George Kaiser Family Foundation’s Intapp INTA Stock Holding History

George Kaiser Family Foundation’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	$2.9M	Sell	114,960 -32,691	-22%	-$745K	0.28%	12
2026 Q1	$3.79M	Buy	147,651 +13,834	+10%	+$412K	0.43%	10
2025 Q4	$6.13M	Hold	133,817	–	–	0.82%	8
2025 Q3	$5.47M	Buy	133,817 +30,952	+30%	+$1.34M	0.77%	7
2025 Q2	$5.31M	Buy	102,865 +5,640	+6%	+$308K	0.77%	8
2025 Q1	$5.68M	Sell	97,225 -21,872	-18%	-$1.44M	0.83%	6
2024 Q4	$7.63M	Hold	119,097	–	–	1.12%	4
2024 Q3	$5.7M	Buy	119,097 +15,127	+15%	+$610K	0.87%	4
2024 Q2	$3.81M	Buy	103,970 +32,848	+46%	+$1.12M	0.67%	6
2024 Q1	$2.44M	Buy	71,122 +16,342	+30%	+$642K	0.46%	10
2023 Q4	$2.08M	Sell	54,780 -28,016	-34%	-$1.03M	0.42%	13
2023 Q3	$2.78M	Buy	+82,796	New	+$3.02M	0.52%	20

Other funds holding INTA

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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 New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

George Kaiser Family Foundation's INTA Position: Q2 2026 in Review

George Kaiser Family Foundation reduced its Intapp (INTA) stake by 22% in Q2 2026, selling an estimated $745K and leaving 114,960 shares worth $2.9M. The position accounts for 0.28% of the portfolio, ranked #12.

George Kaiser Family Foundation first reported a position in INTA in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.63M in Q4 2024. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

George Kaiser Family Foundation held 114,960 shares of Intapp worth $2.9M as of Q2 2026.
George Kaiser Family Foundation sold 32,691 Intapp shares in Q2 2026, an estimated $745K.
Intapp made up 0.28% of George Kaiser Family Foundation's portfolio in Q2 2026, its #12 holding.
George Kaiser Family Foundation first reported a position in Intapp in Q3 2023 and has held it in 12 quarters since.
George Kaiser Family Foundation's Intapp position peaked at $7.63M in Q4 2024.
249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on George Kaiser Family Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.