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
Q3 		$1.86M Buy
51,313
+4,976
+11% +$175K ﹤0.01% 2124
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 $36.7B AUM 6.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Stifel Financial's INTA Position: Q3 2026 in Review

Stifel Financial increased its Intapp (INTA) stake by 11% in Q3 2026, buying an estimated $175K and bringing the position to 51,313 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Stifel Financial first reported a position in INTA in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.3M in Q4 2025. 219 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • Stifel Financial held 51,313 shares of Intapp worth $1.86M as of Q3 2026.
  • Stifel Financial bought 4,976 Intapp shares in Q3 2026, an estimated $175K.
  • Intapp made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #2124 holding.
  • Stifel Financial first reported a position in Intapp in Q4 2023 and has held it in 12 quarters since.
  • Stifel Financial's Intapp position peaked at $3.3M in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.