AR
INFA

Advisory Research’s Informatica INFA Stock Holding History

Advisory Research’s Portfolio INFA Stock Details INFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,662
Closed -$218K – 236
2023
Q4 		$218K Buy
+7,662
New +$184K 0.03% 315

Other funds holding INFA

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Research's INFA Position: Q1 2024 in Review

Advisory Research sold out of Informatica (INFA) in Q1 2024, closing a stake of 7,662 shares — an estimated $218K sold.

Advisory Research first reported a position in INFA in Q4 2023 and held it in 1 quarter. The position peaked at $218K in Q4 2023. 183 funds tracked by Wall St. Rank hold INFA as of Q1 2024.

  • Advisory Research reported no remaining Informatica position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 7,662 Informatica shares in Q1 2024, an estimated $218K.
  • Advisory Research first reported a position in Informatica in Q4 2023 and held it in 1 quarter.
  • Advisory Research's Informatica position peaked at $218K in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Informatica as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.