Cedar Mountain Advisors
INTA icon

Cedar Mountain Advisors’s Intapp INTA Stock Holding History

Cedar Mountain Advisors’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 		$326 Hold
9
– – ﹤0.01% 1079
2026
Q2 		$227 Hold
9
– – ﹤0.01% 1115
2026
Q1 		$231 Hold
9
– – ﹤0.01% 1091
2025
Q4 		$412 Hold
9
– – ﹤0.01% 623
2025
Q3 		$368 Buy
+9
New +$389 ﹤0.01% 623

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Cedar Mountain Advisors's INTA Position: Q3 2026 in Review

Cedar Mountain Advisors held its Intapp (INTA) position steady in Q3 2026 at 9 shares worth $326. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Cedar Mountain Advisors first reported a position in INTA in Q3 2025 and has held it in 5 quarters since. The position peaked at $412 in Q4 2025. 126 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • Cedar Mountain Advisors held 9 shares of Intapp worth $326 as of Q3 2026.
  • Cedar Mountain Advisors left its Intapp share count unchanged in Q3 2026.
  • Intapp made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1079 holding.
  • Cedar Mountain Advisors first reported a position in Intapp in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Intapp position peaked at $412 in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.