Confluent Inc.

Overview

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• TickerCFLT on NASDAQ¹
• IndustryServices-Prepackaged Software¹
• HeadquartersMountain View¹
• Websitewww.confluent.io
• Incorporated inDE⁷
• Business address899 W. Evelyn Avenue, Mountain View, Ca 94041⁷
• Filer categoryLarge accelerated filer⁷
• Legal formCorporation⁴
• LEI254900MRZ83YWUV7SN74⁴
• StatusActive⁴
• LEI statusLapsed (not renewed)⁴
• Registered addressC/O CORPORATION SERVICE COMPANY, 19808 Wilmington, United States⁴
• Registered withDivision of Corporations, Department of State, 5598711⁴

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Confluent, Inc. is an American technology company headquartered in Mountain View, California. Confluent was founded by Jay Kreps, Jun Rao and Neha Narkhede on September 23, 2014, in order to commercialize an open-source streaming platform Apache Kafka, created by the same founders while working at LinkedIn in 2008 as a B2B infrastructure company. Confluent's products are the Confluent Cloud, Confluent Platform, Connectors, Apache Flink, Stream Governance and Confluent Hub.³

Corporate structure

Confluent Inc. is part of a group headed by IBM. 224 entities, 71 countries on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; subsidiaries, stakes and holdings from Wikidata (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Confluent Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Investments

Intangibles and goodwill

Properties, in its own words

Our headquarters are located in Mountain View, California, where we lease approximately 75,475 square feet pursuant to a lease which terminates in 2026. We also lease other offices including in London, England, Bengaluru, India, Dubai, United Arab Emirates, and Singapore. Additionally, we hold many office service memberships in numerous other locations globally. We do not own any real property. We believe that our facilities are adequate to meet our current needs.

Item 2 of the 10-K filed Feb 11, 2026.¹⁶

The story

Founded by Neha Narkhede.¹

Leadership

Who has led Confluent Inc., and when. Pick a name to see everywhere that person has worked.

• FounderNeha Narkhede¹
• Chief executive officerEdward Jay Kreps Jun 23, 2021 to now¹⁷
• PresidentErica Schultz Jun 23, 2021 to now¹⁸
• Chief financial officerRohan Sivaram Aug 24, 2023 to now¹⁹
• Chief financial officerSteffan Tomlinson Jun 23, 2021 to Jun 7, 2023²⁰

Products and brands

• Apache Kafka

Listed on Wikidata.¹

Subsidiaries and ownership

Parent company (GLEIF)

• IBM⁴

Subsidiaries (Exhibit 21)

• Confluent Australia Pty Limited Australia⁸
• Confluent Brazil Ltda. Brazil⁸
• Confluent Czech Republic S.R.O. Czech Republic⁸
• Confluent Europe Ltd. United Kingdom⁸
• Confluent France SAS France⁸
• Confluent Germany GmbH Germany⁸
• Confluent Hong Kong Ltd Hong Kong⁸
• Confluent India Private Limited India⁸
• Confluent Ireland Software Limited Ireland⁸
• Confluent Israel Ltd. Israel⁸
• Confluent Italy S.R.L. Italy⁸
• Confluent Japan Godo Kaisha Japan⁸
• Confluent Korea Limited Korea, Republic of⁸
• Confluent ME FZ-LLC United Arab Emirates⁸
• Confluent Malaysia Sdn. Bhd. Malaysia⁸
• Confluent Netherlands B.V. Netherlands⁸
• Confluent Poland sp. z o.o. Poland⁸
• Confluent Singapore Pte. Ltd. Singapore⁸
• Confluent Spain, Sociedad Limitada Spain⁸
• Confluent Sweden AB Sweden⁸
• Confluent Switzerland GmbH Switzerland⁸
• Infinitem Canada Ltd. Canada⁸

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record. The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

1. Mar 17, 20268-K Entered a material agreement; Completed an acquisition or sale; Debt or obligation accelerated³²
2. Feb 25, 20268-K Executive or director change³³
3. Feb 12, 20268-K Shareholder vote³⁴
4. Feb 11, 20268-K Results of operations³⁵
5. Feb 4, 20268-K Other events³⁶
6. Jan 13, 20268-K Other events³⁷
7. Dec 8, 20258-K Entered a material agreement; Other events³⁸
8. Oct 27, 20258-K Results of operations³⁹
9. Jul 30, 20258-K Results of operations⁴⁰
10. Jun 13, 20258-K Shareholder vote⁴¹
11. Apr 30, 20258-K Results of operations⁴²
12. Mar 6, 20258-K Executive or director change⁴³
13. Jun 23, 2021New chief executive Edward Jay Kreps becomes CEO¹⁷
14. 2021Went public Listed on NASDAQ¹
15. Sep 11, 2014Parent Directly consolidated by IBM⁴
16. Sep 11, 2014Founded Confluent Inc. is founded⁴

