Confluent Ownership
| CFLT Stock | USD 28.86 0.89 2.99% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Confluent |
Confluent Stock Ownership Analysis
About 80.0% of the company shares are held by institutions such as insurance companies. The company recorded a loss per share of 1.47. Confluent had not issued any dividends in recent years. Confluent, Inc. operates a data streaming platform in the United States and internationally. Confluent, Inc. was incorporated in 2014 and is headquartered in Mountain View, California. Confluent Inc operates under SoftwareInfrastructure classification in the United States and is traded on NASDAQ Exchange. It employs 1981 people. For more info on Confluent please contact the company at 800 439 3207 or go to https://www.confluent.io.Besides selling stocks to institutional investors, Confluent also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Confluent's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Confluent's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Confluent Quarterly Liabilities And Stockholders Equity |
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Confluent Insider Trades History
Roughly 4.0% of Confluent are currently held by insiders. Unlike Confluent's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Confluent's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Confluent's insider trades
Confluent Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Confluent is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Confluent backward and forwards among themselves. Confluent's institutional investor refers to the entity that pools money to purchase Confluent's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Jericho Capital Asset Management Lp | 2023-12-31 | 3.4 M | Geode Capital Management, Llc | 2023-12-31 | 3.3 M | Amundi | 2023-12-31 | 2.8 M | Franklin Resources Inc | 2023-12-31 | 2.7 M | Anatole Investment Management Ltd | 2023-12-31 | 2.7 M | Millennium Management Llc | 2023-12-31 | 2.4 M | Bank Of New York Mellon Corp | 2023-12-31 | 2.2 M | Atreides Management, Lp | 2023-12-31 | 2 M | Charles Schwab Investment Management Inc | 2023-12-31 | 1.9 M | Jpmorgan Chase & Co | 2023-12-31 | 21.4 M | Vanguard Group Inc | 2023-12-31 | 19.1 M |
Confluent Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Confluent insiders, such as employees or executives, is commonly permitted as long as it does not rely on Confluent's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Confluent insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Erica Schultz over three weeks ago Disposition of 63729 shares by Erica Schultz of Confluent subject to Rule 16b-3 | ||
Erica Schultz over a month ago Disposition of 63729 shares by Erica Schultz of Confluent subject to Rule 16b-3 | ||
Edward Kreps over a month ago Disposition of 139354 shares by Edward Kreps of Confluent at 33.84 subject to Rule 16b-3 | ||
Volpi Michelangelo over a month ago Conversion by Volpi Michelangelo of 45991 shares of Confluent | ||
Volpi Michelangelo over six months ago Conversion by Volpi Michelangelo of 1129352 shares of Confluent | ||
Vishria Eric over a year ago Conversion by Vishria Eric of 3862593 shares of Confluent | ||
Volpi Michelangelo over a year ago Conversion by Volpi Michelangelo of 2258703 shares of Confluent |
Confluent Corporate Filings
| 24th of April 2024 Other Reports | ViewVerify | |
F4 | 22nd of March 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 21st of February 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
13A | 14th of February 2024 An amended filing to the original Schedule 13G | ViewVerify |
Confluent Investors Sentiment
The influence of Confluent's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Confluent. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Confluent's public news can be used to forecast risks associated with an investment in Confluent. The trend in average sentiment can be used to explain how an investor holding Confluent can time the market purely based on public headlines and social activities around Confluent. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Confluent's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Confluent's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Confluent's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Confluent.
Confluent Implied Volatility | 108.32 |
Confluent's implied volatility exposes the market's sentiment of Confluent stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Confluent's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Confluent stock will not fluctuate a lot when Confluent's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Confluent in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Confluent's short interest history, or implied volatility extrapolated from Confluent options trading.
Pair Trading with Confluent
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Confluent position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Confluent will appreciate offsetting losses from the drop in the long position's value.Moving against Confluent Stock
| 0.66 | JG | Aurora Mobile | PairCorr |
The ability to find closely correlated positions to Confluent could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Confluent when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Confluent - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Confluent to buy it.
The correlation of Confluent is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Confluent moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Confluent moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Confluent can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Confluent. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. For more information on how to buy Confluent Stock please use our How to Invest in Confluent guide.You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Complementary Tools for Confluent Stock analysis
When running Confluent's price analysis, check to measure Confluent's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Confluent is operating at the current time. Most of Confluent's value examination focuses on studying past and present price action to predict the probability of Confluent's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Confluent's price. Additionally, you may evaluate how the addition of Confluent to your portfolios can decrease your overall portfolio volatility.
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Is Confluent's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Confluent. If investors know Confluent will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Confluent listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (1.47) | Revenue Per Share 2.584 | Quarterly Revenue Growth 0.264 | Return On Assets (0.11) | Return On Equity (0.56) |
The market value of Confluent is measured differently than its book value, which is the value of Confluent that is recorded on the company's balance sheet. Investors also form their own opinion of Confluent's value that differs from its market value or its book value, called intrinsic value, which is Confluent's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Confluent's market value can be influenced by many factors that don't directly affect Confluent's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Confluent's value and its price as these two are different measures arrived at by different means. Investors typically determine if Confluent is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Confluent's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.