Cerity Partners
INTA icon

Cerity Partners’s Intapp INTA Stock Holding History

Cerity Partners’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 		$224K Sell
8,905
-12,456
-58% -$284K ﹤0.01% 2985
2026
Q1 		$549K Buy
+21,361
New +$637K ﹤0.01% 2235

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Vanguard Portfolio Management
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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

Cerity Partners's INTA Position: Q2 2026 in Review

Cerity Partners reduced its Intapp (INTA) stake by 58% in Q2 2026, selling an estimated $284K and leaving 8,905 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2985.

Cerity Partners first reported a position in INTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $549K in Q1 2026. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Cerity Partners held 8,905 shares of Intapp worth $224K as of Q2 2026.
  • Cerity Partners sold 12,456 Intapp shares in Q2 2026, an estimated $284K.
  • Intapp made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2985 holding.
  • Cerity Partners first reported a position in Intapp in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's Intapp position peaked at $549K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.