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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
Q2 		$33.1K Sell
1,314
-2,040
-61% -$46.5K ﹤0.01% 2819
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 $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's INTA Position: Q2 2026 in Review

Allworth Financial reduced its Intapp (INTA) stake by 61% in Q2 2026, selling an estimated $46.5K and leaving 1,314 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

Allworth Financial first reported a position in INTA in Q3 2023 and has held it in 12 quarters since. The position peaked at $147K in Q4 2024. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Allworth Financial held 1,314 shares of Intapp worth $33.1K as of Q2 2026.
  • Allworth Financial sold 2,040 Intapp shares in Q2 2026, an estimated $46.5K.
  • Intapp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2819 holding.
  • Allworth Financial first reported a position in Intapp in Q3 2023 and has held it in 12 quarters since.
  • Allworth Financial's Intapp position peaked at $147K in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.