INFA
Informatica Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares -12.5% ·
flujo de acciones -14.1% ·
nuevas posiciones netas -14.3%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2025 | 19 | +3 | 34.90M | $866.93M | +3 | −1 |
| Q2 2025 | 14 | -2 | 27.51M | $669.80M | +1 | −3 |
| Q1 2025 | 13 | -2 | 14.00M | $244.24M | — | −2 |
| Q4 2024 | 15 | +3 | 19.61M | $508.40M | +4 | −1 |
| Q3 2024 | 11 | -1 | 16.70M | $422.25M | +1 | −2 |
| Q2 2024 | 12 | — | 13.49M | $416.63M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 11.96M | — | $291.33M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 11.96M | — | $291.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 11.96M | — | $291.33M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 11.96M | — | $291.33M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 11.96M | — | $291.33M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 6.02M | — | $146.62M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Norges Bank ✦ (pasivo) | 4.18M | +325.8% | $101.72M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Geode Capital Management ✦ (pasivo) | 1.67M | +6.8% | $40.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Geode Capital Management ✦ (pasivo) | 1.67M | +6.8% | $40.58M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (pasivo) | 1.52M | +4.7% | $36.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 539.00K | -47.1% | $13.12M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 539.00K | -47.1% | $13.12M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Millennium Management ✦ | 456.07K | +145.0% | $11.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 387.82K | +176.8% | $9.44M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 31 | Arrowstreet Capital ✦ | 305.17K | +93.4% | $7.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 217.99K | -71.9% | $5.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 150.88K | -61.9% | $3.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 150.88K | -61.9% | $3.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 150.88K | -61.9% | $3.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 150.88K | -61.9% | $3.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 150.88K | -61.9% | $3.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 69.87K | +16.1% | $1.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 22.57K | — | $549,524 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 22.57K | — | $549,524 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | GAMCO Investors ✦ | 11.00K | Nuevo | $267,850 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| GAMCO Investors | $267,850 | 0.0% |
Posición cerrada
| Wellington Management | $125.74M | era 0.0% |
| D. E. Shaw & Co. | $691,700 | era 0.0% |
| Renaissance Technologies | $425,780 | era 0.0% |
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.