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Capital Advisors Ltd’s Intapp INTA Stock Holding History

Capital Advisors Ltd’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 		$2K Buy
67
+45
+205% +$1.02K ﹤0.01% 1124
2026
Q1 		$1K Buy
22
+19
+633% +$566 ﹤0.01% 1235
2025
Q4 		$0 Hold
3
– – ﹤0.01% 1455
2025
Q3 		$0 Hold
3
– – ﹤0.01% 1455
2025
Q2 		$0 Hold
3
– – ﹤0.01% 1477
2025
Q1 		$0 Hold
3
– – ﹤0.01% 1454
2024
Q4 		$0 Hold
3
– – ﹤0.01% 1471
2024
Q3 		$0 Hold
3
– – ﹤0.01% 1491
2024
Q2 		$0 Hold
3
– – ﹤0.01% 1509
2024
Q1 		$0 Hold
3
– – ﹤0.01% 1452
2023
Q4 		$0 Hold
3
– – ﹤0.01% 1382
2023
Q3 		$0 Hold
3
– – ﹤0.01% 1371
2023
Q2 		$0 Hold
3
– – ﹤0.01% 1414
2023
Q1 		$0 Hold
3
– – ﹤0.01% 1365
2022
Q4 		$0 Buy
+3
New +$66 ﹤0.01% 1407

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

Capital Advisors Ltd's INTA Position: Q2 2026 in Review

Capital Advisors Ltd increased its Intapp (INTA) stake by 205% in Q2 2026, buying an estimated $1.02K and bringing the position to 67 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Capital Advisors Ltd first reported a position in INTA in Q4 2022 and has held it in 15 quarters since. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Capital Advisors Ltd held 67 shares of Intapp worth $2K as of Q2 2026.
  • Capital Advisors Ltd bought 45 Intapp shares in Q2 2026, an estimated $1.02K.
  • Intapp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1124 holding.
  • Capital Advisors Ltd first reported a position in Intapp in Q4 2022 and has held it in 15 quarters since.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.