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Evergreen Capital Management’s Intapp INTA Stock Holding History

Evergreen Capital 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 		$220K Sell
8,734
-864
-9% -$19.7K ﹤0.01% 1408
2026
Q1 		$247K Buy
+9,598
New +$286K 0.01% 1263

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

Evergreen Capital Management's INTA Position: Q2 2026 in Review

Evergreen Capital Management reduced its Intapp (INTA) stake by 9% in Q2 2026, selling an estimated $19.7K and leaving 8,734 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Evergreen Capital Management first reported a position in INTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $247K in Q1 2026. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Evergreen Capital Management held 8,734 shares of Intapp worth $220K as of Q2 2026.
  • Evergreen Capital Management sold 864 Intapp shares in Q2 2026, an estimated $19.7K.
  • Intapp made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1408 holding.
  • Evergreen Capital Management first reported a position in Intapp in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Capital Management's Intapp position peaked at $247K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.