TRUIST FINANCIAL CORP INTA — INTAPP INC

Ownership history in TRUIST FINANCIAL CORP  ·  8 quarters on record

AI Ownership Summary

TRUIST FINANCIAL CORP reported INTAPP INC (INTA) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows INTA 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 INTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRUIST FINANCIAL CORP's position in INTAPP 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

INTA stock page TRUIST FINANCIAL CORP fund profile TRUIST FINANCIAL CORP full holdings
How TRUIST FINANCIAL CORP held INTA — position size vs. price
% of Fund (quarterly)    INTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 38,416 -2,045 -5.1% 0.00% $987K 2026-04-27 $22.14
2025 Q4 ADDED — — — 40,461 +4,273 +11.8% 0.00% $1.9M 2026-02-02 $33.64
2025 Q3 ADDED — — — 36,188 +10,000 +38.2% 0.00% $1.5M 2025-11-03 $38.00
2025 Q2 ADDED — — — 26,188 +20,715 +378.5% 0.00% $1.4M 2025-07-18 $42.54
2025 Q1 ADDED — — — 5,473 +31 +0.6% 0.00% $320K 2025-04-29 $54.55
2024 Q4 REDUCED 64.4% -8.9% ✅ 5,442 -9,854 -64.4% 0.00% $349K 2025-01-31 $71.29
2024 Q1 ADDED — — — 15,296 +3,049 +24.9% 0.00% $525K 2024-05-13 $36.63
2023 Q4 INITIATED — — — 12,247 — — 0.00% $466K 2024-02-02 $45.09

🏢 Other funds also holding INTA

As of 2026 Q1 — sorted by position size

AMS Capital Ltda 3Y 7Y 3.23% Versant Capital Management, Inc 3Y 7Y 0.01% Diversified Trust Co 3Y 7Y 0.01% PARK AVENUE SECURITIES LLC 3Y 7Y 0.0% Hilton Head Capital Partners, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0% GAMMA Investing LLC 0.0% KEYBANK NATIONAL ASSOCIATION/OH 3Y 7Y 0.0%

FAQ About TRUIST FINANCIAL CORP and INTA

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

How long has TRUIST FINANCIAL CORP reported owning INTA?

TRUIST FINANCIAL CORP reported INTA across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported INTA position in TRUIST FINANCIAL CORP's portfolio?

The largest reported portfolio weight for INTA was 0.00% in 2025 Q4.

What is the latest reported INTA position on this page?

The most recent filing on this page is 2026 Q1, when TRUIST FINANCIAL CORP reported 38,416 shares, equal to 0.00% of portfolio, with an estimated market value of $987K.

What does the chart on this INTA ownership page compare?

The chart compares TRUIST FINANCIAL CORP's quarterly INTA 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 TRUIST FINANCIAL CORP time their INTA position?

Based on 13F filing dates vs. subsequent INTA price moves, TRUIST FINANCIAL CORP correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on INTA relative to SPY over the holding period was -65.7%.

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