Atria Investments’s Intapp INTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$257K Buy
10,177
+1,062
+12% +$24.2K ﹤0.01% 1944
2026
Q1
$234K Sell
9,115
-2,947
-24% -$87.9K ﹤0.01% 1891
2025
Q4
$553K Buy
12,062
+3,628
+43% +$150K 0.01% 1381
2025
Q3
$345K Buy
8,434
+474
+6% +$20.5K ﹤0.01% 1640
2025
Q2
$411K Buy
7,960
+1,293
+19% +$70.6K ﹤0.01% 1526
2025
Q1
$389K Buy
6,667
+2,577
+63% +$170K 0.01% 1481
2024
Q4
$262K Buy
+4,090
New +$235K ﹤0.01% 1659

Other funds holding INTA

Atria Investments's INTA Position: Q2 2026 in Review

Atria Investments increased its Intapp (INTA) stake by 12% in Q2 2026, buying an estimated $24.2K and bringing the position to 10,177 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Atria Investments first reported a position in INTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $553K in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Atria Investments held 10,177 shares of Intapp worth $257K as of Q2 2026.
  • Atria Investments bought 1,062 Intapp shares in Q2 2026, an estimated $24.2K.
  • Intapp made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1944 holding.
  • Atria Investments first reported a position in Intapp in Q4 2024 and has held it in 7 quarters since.
  • Atria Investments's Intapp position peaked at $553K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.