Champlain Investment Partners, LLC CFLT β€” CONFLUENT INC

Ownership history in Champlain Investment Partners, LLC  Β·  8 quarters on record

AI Ownership Summary

Champlain Investment Partners, LLC reported CONFLUENT INC (CFLT) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.02% in 2025 Q2. The latest visible filing shows CFLT at 1.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CFLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Champlain Investment Partners, LLC's position in CONFLUENT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CFLT was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CFLT stock page Champlain Investment Partners, LLC fund profile Champlain Investment Partners, LLC full holdings
How Champlain Investment Partners, LLC held CFLT β€” position size vs. price
% of Fund (quarterly)    CFLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 5,489,498 -5,649,558 -50.7% 1.68% $166.0M 2026-02-14 (Est.) $30.56
2025 Q3 REDUCED β€” β€” β€” 11,139,056 -450,970 -3.9% 1.66% $220.6M 2025-11-12 $24.36
2025 Q2 ADDED β€” β€” β€” 11,590,026 +727,943 +6.7% 2.02% $288.9M 2025-08-12 $16.56
2025 Q1 ADDED β€” β€” β€” 10,862,083 +27,329 +0.3% 1.84% $254.6M 2025-05-14 $23.50
2024 Q4 ADDED β€” β€” β€” 10,834,754 +133,908 +1.3% 1.92% $302.9M 2025-02-13 $36.23
2024 Q3 ADDED β€” β€” β€” 10,700,846 +4,486,841 +72.2% 1.32% $218.1M 2024-11-12 $27.70
2024 Q2 ADDED β€” β€” β€” 6,214,005 +1,477,355 +31.2% 1.13% $183.5M 2024-08-14 $21.10
2024 Q1 INITIATED β€” β€” β€” 4,736,650 β€” β€” 0.83% $144.6M 2024-05-13 $29.96

🏒 Other funds also holding CFLT

As of 2026 Q1 β€” sorted by position size

SAX WEALTH ADVISORS, LLC 3Y 0.06% IFP Advisors, Inc 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Champlain Investment Partners, LLC and CFLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Champlain Investment Partners, LLC reported owning CFLT?

Champlain Investment Partners, LLC reported CFLT across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CFLT position in Champlain Investment Partners, LLC's portfolio?

The largest reported portfolio weight for CFLT was 2.02% in 2025 Q2.

What is the latest reported CFLT position on this page?

The most recent filing on this page is 2025 Q4, when Champlain Investment Partners, LLC reported 5,489,498 shares, equal to 1.68% of portfolio, with an estimated market value of $166.0M.

What does the chart on this CFLT ownership page compare?

The chart compares Champlain Investment Partners, LLC's quarterly CFLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Champlain Investment Partners, LLC time their CFLT position?

Based on 13F filing dates vs. subsequent CFLT price moves, Champlain Investment Partners, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on CFLT relative to SPY over the holding period was +5.7%.

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