Janney Montgomery Scott’s Intapp INTA Stock Holding History

Janney Montgomery Scott’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 Q4	–	Sell	-8,346	Closed	-$341K	–	2960
2025 Q3	$341K	Buy	8,346 +1,296	+18%	+$56K	﹤0.01%	2412
2025 Q2	$364K	Buy	7,050 +1,142	+19%	+$62.4K	﹤0.01%	2222
2025 Q1	$345K	Buy	5,908 +5	+0.1%	+$330	﹤0.01%	2221
2024 Q4	$378K	Buy	+5,903	New	+$339K	﹤0.01%	2172

Other funds holding INTA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janney Montgomery Scott's INTA Position: Q4 2025 in Review

Janney Montgomery Scott sold out of Intapp (INTA) in Q4 2025, closing a stake of 8,346 shares — an estimated $341K sold.

Janney Montgomery Scott first reported a position in INTA in Q4 2024 and held it in 4 quarters. The position peaked at $378K in Q4 2024. 265 funds tracked by Wall St. Rank hold INTA as of Q4 2025.

Janney Montgomery Scott reported no remaining Intapp position as of Q4 2025 after selling out during the quarter.
Janney Montgomery Scott sold 8,346 Intapp shares in Q4 2025, an estimated $341K.
Janney Montgomery Scott first reported a position in Intapp in Q4 2024 and held it in 4 quarters.
Janney Montgomery Scott's Intapp position peaked at $378K in Q4 2024.
265 funds tracked by Wall St. Rank held Intapp as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.