Turning Point Benefit Group’s Intapp INTA Stock Holding History

Turning Point Benefit 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 Q1	–	Sell	-7	Closed	-$320	–	437
2025 Q4	$320	Hold	7	–	–	﹤0.01%	701
2025 Q3	$280	Buy	+7	New	+$303	﹤0.01%	598

Other funds holding INTA

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Turning Point Benefit Group's INTA Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Intapp (INTA) in Q1 2026, closing a stake of 7 shares — an estimated $320 sold.

Turning Point Benefit Group first reported a position in INTA in Q3 2025 and held it in 2 quarters. The position peaked at $320 in Q4 2025. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

Turning Point Benefit Group reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 7 Intapp shares in Q1 2026, an estimated $320.
Turning Point Benefit Group first reported a position in Intapp in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Intapp position peaked at $320 in Q4 2025.
242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.