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Personal CFO Solutions’s Intapp INTA Stock Holding History

Personal CFO Solutions’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 		$220K Sell
8,722
-1,837
-17% -$41.9K 0.03% 495
2026
Q1 		$271K Buy
10,559
+858
+9% +$25.6K 0.04% 412
2025
Q4 		$445K Buy
9,701
+3,412
+54% +$142K 0.07% 260
2025
Q3 		$257K Buy
+6,289
New +$272K 0.05% 401

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal CFO Solutions's INTA Position: Q2 2026 in Review

Personal CFO Solutions reduced its Intapp (INTA) stake by 17% in Q2 2026, selling an estimated $41.9K and leaving 8,722 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #495.

Personal CFO Solutions first reported a position in INTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $445K in Q4 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Personal CFO Solutions held 8,722 shares of Intapp worth $220K as of Q2 2026.
  • Personal CFO Solutions sold 1,837 Intapp shares in Q2 2026, an estimated $41.9K.
  • Intapp made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #495 holding.
  • Personal CFO Solutions first reported a position in Intapp in Q3 2025 and has held it in 4 quarters since.
  • Personal CFO Solutions's Intapp position peaked at $445K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.