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Coldstream Capital Management’s Intapp INTA Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-1,466
Closed -$85.6K – 2187
2025
Q1 		$85.6K Buy
+1,466
New +$96.6K ﹤0.01% 1434

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Coldstream Capital Management's INTA Position: Q2 2025 in Review

Coldstream Capital Management sold out of Intapp (INTA) in Q2 2025, closing a stake of 1,466 shares — an estimated $85.6K sold.

Coldstream Capital Management first reported a position in INTA in Q1 2025 and held it in 1 quarter. The position peaked at $85.6K in Q1 2025. 282 funds tracked by Wall St. Rank hold INTA as of Q2 2025.

  • Coldstream Capital Management reported no remaining Intapp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,466 Intapp shares in Q2 2025, an estimated $85.6K.
  • Coldstream Capital Management first reported a position in Intapp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Intapp position peaked at $85.6K in Q1 2025.
  • 282 funds tracked by Wall St. Rank held Intapp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.