INTA — INTAPP INC
Reported value held$1.67B
Funds holding (latest)47
SectorTechnology
Funds holding (Q2 2026)34
Institutional value$1.03B · 41.09M sh
New / Add / Cut / Exit4 / 21 / 8 / 3
Top-5 / Top-10 concentration76.9% / 90.1%
Institutional holdings change
Accumulating +2.0%
(+792.02K sh)
Institutional value change
Up +1.4%
As of Q2 2026, 34 SEC-registered investment managers reported holding INTA (INTAPP INC) in their latest 13F filings, with a combined reported value of $1.03B across 41.09M shares. That is +2.0% by share count (+792.02K shares) versus the previous quarter, while reported value moved +1.4%. Ownership is concentrated: the five largest holders account for 76.9% of reported value and the top ten for 90.1%.
Compared with the prior quarter, 4 opened new positions, 21 added to existing stakes, 8 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
INTA is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Temasek Holdings history | 17.15M | $432.27M | 1.22% | Hold |
| BlackRock Inc history | 5.30M | $133.66M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.05M | $127.44M | 0.01% | Add |
| Wellington Management Group history | 2.05M | $51.60M | 0.01% | Add |
| Baron Funds history | 1.99M | $50.18M | 0.12% | Reduce |
| Geode Capital Management history | 1.51M | $38.03M | 0.00% | Add |
| Goldman Sachs Group history | 1.50M | $37.84M | 0.00% | Add |
| D. E. Shaw & Co history | 956.34K | $24.11M | 0.01% | Add |
| Franklin Resources history | 871.14K | $21.96M | 0.01% | Add |
| Northern Trust Corp history | 541.00K | $13.64M | 0.00% | Add |
| Bank of America Corp history | 489.66K | $12.34M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 487.14K | $12.28M | 0.00% | Reduce |
| Marshall Wace history | 478.94K | $12.07M | 0.01% | New |
| Morgan Stanley history | 447.18K | $11.27M | 0.00% | Add |
| AQR Capital Management history | 423.03K | $10.66M | 0.00% | Reduce |
| BNY Mellon history | 336.40K | $8.48M | 0.00% | Reduce |
| Two Sigma Investments history | 294.64K | $7.43M | 0.01% | Add |
| JPMorgan Chase & Co history | 273.99K | $6.82M | 0.00% | New |
| UBS Group AG history | 208.49K | $5.26M | 0.00% | Add |
| Citadel Advisors history | 95.56K | $2.41M | 0.00% | Reduce |
| Balyasny Asset Management history | 71.54K | $1.80M | 0.00% | Add |
| Deutsche Bank AG history | 66.94K | $1.69M | 0.00% | Add |
| Millennium Management history | 62.66K | $1.58M | 0.00% | New |
| Invesco Ltd history | 60.56K | $1.53M | 0.00% | Add |
| Wells Fargo & Co history | 53.42K | $1.35M | 0.00% | Add |
| Legal & General Investment Management America history | 52.17K | $1.32M | 0.00% | Add |
| Citigroup Inc history | 47.45K | $1.20M | 0.00% | Add |
| Amundi US history | 32.29K | $814.08K | 0.00% | Add |
| Manulife Financial history | 30.84K | $777.48K | 0.00% | Add |
| Arrowstreet Capital history | 28.39K | $715.61K | 0.00% | New |
| CPP Investments history | 20.40K | $514.28K | 0.00% | Reduce |
| Prudential Financial history | 9.52K | $240.00K | 0.00% | Add |
| PNC Financial Services history | 6.11K | $154.08K | 0.00% | Add |
| T. Rowe Price Associates history | 90.15K | $2.27K | 0.00% | Reduce |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Temasek Holdings history | 17.15M | $440.50M | 1.45% | Hold |
| BlackRock Inc history | 5.07M | $130.25M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.39M | $112.83M | 0.01% | Add |
