WA
CFLT

Waddell & Associates’s Confluent CFLT Stock Holding History

Waddell & Associates’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
-12,645
Closed -$382K – 459
2025
Q4 		$382K Buy
+12,645
New +$310K 0.03% 221

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

Waddell & Associates's CFLT Position: Q1 2026 in Review

Waddell & Associates sold out of Confluent (CFLT) in Q1 2026, closing a stake of 12,645 shares — an estimated $382K sold.

Waddell & Associates first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $382K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Waddell & Associates reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Waddell & Associates sold 12,645 Confluent shares in Q1 2026, an estimated $382K.
  • Waddell & Associates first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Waddell & Associates's Confluent position peaked at $382K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Waddell & Associates's 13F filing for Q1 2026, filed 11 May 2026.