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CoreCap Advisors’s Intapp INTA Stock Holding History

CoreCap 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
Q2 		$3.13K Buy
+124
New +$2.83K ﹤0.01% 2414
2025
Q4 		– Sell
-115
Closed -$4.7K – 2994
2025
Q3 		$4.7K Sell
115
-48
-29% -$2.08K ﹤0.01% 2186
2025
Q2 		$8.41K Buy
163
+24
+17% +$1.31K ﹤0.01% 1942
2025
Q1 		$8.12K Sell
139
-856
-86% -$56.4K ﹤0.01% 1912
2024
Q4 		$63.8K Buy
+995
New +$57.1K ﹤0.01% 1080

Other funds holding INTA

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

CoreCap Advisors's INTA Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Intapp (INTA) in Q2 2026: 124 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #2414 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in INTA as recently as Q3 2025.

CoreCap Advisors first reported a position in INTA in Q4 2024 and has held it in 5 quarters since. The position peaked at $63.8K in Q4 2024. 30 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • CoreCap Advisors held 124 shares of Intapp worth $3.13K as of Q2 2026.
  • Intapp was a new CoreCap Advisors position in Q2 2026.
  • Intapp made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2414 holding.
  • CoreCap Advisors first reported a position in Intapp in Q4 2024 and has held it in 5 quarters since.
  • CoreCap Advisors's Intapp position peaked at $63.8K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.