CONFLUENCE INVESTMENT MANAGEMENT LLC CNMD — CONMED Corp.

Ownership history in CONFLUENCE INVESTMENT MANAGEMENT LLC  ·  8 quarters on record

AI Ownership Summary

CONFLUENCE INVESTMENT MANAGEMENT LLC reported CONMED Corp. (CNMD) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows CNMD at 0.02% 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 CNMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONFLUENCE INVESTMENT MANAGEMENT LLC's position in CONMED Corp., 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
2026 Q2

CNMD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

CNMD stock page CONFLUENCE INVESTMENT MANAGEMENT LLC fund profile CONFLUENCE INVESTMENT MANAGEMENT LLC full holdings
How CONFLUENCE INVESTMENT MANAGEMENT LLC held CNMD — position size vs. price
% of Fund (quarterly)    CNMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 30,055 -63,475 -67.9% 0.02% $984K 2026-07-01 $32.76
2026 Q1 ADDED — — — 93,530 +2,366 +2.6% 0.05% $3.3M 2026-04-01 $35.53
2025 Q4 REDUCED 25.0% -12.9% ✅ 91,164 -30,374 -25.0% 0.06% $3.7M 2026-01-05 $41.88
2025 Q3 REDUCED 5.8% -11.8% ✅ 121,538 -7,474 -5.8% 0.08% $5.7M 2025-10-14 $44.53
2025 Q2 REDUCED 6.0% -12.0% ✅ 129,012 -8,306 -6.0% 0.09% $6.7M 2025-07-01 $53.87
2025 Q1 REDUCED — — — 137,318 -2,887 -2.1% 0.12% $8.3M 2025-04-01 $58.96
2024 Q4 ADDED — — — 140,205 +89,344 +175.7% 0.13% $9.6M 2025-01-02 $66.62
2024 Q2 INITIATED — — — 50,861 — — 0.05% $3.5M 2024-07-01 $65.90

🏢 Other funds also holding CNMD

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% Cedar Mountain Advisors, LLC 3Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About CONFLUENCE INVESTMENT MANAGEMENT LLC and CNMD

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

How long has CONFLUENCE INVESTMENT MANAGEMENT LLC reported owning CNMD?

CONFLUENCE INVESTMENT MANAGEMENT LLC reported CNMD across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported CNMD position in CONFLUENCE INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for CNMD was 0.13% in 2024 Q4.

What is the latest reported CNMD position on this page?

The most recent filing on this page is 2026 Q2, when CONFLUENCE INVESTMENT MANAGEMENT LLC reported 30,055 shares, equal to 0.02% of portfolio, with an estimated market value of $984K.

What does the chart on this CNMD ownership page compare?

The chart compares CONFLUENCE INVESTMENT MANAGEMENT LLC's quarterly CNMD 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 CONFLUENCE INVESTMENT MANAGEMENT LLC time their CNMD position?

Based on 13F filing dates vs. subsequent CNMD price moves, CONFLUENCE INVESTMENT MANAGEMENT LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on CNMD relative to SPY over the holding period was -40.4%.

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