RIL
INTA icon

Rothschild Investment LLC’s Intapp INTA Stock Holding History

Rothschild Investment LLC’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 		$8.47K Sell
336
-42
-11% -$957 ﹤0.01% 1985
2026
Q1 		$9.71K Buy
378
+126
+50% +$3.76K ﹤0.01% 1699
2025
Q4 		$11.5K Buy
252
+187
+288% +$7.76K ﹤0.01% 1517
2025
Q3 		$2.66K Sell
65
-20
-24% -$864 ﹤0.01% 2052
2025
Q2 		$4.39K Buy
85
+10
+13% +$546 ﹤0.01% 1581
2025
Q1 		$4.38K Buy
75
+25
+50% +$1.65K ﹤0.01% 1503
2024
Q4 		$3.21K Buy
50
+5
+11% +$287 ﹤0.01% 1539
2024
Q3 		$2.15K Buy
45
+35
+350% +$1.41K ﹤0.01% 1681
2024
Q2 		$367 Buy
10
+5
+100% +$170 ﹤0.01% 2197
2024
Q1 		$172 Buy
+5
New +$196 ﹤0.01% 1825

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

Rothschild Investment LLC's INTA Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Intapp (INTA) stake by 11% in Q2 2026, selling an estimated $957 and leaving 336 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Rothschild Investment LLC first reported a position in INTA in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.5K in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Rothschild Investment LLC held 336 shares of Intapp worth $8.47K as of Q2 2026.
  • Rothschild Investment LLC sold 42 Intapp shares in Q2 2026, an estimated $957.
  • Intapp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1985 holding.
  • Rothschild Investment LLC first reported a position in Intapp in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Intapp position peaked at $11.5K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.