Atwood & Palmer’s Informatica INFA Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-441	Closed	-$10.7K	–	512
2025 Q2	$10.7K	Buy	+441	New	+$9.1K	﹤0.01%	381

Other funds holding INFA

Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atwood & Palmer's INFA Position: Q3 2025 in Review

Atwood & Palmer sold out of Informatica (INFA) in Q3 2025, closing a stake of 441 shares — an estimated $10.7K sold.

Atwood & Palmer first reported a position in INFA in Q2 2025 and held it in 1 quarter. The position peaked at $10.7K in Q2 2025. 239 funds tracked by Wall St. Rank hold INFA as of Q3 2025.

Atwood & Palmer reported no remaining Informatica position as of Q3 2025 after selling out during the quarter.
Atwood & Palmer sold 441 Informatica shares in Q3 2025, an estimated $10.7K.
Atwood & Palmer first reported a position in Informatica in Q2 2025 and held it in 1 quarter.
Atwood & Palmer's Informatica position peaked at $10.7K in Q2 2025.
239 funds tracked by Wall St. Rank held Informatica as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.