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Cedar Mountain Advisors’s Intapp INTA Stock Holding History

Cedar Mountain 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 		$227 Hold
9
– – ﹤0.01% 1115
2026
Q1 		$231 Hold
9
– – ﹤0.01% 1091
2025
Q4 		$412 Hold
9
– – ﹤0.01% 623
2025
Q3 		$368 Buy
+9
New +$389 ﹤0.01% 623

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

Cedar Mountain Advisors's INTA Position: Q2 2026 in Review

Cedar Mountain Advisors held its Intapp (INTA) position steady in Q2 2026 at 9 shares worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Cedar Mountain Advisors first reported a position in INTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $412 in Q4 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Cedar Mountain Advisors held 9 shares of Intapp worth $227 as of Q2 2026.
  • Cedar Mountain Advisors left its Intapp share count unchanged in Q2 2026.
  • Intapp made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #1115 holding.
  • Cedar Mountain Advisors first reported a position in Intapp in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Intapp position peaked at $412 in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.