MC
INFA

McMorgan & Co’s Informatica INFA Stock Holding History

McMorgan & Co’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
-149,684
Closed -$3.72M – 50
2025
Q3 		$3.72M Sell
149,684
-41,810
-22% -$1.03M 0.57% 18
2025
Q2 		$4.66M Buy
191,494
+35,110
+22% +$724K 0.69% 19
2025
Q1 		$2.73M Sell
156,384
-5,298
-3% -$116K 0.44% 29
2024
Q4 		$4.19M Buy
161,682
+10,378
+7% +$272K 0.65% 21
2024
Q3 		$3.82M Buy
151,304
+30,362
+25% +$769K 0.59% 22
2024
Q2 		$3.73M Buy
120,942
+6,823
+6% +$215K 0.59% 28
2024
Q1 		$3.99M Sell
114,119
-14,846
-12% -$467K 0.69% 23
2023
Q4 		$3.66M Sell
128,965
-49,963
-28% -$1.2M 0.61% 21
2023
Q3 		$3.77M Buy
178,928
+5,617
+3% +$112K 0.7% 14
2023
Q2 		$3.21M Buy
173,311
+40,537
+31% +$669K 0.6% 15
2023
Q1 		$2.18M Buy
132,774
+55,540
+72% +$943K 0.45% 24
2022
Q4 		$1.26M Buy
77,234
+11,274
+17% +$202K 0.27% 38
2022
Q3 		$1.32M Buy
+65,960
New +$1.42M 0.31% 29

Other funds holding INFA

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

McMorgan & Co's INFA Position: Q4 2025 in Review

McMorgan & Co sold out of Informatica (INFA) in Q4 2025, closing a stake of 149,684 shares — an estimated $3.72M sold.

McMorgan & Co first reported a position in INFA in Q3 2022 and held it in 13 quarters. The position peaked at $4.66M in Q2 2025. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

  • McMorgan & Co reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
  • McMorgan & Co sold 149,684 Informatica shares in Q4 2025, an estimated $3.72M.
  • McMorgan & Co first reported a position in Informatica in Q3 2022 and held it in 13 quarters.
  • McMorgan & Co's Informatica position peaked at $4.66M in Q2 2025.
  • 1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on McMorgan & Co's 13F filing for Q4 2025, filed 11 Feb 2026.