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Petrus Trust Company’s Intapp INTA Stock Holding History

Petrus Trust Company’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
-3,382
Closed -$217K – 687
2024
Q4 		$217K Sell
3,382
-1,468
-30% -$84.2K 0.02% 527
2024
Q3 		$232K Sell
4,850
-8,356
-63% -$337K 0.02% 485
2024
Q2 		$484K Buy
+13,206
New +$449K 0.05% 242
2024
Q1 		– Sell
-6,643
Closed -$253K – 716
2023
Q4 		$253K Sell
6,643
-3,797
-36% -$140K 0.02% 503
2023
Q3 		$350K Buy
10,440
+3,383
+48% +$124K 0.04% 338
2023
Q2 		$296K Buy
+7,057
New +$304K 0.03% 377

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

Petrus Trust Company's INTA Position: Q1 2025 in Review

Petrus Trust Company sold out of Intapp (INTA) in Q1 2025, closing a stake of 3,382 shares — an estimated $217K sold.

Petrus Trust Company first reported a position in INTA in Q2 2023 and held it in 6 quarters. The position peaked at $484K in Q2 2024. 270 funds tracked by Wall St. Rank hold INTA as of Q1 2025.

  • Petrus Trust Company reported no remaining Intapp position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 3,382 Intapp shares in Q1 2025, an estimated $217K.
  • Petrus Trust Company first reported a position in Intapp in Q2 2023 and held it in 6 quarters.
  • Petrus Trust Company's Intapp position peaked at $484K in Q2 2024.
  • 270 funds tracked by Wall St. Rank held Intapp as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.