Jones Financial Companies
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Jones Financial Companies’s Intapp INTA Stock Holding History

Jones Financial Companies’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 		$309K Buy
12,361
+4,046
+49% +$92.2K ﹤0.01% 2409
2026
Q1 		$205K Buy
8,315
+7,948
+2,166% +$237K ﹤0.01% 2397
2025
Q4 		$16.8K Buy
367
+154
+72% +$6.39K ﹤0.01% 3009
2025
Q3 		$8.97K Buy
213
+22
+12% +$951 ﹤0.01% 3124
2025
Q2 		$9.8K Buy
191
+62
+48% +$3.39K ﹤0.01% 2885
2025
Q1 		$7.73K Buy
129
+44
+52% +$2.9K ﹤0.01% 2816
2024
Q4 		$5.45K Buy
+85
New +$4.88K ﹤0.01% 2731

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
Cadian Capital Management
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
Brown Brothers Harriman & Co
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

Jones Financial Companies's INTA Position: Q2 2026 in Review

Jones Financial Companies increased its Intapp (INTA) stake by 49% in Q2 2026, buying an estimated $92.2K and bringing the position to 12,361 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Jones Financial Companies first reported a position in INTA in Q4 2024 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Jones Financial Companies held 12,361 shares of Intapp worth $309K as of Q2 2026.
  • Jones Financial Companies bought 4,046 Intapp shares in Q2 2026, an estimated $92.2K.
  • Intapp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2409 holding.
  • Jones Financial Companies first reported a position in Intapp in Q4 2024 and has held it in 7 quarters since.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.