Madison Small Cap Fund Exited Confluent (CFLT) Following Acquisition Announcement
Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Small Cap Fund”. A copy of the letter can be downloaded here.
Confluent Inc. (CFLT)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | HBK Investments David Costen Haley | 15,000,000 | $453,600,000 | 3.56% | |
| 2. | Jericho Capital Asset Management Josh Resnick | 11,094,000 | $335,482,560 | +35% | 3.82% |
| 3. | Altimeter Capital Management Brad Gerstner | 6,933,250 | $209,661,480 | -39% | 3.15% |
| 4. | AQR Capital Management Cliff Asness | 6,484,203 | $196,082,284 | +33% | 0.1% |
| 5. | Beryl Capital Management David Alexander Witkin | 5,855,212 | $177,061,611 | 17.95% |
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 |
|---|---|---|---|---|---|---|
| $30.67 | 29,996 | $919,977.32 | 531,971 | 2026-03-12 | Filing | |
| $30.70 | 21,503 | $660,142.10 | 561,966 | 2026-02-20 | Filing | |
| $30.66 | 19,756 | $605,718.96 | 358,890 | 2026-02-24 | Filing | |
| $30.70 | 11,517 | $353,571.90 | 378,646 | 2026-02-20 | Filing | |
| $30.70 | 2,277 | $69,903.90 | 218,228 | 2026-02-20 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 30,867,228 | $933,424,976 | 0.01% | |
| 2. | 29,868,883 | $903,235,021 | 0.02% | |
| 3. | 12,864,520 | $389,023,085 | 0.06% | |
| 4. | 8,785,360 | $265,669,286 | 0.03% | |
| 5. | 5,713,499 | $172,811,781 | 0.01% |
News See All
Confluent (CFLT) Adds New Capabilities to Confluent Intelligence
Confluent, Inc. (NASDAQ:CFLT) is one of the Best Up and Coming AI Stocks to Buy. On February 26, Confluent, Inc.
10 Best Up and Coming AI Stocks to Buy
On February 26, Seana Smith, Senior Investment Strategist at Global X ETFs, appeared on a CNBC Television interview to discuss the impact of tech earnings on AI fears.
Jackson Peak Capital’s Top Q4 Contributor: Confluent (CFLT)
Jackson Peak Capital, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Confluent, Inc. (CFLT): A Bull Case Theory
We came across a bullish thesis on Confluent, Inc. on Outperforming the Market’s Substack by Simple Investing. In this article, we will summarize the bulls’ thesis on CFLT.
12 Hot AI Stocks on Wall Street's Radar
Global stocks slipped Wednesday as investors weighed divisions within the Federal Reserve and closely watched earnings that could test elevated valuations in the AI sector.
Confluent (CFLT) Climbs 29% on $11-Billion IBM Merger
Confluent snapped a two-day losing streak on Monday, soaring 29.08 percent to finish at $29.87 apiece as investors repositioned portfolios following IBM’s announcement that it would acquire the company...
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.
Jackson Peak Capital’s Updates on Confluent (CFLT)
Jackson Peak Capital, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Resource Center