Truist Financial
INTA icon

Truist Financial’s Intapp INTA Stock Holding History

Truist 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
Q2 		$814K Sell
32,273
-6,143
-16% -$140K ﹤0.01% 1898
2026
Q1 		$987K Sell
38,416
-2,045
-5% -$61K ﹤0.01% 1717
2025
Q4 		$1.85M Buy
40,461
+4,273
+12% +$177K ﹤0.01% 1337
2025
Q3 		$1.48M Buy
36,188
+10,000
+38% +$432K ﹤0.01% 1490
2025
Q2 		$1.35M Buy
26,188
+20,715
+378% +$1.13M ﹤0.01% 1460
2025
Q1 		$320K Buy
5,473
+31
+0.6% +$2.04K ﹤0.01% 2110
2024
Q4 		$349K Buy
+5,442
New +$312K ﹤0.01% 2077
2024
Q2 		– Sell
-15,296
Closed -$525K – 2687
2024
Q1 		$525K Buy
15,296
+3,049
+25% +$120K ﹤0.01% 1940
2023
Q4 		$466K Buy
+12,247
New +$451K ﹤0.01% 2029

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

Truist Financial's INTA Position: Q2 2026 in Review

Truist Financial reduced its Intapp (INTA) stake by 16% in Q2 2026, selling an estimated $140K and leaving 32,273 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Truist Financial first reported a position in INTA in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.85M in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Truist Financial held 32,273 shares of Intapp worth $814K as of Q2 2026.
  • Truist Financial sold 6,143 Intapp shares in Q2 2026, an estimated $140K.
  • Intapp made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1898 holding.
  • Truist Financial first reported a position in Intapp in Q4 2023 and has held it in 9 quarters since.
  • Truist Financial's Intapp position peaked at $1.85M in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.