Raymond James Financial
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Raymond James Financial’s Intapp INTA Stock Holding History

Raymond James Financial’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 		$622K Sell
24,665
-15,158
-38% -$345K ﹤0.01% 4353
2026
Q1 		$1.02M Buy
39,823
+3,166
+9% +$94.4K ﹤0.01% 3829
2025
Q4 		$1.68M Sell
36,657
-3,252
-8% -$135K ﹤0.01% 3403
2025
Q3 		$1.63M Sell
39,909
-3,784
-9% -$164K ﹤0.01% 3323
2025
Q2 		$2.26M Sell
43,693
-23,289
-35% -$1.27M ﹤0.01% 2984
2025
Q1 		$3.91M Sell
66,982
-133,834
-67% -$8.82M ﹤0.01% 2491
2024
Q4 		$12.9M Buy
+200,816
New +$11.5M ﹤0.01% 1647

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

Raymond James Financial's INTA Position: Q2 2026 in Review

Raymond James Financial reduced its Intapp (INTA) stake by 38% in Q2 2026, selling an estimated $345K and leaving 24,665 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #4353.

Raymond James Financial first reported a position in INTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q4 2024. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Raymond James Financial held 24,665 shares of Intapp worth $622K as of Q2 2026.
  • Raymond James Financial sold 15,158 Intapp shares in Q2 2026, an estimated $345K.
  • Intapp made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4353 holding.
  • Raymond James Financial first reported a position in Intapp in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Intapp position peaked at $12.9M in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.