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
Q2 		$1.17M Sell
46,337
-24,774
-35% -$564K ﹤0.01% 2451
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 $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

Stifel Financial's INTA Position: Q2 2026 in Review

Stifel Financial reduced its Intapp (INTA) stake by 35% in Q2 2026, selling an estimated $564K and leaving 46,337 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Stifel Financial first reported a position in INTA in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.3M in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Stifel Financial held 46,337 shares of Intapp worth $1.17M as of Q2 2026.
  • Stifel Financial sold 24,774 Intapp shares in Q2 2026, an estimated $564K.
  • Intapp made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2451 holding.
  • Stifel Financial first reported a position in Intapp in Q4 2023 and has held it in 11 quarters since.
  • Stifel Financial's Intapp position peaked at $3.3M in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.