[SCHEDULE 13G] Confluent, Inc. SEC Filing
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.
Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. e Steven A. Cohen hanno comunicato una nuova partecipazione passiva del 5,1% in Confluent, Inc. (NASDAQ: CFLT). In un modulo Schedule 13G depositato il 24 giugno 2025, le persone segnalanti dichiarano che, alla chiusura delle attivit脿 del 23 giugno 2025, detenevano beneficiariamente 14.460.905 azioni di Classe A di Confluent, incluse 146.800 azioni ottenibili tramite l'esercizio di opzioni call.
鈥� Potere di voto e disposizione: Il documento indica 0 azioni con potere di voto/dispositivo esclusivo e 14.460.905 azioni con potere di voto e disposizione condiviso tra le tre entit脿 segnalanti.
鈥� Struttura della segnalazione: Point72 Asset Management (gestore degli investimenti) e Point72 Capital Advisors (socio generale) sono entrambi controllati dal Sig. Cohen, che si unisce alla segnalazione ai sensi della Regola 13d-1(k).
鈥� Certificazione: La certificazione Schedule 13G conferma che i titoli non sono stati acquisiti per modificare o influenzare il controllo, sottolineando un atteggiamento di investimento passivo.
Poich茅 猫 stato superato il limite del 5% previsto dalla Sezione 13 del Exchange Act, le societ脿 erano obbligate a presentare questo rapporto di propriet脿 beneficiaria. La divulgazione aggiunge Point72 鈥� uno dei maggiori complessi hedge fund del settore 鈥� al registro degli azionisti di Confluent, ampliando potenzialmente la copertura istituzionale e la liquidit脿 delle azioni CFLT.
Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. y Steven A. Cohen han declarado una nueva participaci贸n pasiva del 5,1% en Confluent, Inc. (NASDAQ: CFLT). En un formulario Schedule 13G presentado el 24 de junio de 2025, las personas que informan indican que, al cierre del negocio el 23 de junio de 2025, pose铆an beneficiosamente 14.460.905 acciones Clase A de Confluent, incluyendo 146.800 acciones emitibles mediante el ejercicio de opciones call.
鈥� Poder de voto y disposici贸n: La presentaci贸n muestra 0 acciones con poder exclusivo de voto/disposici贸n y 14.460.905 acciones con poder compartido de voto y disposici贸n entre las tres entidades informantes.
鈥� Estructura de la presentaci贸n: Point72 Asset Management (gestor de inversiones) y Point72 Capital Advisors (socio general) est谩n ambos controlados por el Sr. Cohen, quien se une a la presentaci贸n bajo la Regla 13d-1(k).
鈥� 颁别谤迟颈蹿颈肠补肠颈贸苍: La certificaci贸n Schedule 13G confirma que los valores no fueron adquiridos para cambiar o influir en el control, subrayando una postura de inversi贸n pasiva.
Dado que se super贸 el umbral del 5% seg煤n la Secci贸n 13 del Exchange Act, las firmas estaban obligadas a presentar este informe de propiedad beneficiaria. La divulgaci贸n a帽ade a Point72 鈥� uno de los mayores complejos de fondos de cobertura de la industria 鈥� al registro de accionistas de Confluent, ampliando potencialmente la cobertura institucional y la liquidez de las acciones de CFLT.
Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. 氚� Steven A. Cohen鞚� Confluent, Inc. (NASDAQ: CFLT)鞐� 雽�頃� 靸堧鞖� 5.1% 靾橂彊 歆�攵勳潉 瓿店皽頄堨姷雼堧嫟. 2025雲� 6鞗� 24鞚� 鞝滌稖霅� Schedule 13G鞐愳劀 氤搓碃鞛愲姅 2025雲� 6鞗� 23鞚� 鞓侅梾 膦呺 鞁滌爯鞐� Confluent鞚� 14,460,905 韥措灅鞀� A 欤检嫕鞚� 鞁れ鞝侅溂搿� 氤挫湢頃橁碃 鞛堨溂氅�, 鞚� 欷� 146,800欤茧姅 旖� 鞓奠厴 頄夓偓搿� 鞚疙暅 氚滍枆 臧�電� 欤检嫕鞛勳潉 氇呾嫓頄堨姷雼堧嫟.
鈥� 韴憸 氚� 觳橂秳 甓岉暅: 鞝滌稖靹滊鞐� 霐半ゴ氅� 雼弲 韴憸/觳橂秳 甓岉暅鞚� 鞛堧姅 欤检嫕鞚� 0欤�鞚搓碃, 靹� 氤搓碃 旮瓣磤 鞝勳泊鞐愳劀 瓿惦彊 韴憸 氚� 觳橂秳 甓岉暅鞚� 鞛堧姅 14,460,905欤�臧� 鞛堨姷雼堧嫟.
