INTECH INVESTMENT MANAGEMENT LLC ALTI — ALTI GLOBAL INC

Ownership history in INTECH INVESTMENT MANAGEMENT LLC  ·  7 quarters on record

AI Ownership Summary

INTECH INVESTMENT MANAGEMENT LLC reported ALTI GLOBAL INC (ALTI) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows ALTI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INTECH INVESTMENT MANAGEMENT LLC's position in ALTI GLOBAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ALTI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALTI stock page INTECH INVESTMENT MANAGEMENT LLC fund profile INTECH INVESTMENT MANAGEMENT LLC full holdings
How INTECH INVESTMENT MANAGEMENT LLC held ALTI — position size vs. price
% of Fund (quarterly)    ALTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 11,396 +1,110 +10.8% 0.00% $41K 2026-08-10 $4.30
2026 Q1 REDUCED 36.8% -0.3% ✅ 10,286 -5,994 -36.8% 0.00% $37K 2026-05-08 $3.87
2025 Q4 REDUCED 12.0% -22.0% ✅ 16,280 -2,214 -12.0% 0.00% $76K 2026-02-10 $4.60
2025 Q3 REDUCED 15.9% +31.2% ❌ 18,494 -3,506 -15.9% 0.00% $66K 2025-11-14 (Est.) $3.89
2025 Q2 ADDED — — — 22,000 +564 +2.6% 0.00% $91K 2025-08-08 $4.56
2025 Q1 ADDED — — — 21,436 +11,086 +107.1% 0.00% $65K 2025-05-20 $3.27
2024 Q4 INITIATED — — — 10,350 — — 0.00% $46K 2025-02-11 $3.58

🏢 Other funds also holding ALTI

As of 2026 Q2 — sorted by position size

ALLIANZ SE 0.83% GAM Holding AG 3Y 7Y 0.11% BlueCrest Capital Management Ltd 3Y 7Y 0.1% AlTi Global, Inc. 0.06% Granite FO LLC 0.04% BOKF, NA 3Y 7Y 0.02% Summit Trail Advisors, LLC 3Y 7Y 0.0% Oasis Management Co Ltd. 3Y 7Y 0.0% NewEdge Wealth, LLC 3Y 0.0% SIMON QUICK ADVISORS, LLC 3Y 7Y 0.0%

FAQ About INTECH INVESTMENT MANAGEMENT LLC and ALTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has INTECH INVESTMENT MANAGEMENT LLC reported owning ALTI?

INTECH INVESTMENT MANAGEMENT LLC reported ALTI across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported ALTI position in INTECH INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for ALTI was 0.00% in 2025 Q2.

What is the latest reported ALTI position on this page?

The most recent filing on this page is 2026 Q2, when INTECH INVESTMENT MANAGEMENT LLC reported 11,396 shares, equal to 0.00% of portfolio, with an estimated market value of $41K.

What does the chart on this ALTI ownership page compare?

The chart compares INTECH INVESTMENT MANAGEMENT LLC's quarterly ALTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did INTECH INVESTMENT MANAGEMENT LLC time their ALTI position?

Based on 13F filing dates vs. subsequent ALTI price moves, INTECH INVESTMENT MANAGEMENT LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on ALTI relative to SPY over the holding period was +88.3%.

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