Infosys Ltd-sp Adr (INFY) — Who's Buying and Selling (13F, Q2 2026)

INFY ranks #1404 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

INFY is a top-conviction position for Trinity Street Asset Management LLP — at 7.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in INFY belongs to Morgan Stanley, but the position matters far more to Trinity Street Asset Management LLP, who has 7.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Marshall Wace, LLP has added to its INFY position for two straight quarters, increasing it by $53.7M to reach $71.0M today.

Acadian Asset Management LLC has trimmed its INFY position for two straight quarters, cutting it by $334.4M while still holding $124.7M.

INFY is down 2.8% today, but institutions show net buying of $1.0B this quarter — a divergence between today's price move and the underlying institutional flow.

INFY closed its latest fiscal year with net income of $3.3B.

• Profitable — net income of $3.3B in the latest fiscal year
• Revenue grew 4.6% year over year
• Net income improved year over year, from $3.2B to $3.3B
• Generated $4.0B in positive operating cash flow
• Current ratio of 1.98x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.67x equity — within a conventional range