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Freedom Investment Management’s Intapp INTA Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-4,458
Closed -$230K – 409
2025
Q2 		$230K Buy
4,458
+634
+17% +$34.6K 0.02% 667
2025
Q1 		$223K Buy
+3,824
New +$252K 0.02% 681

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Freedom Investment Management's INTA Position: Q3 2025 in Review

Freedom Investment Management sold out of Intapp (INTA) in Q3 2025, closing a stake of 4,458 shares — an estimated $230K sold.

Freedom Investment Management first reported a position in INTA in Q1 2025 and held it in 2 quarters. The position peaked at $230K in Q2 2025. 261 funds tracked by Wall St. Rank hold INTA as of Q3 2025.

  • Freedom Investment Management reported no remaining Intapp position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 4,458 Intapp shares in Q3 2025, an estimated $230K.
  • Freedom Investment Management first reported a position in Intapp in Q1 2025 and held it in 2 quarters.
  • Freedom Investment Management's Intapp position peaked at $230K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Intapp as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.