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Keating Financial Advisory Services’s Intapp INTA Stock Holding History

Keating Financial Advisory Services’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 		$378 Hold
15
– – ﹤0.01% 2379
2026
Q1 		$385 Buy
15
+12
+400% +$358 ﹤0.01% 2304
2025
Q4 		$137 Buy
+3
New +$124 ﹤0.01% 2107

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BlackRock
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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

Keating Financial Advisory Services's INTA Position: Q2 2026 in Review

Keating Financial Advisory Services held its Intapp (INTA) position steady in Q2 2026 at 15 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Keating Financial Advisory Services first reported a position in INTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $385 in Q1 2026. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Keating Financial Advisory Services held 15 shares of Intapp worth $378 as of Q2 2026.
  • Keating Financial Advisory Services left its Intapp share count unchanged in Q2 2026.
  • Intapp made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2379 holding.
  • Keating Financial Advisory Services first reported a position in Intapp in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Intapp position peaked at $385 in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.