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Optima Capital’s Intapp INTA Stock Holding History

Optima Capital’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
-12
Closed -$550 – 708
2025
Q4 		$550 Buy
+12
New +$498 ﹤0.01% 1155

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

Optima Capital's INTA Position: Q1 2026 in Review

Optima Capital sold out of Intapp (INTA) in Q1 2026, closing a stake of 12 shares — an estimated $550 sold.

Optima Capital first reported a position in INTA in Q4 2025 and held it in 1 quarter. The position peaked at $550 in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Optima Capital reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 12 Intapp shares in Q1 2026, an estimated $550.
  • Optima Capital first reported a position in Intapp in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Intapp position peaked at $550 in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.