AF
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Allworth Financial’s Intapp INTA Stock Holding History

Allworth Financial’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
Q1 		$86.2K Buy
3,354
+799
+31% +$23.8K ﹤0.01% 1931
2025
Q4 		$117K Buy
2,555
+349
+16% +$14.5K ﹤0.01% 1663
2025
Q3 		$90.2K Buy
2,206
+82
+4% +$3.54K ﹤0.01% 1746
2025
Q2 		$110K Sell
2,124
-17
-0.8% -$929 ﹤0.01% 1490
2025
Q1 		$116K Buy
2,141
+26
+1% +$1.71K ﹤0.01% 1160
2024
Q4 		$147K Buy
2,115
+2,097
+11,650% +$120K ﹤0.01% 1075
2024
Q3 		$861 Buy
18
+11
+157% +$444 ﹤0.01% 3273
2024
Q2 		$251 Buy
7
+3
+75% +$102 ﹤0.01% 3518
2024
Q1 		$138 Hold
4
– – ﹤0.01% 3488
2023
Q4 		$153 Hold
4
– – ﹤0.01% 3315
2023
Q3 		$135 Buy
+4
New +$146 ﹤0.01% 3287

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return