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Essential Partners’s Intapp INTA Stock Holding History

Essential 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 		$1.76K Sell
70
-221
-76% -$5.04K ﹤0.01% 2028
2026
Q1 		$7.48K Sell
291
-252
-46% -$7.51K ﹤0.01% 1386
2025
Q4 		$24.9K Buy
543
+531
+4,425% +$22K 0.01% 829
2025
Q3 		$491 Buy
+12
New +$519 ﹤0.01% 2209

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

Essential Partners's INTA Position: Q2 2026 in Review

Essential Partners reduced its Intapp (INTA) stake by 76% in Q2 2026, selling an estimated $5.04K and leaving 70 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Essential Partners first reported a position in INTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.9K in Q4 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Essential Partners held 70 shares of Intapp worth $1.76K as of Q2 2026.
  • Essential Partners sold 221 Intapp shares in Q2 2026, an estimated $5.04K.
  • Intapp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2028 holding.
  • Essential Partners first reported a position in Intapp in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Intapp position peaked at $24.9K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.