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
Q2 		$3.62M Sell
143,399
-11,041
-7% -$252K ﹤0.01% 1769
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 $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

UBS AM's INTA Position: Q2 2026 in Review

UBS AM reduced its Intapp (INTA) stake by 7.1% in Q2 2026, selling an estimated $252K and leaving 143,399 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

UBS AM first reported a position in INTA in Q1 2023 and has held it in 14 quarters since. The position peaked at $12M in Q2 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • UBS AM held 143,399 shares of Intapp worth $3.62M as of Q2 2026.
  • UBS AM sold 11,041 Intapp shares in Q2 2026, an estimated $252K.
  • Intapp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1769 holding.
  • UBS AM first reported a position in Intapp in Q1 2023 and has held it in 14 quarters since.
  • UBS AM's Intapp position peaked at $12M in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.