Oak Associates’s Intapp INTA Stock Holding History

Oak Associates’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	-9,048	Closed	-$415K	–	146
2025 Q4	$415K	Sell	9,048 -450	-5%	-$18.7K	0.02%	119
2025 Q3	$388K	Hold	9,498	–	–	0.02%	120
2025 Q2	$490K	Buy	+9,498	New	+$519K	0.03%	115

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Oak Associates's INTA Position: Q1 2026 in Review

Oak Associates sold out of Intapp (INTA) in Q1 2026, closing a stake of 9,048 shares — an estimated $415K sold.

Oak Associates first reported a position in INTA in Q2 2025 and held it in 3 quarters. The position peaked at $490K in Q2 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

Oak Associates reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
Oak Associates sold 9,048 Intapp shares in Q1 2026, an estimated $415K.
Oak Associates first reported a position in Intapp in Q2 2025 and held it in 3 quarters.
Oak Associates's Intapp position peaked at $490K in Q2 2025.
242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.