L. Roy Papp & Associates, LLP INFA β€” INFORMATICA CORP COM

Ownership history in L. Roy Papp & Associates, LLP  Β·  50 quarters on record

AI Ownership Summary

L. Roy Papp & Associates, LLP reported INFORMATICA CORP COM (INFA) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.24% in 2024 Q1. The latest visible filing shows INFA at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L. Roy Papp & Associates, LLP's position in INFORMATICA CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

INFA was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How L. Roy Papp & Associates, LLP held INFA β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 52,503 -375 -0.7% 0.15% $1.3M 2025-10-09 β€”
2025 Q2 ADDED β€” β€” β€” 52,878 +1,957 +3.8% 0.15% $1.3M 2025-07-24 β€”
2025 Q1 ADDED β€” β€” β€” 50,921 +961 +1.9% 0.11% $889K 2025-04-10 β€”
2024 Q4 REDUCED β€” β€” β€” 49,960 -5,360 -9.7% 0.15% $1.3M 2025-01-29 β€”
2024 Q3 REDUCED β€” β€” β€” 55,320 -1,580 -2.8% 0.17% $1.4M 2024-10-24 β€”
2024 Q2 REDUCED β€” β€” β€” 56,900 -800 -1.4% 0.21% $1.8M 2024-07-24 β€”
2024 Q1 REDUCED β€” β€” β€” 57,700 -2,400 -4.0% 0.24% $2.0M 2024-04-15 β€”
2023 Q4 REDUCED β€” β€” β€” 60,100 -1,800 -2.9% 0.21% $1.7M 2024-01-19 β€”
42 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding INFA

As of 2025 Q4 β€” sorted by position size

Permira Holdings LTD 100.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About L. Roy Papp & Associates, LLP and INFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has L. Roy Papp & Associates, LLP reported owning INFA?

L. Roy Papp & Associates, LLP reported INFA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported INFA position in L. Roy Papp & Associates, LLP's portfolio?

The largest reported portfolio weight for INFA was 0.24% in 2024 Q1.

What is the latest reported INFA position on this page?

The most recent filing on this page is 2025 Q3, when L. Roy Papp & Associates, LLP reported 52,503 shares, equal to 0.15% of portfolio, with an estimated market value of $1.3M.

What does the chart on this INFA ownership page compare?

The chart compares L. Roy Papp & Associates, LLP's quarterly INFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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