鈥� 氤搓碃 甑“: Point72 Asset Management(韴瀽 甏�毽瀽)鞕� Point72 Capital Advisors(鞚茧皹 韺岉姼雱�)電� 氇憪 Cohen 鞌皜 韱奠牅頃橂┌, 攴鸽姅 Rule 13d-1(k)鞐� 霐半澕 氤搓碃靹滌棎 頃╇頄堨姷雼堧嫟.
鈥� 鞚胳: Schedule 13G 鞚胳靹滊姅 歃濌秾鞚� 歆�氚瓣秾 氤�瓴届澊雮� 鞓來枼霠レ潉 頄夓偓頃橁赴 鞙勴暣 旆摑霅� 瓴冹澊 鞎勲嫎鞚� 頇曥澑頃橃棳 靾橂彊鞝� 韴瀽 鞛呾灔鞚� 臧曥“頃╇媹雼�.
瓯半灅氩�(Exchange Act) 鞝�13臁办棎 霐半ジ 5% 旮办靹犾潉 雱橃棃旮� 霑岆鞐� 頃措嫻 旮办梾霌れ潃 鞚� 鞁れ 靻岇湢 氤搓碃靹滊ゼ 鞝滌稖頃挫暭 頄堨姷雼堧嫟. 鞚措矆 瓿奠嫓電� 鞐呹硠 斓滊寑 項れ韼�霌� 雼 欷� 頃橂倶鞚� Point72毳� Confluent鞚� 欤检＜ 氇呺秬鞐� 於旉皜頃橃棳 CFLT 欤检嫕鞚� 旮瓣磤 旎る矂毽鞕� 鞙犽彊靹膘潉 頇曤寑頃� 臧�電レ劚鞚� 鞐挫棃鞀惦媹雼�.
Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. et Steven A. Cohen ont r茅v茅l茅 une nouvelle participation passive de 5,1 % dans Confluent, Inc. (NASDAQ : CFLT). Dans un formulaire Schedule 13G d茅pos茅 le 24 juin 2025, les personnes d茅clarantes indiquent qu'脿 la cl么ture des march茅s le 23 juin 2025, elles d茅tenaient 脿 titre b茅n茅ficiaire 14 460 905 actions de Classe A de Confluent, incluant 146 800 actions pouvant 锚tre 茅mises suite 脿 l'exercice d'options d'achat.
鈥� Pouvoir de vote et de disposition : Le d茅p么t indique 0 actions avec pouvoir exclusif de vote/disposition et 14 460 905 actions avec pouvoir partag茅 de vote et de disposition parmi les trois entit茅s d茅clarantes.
鈥� Structure de la d茅claration : Point72 Asset Management (gestionnaire d'investissement) et Point72 Capital Advisors (associ茅 commandit茅) sont tous deux contr么l茅s par M. Cohen, qui rejoint la d茅claration en vertu de la r猫gle 13d-1(k).
鈥� Certification : La certification Schedule 13G confirme que les titres n'ont pas 茅t茅 acquis dans le but de modifier ou d'influencer le contr么le, soulignant une posture d'investissement passive.
脡tant donn茅 que le seuil de 5 % pr茅vu par la section 13 du Exchange Act a 茅t茅 franchi, les soci茅t茅s 茅taient tenues de d茅poser ce rapport de propri茅t茅 b茅n茅ficiaire. Cette divulgation ajoute Point72 鈥� l'un des plus grands complexes de fonds sp茅culatifs de l'industrie 鈥� au registre des actionnaires de Confluent, ce qui pourrait 茅largir la couverture institutionnelle et la liquidit茅 des actions CFLT.
Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. und Steven A. Cohen haben einen neuen passiven Anteil von 5,1 % an Confluent, Inc. (NASDAQ: CFLT) offengelegt. In einem am 24. Juni 2025 eingereichten Schedule 13G geben die meldenden Personen an, dass sie zum Gesch盲ftsschluss am 23. Juni 2025 14.460.905 Class-A-Aktien von Confluent besa脽en, darunter 146.800 Aktien, die durch Aus眉bung von Call-Optionen ausgegeben werden k枚nnen.
鈥� Stimm- und Verf眉gungsbefugnis: Die Einreichung zeigt 0 Aktien mit alleiniger Stimm- oder Verf眉gungsbefugnis und 14.460.905 Aktien mit geteilter Stimm- und Verf眉gungsbefugnis bei den drei meldenden Einheiten.
