Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Intapp INTA Stock Holding History

Jacobs Levy Equity 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
2023
Q4 		– Sell
-137,597
Closed -$4.61M – 1022
2023
Q3 		$4.61M Sell
137,597
-1,806
-1% -$66K 0.03% 391
2023
Q2 		$5.84M Buy
139,403
+94,943
+214% +$4.09M 0.03% 364
2023
Q1 		$1.99M Buy
+44,460
New +$1.56M 0.01% 574

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Jacobs Levy Equity Management's INTA Position: Q4 2023 in Review

Jacobs Levy Equity Management sold out of Intapp (INTA) in Q4 2023, closing a stake of 137,597 shares — an estimated $4.61M sold.

Jacobs Levy Equity Management first reported a position in INTA in Q1 2023 and held it in 3 quarters. The position peaked at $5.84M in Q2 2023. 172 funds tracked by Wall St. Rank hold INTA as of Q4 2023.

  • Jacobs Levy Equity Management reported no remaining Intapp position as of Q4 2023 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 137,597 Intapp shares in Q4 2023, an estimated $4.61M.
  • Jacobs Levy Equity Management first reported a position in Intapp in Q1 2023 and held it in 3 quarters.
  • Jacobs Levy Equity Management's Intapp position peaked at $5.84M in Q2 2023.
  • 172 funds tracked by Wall St. Rank held Intapp as of Q4 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2023, filed 14 Feb 2024.