CoreCap Advisors
INTA icon

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
Q3 		$3.55K Sell
98
-26
-21% -$916 ﹤0.01% 2341
2026
Q2 		$3.13K Buy
+124
New +$2.82K ﹤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

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors's INTA Position: Q3 2026 in Review

CoreCap Advisors reduced its Intapp (INTA) stake by 21% in Q3 2026, selling an estimated $916 and leaving 98 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

CoreCap Advisors first reported a position in INTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.8K in Q4 2024. 32 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • CoreCap Advisors held 98 shares of Intapp worth $3.55K as of Q3 2026.
  • CoreCap Advisors sold 26 Intapp shares in Q3 2026, an estimated $916.
  • Intapp made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2341 holding.
  • CoreCap Advisors first reported a position in Intapp in Q4 2024 and has held it in 6 quarters since.
  • CoreCap Advisors's Intapp position peaked at $63.8K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.