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Bleakley Financial Group’s Intapp INTA Stock Holding History

Bleakley Financial Group’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 		$1.41M Buy
55,833
+38,628
+225% +$880K 0.02% 570
2026
Q1 		$442K Buy
+17,205
New +$513K 0.01% 660
2025
Q1 		– Sell
-6,442
Closed -$413K – 734
2024
Q4 		$413K Buy
6,442
+1,014
+19% +$58.2K 0.01% 671
2024
Q3 		$260K Sell
5,428
-795
-13% -$32.1K 0.01% 838
2024
Q2 		$228K Buy
+6,223
New +$212K 0.01% 847

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

Bleakley Financial Group's INTA Position: Q2 2026 in Review

Bleakley Financial Group increased its Intapp (INTA) stake by 225% in Q2 2026, buying an estimated $880K and bringing the position to 55,833 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #570.

Bleakley Financial Group first reported a position in INTA in Q2 2024 and has held it in 5 quarters since. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Bleakley Financial Group held 55,833 shares of Intapp worth $1.41M as of Q2 2026.
  • Bleakley Financial Group bought 38,628 Intapp shares in Q2 2026, an estimated $880K.
  • Intapp made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #570 holding.
  • Bleakley Financial Group first reported a position in Intapp in Q2 2024 and has held it in 5 quarters since.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.