Root Financial Partners’s Informatica INFA Stock Holding History

Root Financial Partners’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	-25	Closed	-$621	–	2481
2025 Q3	$621	Buy	+25	New	+$617	﹤0.01%	2124

Other funds holding INFA

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

Root Financial Partners's INFA Position: Q4 2025 in Review

Root Financial Partners sold out of Informatica (INFA) in Q4 2025, closing a stake of 25 shares — an estimated $621 sold.

Root Financial Partners first reported a position in INFA in Q3 2025 and held it in 1 quarter. The position peaked at $621 in Q3 2025. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

Root Financial Partners reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 25 Informatica shares in Q4 2025, an estimated $621.
Root Financial Partners first reported a position in Informatica in Q3 2025 and held it in 1 quarter.
Root Financial Partners's Informatica position peaked at $621 in Q3 2025.
1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.