Summit Partners Public Asset Management’s Intapp INTA Stock Holding History

Summit Partners Public Asset Management’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
2023 Q1	–	Sell	-42,339	Closed	-$1.06M	–	119
2022 Q4	$1.06M	Sell	42,339 -124,043	-75%	-$2.74M	0.07%	78
2022 Q3	$3.11M	Buy	166,382 +9,589	+6%	+$151K	0.16%	96
2022 Q2	$2.29M	Sell	156,793 -39,654	-20%	-$833K	0.1%	112
2022 Q1	$4.72M	Buy	196,447 +44,854	+30%	+$979K	0.17%	93
2021 Q4	$3.81M	Buy	+151,593	New	+$4.01M	0.15%	96

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Summit Partners Public Asset Management's INTA Position: Q1 2023 in Review

Summit Partners Public Asset Management sold out of Intapp (INTA) in Q1 2023, closing a stake of 42,339 shares — an estimated $1.06M sold.

Summit Partners Public Asset Management first reported a position in INTA in Q4 2021 and held it in 5 quarters. The position peaked at $4.72M in Q1 2022. 135 funds tracked by Wall St. Rank hold INTA as of Q1 2023.

Summit Partners Public Asset Management reported no remaining Intapp position as of Q1 2023 after selling out during the quarter.
Summit Partners Public Asset Management sold 42,339 Intapp shares in Q1 2023, an estimated $1.06M.
Summit Partners Public Asset Management first reported a position in Intapp in Q4 2021 and held it in 5 quarters.
Summit Partners Public Asset Management's Intapp position peaked at $4.72M in Q1 2022.
135 funds tracked by Wall St. Rank held Intapp as of Q1 2023.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2023, filed 15 May 2023.