Infinera Corp

INFNDelisted Feb 28, 2025

Industry: Telephone & Telegraph Apparatus
SEC CIK: 0001138639

SEC filings (opens in a new tab)

Infinera Corp was delisted on Feb 28, 2025; its insiders filed their last Form 4 on Mar 3, 2025; 176 institutions reported holding it in 13F filings for Q4 2024, worth $1.41B in total; Oaktree Capital was the only superinvestor holding it.

Key figures

Market cap: –; Not available
Insider buys: 0; Open market, last 90 days
Insider sells: 0; Open market, last 90 days
13F holders: 176; Q4 2024, +11 vs. previous quarter
13F value: $1.41B; Reported value at the end of Q4 2024
Superinvestors holding: 1; At the end of Q4 2024

Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2024: $1.42B; −12.1% year over year
Net income, FY2024: -$150.3M; No comparable prior period
Free cash flow, FY2024: $5.67M; No comparable prior period
Revenue, Q4 FY2024: $414.4M; −8.6% year over year

Revenue flow, FY2024

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Net loss for FY2024: $150.3M (10.6% of revenue).

Superinvestors holding INFN, Q4 2024

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1 superinvestor reports holding Infinera Corp on Form 13F. Percentages are the stock's share of each portfolio.

Oaktree Capital

Howard Marks

3.1%

Infinera Corp's share of the portfolio

Shares: 25,175,384
Value: $165.4M

Latest insider trades

See all insider trades

Open-market purchases and sales by Infinera Corp insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change	Flags
Aug 17, 2023 (view filing)	Aug 16-17	1 day	Fernicola Michael HChief Accounting Officer	PPurchase	+10.5K	$3.94	+$41.4K	+10.4%111.6K after	2 lots
May 22, 2023 (view filing)	May 22	Same day	Heard David WChief Executive Officer	PPurchase	+6.00K	$4.95	+$29.7K	+0.8%744.9K after
Jun 13, 2022 (view filing)	Jun 10	3 days	Riedel George AndrewDirector	PPurchase	+10.0K	$5.28	+$52.8K	+13.8%82.5K after
May 19, 2022 (view filing)	May 19	Same day	Heard David WChief Executive Officer	PPurchase	+6.50K	$5.72	+$37.2K	+1.1%608.7K after
May 9, 2022 (view filing)	May 6	3 days	Heard David WChief Executive Officer	PPurchase	+20.0K	$5.92	+$118.4K	+3.4%602.2K after
May 5, 2022 (view filing)	May 3	2 days	Milbury Paul JDirector	SSale	−21.6K	$8.00	−$172.9K	−17.8%100.0K after
Feb 28, 2022 (view filing)	Feb 24-28	4 days	Welch David FDirector	SSale	−550.0K	$9.11	−$5.01M	−78.2%153.5K after	3 lots
Feb 23, 2022 (view filing)	Feb 22	1 day	Walden NicholasSVP, Worldwide Sales	SSale	−4.88K	$9.07	−$44.3K	−13.1%32.4K after	2 lots
Aug 19, 2021 (view filing)	Aug 19	Same day	Walden NicholasSVP, Worldwide Sales	SSale	−3.00K	$8.66	−$26.0K	−10.9%24.5K after
Aug 17, 2021 (view filing)	Aug 17	Same day	Fernicola Michael HChief Accounting Officer	SSale	−447	$8.49	−$3.80K	−100.0%0 after

Top 10 13F holders, Q4 2024

See all 176 holders

The largest institutional positions in Infinera Corp at the end of Q4 2024; share changes are against Q3 2024.

Institutions holding INFN in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Vanguard Group Inc	25,210,746	$165.6M	0.00%	+36,616+0.1%	Added
Oaktree Capital Management LPSuperinvestorOaktree Capital	25,175,384	$165.4M	3.14%	00.0%	Unchanged
BlackRock, Inc.	17,874,835	$117.4M	0.00%	+562,984+3.3%	Added
Tudor Investment Corp Et Al	15,915,186	$108.4M	1.15%	00.0%	Unchanged
Glazer Capital, LLC	10,152,648	$71.9M	4.87%	+10,152,648	New
Brown Advisory Inc	9,226,957	$60.6M	0.08%	−4,643,262−33.5%	Reduced
Balyasny Asset Management LLC	8,504,815	$57.9M	0.13%	+73,492+0.9%	Added
Magnetar Financial LLC	8,560,095	$56.2M	1.30%	+8,560,095	New
CNH Partners LLC	5,823,998	$38.3M	0.91%	00.0%	Unchanged
Millennium Management LLC	5,452,715	$37.9M	0.03%	−2,5960.0%	Reduced

Holders of 5% or more of INFN

See all 1 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Infinera Corp.

Largest holders of INFN from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
Barclays PLC	13G/A	6.05%14.3M shares	0.00 ppfrom 6.05%	Nov 13, 20242 filings	Mar 21, 2025	SEC