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Bellevue Asset Management’s Intapp INTA Stock Holding History

Bellevue Asset Management’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 		$1.79K Buy
+71
New +$1.62K ﹤0.01% 476
2026
Q1 		– Sell
-97
Closed -$4.44K – 433
2025
Q4 		$4.44K Buy
97
+34
+54% +$1.41K ﹤0.01% 354
2025
Q3 		$2.58K Buy
63
+31
+97% +$1.34K ﹤0.01% 413
2025
Q2 		$1.65K Hold
32
– – ﹤0.01% 447
2025
Q1 		$1.87K Buy
32
+11
+52% +$725 ﹤0.01% 430
2024
Q4 		$1.34K Buy
+21
New +$1.2K ﹤0.01% 472

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

Bellevue Asset Management's INTA Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in Intapp (INTA) in Q2 2026: 71 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Bellevue Asset Management previously reported a position in INTA as recently as Q4 2025.

Bellevue Asset Management first reported a position in INTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.44K in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Bellevue Asset Management held 71 shares of Intapp worth $1.79K as of Q2 2026.
  • Intapp was a new Bellevue Asset Management position in Q2 2026.
  • Intapp made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #476 holding.
  • Bellevue Asset Management first reported a position in Intapp in Q4 2024 and has held it in 6 quarters since.
  • Bellevue Asset Management's Intapp position peaked at $4.44K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.