Institutional Ownership
Confluent Inc
CUSIP 20717M103CLASS A COM8QRQ1 2026
Institutional Holders
4
13F filers
Shares Held
75.3K
Aggregate institutional
Institutional Value
$2.31M
Q1 2026
Net New Holders
-404
0 new · 404 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased0
Decreased3
Sold out404
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sax Wealth Advisors, LLC | 38.2K | $1.16M | 0 | Held |
| 2 | Wealth Enhancement Advisory Services, LLC | 33.2K | $1.03M | −121.9K | Reduced |
| 3 | Ifp Advisors, Inc | 3.9K | $120.6K | −5.7K | Reduced |
| 4 | Huntington National Bank | 1 | $31 | −342 | Reduced |