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
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 $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