BEI
INTA icon

Benjamin Edwards Inc’s Intapp INTA Stock Holding History

Benjamin Edwards Inc’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 		$568K Sell
22,548
-8,343
-27% -$190K 0.01% 1007
2026
Q1 		$793K Buy
30,891
+4,291
+16% +$128K 0.01% 840
2025
Q4 		$1.22M Buy
26,600
+6,953
+35% +$288K 0.01% 643
2025
Q3 		$803K Buy
19,647
+8,435
+75% +$365K 0.01% 770
2025
Q2 		$579K Buy
+11,212
New +$612K 0.01% 808

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

Benjamin Edwards Inc's INTA Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Intapp (INTA) stake by 27% in Q2 2026, selling an estimated $190K and leaving 22,548 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #1007.

Benjamin Edwards Inc first reported a position in INTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Benjamin Edwards Inc held 22,548 shares of Intapp worth $568K as of Q2 2026.
  • Benjamin Edwards Inc sold 8,343 Intapp shares in Q2 2026, an estimated $190K.
  • Intapp made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1007 holding.
  • Benjamin Edwards Inc first reported a position in Intapp in Q2 2025 and has held it in 5 quarters since.
  • Benjamin Edwards Inc's Intapp position peaked at $1.22M in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.