Sierra Ocean’s Intapp INTA Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-30	Closed	-$1.55K	–	479
2025 Q2	$1.55K	Hold	30	–	–	﹤0.01%	810
2025 Q1	$1.75K	Hold	30	–	–	﹤0.01%	809
2024 Q4	$1.92K	Buy	+30	New	+$1.72K	﹤0.01%	783

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PIMC

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

Sierra Ocean's INTA Position: Q3 2025 in Review

Sierra Ocean sold out of Intapp (INTA) in Q3 2025, closing a stake of 30 shares — an estimated $1.55K sold.

Sierra Ocean first reported a position in INTA in Q4 2024 and held it in 3 quarters. The position peaked at $1.92K in Q4 2024. 261 funds tracked by Wall St. Rank hold INTA as of Q3 2025.

Sierra Ocean reported no remaining Intapp position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 30 Intapp shares in Q3 2025, an estimated $1.55K.
Sierra Ocean first reported a position in Intapp in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Intapp position peaked at $1.92K in Q4 2024.
261 funds tracked by Wall St. Rank held Intapp as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.