Stifel Financial
INTA icon

Stifel Financial’s Intapp INTA Stock Holding History

Stifel Financial’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 		$1.83M Sell
71,111
-951
-1% -$28.4K ﹤0.01% 2032
2025
Q4 		$3.3M Buy
72,062
+13,116
+22% +$544K ﹤0.01% 1581
2025
Q3 		$2.41M Buy
58,946
+17,086
+41% +$739K ﹤0.01% 1780
2025
Q2 		$2.16M Buy
41,860
+28,848
+222% +$1.58M ﹤0.01% 1790
2025
Q1 		$760K Buy
13,012
+294
+2% +$19.4K ﹤0.01% 2410
2024
Q4 		$815K Sell
12,718
-801
-6% -$45.9K ﹤0.01% 2382
2024
Q3 		$647K Sell
13,519
-595
-4% -$24K ﹤0.01% 2514
2024
Q2 		$518K Buy
14,114
+3,789
+37% +$129K ﹤0.01% 2599
2024
Q1 		$354K Buy
10,325
+4,491
+77% +$176K ﹤0.01% 2805
2023
Q4 		$222K Buy
+5,834
New +$215K ﹤0.01% 3016

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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