Calendar

When it reported results

1. Feb 11, 2026Reported quarterly or annual results³⁵
2. Oct 27, 2025Reported quarterly or annual results³⁹
3. Jul 30, 2025Reported quarterly or annual results⁴⁰
4. Apr 30, 2025Reported quarterly or annual results⁴²
5. Feb 11, 2025Reported quarterly or annual results⁴⁴
6. Oct 30, 2024Reported quarterly or annual results⁴⁵
7. Jul 31, 2024Reported quarterly or annual results⁴⁶
8. May 7, 2024Reported quarterly or annual results⁴⁷

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

690 filings to the SEC since October 2021: 6 annual reports, 13 quarterly reports, 33 major events, 359 insider forms, 59 large holders, 220 other. The latest 20:

1. Mar 27, 2026SCHEDULE 13G/A EDGAR
2. Mar 27, 202615-12G EDGAR
3. Mar 26, 2026SCHEDULE 13G/A EDGAR
4. Mar 19, 20264 EDGAR
5. Mar 19, 20264 EDGAR
6. Mar 19, 20264 EDGAR
7. Mar 19, 20264 EDGAR
8. Mar 19, 20264 EDGAR
9. Mar 19, 20264 EDGAR
10. Mar 19, 20264 EDGAR
11. Mar 19, 20264 EDGAR
12. Mar 19, 20264 EDGAR
13. Mar 19, 20264 EDGAR
14. Mar 19, 20264 EDGAR
15. Mar 17, 2026S-8 POS EDGAR
16. Mar 17, 2026S-8 POS EDGAR
17. Mar 17, 2026S-8 POS EDGAR
18. Mar 17, 2026S-8 POS EDGAR
19. Mar 17, 2026S-8 POS EDGAR
20. Mar 17, 20268-K EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

295 open-market trades by officers, directors and large owners since October 2021: 12 buys and 283 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• Edward Jay KrepsSCHEDULE 13G/A, 5 filings Feb 14, 2022 to Mar 27, 2026⁴⁸
• VANGUARD GROUP INCSCHEDULE 13G/A, 5 filings Feb 9, 2023 to Mar 26, 2026⁴⁹
• Point72 Asset Management, L.P.SCHEDULE 13G/A, 3 filings Jun 24, 2025 to Feb 17, 2026⁵⁰
• Altimeter Capital Management, LPSCHEDULE 13G/A, 5 filings Mar 9, 2022 to Aug 14, 2025⁵¹
• JPMorgan ChaseSCHEDULE 13G/A, 8 filings Dec 7, 2021 to Jul 31, 2025⁵²
• BlackRock Portfolio Management LLCSCHEDULE 13G/A, 2 filings Apr 15, 2025 to Jul 15, 2025⁵³
• FMR LLCSCHEDULE 13G/A, 5 filings Feb 9, 2022 to Feb 12, 2025⁵⁴
• BlackRockSCHEDULE 13G/A, 3 filings Oct 23, 2024 to Feb 5, 2025⁵⁵
• PRICE T ROWE ASSOCIATES INC /MD/SC 13G/A, 4 filings Feb 10, 2022 to Nov 14, 2024⁵⁶
• SC US (TTGP), LTD.SC 13G/A, 4 filings Feb 14, 2022 to Nov 5, 2024⁵⁷
• INDEX VENTURES VII (JERSEY), L.P.SC 13G/A, 3 filings Feb 14, 2022 to Feb 14, 2024⁵⁸
• Benchmark Capital Partners VIII, L.P.SC 13G/A, 3 filings Feb 14, 2022 to Feb 13, 2024⁵⁹
• COATUE MANAGEMENT LLCSC 13G/A, 2 filings Feb 14, 2022 to Feb 14, 2023⁶⁰
• GILDER GAGNON HOWE & CO LLCSC 13G/A, 2 filings Feb 14, 2022 to Feb 14, 2023⁶¹
• LONE PINE CAPITAL LLCSC 13G/A, 2 filings Feb 14, 2022 to Feb 14, 2023⁶²
• Durable Capital Partners LPSC 13G/A, 2 filings Mar 11, 2022 to Feb 10, 2023⁶³
• LIGHT STREET CAPITAL MANAGEMENT, LLCSC 13G/A, 1 filing Feb 14, 2022⁶⁴

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

SEC filer profile

How Confluent Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARConfluent, Inc.²
• CIK0001699838
• Employer ID (EIN)47-1824387¹⁶
• Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company¹⁶
• Incorporated inDelaware¹⁶
• Fiscal year endsDecember 31²
• Industry code (SIC)7372 Services-Prepackaged Software²
• SEC reviewing officeOffice of Technology, Division of Corporation Finance²
• Business address899 W. Evelyn Avenue, Mountain View, CA 94041²
• Phone800-439-3207²
• Shares outstanding308,661,566 Common Class A shares; 48,982,935 Common Class B shares as of Jan 28, 2026¹⁶
• Public float$7.2B as of Jun 30, 2025¹⁶
• AuditorPricewaterhouseCoopers LLP, San Francisco, California PCAOB ID 238; it also attests to the company’s internal control over financial reporting¹⁶
• On EDGAR sinceMar 7, 2017²
• Filings754 in all: 4 (361), 144 (176), SC 13G/A (38), 8-K (35), 3 (23), DEFA14A (21), SC 13G (19), 10-Q (14)²
  All 37 form types

