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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

INFA holding history

Informatica Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INFA overviewAll 13F holders of INFAFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2022
Holdings of INFA by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−8,826−100.0%Sold outHolders
Q4 20248,826$228.9K<0.1%+462+5.5%AddedHolders
Q3 20248,364$211.4K<0.1%+1,604+23.7%AddedHolders
Q2 20246,760$208.7K<0.1%−224−3.2%ReducedHolders
Q1 20246,984$244.4K<0.1%−830−10.6%ReducedHolders
Q4 20237,814$221.8K<0.1%−1,815−18.8%ReducedHolders
Q3 20239,629$202.9K<0.1%+9,629NewHolders
Q3 20220$00.0%−248−100.0%Sold outHolders
Q2 2022248$5.00K<0.1%+121+95.3%AddedHolders
Q1 2022127$3.00K<0.1%+127NewHolders