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Infosys Limited

INFY Technology
$13.51 +$0.26 (1.96%)
Market Cap: $53.58 B
Gurus Holding
3
Popularity Rank
#2669
% of Shares Held
0.29%
Net Activity (Q4 2025)
-$130.44 M

Guru Ownership Trend

Guru Analysis for Infosys Limited (INFY)

Infosys Limited (INFY), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $156.47 M.

Top institutional holders include Cliff Asness and Sarah Ketterer.

Institutional sentiment is currently Bearish. This is evidenced by a $130.44 M net outflow during the quarter.

Recent activity highlights Sarah Ketterer who increased their stake by 774.3%. Conversely, Cliff Asness reduced exposure by 22.9%.

Key Holders

Top 5 by Value

$142.64 M
$44.23 M
$19.51 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$58.68 M
Total Buy Value
New Buys 1
Additions 1
-$189.12 M
Total Sell Value
Reductions 1
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for Infosys Limited (INFY)

Major holders include Cliff Asness ($142.64 M), Sarah Ketterer ($44.23 M), Howard Marks ($19.51 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 11.58 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $130.44 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited INFY. The total reported sell value was $189.12 M.

Yes, 1 managers opened new positions in INFY, and 1 increased their existing holdings. The total reported buy value was $58.68 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Reduce -22.9% 8,004,545 $142.64 M Q4 2025
0.61% Add 774.3% 2,482,318 $44.23 M Q4 2025
0.28% New Buy 1,094,752 $19.51 M Q4 2025
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