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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
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 $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 34.61% 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

Rothschild Investment LLC's INTA Position: Q1 2026 in Review

Rothschild Investment LLC increased its Intapp (INTA) stake by 50% in Q1 2026, buying an estimated $3.76K and bringing the position to 378 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Rothschild Investment LLC first reported a position in INTA in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.5K in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Rothschild Investment LLC held 378 shares of Intapp worth $9.71K as of Q1 2026.
  • Rothschild Investment LLC bought 126 Intapp shares in Q1 2026, an estimated $3.76K.
  • Intapp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1699 holding.
  • Rothschild Investment LLC first reported a position in Intapp in Q1 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Intapp position peaked at $11.5K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.