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Private Trust Company’s Intapp INTA Stock Holding History

Private 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
Q4 		– Sell
-92
Closed -$3.76K – 2610
2025
Q3 		$3.76K Sell
92
-126
-58% -$5.45K ﹤0.01% 2221
2025
Q2 		$11.3K Sell
218
-5
-2% -$273 ﹤0.01% 1775
2025
Q1 		$13K Sell
223
-26
-10% -$1.71K ﹤0.01% 1717
2024
Q4 		$16K Buy
249
+101
+68% +$5.79K ﹤0.01% 1568
2024
Q3 		$7.08K Buy
148
+28
+23% +$1.13K ﹤0.01% 1839
2024
Q2 		$4.4K Buy
120
+38
+46% +$1.29K ﹤0.01% 1973
2024
Q1 		$2.81K Hold
82
– – ﹤0.01% 2062
2023
Q4 		$3.12K Sell
82
-24
-23% -$884 ﹤0.01% 2048
2023
Q3 		$3.55K Buy
+106
New +$3.87K ﹤0.01% 1981

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Private Trust Company's INTA Position: Q4 2025 in Review

Private Trust Company sold out of Intapp (INTA) in Q4 2025, closing a stake of 92 shares — an estimated $3.76K sold.

Private Trust Company first reported a position in INTA in Q3 2023 and held it in 9 quarters. The position peaked at $16K in Q4 2024. 265 funds tracked by Wall St. Rank hold INTA as of Q4 2025.

  • Private Trust Company reported no remaining Intapp position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 92 Intapp shares in Q4 2025, an estimated $3.76K.
  • Private Trust Company first reported a position in Intapp in Q3 2023 and held it in 9 quarters.
  • Private Trust Company's Intapp position peaked at $16K in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Intapp as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.