BPI
INTA icon

BFC Planning, Inc.’s Intapp INTA Stock Holding History

BFC Planning, Inc.’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 		$3.91K Hold
155
– – ﹤0.01% 2763
2026
Q1 		$3.98K Buy
155
+106
+216% +$3.16K ﹤0.01% 2392
2025
Q4 		$2.24K Buy
49
+2
+4% +$83 ﹤0.01% 2602
2025
Q3 		$1.92K Buy
47
+34
+262% +$1.47K ﹤0.01% 2482
2025
Q2 		$671 Buy
+13
New +$710 ﹤0.01% 2511

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 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
Cadian Capital Management
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
Brown Brothers Harriman & Co
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

BFC Planning, Inc.'s INTA Position: Q2 2026 in Review

BFC Planning, Inc. held its Intapp (INTA) position steady in Q2 2026 at 155 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

BFC Planning, Inc. first reported a position in INTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.98K in Q1 2026. 250 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • BFC Planning, Inc. held 155 shares of Intapp worth $3.91K as of Q2 2026.
  • BFC Planning, Inc. left its Intapp share count unchanged in Q2 2026.
  • Intapp made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2763 holding.
  • BFC Planning, Inc. first reported a position in Intapp in Q2 2025 and has held it in 5 quarters since.
  • BFC Planning, Inc.'s Intapp position peaked at $3.98K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.