Kestra Investment Management’s Intapp INTA Stock Holding History

Kestra Investment Management’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 Q1	–	Sell	-38	Closed	-$2.44K	–	1182
2024 Q4	$2.44K	Buy	+38	New	+$2.18K	﹤0.01%	1008

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kestra Investment Management's INTA Position: Q1 2025 in Review

Kestra Investment Management sold out of Intapp (INTA) in Q1 2025, closing a stake of 38 shares — an estimated $2.44K sold.

Kestra Investment Management first reported a position in INTA in Q4 2024 and held it in 1 quarter. The position peaked at $2.44K in Q4 2024. 270 funds tracked by Wall St. Rank hold INTA as of Q1 2025.

Kestra Investment Management reported no remaining Intapp position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 38 Intapp shares in Q1 2025, an estimated $2.44K.
Kestra Investment Management first reported a position in Intapp in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's Intapp position peaked at $2.44K in Q4 2024.
270 funds tracked by Wall St. Rank held Intapp as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.