Mackenzie Financial
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Mackenzie Financial’s Intapp INTA Stock Holding History

Mackenzie Financial’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
-3,333
Closed -$214K – 1742
2024
Q4 		$214K Buy
+3,333
New +$191K ﹤0.01% 1535
2023
Q3 		– Sell
-5,813
Closed -$235K – 1528
2023
Q2 		$235K Sell
5,813
-100
-2% -$4.31K ﹤0.01% 1268
2023
Q1 		$265K Buy
+5,913
New +$208K ﹤0.01% 1234

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mackenzie Financial's INTA Position: Q1 2025 in Review

Mackenzie Financial sold out of Intapp (INTA) in Q1 2025, closing a stake of 3,333 shares — an estimated $214K sold.

Mackenzie Financial first reported a position in INTA in Q1 2023 and held it in 3 quarters. The position peaked at $265K in Q1 2023. 270 funds tracked by Wall St. Rank hold INTA as of Q1 2025.

  • Mackenzie Financial reported no remaining Intapp position as of Q1 2025 after selling out during the quarter.
  • Mackenzie Financial sold 3,333 Intapp shares in Q1 2025, an estimated $214K.
  • Mackenzie Financial first reported a position in Intapp in Q1 2023 and held it in 3 quarters.
  • Mackenzie Financial's Intapp position peaked at $265K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held Intapp as of Q1 2025.

Based on Mackenzie Financial's 13F filing for Q1 2025, filed 7 May 2025.