Creative Planning
INTA icon

Creative Planning’s Intapp INTA Stock Holding History

Creative Planning’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
Q1 		$3.46M Buy
134,508
+99,580
+285% +$2.97M ﹤0.01% 1465
2025
Q4 		$1.6M Buy
34,928
+23,791
+214% +$987K ﹤0.01% 1904
2025
Q3 		$456K Buy
11,137
+1,557
+16% +$67.3K ﹤0.01% 2804
2025
Q2 		$495K Sell
9,580
-4,438
-32% -$242K ﹤0.01% 2483
2025
Q1 		$818K Buy
14,018
+9,112
+186% +$601K ﹤0.01% 1880
2024
Q4 		$314K Buy
+4,906
New +$281K ﹤0.01% 2625

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's INTA Position: Q1 2026 in Review

Creative Planning increased its Intapp (INTA) stake by 285% in Q1 2026, buying an estimated $2.97M and bringing the position to 134,508 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Creative Planning first reported a position in INTA in Q4 2024 and has held it in 6 quarters since. 242 funds tracked by Wall St. Rank hold INTA as of Q1 2026.

  • Creative Planning held 134,508 shares of Intapp worth $3.46M as of Q1 2026.
  • Creative Planning bought 99,580 Intapp shares in Q1 2026, an estimated $2.97M.
  • Intapp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1465 holding.
  • Creative Planning first reported a position in Intapp in Q4 2024 and has held it in 6 quarters since.
  • 242 funds tracked by Wall St. Rank held Intapp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.