  SCHEDULE 13G/A (13), S-8 (6), S-8 POS (6), 10-K (5), CORRESP (5), DEF 14A (4), ARS (3), UPLOAD (3), SCHEDULE 13G (2), 10-K/A (1), 144/A (1), 15-12G (1), 25-NSE (1), 4/A (1), 40-APP (1), 40-APP/A (1), 424B4 (1), 8-A12B (1), 8-K/A (1), CERT (1), D (1), DEFM14A (1), DRS (1), DRS/A (1), DRSLTR (1), EFFECT (1), PREM14A (1), S-1 (1), S-1/A (1)

• Latest filingsAnnual report (10-K) Feb 11, 2026
  Quarterly report (10-Q) Oct 27, 2025
  Proxy statement (DEF 14A) Apr 23, 2025
  Latest 8-K (8-K) Mar 17, 2026

Securities registered for trading

From the cover page of the 10-K filed Feb 11, 2026 (Section 12(b) of the Exchange Act).¹⁶

Risk factors and legal proceedings

The risks Confluent Inc. names in Item 1A of its 10-K filed Feb 11, 2026: 68 risks under these headings, as written.¹⁶

• Risks Related to our Proposed Transaction with IBM
• The announcement and pendency of the Merger, or the failure to complete the Merger in a timely manner or at all, could adversely affect our business, financial condition, results of operations and stock price.
• While the Merger is pending, we are subject to business uncertainties and contractual restrictions that could harm our business relationships, financial condition, results of operations and stock price.
• Litigation has arisen and may in the future arise in connection with the Merger, which could be costly, prevent or delay the completion of the Merger, divert management’s attention and otherwise harm our business.
• As a result of the Merger, our current and prospective employees could experience uncertainty about their future with us or the surviving corporation, and as a result, key employees may depart.
• As a result of the pending Merger, certain of our customers and other business partners may decide not to do business with us or to decrease the amounts they spend on our products and services.
• Risks Related to Our Business and Operations
• Our historical growth may not be indicative of our future growth. Our recent growth also makes it difficult to evaluate our future prospects and may increase the risk that we will not be successful.
• We have a history of operating losses and may not achieve or sustain profitability in the future.
• We have a limited operating history, which makes it difficult to forecast our future results of operations.
• Macroeconomic uncertainty and unfavorable conditions in our industry or the global economy, including those caused by the ongoing conflicts around the world, international trade relations, reductions in information technology spending, or inflation, have impacted and may continue to impact our ability to grow our business and negatively affect our results of operations.
• Failure of our offerings to satisfy customer demands or achieve continued market acceptance over competitors, including open source alternatives, would harm our business, results of operations, financial condition, and growth prospects.

Legal proceedings

From time to time, we have been and will continue to be subject to legal proceedings and claims. We are not presently a party to any legal proceedings that, if determined adversely to us, would individually or taken together have a material adverse effect on our business, results of operations, financial condition, or cash flows. Defending such legal proceedings is costly and can impose a significant burden on management and employees. The results of any current or future litigation cannot be predicted with certainty, and regardless of the outcome, litigation can have an adverse impact on us because of defense and settlement costs, diversion of management resources, and other factors.

Litigation Relating to the Merger

On January 21, 2026, a purported stockholder of Confluent filed a complaint in the Supreme Court of the State of New York, County of New York against Confluent and the members of the Confluent Board. This complaint is captioned Stewart v. Confluent, Inc., et al., Index No. 650388/2026. On January 22, 2026, a purported stockholder of Confluent filed a complaint in the Supreme Court of the State of New York, County of New York against Confluent and the members of the Confluent Board. This complaint is captioned Kent v. Confluent, Inc., et al., Index No. 650414/2026. The complaints assert New York common law claims for negligent misrepresentation and concealment based on allegedly false and misleading statements in the proxy statement for the special meeting of stockholders. In addition, as of February 4, 2026, we had received 17 demand letters from purported stockholders relating to alleged disclosure deficiencies in the proxy statement for the special meeting of stockholders.

Additional lawsuits may be filed, and additional demand letters may be received before the special meeting or consummation of the Merger.

The opening of Item 3, Legal Proceedings.¹⁶

Links

• Websitewww.confluent.io¹
• Websitewww.confluent.io¹
• X (Twitter)x.com/confluentinc¹
• LinkedInwww.linkedin.com/company/confluent¹
• WikipediaConfluent
• WikidataQ94758727
• SEC EDGARCIK 1699838