Synergy Asset Management’s Intapp INTA Stock Holding History

Synergy 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
2025 Q1	–	Sell	-100	Closed	-$4.78K	–	442
2024 Q4	$4.78K	Buy	+100	New	+$5.74K	﹤0.01%	576

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Synergy Asset Management's INTA Position: Q1 2025 in Review

Synergy Asset Management sold out of Intapp (INTA) in Q1 2025, closing a stake of 100 shares — an estimated $4.78K sold.

Synergy Asset Management first reported a position in INTA in Q4 2024 and held it in 1 quarter. The position peaked at $4.78K in Q4 2024. 270 funds tracked by Wall St. Rank hold INTA as of Q1 2025.

Synergy Asset Management reported no remaining Intapp position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 100 Intapp shares in Q1 2025, an estimated $4.78K.
Synergy Asset Management first reported a position in Intapp in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Intapp position peaked at $4.78K in Q4 2024.
270 funds tracked by Wall St. Rank held Intapp as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.