Corient Private Wealth
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Corient Private Wealth’s Intapp INTA Stock Holding History

Corient Private Wealth’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
Q3 		– Sell
-12,894
Closed -$666K – 2624
2025
Q2 		$666K Sell
12,894
-11,714
-48% -$640K ﹤0.01% 1552
2025
Q1 		$1.44M Sell
24,608
-5,898
-19% -$389K ﹤0.01% 1114
2024
Q4 		$1.96M Sell
30,506
-5,196
-15% -$298K ﹤0.01% 1014
2024
Q3 		$1.71M Buy
+35,702
New +$1.44M ﹤0.01% 1167

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Corient Private Wealth's INTA Position: Q3 2025 in Review

Corient Private Wealth sold out of Intapp (INTA) in Q3 2025, closing a stake of 12,894 shares — an estimated $666K sold.

Corient Private Wealth first reported a position in INTA in Q3 2024 and held it in 4 quarters. The position peaked at $1.96M in Q4 2024. 261 funds tracked by Wall St. Rank hold INTA as of Q3 2025.

  • Corient Private Wealth reported no remaining Intapp position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 12,894 Intapp shares in Q3 2025, an estimated $666K.
  • Corient Private Wealth first reported a position in Intapp in Q3 2024 and held it in 4 quarters.
  • Corient Private Wealth's Intapp position peaked at $1.96M in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Intapp as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.