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
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 $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Cetera Investment Advisers's INTA Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Intapp (INTA) stake by 14% in Q1 2026, selling an estimated $88.5K and leaving 18,153 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #3575.

Cetera Investment Advisers first reported a position in INTA in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Cetera Investment Advisers held 18,153 shares of Intapp worth $466K as of Q1 2026.
  • Cetera Investment Advisers sold 2,967 Intapp shares in Q1 2026, an estimated $88.5K.
  • Intapp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3575 holding.
  • Cetera Investment Advisers first reported a position in Intapp in Q1 2024 and has held it in 7 quarters since.
  • Cetera Investment Advisers's Intapp position peaked at $1.01M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.