Essential Partners’s Informatica INFA Stock Holding History

Essential Partners’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	-402	Closed	-$9.99K	–	2841
2025 Q3	$9.99K	Buy	402 +7	+2%	+$173	﹤0.01%	1156
2025 Q2	$9.62K	Buy	+395	New	+$8.15K	﹤0.01%	858

Other funds holding INFA

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

Essential Partners's INFA Position: Q4 2025 in Review

Essential Partners sold out of Informatica (INFA) in Q4 2025, closing a stake of 402 shares — an estimated $9.99K sold.

Essential Partners first reported a position in INFA in Q2 2025 and held it in 2 quarters. The position peaked at $9.99K in Q3 2025. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

Essential Partners reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
Essential Partners sold 402 Informatica shares in Q4 2025, an estimated $9.99K.
Essential Partners first reported a position in Informatica in Q2 2025 and held it in 2 quarters.
Essential Partners's Informatica position peaked at $9.99K in Q3 2025.
1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.