| Baron Funds history | 2.14M | $55.09M | 0.17% | Reduce |
| Wellington Management Group history | 1.93M | $49.69M | 0.01% | Add |
| Geode Capital Management history | 1.44M | $36.94M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.38M | $35.40M | 0.00% | Add |
| Point72 Asset Management history | 1.00M | $25.77M | 0.04% | Add |
| D. E. Shaw & Co history | 863.07K | $22.17M | 0.01% | Add |
| Franklin Resources history | 794.74K | $20.42M | 0.01% | Add |
| Bank of America Corp history | 595.75K | $15.30M | 0.00% | Add |
| Northern Trust Corp history | 520.14K | $13.36M | 0.00% | Add |
| Charles Schwab Investment Management history | 491.39K | $12.62M | 0.00% | Reduce |
| AQR Capital Management history | 451.33K | $11.59M | 0.01% | Add |
| BNY Mellon history | 382.60K | $9.83M | 0.00% | Add |
| Morgan Stanley history | 248.34K | $6.38M | 0.00% | Add |
| Citadel Advisors history | 165.51K | $4.25M | 0.00% | Reduce |
| UBS Group AG history | 152.21K | $3.91M | 0.00% | Reduce |
| Two Sigma Investments history | 107.39K | $2.76M | 0.00% | Reduce |
| Lazard Asset Management history | 89.97K | $2.31M | 0.00% | Add |
| Invesco Ltd history | 56.73K | $1.46M | 0.00% | Add |
| Deutsche Bank AG history | 53.91K | $1.38M | 0.00% | Reduce |
| Legal & General Investment Management America history | 51.83K | $1.33M | 0.00% | Reduce |
| Manulife Financial history | 27.76K | $713.10K | 0.00% | Reduce |
| Amundi US history | 26.05K | $669.15K | 0.00% | Add |
| CPP Investments history | 24.20K | $621.70K | 0.00% | Reduce |
| Janus Henderson Group history | 22.67K | $583.38K | 0.00% | Hold |
| Wells Fargo & Co history | 21.26K | $546.07K | 0.00% | Reduce |
| Balyasny Asset Management history | 14.53K | $373.25K | 0.00% | Reduce |
| Prudential Financial history | 9.01K | $231.47K | 0.00% | Reduce |
| Citigroup Inc history | 5.76K | $147.95K | 0.00% | Reduce |
| PNC Financial Services history | 5.65K | $145.20K | 0.00% | Add |
| T. Rowe Price Associates history | 606.48K | $15.58K | 0.00% | Reduce |
Q4 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Temasek Holdings history | 17.15M | $785.67M | 2.49% | Hold |
| Vanguard Group history | 6.77M | $310.26M | 0.00% | Hold |
| BlackRock Inc history | 4.70M | $215.19M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.43M | $157.29M | 0.01% | Add |
| Baron Funds history | 3.33M | $152.49M | 0.41% | Add |
| Capital World Investors history | 2.99M | $137.10M | 0.02% | Add |
| Wellington Management Group history | 1.85M | $84.99M | 0.01% | Reduce |
| Geode Capital Management history | 1.47M | $67.33M | 0.00% | Add |
| Goldman Sachs Group history | 1.21M | $55.54M | 0.01% | Add |
| Franklin Resources history | 709.11K | $32.49M | 0.01% | Add |
| Norges Bank Investment Management history | 704.98K | $32.30M | 0.00% | Add |
| Bank of America Corp history | 582.57K | $26.69M | 0.00% | Reduce |
| Northern Trust Corp history | 509.38K | $23.34M | 0.00% | Reduce |
| Citadel Advisors history | 501.54K | $22.98M | 0.00% | Add |
| Charles Schwab Investment Management history | 497.46K | $22.79M | 0.00% | Reduce |
| D. E. Shaw & Co history | 296.56K | $13.59M | 0.01% | Reduce |
| BNY Mellon history | 285.52K | $13.08M | 0.00% | Reduce |
| AQR Capital Management history | 269.77K | $12.36M | 0.01% | Add |
| Deutsche Bank AG history | 223.59K | $10.24M | 0.00% | Add |
| UBS Group AG history | 180.99K | $8.29M | 0.00% | Reduce |
