AssetMark Inc’s Intapp INTA Stock Holding History

AssetMark Inc’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	$55.8K	Buy	1,540 +140	+10%	+$4.93K	﹤0.01%	1841
2026 Q2	$35.3K	Hold	1,400	–	–	﹤0.01%	1969
2026 Q1	$36K	Sell	1,400 -15	-1%	-$447	﹤0.01%	1856
2025 Q4	$64.8K	Sell	1,415 -350	-20%	-$14.5K	﹤0.01%	1624
2025 Q3	$72.2K	Buy	1,765 +440	+33%	+$19K	﹤0.01%	1519
2025 Q2	$68.4K	Sell	1,325 -2	-0.2%	-$109	﹤0.01%	1458
2025 Q1	$77.5K	Sell	1,327 -325	-20%	-$21.4K	﹤0.01%	1339
2024 Q4	$106K	Buy	1,652 +2	+0.1%	+$115	﹤0.01%	1240
2024 Q3	$78.9K	Hold	1,650	–	–	﹤0.01%	1194
2024 Q2	$60.5K	Buy	1,650 +340	+26%	+$11.6K	﹤0.01%	1193
2024 Q1	$44.9K	Hold	1,310	–	–	﹤0.01%	1180
2023 Q4	$49.8K	Buy	1,310 +815	+165%	+$30K	﹤0.01%	1165
2023 Q3	$16.6K	Buy	+495	New	+$18.1K	﹤0.01%	1263

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

AssetMark Inc's INTA Position: Q3 2026 in Review

AssetMark Inc increased its Intapp (INTA) stake by 10% in Q3 2026, buying an estimated $4.93K and bringing the position to 1,540 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

AssetMark Inc first reported a position in INTA in Q3 2023 and has held it in 13 quarters since. The position peaked at $106K in Q4 2024. 113 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

AssetMark Inc held 1,540 shares of Intapp worth $55.8K as of Q3 2026.
AssetMark Inc bought 140 Intapp shares in Q3 2026, an estimated $4.93K.
Intapp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1841 holding.
AssetMark Inc first reported a position in Intapp in Q3 2023 and has held it in 13 quarters since.
AssetMark Inc's Intapp position peaked at $106K in Q4 2024.
113 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.