UBS Group
INTA icon

UBS Group’s Intapp INTA Stock Holding History

UBS 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
Q2 		$5.26M Buy
208,492
+56,279
+37% +$1.28M ﹤0.01% 4114
2026
Q1 		$3.91M Sell
152,213
-28,779
-16% -$858K ﹤0.01% 4322
2025
Q4 		$8.29M Sell
180,992
-132,309
-42% -$5.49M ﹤0.01% 3487
2025
Q3 		$12.8M Buy
313,301
+189,404
+153% +$8.19M ﹤0.01% 3026
2025
Q2 		$6.4M Buy
123,897
+24,607
+25% +$1.34M ﹤0.01% 3616
2025
Q1 		$5.8M Sell
99,290
-253,226
-72% -$16.7M ﹤0.01% 3633
2024
Q4 		$22.6M Buy
352,516
+315,423
+850% +$18.1M ﹤0.01% 2203
2024
Q3 		$1.77M Sell
37,093
-64,784
-64% -$2.61M ﹤0.01% 4122
2024
Q2 		$3.74M Buy
101,877
+57,428
+129% +$1.95M ﹤0.01% 3137
2024
Q1 		$1.52M Buy
44,449
+36,552
+463% +$1.44M ﹤0.01% 4210
2023
Q4 		$300K Sell
7,897
-16,742
-68% -$617K ﹤0.01% 5496
2023
Q3 		$826K Buy
24,639
+9,584
+64% +$350K ﹤0.01% 4252
2023
Q2 		$631K Buy
15,055
+12,639
+523% +$545K ﹤0.01% 4629
2023
Q1 		$108K Buy
2,416
+2,210
+1,073% +$77.6K ﹤0.01% 5860
2022
Q4 		$5.14K Sell
206
-655
-76% -$14.5K ﹤0.01% 9217
2022
Q3 		$16K Buy
861
+649
+306% +$10.2K ﹤0.01% 7690
2022
Q2 		$3K Buy
212
+109
+106% +$2.29K ﹤0.01% 9327
2022
Q1 		$2K Sell
103
-4,871
-98% -$106K ﹤0.01% 9641
2021
Q4 		$125K Buy
+4,974
New +$132K ﹤0.01% 6100
2021
Q3 		– Sell
-324
Closed -$9K – 9790
2021
Q2 		$9K Buy
+324
New +$9.07K ﹤0.01% 8140

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 Group's INTA Position: Q2 2026 in Review

UBS Group increased its Intapp (INTA) stake by 37% in Q2 2026, buying an estimated $1.28M and bringing the position to 208,492 shares worth $5.26M. The position accounts for ﹤0.01% of the portfolio, ranked #4114.

UBS Group first reported a position in INTA in Q2 2021 and has held it in 20 quarters since. The position peaked at $22.6M in Q4 2024. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • UBS Group held 208,492 shares of Intapp worth $5.26M as of Q2 2026.
  • UBS Group bought 56,279 Intapp shares in Q2 2026, an estimated $1.28M.
  • Intapp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4114 holding.
  • UBS Group first reported a position in Intapp in Q2 2021 and has held it in 20 quarters since.
  • UBS Group's Intapp position peaked at $22.6M in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

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