Envestnet Asset Management
INTA icon

Envestnet Asset Management’s Intapp INTA Stock Holding History

Envestnet 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
Q2 		$7.8M Sell
309,218
-77,303
-20% -$1.76M ﹤0.01% 2119
2026
Q1 		$9.93M Buy
386,521
+24,938
+7% +$743K ﹤0.01% 1829
2025
Q4 		$16.6M Buy
361,583
+45,153
+14% +$1.87M ﹤0.01% 1335
2025
Q3 		$12.9M Buy
316,430
+92,795
+41% +$4.01M ﹤0.01% 1594
2025
Q2 		$11.5M Buy
223,635
+178,117
+391% +$9.73M ﹤0.01% 1640
2025
Q1 		$2.66M Sell
45,518
-1,098
-2% -$72.4K ﹤0.01% 2540
2024
Q4 		$2.99M Buy
46,616
+15,079
+48% +$865K ﹤0.01% 2444
2024
Q3 		$1.51M Buy
31,537
+103
+0.3% +$4.15K ﹤0.01% 2857
2024
Q2 		$1.15M Sell
31,434
-21,306
-40% -$724K ﹤0.01% 2936
2024
Q1 		$1.81M Buy
52,740
+15,133
+40% +$595K ﹤0.01% 2632
2023
Q4 		$1.43M Buy
37,607
+21,989
+141% +$810K ﹤0.01% 2671
2023
Q3 		$524K Buy
+15,618
New +$570K ﹤0.01% 3223

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

Envestnet Asset Management's INTA Position: Q2 2026 in Review

Envestnet Asset Management reduced its Intapp (INTA) stake by 20% in Q2 2026, selling an estimated $1.76M and leaving 309,218 shares worth $7.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Envestnet Asset Management first reported a position in INTA in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.6M in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Envestnet Asset Management held 309,218 shares of Intapp worth $7.8M as of Q2 2026.
  • Envestnet Asset Management sold 77,303 Intapp shares in Q2 2026, an estimated $1.76M.
  • Intapp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2119 holding.
  • Envestnet Asset Management first reported a position in Intapp in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Asset Management's Intapp position peaked at $16.6M in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.