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Jefferies Financial Group’s Intapp INTA Stock Holding History

Jefferies Financial Group’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 		– Sell
-8,570
Closed -$220K – 1841
2026
Q1 		$220K Sell
8,570
-85,250
-91% -$2.54M ﹤0.01% 1493
2025
Q4 		$4.3M Buy
93,820
+67,820
+261% +$2.81M 0.02% 534
2025
Q3 		$1.06M Sell
26,000
-2,826
-10% -$122K 0.01% 847
2025
Q2 		$1.49M Buy
28,826
+13,004
+82% +$710K 0.01% 612
2025
Q1 		$924K Buy
+15,822
New +$1.04M 0.01% 839

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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
CCM
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
BBHC
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

Jefferies Financial Group's INTA Position: Q2 2026 in Review

Jefferies Financial Group sold out of Intapp (INTA) in Q2 2026, closing a stake of 8,570 shares — an estimated $220K sold.

Jefferies Financial Group first reported a position in INTA in Q1 2025 and held it in 5 quarters. The position peaked at $4.3M in Q4 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Jefferies Financial Group reported no remaining Intapp position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 8,570 Intapp shares in Q2 2026, an estimated $220K.
  • Jefferies Financial Group first reported a position in Intapp in Q1 2025 and held it in 5 quarters.
  • Jefferies Financial Group's Intapp position peaked at $4.3M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.