James T. Borello RIA’s Intapp INTA Stock Holding History

James T. Borello RIA’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	–	Sell	-17	Closed	-$437	–	1252
2026 Q1	$437	Buy	+17	New	+$507	﹤0.01%	1058

Other funds holding INTA

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James T. Borello RIA's INTA Position: Q2 2026 in Review

James T. Borello RIA sold out of Intapp (INTA) in Q2 2026, closing a stake of 17 shares — an estimated $437 sold.

James T. Borello RIA first reported a position in INTA in Q1 2026 and held it in 1 quarter. The position peaked at $437 in Q1 2026. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

James T. Borello RIA reported no remaining Intapp position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 17 Intapp shares in Q2 2026, an estimated $437.
James T. Borello RIA first reported a position in Intapp in Q1 2026 and held it in 1 quarter.
James T. Borello RIA's Intapp position peaked at $437 in Q1 2026.
248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.