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
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 		$9.76K 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 $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jones Financial Companies's INTA Position: Q1 2026 in Review

Jones Financial Companies increased its Intapp (INTA) stake by 2,166% in Q1 2026, buying an estimated $237K and bringing the position to 8,315 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Jones Financial Companies first reported a position in INTA in Q4 2024 and has held it in 6 quarters since. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Jones Financial Companies held 8,315 shares of Intapp worth $205K as of Q1 2026.
  • Jones Financial Companies bought 7,948 Intapp shares in Q1 2026, an estimated $237K.
  • Intapp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2397 holding.
  • Jones Financial Companies first reported a position in Intapp in Q4 2024 and has held it in 6 quarters since.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.