Continuum Advisory’s Intapp INTA Stock Holding History

Continuum Advisory’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	-25	Closed	-$1.46K	–	983
2025 Q1	$1.46K	Buy	25 +8	+47%	+$527	﹤0.01%	1438
2024 Q4	$1.09K	Buy	+17	New	+$975	﹤0.01%	1598

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Continuum Advisory's INTA Position: Q2 2025 in Review

Continuum Advisory sold out of Intapp (INTA) in Q2 2025, closing a stake of 25 shares — an estimated $1.46K sold.

Continuum Advisory first reported a position in INTA in Q4 2024 and held it in 2 quarters. The position peaked at $1.46K in Q1 2025. 282 funds tracked by Wall St. Rank hold INTA as of Q2 2025.

Continuum Advisory reported no remaining Intapp position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 25 Intapp shares in Q2 2025, an estimated $1.46K.
Continuum Advisory first reported a position in Intapp in Q4 2024 and held it in 2 quarters.
Continuum Advisory's Intapp position peaked at $1.46K in Q1 2025.
282 funds tracked by Wall St. Rank held Intapp as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.