Ovata Capital Management’s Infosys INFY Stock Holding History

Ovata Capital Management’s Portfolio INFY Stock Details INFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Buy	+100,062	New	+$1.25M	0.08%	40
2026 Q1	–	Sell	-218,082	Closed	-$4.01M	–	48
2025 Q4	$4.01M	Buy	218,082 +73,013	+50%	+$1.26M	0.49%	32
2025 Q3	$2.36M	Sell	145,069 -1,015,779	-88%	-$17.5M	0.47%	26
2025 Q2	$21.7M	Buy	1,160,848 +199,337	+21%	+$3.56M	4.69%	8
2025 Q1	$17.6M	Buy	961,511 +362,472	+61%	+$7.52M	6.67%	4
2024 Q4	$13.1M	Buy	599,039 +8,975	+2%	+$201K	5.01%	6
2024 Q3	$13.1M	Buy	590,064 +124,999	+27%	+$2.73M	5.56%	7
2024 Q2	$8.66M	Buy	+465,065	New	+$8.09M	4.7%	9
2023 Q1	–	Sell	-277,000	Closed	-$4.98M	–	35
2022 Q4	$4.98M	Buy	+277,000	New	+$5.15M	1.62%	8
2020 Q2	–	Sell	-562,862	Closed	-$4.77M	–	184
2020 Q1	$4.77M	Buy	562,862 +412,862	+275%	+$4.15M	3.17%	10
2019 Q4	$1.54M	Buy	+150,000	New	+$1.51M	1.14%	18

Other funds holding INFY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ovata Capital Management's INFY Position: Q2 2026 in Review

Ovata Capital Management opened a new position in Infosys (INFY) in Q2 2026: 100,062 shares worth $1.06M. The stake represents 0.08% of the portfolio and ranks #40 among its holdings. This is a return to the name: Ovata Capital Management previously reported a position in INFY as recently as Q4 2025.

Ovata Capital Management first reported a position in INFY in Q4 2019 and has held it in 11 quarters since. The position peaked at $21.7M in Q2 2025. 434 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

Ovata Capital Management held 100,062 shares of Infosys worth $1.06M as of Q2 2026.
Infosys was a new Ovata Capital Management position in Q2 2026.
Infosys made up 0.08% of Ovata Capital Management's portfolio in Q2 2026, its #40 holding.
Ovata Capital Management first reported a position in Infosys in Q4 2019 and has held it in 11 quarters since.
Ovata Capital Management's Infosys position peaked at $21.7M in Q2 2025.
434 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on Ovata Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.