Shell Asset Management’s Intapp INTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$63K Sell
1,537
-2,245
-59% -$97K 0.01% 791
2025
Q2
$195K Sell
3,782
-726
-16% -$39.7K 0.01% 783
2025
Q1
$263K Sell
4,508
-126
-3% -$8.3K 0.01% 671
2024
Q4
$297K Hold
4,634
0.01% 677
2024
Q3
$222K Buy
+4,634
New +$187K 0.01% 788
2024
Q1
$180K Buy
+4,901
New +$193K 0.01% 857

Other funds holding INTA

Shell Asset Management's INTA Position: Q3 2025 in Review

Shell Asset Management reduced its Intapp (INTA) stake by 59% in Q3 2025, selling an estimated $97K and leaving 1,537 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #791.

Shell Asset Management first reported a position in INTA in Q1 2024 and has held it in 6 quarters since. The position peaked at $297K in Q4 2024. 261 funds tracked by Wall St. Rank hold INTA as of Q3 2025.

  • Shell Asset Management held 1,537 shares of Intapp worth $63K as of Q3 2025.
  • Shell Asset Management sold 2,245 Intapp shares in Q3 2025, an estimated $97K.
  • Intapp made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #791 holding.
  • Shell Asset Management first reported a position in Intapp in Q1 2024 and has held it in 6 quarters since.
  • Shell Asset Management's Intapp position peaked at $297K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Intapp as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.