NewEdge Advisors’s Intapp INTA Stock Holding History

NewEdge Advisors’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 Q2	–	Sell	-25	Closed	-$642	–	4291
2026 Q1	$642	Buy	+25	New	+$745	﹤0.01%	3963
2023 Q3	–	Sell	-350	Closed	-$14.7K	–	3563
2023 Q2	$14.7K	Buy	+350	New	+$15.1K	﹤0.01%	2483

Other funds holding INTA

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

NewEdge Advisors's INTA Position: Q2 2026 in Review

NewEdge Advisors sold out of Intapp (INTA) in Q2 2026, closing a stake of 25 shares — an estimated $642 sold.

NewEdge Advisors first reported a position in INTA in Q2 2023 and held it in 2 quarters. The position peaked at $14.7K in Q2 2023. 188 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

NewEdge Advisors reported no remaining Intapp position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 25 Intapp shares in Q2 2026, an estimated $642.
NewEdge Advisors first reported a position in Intapp in Q2 2023 and held it in 2 quarters.
NewEdge Advisors's Intapp position peaked at $14.7K in Q2 2023.
188 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.