Menard Financial Group’s Intapp INTA Stock Holding History

Menard Financial Group’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 Q2	–	Sell	-3,798	Closed	-$217K	–	99
2025 Q1	$217K	Buy	3,798 +415	+12%	+$27.4K	0.14%	93
2024 Q4	$217K	Buy	+3,383	New	+$194K	0.13%	104

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

LCG

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

Menard Financial Group's INTA Position: Q2 2025 in Review

Menard Financial Group sold out of Intapp (INTA) in Q2 2025, closing a stake of 3,798 shares — an estimated $217K sold.

Menard Financial Group first reported a position in INTA in Q4 2024 and held it in 2 quarters. The position peaked at $217K in Q1 2025. 282 funds tracked by Wall St. Rank hold INTA as of Q2 2025.

Menard Financial Group reported no remaining Intapp position as of Q2 2025 after selling out during the quarter.
Menard Financial Group sold 3,798 Intapp shares in Q2 2025, an estimated $217K.
Menard Financial Group first reported a position in Intapp in Q4 2024 and held it in 2 quarters.
Menard Financial Group's Intapp position peaked at $217K in Q1 2025.
282 funds tracked by Wall St. Rank held Intapp as of Q2 2025.

Based on Menard Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.