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Farallon Capital Management and affiliated funds have filed a Schedule 13G disclosing a new passive position in 23andMe Holding Co. (ticker: ME). The filing, triggered on 13 June 2025 and signed 20 June 2025, aggregates ownership across eight Farallon funds and related general partners.

• Total beneficial ownership: 1,270,908 Class A shares
• Ownership percentage: 6.2 % of outstanding Class A common stock
• Voting & dispositive power: Shared for all reported shares; zero sole power
• Largest individual fund: Farallon Capital Offshore Investors II, L.P. with 525,633 shares (2.6 %)
• Other notable funds: Farallon Capital Partners L.P. (221,858 shares), Farallon Capital Institutional Partners L.P. (195,040 shares), and several smaller affiliates
• The filing is on Schedule 13G, indicating the stake is passive and not intended to influence control of the issuer
• All signatures were executed by Managing Member Hannah E. Dunn on behalf of the various entities and individuals

The >5 % threshold makes Farallon a significant shareholder, potentially improving market liquidity and institutional visibility for 23andMe. However, because the stake is reported on a 13G rather than a 13D, investors should not expect activist activity. The disclosure does not include purchase prices, transaction dates, or any intention to change corporate strategy.

Confluent, Inc. (CFLT) 鈥� Form 4 insider transaction

On 06/20/2025, Chief Revenue Officer Ryan Norris Mac Ban reported two open-market sales of the company鈥檚 Class A common stock:

• 7 shares at $23.19 per share
• 1,218 shares at $23.49 per share

The aggregate disposition totals 1,225 shares, representing proceeds of roughly $28,700. After the transactions, Mac Ban鈥檚 direct holdings stand at 411,830 shares.

The filing notes that the sales were executed solely to satisfy tax-withholding obligations associated with previously vested restricted stock units (RSUs). No derivative securities were exercised or disposed of, and no changes were reported in indirect ownership.

Because the disposition is modest relative to the executive鈥檚 remaining stake鈥攁nd explicitly linked to tax withholding鈥攖he event is generally regarded as routine rather than a directional signal on the company鈥檚 fundamentals. Nevertheless, investors tracking insider activity may note that the CRO retains ownership of more than 400 k shares, indicating continued alignment with shareholder interests.

Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. and Steven A. Cohen have disclosed a new 5.1 % passive stake in Confluent, Inc. (NASDAQ: CFLT). In a Schedule 13G filed on 24 June 2025, the reporting persons state that, as of the close of business on 23 June 2025, they beneficially owned 14,460,905 Class A shares of Confluent, including 146,800 shares issuable upon exercise of call options.

鈥� Voting & Dispositive Power: The filing shows 0 shares with sole voting/dispositive power and 14,460,905 shares with shared voting and dispositive power across the three reporting entities.
鈥� Reporting structure: Point72 Asset Management (investment manager) and Point72 Capital Advisors (general partner) are both controlled by Mr. Cohen, who joins the filing under Rule 13d-1(k).
鈥� Certification: The Schedule 13G certification confirms the securities were not acquired to change or influence control, underscoring a passive investment posture.

Because the 5 % threshold under Section 13 of the Exchange Act was crossed, the firms were required to file this beneficial-ownership report. The disclosure adds Point72鈥攐ne of the industry鈥檚 largest hedge-fund complexes鈥攖o Confluent鈥檚 shareholder register, potentially broadening institutional coverage and liquidity for CFLT shares.