Confluent, Inc. (CFLT): A Bull Case Theory
We came across a bullish thesis on Confluent, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on CFLT.
Confluent Inc. (CFLT)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 30,960,000 | $28,638,000 | -5% | 0.93% | |
| 2. | Bourgeon Capital John Zaro | 320,621 | $7,993,082 | 1.58% | |
| 3. | Bayforest Capital Theodoros Tsagaris | 125 | $3,116 | -100% | 0% |
| 4. | Impax Asset Management Ian Simm | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.83 | 32,853 | $618,756.69 | 14,456,310 | 2022-06-15 | Filing | |
| $20.28 | 98,500 | $1,997,688.35 | 14,423,457 | 2022-05-16 | Filing | |
| $39.31 | 51,000 | $2,004,850.80 | 5,929,583 | 2022-04-20 | Filing | |
| $37.53 | 82,683 | $3,103,349.31 | 5,929,583 | 2022-04-18 | Filing | |
| $39.48 | 25,000 | $987,112.50 | 5,795,900 | 2022-04-14 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.49 | 3,554 | $83,483.46 | 239,742 | 2025-06-20 | Filing | |
| $23.19 | 21 | $486.99 | 243,296 | 2025-06-20 | Filing | |
| $23.49 | 1,218 | $28,610.82 | 411,830 | 2025-06-20 | Filing | |
| $23.19 | 7 | $162.33 | 413,048 | 2025-06-20 | Filing | |
| $24.10 | 2,864 | $69,022.40 | 4,296 | 2025-06-11 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,639,102 | $240,302,813 | 0.64% | |
| 2. | 5,235,819 | $130,550,684 | 0.01% | |
| 3. | 2,872,389 | $71,608,655 | 0.01% | |
| 4. | 55,363,000 | $51,653,679 | 0.2% | |
| 5. | 1,527,640 | $38,083,100 | 0.5% |
News See All
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During the period, Confluent, Inc. (NASDAQ:CFLT) grew its total revenues by 20 percent to $282 million from $235 million in the same period last year, as subscription revenues increased by 21 percent...
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Confluent, Inc. (NASDAQ:CFLT) Q1 2025 Earnings Call Transcript
Shane Xie: Welcome to the Confluent Q1 2025 Earnings Conference Call. I'm Shane Xie from Investor Relations and I'm joined by Jay Kreps, Co-Founder and CEO; and Rohan Sivaram, CFO.
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