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Simplicity Wealth’s Intapp INTA Stock Holding History

Simplicity Wealth’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 		$504K Buy
+19,982
New +$455K 0.02% 633
2024
Q3 		– Sell
-6,223
Closed -$228K – 827
2024
Q2 		$228K Buy
+6,223
New +$212K 0.01% 1054

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

Simplicity Wealth's INTA Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Intapp (INTA) in Q2 2026: 19,982 shares worth $504K. The stake represents 0.02% of the portfolio and ranks #633 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in INTA as recently as Q2 2024.

Simplicity Wealth first reported a position in INTA in Q2 2024 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Simplicity Wealth held 19,982 shares of Intapp worth $504K as of Q2 2026.
  • Intapp was a new Simplicity Wealth position in Q2 2026.
  • Intapp made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #633 holding.
  • Simplicity Wealth first reported a position in Intapp in Q2 2024 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.