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Oppenheimer Asset Management’s Intapp INTA Stock Holding History

Oppenheimer Asset 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
2025
Q1 		– Sell
-5,616
Closed -$360K – 1159
2024
Q4 		$360K Sell
5,616
-9,771
-64% -$560K ﹤0.01% 951
2024
Q3 		$736K Sell
15,387
-2,024
-12% -$81.6K 0.01% 796
2024
Q2 		$638K Sell
17,411
-1,104
-6% -$37.5K 0.01% 807
2024
Q1 		$635K Buy
18,515
+8,852
+92% +$348K 0.01% 783
2023
Q4 		$367K Buy
+9,663
New +$356K 0.01% 939

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

Oppenheimer Asset Management's INTA Position: Q1 2025 in Review

Oppenheimer Asset Management sold out of Intapp (INTA) in Q1 2025, closing a stake of 5,616 shares — an estimated $360K sold.

Oppenheimer Asset Management first reported a position in INTA in Q4 2023 and held it in 5 quarters. The position peaked at $736K in Q3 2024. 270 funds tracked by Wall St. Rank hold INTA as of Q1 2025.

  • Oppenheimer Asset Management reported no remaining Intapp position as of Q1 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 5,616 Intapp shares in Q1 2025, an estimated $360K.
  • Oppenheimer Asset Management first reported a position in Intapp in Q4 2023 and held it in 5 quarters.
  • Oppenheimer Asset Management's Intapp position peaked at $736K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Intapp as of Q1 2025.

Based on Oppenheimer Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.