DT
INTA icon

Diversified Trust’s Intapp INTA Stock Holding History

Diversified Trust’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 		$388K Sell
15,377
-209
-1% -$4.76K 0.01% 835
2026
Q1 		$400K Buy
15,586
+6,933
+80% +$207K 0.01% 758
2025
Q4 		$396K Buy
8,653
+269
+3% +$11.2K 0.01% 729
2025
Q3 		$343K Buy
8,384
+586
+8% +$25.3K 0.01% 765
2025
Q2 		$403K Buy
7,798
+409
+6% +$22.3K 0.01% 664
2025
Q1 		$431K Buy
7,389
+3,273
+80% +$216K 0.01% 622
2024
Q4 		$264K Buy
+4,116
New +$236K 0.01% 777

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

Diversified Trust's INTA Position: Q2 2026 in Review

Diversified Trust reduced its Intapp (INTA) stake by 1.3% in Q2 2026, selling an estimated $4.76K and leaving 15,377 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #835.

Diversified Trust first reported a position in INTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $431K in Q1 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Diversified Trust held 15,377 shares of Intapp worth $388K as of Q2 2026.
  • Diversified Trust sold 209 Intapp shares in Q2 2026, an estimated $4.76K.
  • Intapp made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #835 holding.
  • Diversified Trust first reported a position in Intapp in Q4 2024 and has held it in 7 quarters since.
  • Diversified Trust's Intapp position peaked at $431K in Q1 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.