Principal Financial Group
INTA icon

Principal Financial Group’s Intapp INTA Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-41,644
Closed -$2.15M – 2295
2025
Q2 		$2.15M Buy
41,644
+37,382
+877% +$2.04M ﹤0.01% 1795
2025
Q1 		$249K Sell
4,262
-277
-6% -$18.3K ﹤0.01% 2024
2024
Q4 		$291K Buy
+4,539
New +$260K ﹤0.01% 2040

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Principal Financial Group's INTA Position: Q3 2025 in Review

Principal Financial Group sold out of Intapp (INTA) in Q3 2025, closing a stake of 41,644 shares — an estimated $2.15M sold.

Principal Financial Group first reported a position in INTA in Q4 2024 and held it in 3 quarters. The position peaked at $2.15M in Q2 2025. 261 funds tracked by Wall St. Rank hold INTA as of Q3 2025.

  • Principal Financial Group reported no remaining Intapp position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 41,644 Intapp shares in Q3 2025, an estimated $2.15M.
  • Principal Financial Group first reported a position in Intapp in Q4 2024 and held it in 3 quarters.
  • Principal Financial Group's Intapp position peaked at $2.15M in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Intapp as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.