Clearstead Advisors
INTA icon

Clearstead Advisors’s Intapp INTA Stock Holding History

Clearstead 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 		$1.52K Buy
42
+16
+62% +$564 ﹤0.01% 2554
2026
Q2 		$656 Buy
+26
New +$592 ﹤0.01% 2839
2026
Q1 		– Sell
-9
Closed -$413 – 2546
2025
Q4 		$413 Buy
9
+8
+800% +$332 ﹤0.01% 2330
2025
Q3 		$41 Sell
1
-462
-100% -$20K ﹤0.01% 2988
2025
Q2 		$23.9K Buy
+463
New +$25.3K ﹤0.01% 1551

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

Clearstead Advisors's INTA Position: Q3 2026 in Review

Clearstead Advisors increased its Intapp (INTA) stake by 62% in Q3 2026, buying an estimated $564 and bringing the position to 42 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2554.

Clearstead Advisors first reported a position in INTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $23.9K in Q2 2025. 126 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • Clearstead Advisors held 42 shares of Intapp worth $1.52K as of Q3 2026.
  • Clearstead Advisors bought 16 Intapp shares in Q3 2026, an estimated $564.
  • Intapp made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2554 holding.
  • Clearstead Advisors first reported a position in Intapp in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Intapp position peaked at $23.9K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

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