Morningstar Investment Management’s Informatica INFA Stock Holding History

Morningstar Investment Management’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	-64,003	Closed	-$1.59M	–	394
2025 Q3	$1.59M	Buy	+64,003	New	+$1.58M	0.06%	288

Other funds holding INFA

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

Morningstar Investment Management's INFA Position: Q4 2025 in Review

Morningstar Investment Management sold out of Informatica (INFA) in Q4 2025, closing a stake of 64,003 shares — an estimated $1.59M sold.

Morningstar Investment Management first reported a position in INFA in Q3 2025 and held it in 1 quarter. The position peaked at $1.59M in Q3 2025. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

Morningstar Investment Management reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
Morningstar Investment Management sold 64,003 Informatica shares in Q4 2025, an estimated $1.59M.
Morningstar Investment Management first reported a position in Informatica in Q3 2025 and held it in 1 quarter.
Morningstar Investment Management's Informatica position peaked at $1.59M in Q3 2025.
1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.