Trinity Street Asset Management’s Infosys INFY Stock Holding History

Trinity Street Asset 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	$137M	Sell	13,079,146 -1,859,400	-12%	-$23.3M	7.07%	6
2026 Q1	$202M	Buy	14,938,546 +4,674,742	+46%	+$73.2M	13.84%	2
2025 Q4	$183M	Sell	10,263,804 -207,796	-2%	-$3.6M	11.49%	5
2025 Q3	$170M	Sell	10,471,600 -709,500	-6%	-$12.2M	11.61%	4
2025 Q2	$207M	Buy	+11,181,100	New	+$200M	14.22%	4

Other funds holding INFY

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

HEIP

Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Trinity Street Asset Management's INFY Position: Q2 2026 in Review

Trinity Street Asset Management reduced its Infosys (INFY) stake by 12% in Q2 2026, selling an estimated $23.3M and leaving 13,079,146 shares worth $137M. The position accounts for 7.07% of the portfolio, ranked #6.

Trinity Street Asset Management first reported a position in INFY in Q2 2025 and has held it in 5 quarters since. The position peaked at $207M in Q2 2025. 125 funds tracked by Wall St. Rank hold INFY as of Q2 2026.

Trinity Street Asset Management held 13,079,146 shares of Infosys worth $137M as of Q2 2026.
Trinity Street Asset Management sold 1,859,400 Infosys shares in Q2 2026, an estimated $23.3M.
Infosys made up 7.07% of Trinity Street Asset Management's portfolio in Q2 2026, its #6 holding.
Trinity Street Asset Management first reported a position in Infosys in Q2 2025 and has held it in 5 quarters since.
Trinity Street Asset Management's Infosys position peaked at $207M in Q2 2025.
125 funds tracked by Wall St. Rank held Infosys as of Q2 2026.

Based on Trinity Street Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.