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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
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 $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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