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Steward Partners Investment Advisory’s Intapp INTA Stock Holding History

Steward Partners Investment Advisory’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 		$65.2K Hold
2,539
– – ﹤0.01% 2628
2025
Q4 		$116K Sell
2,539
-385
-13% -$16K ﹤0.01% 2218
2025
Q3 		$120K Buy
2,924
+416
+17% +$18K ﹤0.01% 2122
2025
Q2 		$129K Hold
2,508
– – ﹤0.01% 1962
2025
Q1 		$146K Sell
2,508
-456
-15% -$30.1K ﹤0.01% 1800
2024
Q4 		$190K Buy
2,964
+239
+9% +$13.7K ﹤0.01% 1648
2024
Q3 		$130K Sell
2,725
-225
-8% -$9.07K ﹤0.01% 1743
2024
Q2 		$108K Buy
2,950
+1,200
+69% +$40.8K ﹤0.01% 1744
2024
Q1 		$60K Buy
1,750
+375
+27% +$14.7K ﹤0.01% 2015
2023
Q4 		$52.3K Hold
1,375
– – ﹤0.01% 1971
2023
Q3 		$46.1K Buy
+1,375
New +$50.2K ﹤0.01% 1950

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's INTA Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Intapp (INTA) position steady in Q1 2026 at 2,539 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Steward Partners Investment Advisory first reported a position in INTA in Q3 2023 and has held it in 11 quarters since. The position peaked at $190K in Q4 2024. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Steward Partners Investment Advisory held 2,539 shares of Intapp worth $65.2K as of Q1 2026.
  • Steward Partners Investment Advisory left its Intapp share count unchanged in Q1 2026.
  • Intapp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2628 holding.
  • Steward Partners Investment Advisory first reported a position in Intapp in Q3 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Intapp position peaked at $190K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.