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Superior Planning, LLC’s Intapp INTA Stock Holding History

Superior Planning, LLC’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
Q3 		$30.5K Buy
+841
New +$29.6K 0.01% 535

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Superior Planning, LLC's INTA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Intapp (INTA) in Q3 2026: 841 shares worth $30.5K. The stake represents 0.01% of the portfolio and ranks #535 among its holdings.

176 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • Superior Planning, LLC held 841 shares of Intapp worth $30.5K as of Q3 2026.
  • Intapp was a new Superior Planning, LLC position in Q3 2026.
  • Intapp made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #535 holding.
  • 176 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.