JO
INFA

John Overdeck’s Informatica INFA Stock Holding History

John Overdeck’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
-217,992
Closed -$5.41M – 4222
2025
Q3 		$5.41M Hold
217,992
– – 0.01% 1395
2025
Q2 		$5.31M Sell
217,992
-558,481
-72% -$11.5M 0.01% 1192
2025
Q1 		$13.5M Buy
776,473
+443,890
+133% +$9.73M 0.03% 646
2024
Q4 		$8.62M Buy
332,583
+307,425
+1,222% +$8.05M 0.02% 831
2024
Q3 		$636K Sell
25,158
-414,899
-94% -$10.5M ﹤0.01% 2351
2024
Q2 		$13.6M Buy
440,057
+241,663
+122% +$7.61M 0.03% 588
2024
Q1 		$6.94M Buy
198,394
+22,672
+13% +$713K 0.02% 800
2023
Q4 		$4.99M Buy
175,722
+85,682
+95% +$2.06M 0.01% 995
2023
Q3 		$1.9M Sell
90,040
-30,801
-25% -$614K 0.01% 1432
2023
Q2 		$2.24M Sell
120,841
-35,608
-23% -$588K 0.01% 1366
2023
Q1 		$2.57M Buy
+156,449
New +$2.66M 0.01% 1235

Other funds holding INFA

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

John Overdeck's INFA Position: Q4 2025 in Review

John Overdeck sold out of Informatica (INFA) in Q4 2025, closing a stake of 217,992 shares — an estimated $5.41M sold.

John Overdeck first reported a position in INFA in Q1 2023 and held it in 11 quarters. The position peaked at $13.6M in Q2 2024. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

  • John Overdeck reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
  • John Overdeck sold 217,992 Informatica shares in Q4 2025, an estimated $5.41M.
  • John Overdeck first reported a position in Informatica in Q1 2023 and held it in 11 quarters.
  • John Overdeck's Informatica position peaked at $13.6M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.