Clearstead Advisors’s Informatica INFA Stock Holding History

Clearstead Advisors’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	-80	Closed	-$1.99K	–	3000
2025 Q3	$1.99K	Buy	80 +7	+10%	+$173	﹤0.01%	2450
2025 Q2	$1.78K	Buy	73 +72	+7,200%	+$1.49K	﹤0.01%	2344
2025 Q1	$18	Buy	+1	New	+$22	﹤0.01%	2181
2024 Q3	–	Sell	-607	Closed	-$18.7K	–	2074
2024 Q2	$18.7K	Buy	+607	New	+$19.1K	﹤0.01%	1398

Other funds holding INFA

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

Clearstead Advisors's INFA Position: Q4 2025 in Review

Clearstead Advisors sold out of Informatica (INFA) in Q4 2025, closing a stake of 80 shares — an estimated $1.99K sold.

Clearstead Advisors first reported a position in INFA in Q2 2024 and held it in 4 quarters. The position peaked at $18.7K in Q2 2024. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

Clearstead Advisors reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 80 Informatica shares in Q4 2025, an estimated $1.99K.
Clearstead Advisors first reported a position in Informatica in Q2 2024 and held it in 4 quarters.
Clearstead Advisors's Informatica position peaked at $18.7K in Q2 2024.
1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.