George Kaiser Family Foundation’s Intapp INTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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