| Morgan Stanley history | 165.67K | $7.59M | 0.00% | Reduce |
| Point72 Asset Management history | 132.97K | $6.09M | 0.01% | Add |
| JPMorgan Chase & Co history | 120.04K | $5.50M | 0.00% | Add |
| Two Sigma Investments history | 117.42K | $5.38M | 0.01% | Reduce |
| Millennium Management history | 111.75K | $5.12M | 0.00% | Reduce |
| Arrowstreet Capital history | 106.25K | $4.87M | 0.00% | Reduce |
| Wells Fargo & Co history | 65.60K | $3.01M | 0.00% | Add |
| Legal & General Investment Management America history | 63.02K | $2.89M | 0.00% | Reduce |
| Balyasny Asset Management history | 56.58K | $2.59M | 0.00% | New |
| Invesco Ltd history | 48.52K | $2.22M | 0.00% | Reduce |
| Lazard Asset Management history | 44.96K | $2.06M | 0.00% | Add |
| Citigroup Inc history | 32.89K | $1.51M | 0.00% | Add |
| Manulife Financial history | 29.42K | $1.35M | 0.00% | Reduce |
| CPP Investments history | 28.50K | $1.31M | 0.00% | New |
| Amundi US history | 22.74K | $1.04M | 0.00% | Hold |
| Janus Henderson Group history | 22.67K | $1.04M | 0.00% | Hold |
| Prudential Financial history | 12.00K | $549.84K | 0.00% | Reduce |
| PNC Financial Services history | 5.17K | $236.84K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.48M | $67.74K | 0.01% | Add |
Q3 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Temasek Holdings history | 17.15M | $701.30M | 2.42% | Hold |
| Vanguard Group history | 6.80M | $278.32M | 0.00% | Hold |
| BlackRock Inc history | 4.54M | $185.75M | 0.00% | Hold |
| Capital World Investors history | 2.89M | $118.29M | 0.02% | Add |
| Baron Funds history | 2.88M | $117.83M | 0.31% | Add |
| Fidelity Management & Research (FMR) history | 2.31M | $94.50M | 0.01% | Add |
| Wellington Management Group history | 1.89M | $77.36M | 0.01% | Add |
| Geode Capital Management history | 1.44M | $58.81M | 0.00% | Add |
| Bank of America Corp history | 1.01M | $41.26M | 0.00% | Reduce |
| Franklin Resources history | 648.48K | $26.52M | 0.01% | Reduce |
| Goldman Sachs Group history | 594.40K | $24.31M | 0.00% | Add |
| D. E. Shaw & Co history | 557.12K | $22.79M | 0.01% | Add |
| Northern Trust Corp history | 528.10K | $21.60M | 0.00% | Add |
| Charles Schwab Investment Management history | 521.22K | $21.32M | 0.00% | Add |
| Millennium Management history | 368.69K | $15.08M | 0.01% | Reduce |
| Arrowstreet Capital history | 331.84K | $13.57M | 0.01% | Reduce |
| UBS Group AG history | 313.30K | $12.81M | 0.00% | Add |
| BNY Mellon history | 307.33K | $12.57M | 0.00% | Reduce |
| Marshall Wace history | 276.06K | $11.29M | 0.01% | Add |
| Two Sigma Investments history | 275.53K | $11.27M | 0.02% | New |
| Renaissance Technologies history | 238.60K | $9.76M | 0.01% | Add |
| Citadel Advisors history | 205.27K | $8.40M | 0.00% | Add |
| Morgan Stanley history | 203.08K | $8.31M | 0.00% | Reduce |
| Deutsche Bank AG history | 170.42K | $6.97M | 0.00% | Reduce |
| Prudential Financial history | 122.94K | $5.03M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 95.75K | $3.92M | 0.00% | Add |
| Legal & General Investment Management America history | 67.19K | $2.75M | 0.00% | Reduce |
| Invesco Ltd history | 52.59K | $2.15M | 0.00% | Reduce |
| AQR Capital Management history | 49.37K | $2.02M | 0.00% | Add |
| Lazard Asset Management history | 38.22K | $1.56M | 0.00% | Reduce |