鈥� Meldeaufbau: Point72 Asset Management (Investmentmanager) und Point72 Capital Advisors (Komplement盲r) werden beide von Herrn Cohen kontrolliert, der sich gem盲脽 Regel 13d-1(k) an der Meldung beteiligt.
鈥� Zertifizierung: Die Schedule 13G-Zertifizierung best盲tigt, dass die Wertpapiere nicht zum Zweck der 脛nderung oder Beeinflussung der Kontrolle erworben wurden, was eine passive Investitionshaltung unterstreicht.
Da die 5 %-Schwelle gem盲脽 Abschnitt 13 des Exchange Act 眉berschritten wurde, waren die Firmen verpflichtet, diesen Bericht 眉ber wirtschaftliches Eigentum einzureichen. Die Offenlegung f眉gt Point72 鈥� einen der gr枚脽ten Hedgefonds-Komplexe der Branche 鈥� in das Aktion盲rsregister von Confluent ein und k枚nnte die institutionelle Abdeckung und Liquidit盲t der CFLT-Aktien erweitern.
- Point72, a high-profile hedge fund complex, now holds 14.46 million CFLT shares (5.1 %), adding credible institutional sponsorship.
- Stake is filed on Schedule 13G, indicating a passive, non-activist position, reducing concerns about control contests.
- Disclosure includes only shared voting/dispositive power, suggesting coordinated but non-controlling ownership.
- None.
Insights
TL;DR: Point72鈥檚 5.1 % passive stake signals fresh institutional interest without activist intent.
Point72, led by Steven Cohen, has accumulated 14.46 million CFLT shares, taking it just above the 5 % reporting line. The 13G form (rather than 13D) and the certification language confirm a passive stance, limiting expectations of activist engagement or governance agitation. Nevertheless, Point72鈥檚 quantitative and fundamental trading desks often enter positions with liquidity and trading flexibility in mind, and their presence can enhance market depth. The inclusion of call options (146.8 k shares) hints at an options overlay strategy, but the bulk of exposure is outright equity. For shareholders, the filing is modestly positive: it expands the blue-chip hedge-fund roster holding CFLT, may improve sentiment, and does not introduce control-related overhangs. Impact rating: +1.
TL;DR: New 5 % holder improves demand profile; no operational effect expected.
The 5.1 % stake equals roughly US$ [market-value depends on share price] and demonstrates external confidence in Confluent鈥檚 long-term streaming-data thesis. Because Point72 has shared鈥攂ut not sole鈥攙oting power and files passively, strategic direction remains with incumbent management. The stake size is material for disclosure purposes yet small enough to avoid any poison-pill triggers or board-seat negotiations. In valuation terms, heightened institutional sponsorship can compress the company鈥檚 cost of capital and support secondary offerings if needed. No dilution, debt issuance, or earnings data are introduced in the filing, so near-term financial modeling remains unchanged. Overall impact: modestly positive.
Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. e Steven A. Cohen hanno comunicato una nuova partecipazione passiva del 5,1% in Confluent, Inc. (NASDAQ: CFLT). In un modulo Schedule 13G depositato il 24 giugno 2025, le persone segnalanti dichiarano che, alla chiusura delle attivit脿 del 23 giugno 2025, detenevano beneficiariamente 14.460.905 azioni di Classe A di Confluent, incluse 146.800 azioni ottenibili tramite l'esercizio di opzioni call.
鈥� Potere di voto e disposizione: Il documento indica 0 azioni con potere di voto/dispositivo esclusivo e 14.460.905 azioni con potere di voto e disposizione condiviso tra le tre entit脿 segnalanti.
鈥� Struttura della segnalazione: Point72 Asset Management (gestore degli investimenti) e Point72 Capital Advisors (socio generale) sono entrambi controllati dal Sig. Cohen, che si unisce alla segnalazione ai sensi della Regola 13d-1(k).
鈥� Certificazione: La certificazione Schedule 13G conferma che i titoli non sono stati acquisiti per modificare o influenzare il controllo, sottolineando un atteggiamento di investimento passivo.
Poich茅 猫 stato superato il limite del 5% previsto dalla Sezione 13 del Exchange Act, le societ脿 erano obbligate a presentare questo rapporto di propriet脿 beneficiaria. La divulgazione aggiunge Point72 鈥� uno dei maggiori complessi hedge fund del settore 鈥� al registro degli azionisti di Confluent, ampliando potenzialmente la copertura istituzionale e la liquidit脿 delle azioni CFLT.
Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. y Steven A. Cohen han declarado una nueva participaci贸n pasiva del 5,1% en Confluent, Inc. (NASDAQ: CFLT). En un formulario Schedule 13G presentado el 24 de junio de 2025, las personas que informan indican que, al cierre del negocio el 23 de junio de 2025, pose铆an beneficiosamente 14.460.905 acciones Clase A de Confluent, incluyendo 146.800 acciones emitibles mediante el ejercicio de opciones call.
鈥� Poder de voto y disposici贸n: La presentaci贸n muestra 0 acciones con poder exclusivo de voto/disposici贸n y 14.460.905 acciones con poder compartido de voto y disposici贸n entre las tres entidades informantes.
鈥� Estructura de la presentaci贸n: Point72 Asset Management (gestor de inversiones) y Point72 Capital Advisors (socio general) est谩n ambos controlados por el Sr. Cohen, quien se une a la presentaci贸n bajo la Regla 13d-1(k).
鈥� 颁别谤迟颈蹿颈肠补肠颈贸苍: La certificaci贸n Schedule 13G confirma que los valores no fueron adquiridos para cambiar o influir en el control, subrayando una postura de inversi贸n pasiva.
Dado que se super贸 el umbral del 5% seg煤n la Secci贸n 13 del Exchange Act, las firmas estaban obligadas a presentar este informe de propiedad beneficiaria. La divulgaci贸n a帽ade a Point72 鈥� uno de los mayores complejos de fondos de cobertura de la industria 鈥� al registro de accionistas de Confluent, ampliando potencialmente la cobertura institucional y la liquidez de las acciones de CFLT.
Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. 氚� Steven A. Cohen鞚� Confluent, Inc. (NASDAQ: CFLT)鞐� 雽�頃� 靸堧鞖� 5.1% 靾橂彊 歆�攵勳潉 瓿店皽頄堨姷雼堧嫟. 2025雲� 6鞗� 24鞚� 鞝滌稖霅� Schedule 13G鞐愳劀 氤搓碃鞛愲姅 2025雲� 6鞗� 23鞚� 鞓侅梾 膦呺 鞁滌爯鞐� Confluent鞚� 14,460,905 韥措灅鞀� A 欤检嫕鞚� 鞁れ鞝侅溂搿� 氤挫湢頃橁碃 鞛堨溂氅�, 鞚� 欷� 146,800欤茧姅 旖� 鞓奠厴 頄夓偓搿� 鞚疙暅 氚滍枆 臧�電� 欤检嫕鞛勳潉 氇呾嫓頄堨姷雼堧嫟.
鈥� 韴憸 氚� 觳橂秳 甓岉暅: 鞝滌稖靹滊鞐� 霐半ゴ氅� 雼弲 韴憸/觳橂秳 甓岉暅鞚� 鞛堧姅 欤检嫕鞚� 0欤�鞚搓碃, 靹� 氤搓碃 旮瓣磤 鞝勳泊鞐愳劀 瓿惦彊 韴憸 氚� 觳橂秳 甓岉暅鞚� 鞛堧姅 14,460,905欤�臧� 鞛堨姷雼堧嫟.
鈥� 氤搓碃 甑“: Point72 Asset Management(韴瀽 甏�毽瀽)鞕� Point72 Capital Advisors(鞚茧皹 韺岉姼雱�)電� 氇憪 Cohen 鞌皜 韱奠牅頃橂┌, 攴鸽姅 Rule 13d-1(k)鞐� 霐半澕 氤搓碃靹滌棎 頃╇頄堨姷雼堧嫟.
鈥� 鞚胳: Schedule 13G 鞚胳靹滊姅 歃濌秾鞚� 歆�氚瓣秾 氤�瓴届澊雮� 鞓來枼霠レ潉 頄夓偓頃橁赴 鞙勴暣 旆摑霅� 瓴冹澊 鞎勲嫎鞚� 頇曥澑頃橃棳 靾橂彊鞝� 韴瀽 鞛呾灔鞚� 臧曥“頃╇媹雼�.
瓯半灅氩�(Exchange Act) 鞝�13臁办棎 霐半ジ 5% 旮办靹犾潉 雱橃棃旮� 霑岆鞐� 頃措嫻 旮办梾霌れ潃 鞚� 鞁れ 靻岇湢 氤搓碃靹滊ゼ 鞝滌稖頃挫暭 頄堨姷雼堧嫟. 鞚措矆 瓿奠嫓電� 鞐呹硠 斓滊寑 項れ韼�霌� 雼 欷� 頃橂倶鞚� Point72毳� Confluent鞚� 欤检＜ 氇呺秬鞐� 於旉皜頃橃棳 CFLT 欤检嫕鞚� 旮瓣磤 旎る矂毽鞕� 鞙犽彊靹膘潉 頇曤寑頃� 臧�電レ劚鞚� 鞐挫棃鞀惦媹雼�.
Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. et Steven A. Cohen ont r茅v茅l茅 une nouvelle participation passive de 5,1 % dans Confluent, Inc. (NASDAQ : CFLT). Dans un formulaire Schedule 13G d茅pos茅 le 24 juin 2025, les personnes d茅clarantes indiquent qu'脿 la cl么ture des march茅s le 23 juin 2025, elles d茅tenaient 脿 titre b茅n茅ficiaire 14 460 905 actions de Classe A de Confluent, incluant 146 800 actions pouvant 锚tre 茅mises suite 脿 l'exercice d'options d'achat.
鈥� Pouvoir de vote et de disposition : Le d茅p么t indique 0 actions avec pouvoir exclusif de vote/disposition et 14 460 905 actions avec pouvoir partag茅 de vote et de disposition parmi les trois entit茅s d茅clarantes.
鈥� Structure de la d茅claration : Point72 Asset Management (gestionnaire d'investissement) et Point72 Capital Advisors (associ茅 commandit茅) sont tous deux contr么l茅s par M. Cohen, qui rejoint la d茅claration en vertu de la r猫gle 13d-1(k).
鈥� Certification : La certification Schedule 13G confirme que les titres n'ont pas 茅t茅 acquis dans le but de modifier ou d'influencer le contr么le, soulignant une posture d'investissement passive.
脡tant donn茅 que le seuil de 5 % pr茅vu par la section 13 du Exchange Act a 茅t茅 franchi, les soci茅t茅s 茅taient tenues de d茅poser ce rapport de propri茅t茅 b茅n茅ficiaire. Cette divulgation ajoute Point72 鈥� l'un des plus grands complexes de fonds sp茅culatifs de l'industrie 鈥� au registre des actionnaires de Confluent, ce qui pourrait 茅largir la couverture institutionnelle et la liquidit茅 des actions CFLT.
Point72 Asset Management, L.P., Point72 Capital Advisors, Inc. und Steven A. Cohen haben einen neuen passiven Anteil von 5,1 % an Confluent, Inc. (NASDAQ: CFLT) offengelegt. In einem am 24. Juni 2025 eingereichten Schedule 13G geben die meldenden Personen an, dass sie zum Gesch盲ftsschluss am 23. Juni 2025 14.460.905 Class-A-Aktien von Confluent besa脽en, darunter 146.800 Aktien, die durch Aus眉bung von Call-Optionen ausgegeben werden k枚nnen.
鈥� Stimm- und Verf眉gungsbefugnis: Die Einreichung zeigt 0 Aktien mit alleiniger Stimm- oder Verf眉gungsbefugnis und 14.460.905 Aktien mit geteilter Stimm- und Verf眉gungsbefugnis bei den drei meldenden Einheiten.
鈥� Meldeaufbau: Point72 Asset Management (Investmentmanager) und Point72 Capital Advisors (Komplement盲r) werden beide von Herrn Cohen kontrolliert, der sich gem盲脽 Regel 13d-1(k) an der Meldung beteiligt.
鈥� Zertifizierung: Die Schedule 13G-Zertifizierung best盲tigt, dass die Wertpapiere nicht zum Zweck der 脛nderung oder Beeinflussung der Kontrolle erworben wurden, was eine passive Investitionshaltung unterstreicht.
Da die 5 %-Schwelle gem盲脽 Abschnitt 13 des Exchange Act 眉berschritten wurde, waren die Firmen verpflichtet, diesen Bericht 眉ber wirtschaftliches Eigentum einzureichen. Die Offenlegung f眉gt Point72 鈥� einen der gr枚脽ten Hedgefonds-Komplexe der Branche 鈥� in das Aktion盲rsregister von Confluent ein und k枚nnte die institutionelle Abdeckung und Liquidit盲t der CFLT-Aktien erweitern.
FAQ
How many Confluent (CFLT) shares does Point72 own?
What percentage of Confluent鈥檚 outstanding shares does the 14.46 million represent?
Why did Point72 file a Schedule 13G instead of a 13D?
Who are the reporting persons in this filing?
Does Point72 have sole voting power over the shares?
What is the event date triggering the filing?
