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Summit Securities Group’s Intapp INTA Stock Holding History

Summit Securities Group’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 		$5.75K Sell
228
-407
-64% -$9.27K ﹤0.01% 951
2026
Q1 		$16.3K Buy
+635
New +$18.9K ﹤0.01% 557
2025
Q4 		– Sell
-522
Closed -$21.4K – 1123
2025
Q3 		$21.4K Sell
522
-95
-15% -$4.11K ﹤0.01% 749
2025
Q2 		$31.9K Buy
617
+458
+288% +$25K 0.01% 618
2025
Q1 		$9.28K Buy
+159
New +$10.5K ﹤0.01% 556

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

Summit Securities Group's INTA Position: Q2 2026 in Review

Summit Securities Group reduced its Intapp (INTA) stake by 64% in Q2 2026, selling an estimated $9.27K and leaving 228 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Summit Securities Group first reported a position in INTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $31.9K in Q2 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Summit Securities Group held 228 shares of Intapp worth $5.75K as of Q2 2026.
  • Summit Securities Group sold 407 Intapp shares in Q2 2026, an estimated $9.27K.
  • Intapp made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #951 holding.
  • Summit Securities Group first reported a position in Intapp in Q1 2025 and has held it in 5 quarters since.
  • Summit Securities Group's Intapp position peaked at $31.9K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.