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
Q2 		$2.24M Sell
88,838
-45,670
-34% -$1.04M ﹤0.01% 1997
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 $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's INTA Position: Q2 2026 in Review

Creative Planning reduced its Intapp (INTA) stake by 34% in Q2 2026, selling an estimated $1.04M and leaving 88,838 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Creative Planning first reported a position in INTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.46M in Q1 2026. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Creative Planning held 88,838 shares of Intapp worth $2.24M as of Q2 2026.
  • Creative Planning sold 45,670 Intapp shares in Q2 2026, an estimated $1.04M.
  • Intapp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1997 holding.
  • Creative Planning first reported a position in Intapp in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's Intapp position peaked at $3.46M in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.