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Sowell Financial Services’s Intapp INTA Stock Holding History

Sowell Financial Services’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
-6,797
Closed -$311K – 1152
2025
Q4 		$311K Buy
6,797
+320
+5% +$13.3K 0.01% 817
2025
Q3 		$265K Buy
6,477
+1,811
+39% +$78.3K 0.01% 863
2025
Q2 		$241K Buy
+4,666
New +$255K 0.01% 882

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BlackRock
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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
BAMCO Inc
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's INTA Position: Q1 2026 in Review

Sowell Financial Services sold out of Intapp (INTA) in Q1 2026, closing a stake of 6,797 shares — an estimated $311K sold.

Sowell Financial Services first reported a position in INTA in Q2 2025 and held it in 3 quarters. The position peaked at $311K in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Sowell Financial Services reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 6,797 Intapp shares in Q1 2026, an estimated $311K.
  • Sowell Financial Services first reported a position in Intapp in Q2 2025 and held it in 3 quarters.
  • Sowell Financial Services's Intapp position peaked at $311K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.