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
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 $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 $167B AUM 44.17% 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

Raymond James Financial's INTA Position: Q1 2026 in Review

Raymond James Financial increased its Intapp (INTA) stake by 8.6% in Q1 2026, buying an estimated $94.4K and bringing the position to 39,823 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3829.

Raymond James Financial first reported a position in INTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.9M in Q4 2024. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Raymond James Financial held 39,823 shares of Intapp worth $1.02M as of Q1 2026.
  • Raymond James Financial bought 3,166 Intapp shares in Q1 2026, an estimated $94.4K.
  • Intapp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3829 holding.
  • Raymond James Financial first reported a position in Intapp in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Intapp position peaked at $12.9M in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.