| Wells Fargo & Co history | 38.06K | $1.56M | 0.00% | Reduce |
| Manulife Financial history | 30.16K | $1.23M | 0.00% | Reduce |
| Janus Henderson Group history | 22.67K | $927.44K | 0.00% | Hold |
| Amundi US history | 22.63K | $900.71K | 0.00% | Hold |
| Citigroup Inc history | 13.79K | $564.22K | 0.00% | Reduce |
| Bridgewater Associates history | 10.38K | $424.42K | 0.00% | New |
| PNC Financial Services history | 8.17K | $334.03K | 0.00% | Reduce |
| Point72 Asset Management history | 4.34K | $177.68K | 0.00% | New |
| T. Rowe Price Associates history | 895.98K | $36.65K | 0.00% | Add |
Q2 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Temasek Holdings history | 17.15M | $885.12M | 3.38% | Hold |
| Vanguard Group history | 6.78M | $349.94M | 0.01% | Add |
| BlackRock Inc history | 4.53M | $233.61M | 0.01% | Reduce |
| Baron Funds history | 2.70M | $139.37M | 0.38% | Add |
| Capital World Investors history | 2.55M | $131.54M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 1.83M | $94.44M | 0.01% | Add |
| Invesco Ltd history | 1.48M | $76.35M | 0.01% | Reduce |
| Geode Capital Management history | 1.39M | $71.62M | 0.01% | Add |
| Bank of America Corp history | 1.33M | $68.70M | 0.01% | Add |
| Wellington Management Group history | 776.16K | $40.07M | 0.01% | Add |
| Franklin Resources history | 703.16K | $36.30M | 0.01% | Add |
| Norges Bank Investment Management history | 679.61K | $35.08M | 0.00% | New |
| Northern Trust Corp history | 524.78K | $27.09M | 0.00% | Add |
| Millennium Management history | 519.26K | $26.80M | 0.01% | Add |
| Charles Schwab Investment Management history | 516.29K | $26.65M | 0.01% | Add |
| Arrowstreet Capital history | 467.23K | $24.12M | 0.02% | Reduce |
| BNY Mellon history | 389.55K | $20.11M | 0.00% | Add |
| Goldman Sachs Group history | 389.01K | $20.08M | 0.00% | Add |
| Prudential Financial history | 358.67K | $18.51M | 0.02% | Reduce |
| Morgan Stanley history | 257.59K | $13.30M | 0.00% | Reduce |
| D. E. Shaw & Co history | 249.12K | $12.86M | 0.01% | Add |
| Renaissance Technologies history | 225.90K | $11.66M | 0.02% | Add |
| Deutsche Bank AG history | 210.40K | $10.86M | 0.00% | Reduce |
| UBS Group AG history | 123.90K | $6.40M | 0.00% | Add |
| Citadel Advisors history | 108.53K | $5.60M | 0.00% | Add |
| Wells Fargo & Co history | 88.25K | $4.56M | 0.00% | Add |
| JPMorgan Chase & Co history | 75.64K | $3.90M | 0.00% | Reduce |
| Legal & General Investment Management America history | 67.83K | $3.50M | 0.00% | Add |
| Principal Global Investors history | 41.64K | $2.15M | 0.00% | Add |
| Manulife Financial history | 32.38K | $1.67M | 0.00% | Reduce |
| Citigroup Inc history | 27.28K | $1.41M | 0.00% | Reduce |
| Janus Henderson Group history | 22.67K | $1.17M | 0.00% | Hold |
| Amundi US history | 22.63K | $1.08M | 0.00% | Hold |
| AQR Capital Management history | 19.36K | $999.57K | 0.00% | Reduce |
| Marshall Wace history | 13.42K | $692.84K | 0.00% | New |
| PNC Financial Services history | 10.57K | $545.83K | 0.00% | Add |
| Balyasny Asset Management history | 7.97K | $411.51K | 0.00% | New |
| Polen Capital Management history | 5.59K | $288.81K | 0.00% | New |
| CPP Investments history | 3.70K | $190.99K | 0.00% | Add |
| T. Rowe Price Associates history | 46.41K | $2.40K | 0.00% | Add |
| Lazard Asset Management history | 42.46K | $2.19K | 0.00% | Add |
