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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ovata Capital Management's INFY Position: Q1 2026 in Review

Ovata Capital Management sold out of Infosys (INFY) in Q1 2026, closing a stake of 218,082 shares — an estimated $4.01M sold.

Ovata Capital Management first reported a position in INFY in Q4 2019 and held it in 10 quarters. The position peaked at $21.7M in Q2 2025. 448 funds tracked by Wall St. Rank hold INFY as of Q1 2026.

Ovata Capital Management reported no remaining Infosys position as of Q1 2026 after selling out during the quarter.
Ovata Capital Management sold 218,082 Infosys shares in Q1 2026, an estimated $4.01M.
Ovata Capital Management first reported a position in Infosys in Q4 2019 and held it in 10 quarters.
Ovata Capital Management's Infosys position peaked at $21.7M in Q2 2025.
448 funds tracked by Wall St. Rank held Infosys as of Q1 2026.

Based on Ovata Capital Management's 13F filing for Q1 2026, filed 13 May 2026.