 2.54% 16
2021
Q3 		$4.27M Buy
+71,630
New +$3.72M 2.24% 17

Other funds holding CFLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.04B AUM 9.64% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vishria Bird Financial Group's CFLT Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Confluent (CFLT) stake by 0.19% in Q3 2025, buying an estimated $30.1K and bringing the position to 745,621 shares worth $14.8M. The position accounts for 2.9% of the portfolio, ranked #11.

Vishria Bird Financial Group first reported a position in CFLT in Q3 2021 and has held it in 16 quarters since. The position peaked at $28.9M in Q1 2025. 385 funds tracked by Wall St. Rank hold CFLT as of Q3 2025.

  • Vishria Bird Financial Group held 745,621 shares of Confluent worth $14.8M as of Q3 2025.
  • Vishria Bird Financial Group bought 1,440 Confluent shares in Q3 2025, an estimated $30.1K.
  • Confluent made up 2.9% of Vishria Bird Financial Group's portfolio in Q3 2025, its #11 holding.
  • Vishria Bird Financial Group first reported a position in Confluent in Q3 2021 and has held it in 16 quarters since.
  • Vishria Bird Financial Group's Confluent position peaked at $28.9M in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Confluent as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.