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What smart money is saying about ConfluentUnited States flag

CFLT

No fund has written a full thesis on Confluent in our archive, but 3 fund letters report a position in it, most recently Brown Advisory U.S. Small-Cap Blend UCITS Fund in March 2026.

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3
Reported positions
1
Bought
2
Sold
4
Letters

Position history

Between Q3 2025 and Q1 2026, 3 fund letters reported a position in Confluent, with 1 buy (opened or added) and 2 sells (trimmed or exited).

Fund letters reporting a position in Confluent, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261010
Q3 20252110

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 3 positions · 3 moves

  • ExitedBrown Advisory U.S. Small-Cap Blend UCITS Fund
    March 2026
    “We sold Clearwater Analytics Holdings, Inc. (CWAN) due to the announced acquisition by Permira and Warburg Pincus.  We exited our position following the completion of Confluent, Inc.’s (CFLT) acquisition by IBM.”
    Read the letter
    Confluent
  • ExitedArtisan US Small Cap Growth Strategy
    September 2025
    “During the quarter, we made several changes among our software holdings, exiting four positions—Confluent, Elastic, Gitlab and Clearwater Analytics—due to factors such as competitive vulnerabilities, the impact of open-source alternatives and increased leverage tied to large-scale M&A activity.”
    Read the letter
    Confluent
  • New positionBrown Advisory US Small Cap Blend Fund
    September 2025
    “ We believe Confluent, Inc. (CFLT) plays an important part in the modern architecture of software and may prove to be a longer-term AI winner driven by demand for more real-time data. We used weakness following the most recent earnings report to initiate a position at what we think is an attractive valuation for the trajectory of the core business with an option that AI accelerates the business in the future.”
    Read the letter
    Confluent

Also mentioned · 1

These funds discuss Confluent as a competitor, benchmark or comparable, without disclosing a position in it.

  • MentionedMeditation Capital
    June 2026
    “This is how we ended up with the companies that we picked in the past, several of which we’ve written about in these letters: Confluent, HashiCorp, Alteryx, Smartsheet, Sansan, etc.”
    Read the letter
    Confluent

Read the letters behind these Confluent positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.

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