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Confluence Investment Management’s Infosys INFY Stock Holding History

Confluence Investment Management’s Portfolio INFY Stock Details INFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$185K Buy
17,636
+2,826
+19% +$35.4K ﹤0.01% 284
2026
Q1 		$200K Buy
14,810
+671
+5% +$10.5K ﹤0.01% 275
2025
Q4 		$252K Hold
14,139
– – ﹤0.01% 276
2025
Q3 		$230K Buy
+14,139
New +$243K ﹤0.01% 277
2025
Q1 		– Sell
-10,413
Closed -$228K – 308
2024
Q4 		$228K Hold
10,413
– – ﹤0.01% 281
2024
Q3 		$232K Buy
10,413
+45
+0.4% +$984 ﹤0.01% 283
2024
Q2 		$193K Sell
10,368
-173
-2% -$3.01K ﹤0.01% 289
2024
Q1 		$189K Buy
+10,541
New +$205K ﹤0.01% 289
2023
Q4 		– Sell
-10,823
Closed -$185K – 299
2023
Q3 		$185K Sell
10,823
-1,451
-12% -$24.8K ﹤0.01% 284
2023
Q2 		$197K Sell
12,274
-37,510
-75% -$586K ﹤0.01% 292
2023
Q1 		$868K Sell
49,784
-3,236
-6% -$58.9K 0.01% 200
2022
Q4 		$955K Sell
53,020
-2,636
-5% -$49K 0.01% 198
2022
Q3 		$944K Sell
55,656
-903
-2% -$16.9K 0.02% 194
2022
Q2 		$1.05M Sell
56,559
-166
-0.3% -$3.3K 0.02% 197
2022
Q1 		$1.41M Sell
56,725
-7,973
-12% -$189K 0.02% 187
2021
Q4 		$1.64M Sell
64,698
-3,964
-6% -$92.1K 0.02% 189
2021
Q3 		$1.53M Buy
68,662
+4,926
+8% +$111K 0.02% 191
2021
Q2 		$1.35M Sell
63,736
-1,511
-2% -$28.9K 0.02% 192
2021
Q1 		$1.22M Buy
+65,247
New +$1.18M 0.02% 192

Other funds holding INFY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Confluence Investment Management's INFY Position: Q2 2026 in Review

Confluence Investment Management increased its Infosys (INFY) stake by 19% in Q2 2026, buying an estimated $35.4K and bringing the position to 17,636 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Confluence Investment Management first reported a position in INFY in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q4 2021. 431 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

  • Confluence Investment Management held 17,636 shares of Infosys worth $185K as of Q2 2026.
  • Confluence Investment Management bought 2,826 Infosys shares in Q2 2026, an estimated $35.4K.
  • Infosys made up ﹤0.01% of Confluence Investment Management's portfolio in Q2 2026, its #284 holding.
  • Confluence Investment Management first reported a position in Infosys in Q1 2021 and has held it in 19 quarters since.
  • Confluence Investment Management's Infosys position peaked at $1.64M in Q4 2021.
  • 431 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.