DAM
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Delta Asset Management’s Intapp INTA Stock Holding History

Delta Asset Management’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 		$66.8K Hold
2,599
– – 0.01% 240
2025
Q4 		$119K Hold
2,599
– – 0.01% 186
2025
Q3 		$106K Hold
2,599
– – 0.01% 193
2025
Q2 		$134K Hold
2,599
– – 0.01% 172
2025
Q1 		$152K Hold
2,599
– – 0.01% 160
2024
Q4 		$167K Hold
2,599
– – 0.01% 159
2024
Q3 		$124K Hold
2,599
– – 0.01% 183
2024
Q2 		$95.3K Buy
+2,599
New +$88.3K 0.01% 193

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
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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