Alpine Associates Management’s Informatica INFA Stock Holding History

Alpine Associates Management’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
2025 Q4	–	Sell	-1,683,653	Closed	-$41.8M	–	79
2025 Q3	$41.8M	Buy	1,683,653 +290,203	+21%	+$7.16M	2.52%	12
2025 Q2	$33.9M	Buy	+1,393,450	New	+$28.7M	1.81%	16

Other funds holding INFA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Alpine Associates Management's INFA Position: Q4 2025 in Review

Alpine Associates Management sold out of Informatica (INFA) in Q4 2025, closing a stake of 1,683,653 shares — an estimated $41.8M sold.

Alpine Associates Management first reported a position in INFA in Q2 2025 and held it in 2 quarters. The position peaked at $41.8M in Q3 2025. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

Alpine Associates Management reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
Alpine Associates Management sold 1,683,653 Informatica shares in Q4 2025, an estimated $41.8M.
Alpine Associates Management first reported a position in Informatica in Q2 2025 and held it in 2 quarters.
Alpine Associates Management's Informatica position peaked at $41.8M in Q3 2025.
1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on Alpine Associates Management's 13F filing for Q4 2025, filed 5 Feb 2026.