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Neo Ivy Capital Management’s Intapp INTA Stock Holding History

Neo Ivy Capital 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
2026
Q1 		$66.4K Sell
2,583
-2,873
-53% -$85.6K 0.02% 294
2025
Q4 		$250K Buy
5,456
+3,794
+228% +$157K 0.04% 250
2025
Q3 		$68K Sell
1,662
-93
-5% -$4.02K 0.02% 335
2025
Q2 		$90.6K Buy
+1,755
New +$95.9K 0.03% 296

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neo Ivy Capital Management's INTA Position: Q1 2026 in Review

Neo Ivy Capital Management reduced its Intapp (INTA) stake by 53% in Q1 2026, selling an estimated $85.6K and leaving 2,583 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #294.

Neo Ivy Capital Management first reported a position in INTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Neo Ivy Capital Management held 2,583 shares of Intapp worth $66.4K as of Q1 2026.
  • Neo Ivy Capital Management sold 2,873 Intapp shares in Q1 2026, an estimated $85.6K.
  • Intapp made up 0.02% of Neo Ivy Capital Management's portfolio in Q1 2026, its #294 holding.
  • Neo Ivy Capital Management first reported a position in Intapp in Q2 2025 and has held it in 4 quarters since.
  • Neo Ivy Capital Management's Intapp position peaked at $250K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.