Cetera Investment Advisers
INTA icon

Cetera Investment Advisers’s Intapp INTA Stock Holding History

Cetera Investment Advisers’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 		$400K Sell
15,885
-2,268
-12% -$51.7K ﹤0.01% 3901
2026
Q1 		$466K Sell
18,153
-2,967
-14% -$88.5K ﹤0.01% 3575
2025
Q4 		$968K Sell
21,120
-3,540
-14% -$147K ﹤0.01% 2850
2025
Q3 		$1.01M Buy
24,660
+8,425
+52% +$364K ﹤0.01% 2756
2025
Q2 		$838K Buy
16,235
+10,436
+180% +$570K ﹤0.01% 2534
2025
Q1 		$339K Buy
5,799
+1,389
+31% +$91.6K ﹤0.01% 3167
2024
Q4 		$283K Buy
+4,410
New +$253K ﹤0.01% 3158
2024
Q2 		– Sell
-5,872
Closed -$201K – 3798
2024
Q1 		$201K Buy
+5,872
New +$231K ﹤0.01% 3349

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

Cetera Investment Advisers's INTA Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Intapp (INTA) stake by 12% in Q2 2026, selling an estimated $51.7K and leaving 15,885 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #3901.

Cetera Investment Advisers first reported a position in INTA in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Cetera Investment Advisers held 15,885 shares of Intapp worth $400K as of Q2 2026.
  • Cetera Investment Advisers sold 2,268 Intapp shares in Q2 2026, an estimated $51.7K.
  • Intapp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3901 holding.
  • Cetera Investment Advisers first reported a position in Intapp in Q1 2024 and has held it in 8 quarters since.
  • Cetera Investment Advisers's Intapp position peaked at $1.01M in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.