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Financial Consulate’s Intapp INTA Stock Holding History

Financial Consulate’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
Q1 		$1.28K Hold
50
– – ﹤0.01% 1066
2025
Q4 		$2.29K Buy
+50
New +$2.07K ﹤0.01% 862

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Consulate's INTA Position: Q1 2026 in Review

Financial Consulate held its Intapp (INTA) position steady in Q1 2026 at 50 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Financial Consulate first reported a position in INTA in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.29K in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Financial Consulate held 50 shares of Intapp worth $1.28K as of Q1 2026.
  • Financial Consulate left its Intapp share count unchanged in Q1 2026.
  • Intapp made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1066 holding.
  • Financial Consulate first reported a position in Intapp in Q4 2025 and has held it in 2 quarters since.
  • Financial Consulate's Intapp position peaked at $2.29K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.