Whipplewood Advisors’s Intapp INTA Stock Holding History

Whipplewood Advisors’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
2025 Q2	–	Sell	-73	Closed	-$1.23K	–	1232
2025 Q1	$1.23K	Buy	73 +43	+143%	+$2.83K	﹤0.01%	989
2024 Q4	$1.92K	Buy	+30	New	+$1.72K	﹤0.01%	888

Other funds holding INTA

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Whipplewood Advisors's INTA Position: Q2 2025 in Review

Whipplewood Advisors sold out of Intapp (INTA) in Q2 2025, closing a stake of 73 shares — an estimated $1.23K sold.

Whipplewood Advisors first reported a position in INTA in Q4 2024 and held it in 2 quarters. The position peaked at $1.92K in Q4 2024. 282 funds tracked by Wall St. Rank hold INTA as of Q2 2025.

Whipplewood Advisors reported no remaining Intapp position as of Q2 2025 after selling out during the quarter.
Whipplewood Advisors sold 73 Intapp shares in Q2 2025, an estimated $1.23K.
Whipplewood Advisors first reported a position in Intapp in Q4 2024 and held it in 2 quarters.
Whipplewood Advisors's Intapp position peaked at $1.92K in Q4 2024.
282 funds tracked by Wall St. Rank held Intapp as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.