Advisory Research’s Intapp INTA Stock Holding History

Advisory Research’s Portfolio INTA Stock Details INTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-46,778	Closed	-$1.96M	–	454
2023 Q2	$1.96M	Buy	+46,778	New	+$2.02M	0.25%	109

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Advisory Research's INTA Position: Q3 2023 in Review

Advisory Research sold out of Intapp (INTA) in Q3 2023, closing a stake of 46,778 shares — an estimated $1.96M sold.

Advisory Research first reported a position in INTA in Q2 2023 and held it in 1 quarter. The position peaked at $1.96M in Q2 2023. 156 funds tracked by Wall St. Rank hold INTA as of Q3 2023.

Advisory Research reported no remaining Intapp position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 46,778 Intapp shares in Q3 2023, an estimated $1.96M.
Advisory Research first reported a position in Intapp in Q2 2023 and held it in 1 quarter.
Advisory Research's Intapp position peaked at $1.96M in Q2 2023.
156 funds tracked by Wall St. Rank held Intapp as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.