Rothwell Investment Advisors, LLC’s Intapp INTA Stock Holding History

Rothwell Investment Advisors, 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	$3.62K	Buy	+100	New	+$3.52K	﹤0.01%	966

Other funds holding INTA

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Alamar Capital Management Santa Barbara, California $196M AUM 74.53% 1-Year Est. Return

Rothwell Investment Advisors, LLC's INTA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Intapp (INTA) in Q3 2026: 100 shares worth $3.62K. The stake represents ﹤0.01% of the portfolio and ranks #966 among its holdings.

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

Rothwell Investment Advisors, LLC held 100 shares of Intapp worth $3.62K as of Q3 2026.
Intapp was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Intapp made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #966 holding.
113 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.