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Confluent shares owned by CWM Advisors

Quarter-by-quarter ownership of Confluent (CFLT) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in Confluent

Tip: Access up to 7 years of quarterly data

All positions including Confluent held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Confluent by CWM Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 42k 24.93
2025-03-31 $1.1M 47k 23.44
2024-12-31 $1.1M 39k 27.96
2024-06-30 $1.0M 35k 29.53
2024-03-31 $1.5M 50k 30.52

More positions owned by CWM Advisors

Caterpillar (CAT)
Arista Networks Com Shs (ANET)
Amphenol Corp Cl A (APH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Kla Corp Com New (KLAC)
Interactive Brokers Group In Com Cl A (IBKR)
Progressive Corporation (PGR)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Welltower Inc Com reit (WELL)
Applovin Corp Com Cl A (APP)
Prologis (PLD)
Parker-Hannifin Corporation (PH)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for CWM Advisors

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