Creative Planning’s Informatica INFA Stock Holding History

Creative Planning’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	-24,316	Closed	-$604K	–	4005
2025 Q3	$604K	Buy	24,316 +1,452	+6%	+$35.8K	﹤0.01%	2556
2025 Q2	$557K	Buy	22,864 +9,997	+78%	+$206K	﹤0.01%	2371
2025 Q1	$225K	Buy	+12,867	New	+$282K	﹤0.01%	2971

Other funds holding INFA

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

Creative Planning's INFA Position: Q4 2025 in Review

Creative Planning sold out of Informatica (INFA) in Q4 2025, closing a stake of 24,316 shares — an estimated $604K sold.

Creative Planning first reported a position in INFA in Q1 2025 and held it in 3 quarters. The position peaked at $604K in Q3 2025. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

Creative Planning reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 24,316 Informatica shares in Q4 2025, an estimated $604K.
Creative Planning first reported a position in Informatica in Q1 2025 and held it in 3 quarters.
Creative Planning's Informatica position peaked at $604K in Q3 2025.
1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.