STA
INFA

Summit Trail Advisors’s Informatica INFA Stock Holding History

Summit Trail Advisors’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
-25,598
Closed -$636K – 1338
2025
Q3 		$636K Buy
25,598
+11,353
+80% +$280K 0.01% 1006
2025
Q2 		$347K Buy
+14,245
New +$294K 0.01% 869

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Summit Trail Advisors's INFA Position: Q4 2025 in Review

Summit Trail Advisors sold out of Informatica (INFA) in Q4 2025, closing a stake of 25,598 shares — an estimated $636K sold.

Summit Trail Advisors first reported a position in INFA in Q2 2025 and held it in 2 quarters. The position peaked at $636K in Q3 2025. 1 fund tracked by Wall St. Rank holds INFA as of Q4 2025.

  • Summit Trail Advisors reported no remaining Informatica position as of Q4 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 25,598 Informatica shares in Q4 2025, an estimated $636K.
  • Summit Trail Advisors first reported a position in Informatica in Q2 2025 and held it in 2 quarters.
  • Summit Trail Advisors's Informatica position peaked at $636K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Informatica as of Q4 2025.

Based on Summit Trail Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.