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 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%	2297
2022 Q4	$0	Sell	8 -1	-11%	-$22	﹤0.01%	2317
2022 Q3	$0	Sell	9 -1	-10%	-$16	﹤0.01%	2281
2022 Q2	$0	Buy	+10	New	+$210	﹤0.01%	2131

Other funds holding INTA

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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