Envestnet Portfolio Solutions
INTA icon

Envestnet Portfolio Solutions’s Intapp INTA Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-5,673
Closed -$232K – 1524
2025
Q3 		$232K Buy
5,673
+816
+17% +$35.3K ﹤0.01% 1368
2025
Q2 		$251K Buy
4,857
+583
+14% +$31.8K ﹤0.01% 1415
2025
Q1 		$250K Sell
4,274
-1,662
-28% -$110K ﹤0.01% 1383
2024
Q4 		$380K Buy
5,936
+1,272
+27% +$73K ﹤0.01% 1370
2024
Q3 		$223K Buy
+4,664
New +$188K ﹤0.01% 1588

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Envestnet Portfolio Solutions's INTA Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Intapp (INTA) in Q4 2025, closing a stake of 5,673 shares — an estimated $232K sold.

Envestnet Portfolio Solutions first reported a position in INTA in Q3 2024 and held it in 5 quarters. The position peaked at $380K in Q4 2024. 265 funds tracked by Wall St. Rank hold INTA as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Intapp position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,673 Intapp shares in Q4 2025, an estimated $232K.
  • Envestnet Portfolio Solutions first reported a position in Intapp in Q3 2024 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Intapp position peaked at $380K in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Intapp as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.