What smart money is saying about Infosys
INFY.NS
No fund has written a full thesis on Infosys in our archive, but 1 fund letter reports a position in it, most recently Polen Emerging Markets Growth in December 2025.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Infosys on record in the archive was reported in Q4 2025, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- December 2025
“We ended positions in another four holdings, Mexican conglomerate FEMSA, Indian investment bank Kotak Mahindra, Indian conglomerate Reliance Industries, and Indian IT services provider Infosys.”
Infosys
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