LPL Financial
INFA

LPL Financial’s Informatica INFA Stock Holding History

LPL Financial’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
Q3 		– Sell
-78,729
Closed -$1.92M – 5892
2025
Q2 		$1.92M Sell
78,729
-38,474
-33% -$793K ﹤0.01% 3163
2025
Q1 		$1.94M Buy
117,203
+9,759
+9% +$214K ﹤0.01% 2988
2024
Q4 		$2.64M Buy
107,444
+20,410
+23% +$535K ﹤0.01% 2619
2024
Q3 		$2.2M Buy
87,034
+29,200
+50% +$740K ﹤0.01% 2633
2024
Q2 		$1.79M Sell
57,834
-1,473
-2% -$46.4K ﹤0.01% 2701
2024
Q1 		$2.08M Buy
59,307
+15,792
+36% +$497K ﹤0.01% 2506
2023
Q4 		$1.24M Buy
+43,515
New +$1.05M ﹤0.01% 2870

Other funds holding INFA

PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's INFA Position: Q3 2025 in Review

LPL Financial sold out of Informatica (INFA) in Q3 2025, closing a stake of 78,729 shares — an estimated $1.92M sold.

LPL Financial first reported a position in INFA in Q4 2023 and held it in 7 quarters. The position peaked at $2.64M in Q4 2024. 239 funds tracked by Wall St. Rank hold INFA as of Q3 2025.

  • LPL Financial reported no remaining Informatica position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 78,729 Informatica shares in Q3 2025, an estimated $1.92M.
  • LPL Financial first reported a position in Informatica in Q4 2023 and held it in 7 quarters.
  • LPL Financial's Informatica position peaked at $2.64M in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Informatica as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.