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Confluent shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Confluent (CFLT) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Confluent

Tip: Access up to 7 years of quarterly data

All positions including Confluent held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Confluent by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $594 30 19.80
2025-06-30 $747 30 24.93
2025-03-31 $702 30 23.43
2024-12-31 $839 30 27.97

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Pacer Us Cash Cows 100 Etf Etf (COWZ)
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Simplify Health Care Etf Etf (PINK)
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View all positions for Copia Wealth Management

Top funds holding Confluent

Vanguard Group
BlackRock
Point72 Asset Management
Altimeter Capital Management
Champlain Investment Partners
William Blair Investment Management
Jericho Capital Asset Management
Citadel Advisors
Optimus Prime Fund Management
Cadian Capital Management
Millennium Management
Geode Capital Management
D. E. Shaw & Co
Franklin Resources
Pictet Asset Management Holding SA

View all funds holding Confluent