Palisades Investment Partners’s Intapp INTA Stock Holding History

Palisades Investment Partners’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	$4.55M	Buy	180,421 +3,962	+2%	+$90.3K	1.29%	30
2026 Q1	$4.53M	Buy	176,459 +8,960	+5%	+$267K	1.78%	26
2025 Q4	$7.67M	Buy	167,499 +2,446	+1%	+$101K	2.9%	10
2025 Q3	$6.75M	Buy	165,053 +994	+0.6%	+$43K	2.65%	12
2025 Q2	$8.47M	Sell	164,059 -4,783	-3%	-$261K	3.7%	6
2025 Q1	$9.86M	Buy	168,842 +2,829	+2%	+$186K	4.95%	5
2024 Q4	$10.6M	Buy	166,013 +15,123	+10%	+$867K	4.49%	6
2024 Q3	$7.22M	Buy	150,890 +8,757	+6%	+$353K	3.14%	11
2024 Q2	$5.21M	Buy	+142,133	New	+$4.83M	2.58%	15

Other funds holding INTA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Palisades Investment Partners's INTA Position: Q2 2026 in Review

Palisades Investment Partners increased its Intapp (INTA) stake by 2.2% in Q2 2026, buying an estimated $90.3K and bringing the position to 180,421 shares worth $4.55M. The position accounts for 1.29% of the portfolio, ranked #30.

Palisades Investment Partners first reported a position in INTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.6M in Q4 2024. 67 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

Palisades Investment Partners held 180,421 shares of Intapp worth $4.55M as of Q2 2026.
Palisades Investment Partners bought 3,962 Intapp shares in Q2 2026, an estimated $90.3K.
Intapp made up 1.29% of Palisades Investment Partners's portfolio in Q2 2026, its #30 holding.
Palisades Investment Partners first reported a position in Intapp in Q2 2024 and has held it in 9 quarters since.
Palisades Investment Partners's Intapp position peaked at $10.6M in Q4 2024.
67 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.