SCHEDULE 13G: Wellington Management Discloses 5% Passive Stake in Informatica Inc.
Beneficial Ownership Disclosure
Wellington Management Group LLP and its affiliates have disclosed a passive 5.0% beneficial ownership stake in Informatica Inc., holding over 13 million shares as of December 31, 2024.
Summary
- Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP have jointly filed a Schedule 13G.
- The reporting persons collectively beneficially own 13,155,084 shares of Informatica Inc. Common Stock.
- This ownership represents 5.0% of the total class of Informatica Inc. securities.
- The shares are held with shared voting power over 11,287,806 shares and shared dispositive power over 13,155,084 shares.
- The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Informatica Inc.
Sentiment
Score: 5
Explanation: The document is a factual disclosure of beneficial ownership and does not contain positive or negative performance indicators or forward-looking statements that would influence sentiment beyond a neutral reporting of an institutional stake.
Future Outlook
NA
Industry Context
This filing indicates a significant institutional investment by Wellington Management, a major global asset manager, in Informatica Inc., a company operating in the data management and cloud integration industry. Such a disclosure reflects an institutional investor's confidence or strategic positioning within the sector, though the filing itself does not provide specific reasons for the investment.
Stakeholder Impact
- Shareholders: Disclosure of a significant institutional investor holding a 5.0% stake may be viewed positively, indicating institutional confidence in the company.
Key Dates
| Date | Description |
|---|---|
| 12/31/2024 | Date of event which requires filing of this statement (end of reporting period for ownership) |
| 02/10/2025 | Date of filing of this Schedule 13G |
Keywords
Informatica Inc., Wellington Management, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Passive Investment, SEC Filing
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