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Allen Capital Group’s Intapp INTA Stock Holding History

Allen Capital Group’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
2026
Q2 		$269K Buy
+10,663
New +$243K 0.02% 258

Other funds holding INTA

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

Allen Capital Group's INTA Position: Q2 2026 in Review

Allen Capital Group opened a new position in Intapp (INTA) in Q2 2026: 10,663 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

40 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Allen Capital Group held 10,663 shares of Intapp worth $269K as of Q2 2026.
  • Intapp was a new Allen Capital Group position in Q2 2026.
  • Intapp made up 0.02% of Allen Capital Group's portfolio in Q2 2026, its #258 holding.
  • 40 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.