Sunbelt Securities’s Intapp INTA Stock Holding History

Sunbelt Securities’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	–	Sell	-16	Closed	-$733	–	3035
2025 Q4	$733	Buy	+16	New	+$664	﹤0.01%	2147

Other funds holding INTA

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sunbelt Securities's INTA Position: Q1 2026 in Review

Sunbelt Securities sold out of Intapp (INTA) in Q1 2026, closing a stake of 16 shares — an estimated $733 sold.

Sunbelt Securities first reported a position in INTA in Q4 2025 and held it in 1 quarter. The position peaked at $733 in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

Sunbelt Securities reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
Sunbelt Securities sold 16 Intapp shares in Q1 2026, an estimated $733.
Sunbelt Securities first reported a position in Intapp in Q4 2025 and held it in 1 quarter.
Sunbelt Securities's Intapp position peaked at $733 in Q4 2025.
242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.