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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
2026
Q2 		$233K Buy
+9,241
New +$211K 0.01% 898
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
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

Edgestream Partners's INTA Position: Q2 2026 in Review

Edgestream Partners opened a new position in Intapp (INTA) in Q2 2026: 9,241 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in INTA as recently as Q2 2025.

Edgestream Partners first reported a position in INTA in Q1 2025 and has held it in 3 quarters since. The position peaked at $8.81M in Q2 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Edgestream Partners held 9,241 shares of Intapp worth $233K as of Q2 2026.
  • Intapp was a new Edgestream Partners position in Q2 2026.
  • Intapp made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #898 holding.
  • Edgestream Partners first reported a position in Intapp in Q1 2025 and has held it in 3 quarters since.
  • Edgestream Partners's Intapp position peaked at $8.81M in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.