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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
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 $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Covestor's INTA Position: Q2 2026 in Review

Covestor increased its Intapp (INTA) stake by 85% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,474 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #936.

Covestor first reported a position in INTA in Q2 2022 and has held it in 17 quarters since. The position peaked at $133K in Q4 2024. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Covestor held 1,474 shares of Intapp worth $37K as of Q2 2026.
  • Covestor bought 676 Intapp shares in Q2 2026, an estimated $15.4K.
  • Intapp made up 0.02% of Covestor's portfolio in Q2 2026, its #936 holding.
  • Covestor first reported a position in Intapp in Q2 2022 and has held it in 17 quarters since.
  • Covestor's Intapp position peaked at $133K in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.