Caption Management’s Informatica INFA Stock Holding History

Caption 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	-30,000	Closed	-$745K	–	1819
2025 Q3	$745K	Sell	30,000 -30,000	-50%	-$740K	0.01%	1199
2025 Q2	$1.46M	Hold	60,000	–	–	0.02%	818
2025 Q1	$1.05M	Buy	+60,000	New	+$1.32M	0.01%	900

Other funds holding INFA

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

Caption Management's INFA Position: Q2 2025 in Review

Caption Management sold out of Informatica (INFA) in Q2 2025, closing a stake of 8,000 shares — an estimated $165K sold.

Caption Management first reported a position in INFA in Q1 2025 and held it in 1 quarter. The position peaked at $140K in Q1 2025. 226 funds tracked by Wall St. Rank hold INFA as of Q2 2025.

Caption Management reported no remaining Informatica position as of Q2 2025 after selling out during the quarter.
Caption Management sold 8,000 Informatica shares in Q2 2025, an estimated $165K.
Caption Management first reported a position in Informatica in Q1 2025 and held it in 1 quarter.
Caption Management's Informatica position peaked at $140K in Q1 2025.
226 funds tracked by Wall St. Rank held Informatica as of Q2 2025.

Based on Caption Management's 13F filing for Q2 2025, filed 14 Aug 2025.