Covestor
INTA icon

Covestor’s Intapp INTA Stock Holding History

Covestor’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
Q3 		$42K Sell
1,159
-315
-21% -$11.1K 0.03% 827
2026
Q2 		$37K Buy
1,474
+676
+85% +$15.4K 0.02% 936
2026
Q1 		$21K Sell
798
-929
-54% -$27.7K 0.01% 1086
2025
Q4 		$79K Sell
1,727
-683
-28% -$28.3K 0.04% 690
2025
Q3 		$99K Buy
2,410
+713
+42% +$30.8K 0.05% 579
2025
Q2 		$88K Sell
1,697
-268
-14% -$14.6K 0.05% 620
2025
Q1 		$115K Sell
1,965
-116
-6% -$7.65K 0.08% 395
2024
Q4 		$133K Sell
2,081
-337
-14% -$19.3K 0.08% 346
2024
Q3 		$116K Buy
2,418
+177
+8% +$7.14K 0.07% 440
2024
Q2 		$82K Sell
2,241
-154
-6% -$5.24K 0.05% 607
2024
Q1 		$82K Buy
2,395
+819
+52% +$32.2K 0.05% 648
2023
Q4 		$60K Buy
1,576
+1,126
+250% +$41.5K 0.04% 767
2023
Q3 		$15K Buy
450
+178
+65% +$6.5K 0.01% 1231
2023
Q2 		$11K Buy
272
+263
+2,922% +$11.3K 0.01% 1389
2023
Q1 		$0 Buy
9
+1
+13% +$35 ﹤0.01% 2285
2022
Q4 		$0 Sell
8
-1
-11% -$22 ﹤0.01% 2308
2022
Q3 		$0 Sell
9
-1
-10% -$16 ﹤0.01% 2272
2022
Q2 		$0 Buy
+10
New +$210 ﹤0.01% 2121

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Covestor's INTA Position: Q3 2026 in Review

Covestor reduced its Intapp (INTA) stake by 21% in Q3 2026, selling an estimated $11.1K and leaving 1,159 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #827.

Covestor first reported a position in INTA in Q2 2022 and has held it in 18 quarters since. The position peaked at $133K in Q4 2024. 61 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • Covestor held 1,159 shares of Intapp worth $42K as of Q3 2026.
  • Covestor sold 315 Intapp shares in Q3 2026, an estimated $11.1K.
  • Intapp made up 0.03% of Covestor's portfolio in Q3 2026, its #827 holding.
  • Covestor first reported a position in Intapp in Q2 2022 and has held it in 18 quarters since.
  • Covestor's Intapp position peaked at $133K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.