Q1 2025 — 38 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Temasek Holdings history | 17.15M | $1.00B | 4.03% | Hold |
| Vanguard Group history | 6.65M | $388.35M | 0.01% | Add |
| BlackRock Inc history | 4.58M | $267.21M | 0.01% | Reduce |
| Baron Funds history | 2.51M | $146.59M | 0.43% | Add |
| Capital World Investors history | 2.51M | $146.35M | 0.02% | Add |
| Invesco Ltd history | 2.10M | $122.63M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 1.74M | $101.44M | 0.01% | Reduce |
| Geode Capital Management history | 1.33M | $77.69M | 0.01% | Add |
| Bank of America Corp history | 946.02K | $55.23M | 0.01% | Add |
| Arrowstreet Capital history | 865.46K | $50.53M | 0.04% | Add |
| Franklin Resources history | 689.72K | $40.27M | 0.01% | Add |
| Wellington Management Group history | 630.61K | $36.81M | 0.01% | Reduce |
| Prudential Financial history | 602.50K | $35.17M | 0.05% | Reduce |
| Northern Trust Corp history | 521.90K | $30.47M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 455.08K | $26.57M | 0.01% | Add |
| Morgan Stanley history | 415.96K | $24.28M | 0.00% | Reduce |
| Millennium Management history | 407.56K | $23.79M | 0.01% | Add |
| Goldman Sachs Group history | 279.51K | $16.32M | 0.00% | Add |
| BNY Mellon history | 264.09K | $15.42M | 0.00% | Add |
| Deutsche Bank AG history | 216.78K | $12.66M | 0.01% | Reduce |
| Renaissance Technologies history | 130.10K | $7.60M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 110.25K | $6.44M | 0.00% | Reduce |
| UBS Group AG history | 99.29K | $5.80M | 0.00% | Reduce |
| Citadel Advisors history | 91.70K | $5.35M | 0.00% | Add |
| Wells Fargo & Co history | 72.23K | $4.22M | 0.00% | Add |
| Royce & Associates history | 70.34K | $4.11M | 0.04% | New |
| Legal & General Investment Management America history | 61.25K | $3.58M | 0.00% | Add |
| Citigroup Inc history | 45.04K | $2.63M | 0.00% | Reduce |
| D. E. Shaw & Co history | 44.93K | $2.62M | 0.00% | Reduce |
| Manulife Financial history | 33.71K | $1.97M | 0.00% | Add |
| AQR Capital Management history | 30.97K | $1.81M | 0.00% | Add |
| Janus Henderson Group history | 22.67K | $1.36M | 0.00% | Hold |
| Amundi US history | 22.54K | $1.23M | 0.00% | Reduce |
| PNC Financial Services history | 5.77K | $336.85K | 0.00% | Reduce |
| Principal Global Investors history | 4.26K | $248.82K | 0.00% | Reduce |
| CPP Investments history | 700 | $40.87K | 0.00% | Add |
| T. Rowe Price Associates history | 40.87K | $2.39K | 0.00% | Reduce |
| Lazard Asset Management history | 34.87K | $2.04K | 0.00% | Add |
New Positions (Q2 2026)
- Marshall Wace 478.94K sh · $12.07M
- JPMorgan Chase & Co 273.99K sh · $6.82M
- Millennium Management 62.66K sh · $1.58M
- Arrowstreet Capital 28.39K sh · $715.61K
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 1.00M sh · $25.77M
- Lazard Asset Management sold 89.97K sh · $2.31M
- Janus Henderson Group sold 22.67K sh · $583.38K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Temasek Holdings | 17.15M | 17.15M | 17.15M | 17.15M | 17.15M | 17.15M | 17.15M | 17.15M | 17.15M | 17.15M | 17.15M | 19.65M | 19.65M | 22.13M | 22.13M | 22.13M | 22.13M | 22.13M | 22.13M | 22.13M |
| BlackRock Inc | 5.30M | 5.07M | 4.70M | 4.54M | 4.53M | 4.58M | 4.61M | 3.70M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 5.05M | 4.39M | 3.43M | 2.31M | 1.83M | 1.74M | 1.98M | 5.66M | 5.25M | 5.36M | 4.98M | 4.17M | 3.94M | 3.90M | 3.86M | 3.38M | 4.40M | 4.85M | 5.12M | 3.98M |
