Guru Ownership Trend
Guru Analysis for Confluent, Inc. (CFLT)
Confluent, Inc. (CFLT), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $704.32 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $118.79 M net inflow during the quarter.
Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Renaissance Technologies reduced exposure by 93.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Confluent, Inc. (CFLT)
Major holders include Steven Cohen ($340.69 M), Cliff Asness ($97.11 M), Mario Gabelli ($25.3 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 23.04 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $118.79 M, with 3 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited CFLT. The total reported sell value was $9.16 M.
Yes, 1 managers opened new positions in CFLT, and 2 increased their existing holdings. The total reported buy value was $127.96 M.