Rise Advisors’s Intapp INTA Stock Holding History

Rise Advisors’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	-131	Closed	-$5.36K	–	738
2025 Q3	$5.36K	Buy	131 +12	+10%	+$519	﹤0.01%	1138
2025 Q2	$6.14K	Hold	119	–	–	﹤0.01%	1147
2025 Q1	$6.95K	Buy	+119	New	+$7.84K	﹤0.01%	1139

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rise Advisors's INTA Position: Q4 2025 in Review

Rise Advisors sold out of Intapp (INTA) in Q4 2025, closing a stake of 131 shares — an estimated $5.36K sold.

Rise Advisors first reported a position in INTA in Q1 2025 and held it in 3 quarters. The position peaked at $6.95K in Q1 2025. 265 funds tracked by Wall St. Rank hold INTA as of Q4 2025.

Rise Advisors reported no remaining Intapp position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 131 Intapp shares in Q4 2025, an estimated $5.36K.
Rise Advisors first reported a position in Intapp in Q1 2025 and held it in 3 quarters.
Rise Advisors's Intapp position peaked at $6.95K in Q1 2025.
265 funds tracked by Wall St. Rank held Intapp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.