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Yorktown Management & Research Company’s Intapp INTA Stock Holding History

Yorktown Management & Research Company’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 		– Sell
-6,600
Closed -$302K – 229
2025
Q4 		$302K Buy
+6,600
New +$274K 0.24% 173
2025
Q1 		– Sell
-8,300
Closed -$532K – 220
2024
Q4 		$532K Buy
+8,300
New +$476K 0.51% 71

Other funds holding INTA

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 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

Yorktown Management & Research Company's INTA Position: Q1 2026 in Review

Yorktown Management & Research Company sold out of Intapp (INTA) in Q1 2026, closing a stake of 6,600 shares — an estimated $302K sold.

Yorktown Management & Research Company first reported a position in INTA in Q4 2024 and held it in 2 quarters. The position peaked at $532K in Q4 2024. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Yorktown Management & Research Company reported no remaining Intapp position as of Q1 2026 after selling out during the quarter.
  • Yorktown Management & Research Company sold 6,600 Intapp shares in Q1 2026, an estimated $302K.
  • Yorktown Management & Research Company first reported a position in Intapp in Q4 2024 and held it in 2 quarters.
  • Yorktown Management & Research Company's Intapp position peaked at $532K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Yorktown Management & Research Company's 13F filing for Q1 2026, filed 20 Apr 2026.