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Essential Partners’s Intapp INTA Stock Holding History

Essential Partners’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 		$5.72K Buy
158
+88
+126% +$3.1K ﹤0.01% 1444
2026
Q2 		$1.76K Sell
70
-221
-76% -$5.04K ﹤0.01% 2028
2026
Q1 		$7.48K Sell
291
-252
-46% -$7.51K ﹤0.01% 1386
2025
Q4 		$24.9K Buy
543
+531
+4,425% +$22K 0.01% 829
2025
Q3 		$491 Buy
+12
New +$519 ﹤0.01% 2209

Other funds holding INTA

ACM
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
TWM
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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's INTA Position: Q3 2026 in Review

Essential Partners increased its Intapp (INTA) stake by 126% in Q3 2026, buying an estimated $3.1K and bringing the position to 158 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Essential Partners first reported a position in INTA in Q3 2025 and has held it in 5 quarters since. The position peaked at $24.9K in Q4 2025. 19 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • Essential Partners held 158 shares of Intapp worth $5.72K as of Q3 2026.
  • Essential Partners bought 88 Intapp shares in Q3 2026, an estimated $3.1K.
  • Intapp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1444 holding.
  • Essential Partners first reported a position in Intapp in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Intapp position peaked at $24.9K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.