SageView Advisory Group’s Intapp INTA Stock Holding History

SageView Advisory Group’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	–	Sell	-45	Closed	-$2.06K	–	1468
2025 Q4	$2.06K	Buy	+45	New	+$1.87K	﹤0.01%	2224

Other funds holding INTA

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's INTA Position: Q1 2026 in Review

SageView Advisory Group sold out of Intapp (INTA) in Q1 2026, closing a stake of 45 shares — an estimated $2.06K sold.

SageView Advisory Group first reported a position in INTA in Q4 2025 and held it in 1 quarter. The position peaked at $2.06K in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

SageView Advisory Group reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 45 Intapp shares in Q1 2026, an estimated $2.06K.
SageView Advisory Group first reported a position in Intapp in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Intapp position peaked at $2.06K in Q4 2025.
242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.