Wellington Management Group
INTA icon

Wellington Management Group’s Intapp INTA Stock Holding History

Wellington Management 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 		$51.6M Buy
2,046,759
+112,735
+6% +$2.57M 0.01% 752
2026
Q1 		$49.7M Buy
1,934,024
+79,167
+4% +$2.36M 0.01% 729
2025
Q4 		$85M Sell
1,854,857
-36,699
-2% -$1.52M 0.01% 588
2025
Q3 		$77.4M Buy
1,891,556
+1,115,392
+144% +$48.2M 0.01% 615
2025
Q2 		$40.1M Buy
776,164
+145,555
+23% +$7.95M 0.01% 744
2025
Q1 		$36.8M Sell
630,609
-220,530
-26% -$14.5M 0.01% 781
2024
Q4 		$54.5M Sell
851,139
-144,608
-15% -$8.29M 0.01% 682
2024
Q3 		$47.6M Buy
995,747
+10,214
+1% +$412K 0.01% 712
2024
Q2 		$36.1M Buy
985,533
+54,355
+6% +$1.85M 0.01% 788
2024
Q1 		$31.9M Sell
931,178
-13,454
-1% -$529K 0.01% 835
2023
Q4 		$35.9M Sell
944,632
-45,090
-5% -$1.66M 0.01% 800
2023
Q3 		$33.2M Buy
989,722
+371,181
+60% +$13.6M 0.01% 813
2023
Q2 		$25.9M Buy
+618,541
New +$26.7M ﹤0.01% 874
2021
Q3 		– Sell
-7,824
Closed -$219K – 2202
2021
Q2 		$219K Buy
+7,824
New +$219K ﹤0.01% 2078

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
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Wellington Management Group's INTA Position: Q2 2026 in Review

Wellington Management Group increased its Intapp (INTA) stake by 5.8% in Q2 2026, buying an estimated $2.57M and bringing the position to 2,046,759 shares worth $51.6M. The position accounts for 0.01% of the portfolio, ranked #752.

Wellington Management Group first reported a position in INTA in Q2 2021 and has held it in 14 quarters since. The position peaked at $85M in Q4 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Wellington Management Group held 2,046,759 shares of Intapp worth $51.6M as of Q2 2026.
  • Wellington Management Group bought 112,735 Intapp shares in Q2 2026, an estimated $2.57M.
  • Intapp made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #752 holding.
  • Wellington Management Group first reported a position in Intapp in Q2 2021 and has held it in 14 quarters since.
  • Wellington Management Group's Intapp position peaked at $85M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.