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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
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 $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

Personal CFO Solutions's INTA Position: Q1 2026 in Review

Personal CFO Solutions increased its Intapp (INTA) stake by 8.8% in Q1 2026, buying an estimated $25.6K and bringing the position to 10,559 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #412.

Personal CFO Solutions first reported a position in INTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $445K in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Personal CFO Solutions held 10,559 shares of Intapp worth $271K as of Q1 2026.
  • Personal CFO Solutions bought 858 Intapp shares in Q1 2026, an estimated $25.6K.
  • Intapp made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #412 holding.
  • Personal CFO Solutions first reported a position in Intapp in Q3 2025 and has held it in 3 quarters since.
  • Personal CFO Solutions's Intapp position peaked at $445K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.