| Wellington Management Group | 2.05M | 1.93M | 1.85M | 1.89M | 776.16K | 630.61K | 851.14K | 995.75K | 985.53K | 931.18K | 944.63K | 989.72K | 618.54K | — | — | — | — | — | — | — |
| Baron Funds | 1.99M | 2.14M | 3.33M | 2.88M | 2.70M | 2.51M | 2.48M | 2.85M | 2.82M | 2.58M | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 1.51M | 1.44M | 1.47M | 1.44M | 1.39M | 1.33M | 1.25M | 1.05M | 956.20K | 918.46K | 678.44K | 526.52K | 403.85K | 313.87K | 301.57K | 288.00K | 248.96K | 257.19K | 217.50K | 193.05K |
| Goldman Sachs Group | 1.50M | 1.38M | 1.21M | 594.40K | 389.01K | 279.51K | 273.30K | 318.22K | 139.23K | 136.28K | 130.18K | 168.67K | 44.63K | 105.16K | 51.77K | 48.26K | 32.30K | — | 23.50K | — |
| D. E. Shaw & Co | 956.34K | 863.07K | 296.56K | 557.12K | 249.12K | 44.93K | 284.80K | 94.97K | 32.06K | 151.76K | 183.87K | 276.17K | 314.05K | 144.17K | — | — | — | — | — | 36.84K |
| Franklin Resources | 871.14K | 794.74K | 709.11K | 648.48K | 703.16K | 689.72K | 568.61K | 456.62K | 355.64K | 239.54K | — | 7.00K | 7.00K | 25.06K | — | — | — | — | — | — |
| Northern Trust Corp | 541.00K | 520.14K | 509.38K | 528.10K | 524.78K | 521.90K | 526.99K | 385.63K | 347.76K | 369.43K | 262.13K | 216.61K | 159.53K | 134.32K | 128.65K | 124.35K | 121.68K | 119.60K | 99.47K | 92.56K |
| Bank of America Corp | 489.66K | 595.75K | 582.57K | 1.01M | 1.33M | 946.02K | 786.44K | 899.66K | 306.80K | 291.83K | 292.93K | 150.22K | 146.83K | 92.39K | 43.01K | 48.13K | 63.33K | 62.90K | 52.53K | 32.26K |
| Charles Schwab Investment Management | 487.14K | 491.39K | 497.46K | 521.22K | 516.29K | 455.08K | 448.67K | 380.97K | 323.48K | 315.92K | 235.63K | 190.38K | 149.93K | 111.81K | 111.50K | 106.32K | 85.11K | 86.12K | 76.68K | 72.75K |
| Marshall Wace | 478.94K | — | — | 276.06K | 13.42K | — | — | — | — | 130.11K | 8.50K | 274.45K | 166.62K | 143.26K | — | — | — | — | 86.62K | 77.95K |
| Morgan Stanley | 447.18K | 248.34K | 165.67K | 203.08K | 257.59K | 415.96K | 602.24K | 693.46K | 498.74K | 520.21K | 649.62K | 578.54K | 703.10K | 434.35K | 43.11K | 38.27K | 48.70K | 5.04K | 4.33K | 8.37K |
| AQR Capital Management | 423.03K | 451.33K | 269.77K | 49.37K | 19.36K | 30.97K | 19.25K | 12.40K | 9.66K | 27.73K | 17.64K | 20.71K | 38.85K | — | — | — | — | — | — | — |
| BNY Mellon | 336.40K | 382.60K | 285.52K | 307.33K | 389.55K | 264.09K | 163.08K | 121.56K | 145.21K | 134.42K | 112.67K | 86.16K | 67.57K | 50.21K | 41.93K | 53.64K | 45.24K | 52.26K | 41.99K | 25.57K |
| Two Sigma Investments | 294.64K | 107.39K | 117.42K | 275.53K | — | — | 17.53K | 18.78K | 32.22K | 40.16K | 271.95K | 98.93K | 92.47K | 19.20K | — | — | — | — | — | 16.78K |
| JPMorgan Chase & Co | 273.99K | — | 120.04K | 95.75K | 75.64K | 110.25K | 223.58K | 141.52K | 440.25K | 115.26K | 81.31K | 51.56K | 38.77K | 13.60K | 33.14K | 26.57K | 11.84K | 9.71K | 6.71K | 6.81K |
| UBS Group AG | 208.49K | 152.21K | 180.99K | 313.30K | 123.90K | 99.29K | 352.52K | 37.09K | 101.88K | 44.45K | 7.90K | 24.64K | 15.05K | 2.42K | 206 | 861 | 212 | 103 | 4.97K | — |
| Citadel Advisors | 95.56K | 165.51K | 501.54K | 205.27K | 108.53K | 91.70K | 39.20K | 154.46K | 90.47K | 82.71K | 70.91K | 61.71K | 58.24K | 39.94K | 18.87K | — | — | 15.32K | 12.22K | 163.09K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details