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Principal Securities’s Intapp INTA Stock Holding History

Principal Securities’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 		$211K Sell
8,366
-1,090
-12% -$24.8K ﹤0.01% 1495
2026
Q1 		$243K Buy
9,456
+349
+4% +$10.4K ﹤0.01% 1302
2025
Q4 		$417K Buy
9,107
+1,469
+19% +$60.9K 0.01% 1004
2025
Q3 		$312K Buy
7,638
+1,364
+22% +$59K 0.01% 1108
2025
Q2 		$324K Buy
6,274
+6,209
+9,552% +$339K 0.01% 1041
2025
Q1 		$4.17K Hold
65
– – ﹤0.01% 2835
2024
Q4 		$4.17K Buy
+65
New +$3.73K ﹤0.01% 2832

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

Principal Securities's INTA Position: Q2 2026 in Review

Principal Securities reduced its Intapp (INTA) stake by 12% in Q2 2026, selling an estimated $24.8K and leaving 8,366 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Principal Securities first reported a position in INTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Principal Securities held 8,366 shares of Intapp worth $211K as of Q2 2026.
  • Principal Securities sold 1,090 Intapp shares in Q2 2026, an estimated $24.8K.
  • Intapp made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1495 holding.
  • Principal Securities first reported a position in Intapp in Q4 2024 and has held it in 7 quarters since.
  • Principal Securities's Intapp position peaked at $417K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.