UBS AM
INTA icon

UBS AM’s Intapp INTA Stock Holding History

UBS AM’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 		$3.97M Buy
154,440
+22,564
+17% +$673K ﹤0.01% 1684
2025
Q4 		$6.04M Sell
131,876
-5,543
-4% -$230K ﹤0.01% 1367
2025
Q3 		$5.62M Sell
137,419
-95,165
-41% -$4.11M ﹤0.01% 1316
2025
Q2 		$12M Buy
232,584
+58,333
+33% +$3.19M ﹤0.01% 1270
2025
Q1 		$10.2M Sell
174,251
-2,749
-2% -$181K ﹤0.01% 1215
2024
Q4 		$11.3M Buy
177,000
+21,972
+14% +$1.26M ﹤0.01% 1190
2024
Q3 		$7.41M Sell
155,028
-18,256
-11% -$736K ﹤0.01% 1371
2024
Q2 		$6.35M Buy
173,284
+141,913
+452% +$4.82M ﹤0.01% 1359
2024
Q1 		$1.08M Buy
31,371
+301
+1% +$11.8K ﹤0.01% 1970
2023
Q4 		$1.18M Buy
31,070
+7,425
+31% +$273K ﹤0.01% 1940
2023
Q3 		$793K Buy
23,645
+7,616
+48% +$278K ﹤0.01% 2081
2023
Q2 		$719K Hold
16,029
– – ﹤0.01% 2158
2023
Q1 		$719K Buy
+16,029
New +$563K ﹤0.01% 2158

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return