What smart money is saying about Confluent
CFLT
No fund has written a full thesis on Confluent in our archive, but 1 fund letter reports a position in it — most recently Brown Advisory U.S. Small-Cap Blend UCITS Fund in March 2026.
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1
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Confluent on record in the archive was reported in Q1 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- 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.”
Confluent
Also mentioned · 1
These funds discuss Confluent — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedMeditation CapitalJune 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.”
Confluent
Read the letters behind these Confluent positions
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