CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Intapp INTA Stock Holding History

CAPTRUST Financial Advisors’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 		$215K Buy
+8,517
New +$194K ﹤0.01% 2829
2026
Q1 		– Sell
-6,830
Closed -$313K – 3089
2025
Q4 		$313K Buy
+6,830
New +$283K ﹤0.01% 2222
2025
Q2 		– Sell
-3,563
Closed -$208K – 2556
2025
Q1 		$208K Sell
3,563
-929
-21% -$61.2K ﹤0.01% 2147
2024
Q4 		$288K Sell
4,492
-5
-0.1% -$287 ﹤0.01% 1942
2024
Q3 		$215K Buy
+4,497
New +$181K ﹤0.01% 2089
2022
Q3 		– Sell
-2,800
Closed -$41K – 3033
2022
Q2 		$41K Buy
+2,800
New +$58.8K ﹤0.01% 2908

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

CAPTRUST Financial Advisors's INTA Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Intapp (INTA) in Q2 2026: 8,517 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #2829 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in INTA as recently as Q4 2025.

CAPTRUST Financial Advisors first reported a position in INTA in Q2 2022 and has held it in 6 quarters since. The position peaked at $313K in Q4 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • CAPTRUST Financial Advisors held 8,517 shares of Intapp worth $215K as of Q2 2026.
  • Intapp was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Intapp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2829 holding.
  • CAPTRUST Financial Advisors first reported a position in Intapp in Q2 2022 and has held it in 6 quarters since.
  • CAPTRUST Financial Advisors's Intapp position peaked at $313K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.