Edgestream Partners’s Intapp INTA Stock Holding History

Edgestream Partners’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
2025 Q3	–	Sell	-170,633	Closed	-$8.81M	–	971
2025 Q2	$8.81M	Buy	170,633 +58,357	+52%	+$3.19M	0.24%	106
2025 Q1	$6.55M	Buy	+112,276	New	+$7.4M	0.22%	153

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Edgestream Partners's INTA Position: Q3 2025 in Review

Edgestream Partners sold out of Intapp (INTA) in Q3 2025, closing a stake of 170,633 shares — an estimated $8.81M sold.

Edgestream Partners first reported a position in INTA in Q1 2025 and held it in 2 quarters. The position peaked at $8.81M in Q2 2025. 261 funds tracked by Wall St. Rank hold INTA as of Q3 2025.

Edgestream Partners reported no remaining Intapp position as of Q3 2025 after selling out during the quarter.
Edgestream Partners sold 170,633 Intapp shares in Q3 2025, an estimated $8.81M.
Edgestream Partners first reported a position in Intapp in Q1 2025 and held it in 2 quarters.
Edgestream Partners's Intapp position peaked at $8.81M in Q2 2025.
261 funds tracked by Wall St. Rank held Intapp as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.