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LRI Investments’s Intapp INTA Stock Holding History

LRI Investments’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 		– Sell
-77
Closed -$3.53K – 1460
2025
Q4 		$3.53K Hold
77
– – ﹤0.01% 1107
2025
Q3 		$3.15K Hold
77
– – ﹤0.01% 1133
2025
Q2 		$3.98K Hold
77
– – ﹤0.01% 1071
2025
Q1 		$4.5K Hold
77
– – ﹤0.01% 973
2024
Q4 		$4.94K Hold
77
– – ﹤0.01% 934
2024
Q3 		$4.39K Sell
77
-4
-5% -$161 ﹤0.01% 960
2024
Q2 		$2.97K Buy
+81
New +$2.75K ﹤0.01% 1001

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LRI Investments's INTA Position: Q1 2026 in Review

LRI Investments sold out of Intapp (INTA) in Q1 2026, closing a stake of 77 shares — an estimated $3.53K sold.

LRI Investments first reported a position in INTA in Q2 2024 and held it in 7 quarters. The position peaked at $4.94K in Q4 2024. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • LRI Investments reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 77 Intapp shares in Q1 2026, an estimated $3.53K.
  • LRI Investments first reported a position in Intapp in Q2 2024 and held it in 7 quarters.
  • LRI Investments's Intapp position peaked at $4.94K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.