ENVESTNET ASSET MANAGEMENT INC

Position in INTA — Intapp, Inc.

CIK 1407543 Berwyn, PA

Position in INTA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,795,385

-$2,134,339 QoQ

Shares Held

309,218

-20.0% QoQ

Ownership

0.404%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#33

of 248 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $3,084,871,332 across 81 Software - Application names. INTA ranks #43 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	5,606,516	$404,566,194
2	ADP	Automatic Data Processing Inc	1,271,429	$284,736,524
3	PAYX	Paychex Inc	2,764,004	$271,784,513
4	NOW	ServiceNow, Inc.	2,135,278	$211,990,399
5	CDNS	Cadence Design Systems Inc	561,882	$210,885,552
6	SHOP	Shopify Inc.	1,827,570	$208,671,942
7	SNOW	Snowflake Inc.	737,847	$187,782,061
8	CRM	Salesforce, Inc.	1,001,763	$156,936,191

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,795,385	309,218	-20.0%	Shares	Sole	2026-08-03
2026-03-31	$9,929,724	386,521	+6.9%	Shares	Sole	2026-05-04
2025-12-31	$16,567,733	361,583	+14.3%	Shares	Sole	2026-02-10
2025-09-30	$12,941,987	316,430	+41.5%	Shares	Sole	2025-11-05
2025-06-30	$11,544,038	223,635	+391.3%	Shares	Sole	2025-08-01
2025-03-31	$2,657,340	45,518	-2.4%	Shares	Sole	2025-04-29
2024-12-31	$2,987,619	46,616	+47.8%	Shares	Sole	2025-02-13
2024-09-30	$1,508,414	31,537	+0.3%	Shares	Sole	2024-11-07
2024-06-30	$1,152,684	31,434	-40.4%	Shares	Sole	2024-08-08
2024-03-31	$1,808,982	52,740	+40.2%	Shares	Sole	2024-05-13
2023-12-31	$1,429,818	37,607	+140.8%	Shares	Sole	2024-02-13
2023-09-30	$523,515	15,618	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.