WCM
CFLT

Winthrop Capital Management’s Confluent CFLT Stock Holding History

Winthrop Capital Management’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 		– Sell
-175
Closed -$4K – 348
2025
Q2 		$4K Hold
175
– – ﹤0.01% 247
2025
Q1 		$4K Hold
175
– – ﹤0.01% 225
2024
Q4 		$5K Hold
175
– – ﹤0.01% 233
2024
Q3 		$4K Hold
175
– – ﹤0.01% 122
2024
Q2 		$5K Hold
175
– – ﹤0.01% 113
2024
Q1 		$5K Hold
175
– – ﹤0.01% 115
2023
Q4 		$4.09K Buy
+175
New +$4.23K ﹤0.01% 225

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

Winthrop Capital Management's CFLT Position: Q3 2025 in Review

Winthrop Capital Management sold out of Confluent (CFLT) in Q3 2025, closing a stake of 175 shares — an estimated $4K sold.

Winthrop Capital Management first reported a position in CFLT in Q4 2023 and held it in 7 quarters. The position peaked at $5K in Q4 2024. 385 funds tracked by Wall St. Rank hold CFLT as of Q3 2025.

  • Winthrop Capital Management reported no remaining Confluent position as of Q3 2025 after selling out during the quarter.
  • Winthrop Capital Management sold 175 Confluent shares in Q3 2025, an estimated $4K.
  • Winthrop Capital Management first reported a position in Confluent in Q4 2023 and held it in 7 quarters.
  • Winthrop Capital Management's Confluent position peaked at $5K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held Confluent as of Q3 2025.

Based on Winthrop Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.