CAL
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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
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 $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return