FFA
INTA icon

Farther Finance Advisors’s Intapp INTA Stock Holding History

Farther Finance 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 		$51K Sell
1,409
-96
-6% -$3.38K ﹤0.01% 3408
2026
Q2 		$37.7K Buy
1,505
+38
+3% +$866 ﹤0.01% 3481
2026
Q1 		$36.7K Buy
1,467
+1,187
+424% +$35.4K ﹤0.01% 3216
2025
Q4 		$12.8K Sell
280
-392
-58% -$16.3K ﹤0.01% 3745
2025
Q3 		$27.5K Sell
672
-59
-8% -$2.55K ﹤0.01% 2825
2025
Q2 		$37.7K Buy
731
+205
+39% +$11.2K ﹤0.01% 2285
2025
Q1 		$31.3K Buy
526
+224
+74% +$14.8K ﹤0.01% 2143
2024
Q4 		$19.4K Sell
302
-275
-48% -$15.8K ﹤0.01% 2090
2024
Q3 		$27.6K Buy
577
+527
+1,054% +$21.3K ﹤0.01% 1937
2024
Q2 		$1.82K Hold
50
– – ﹤0.01% 2831
2024
Q1 		$1.65K Hold
50
– – ﹤0.01% 2566
2023
Q4 		$1.9K Hold
50
– – ﹤0.01% 2450
2023
Q3 		$1.68K Hold
50
– – ﹤0.01% 1924
2023
Q2 		$2.1K Hold
50
– – ﹤0.01% 1736
2023
Q1 		$2.24K Hold
50
– – ﹤0.01% 1598
2022
Q4 		$1.25K Buy
+50
New +$1.11K ﹤0.01% 1597

Other funds holding INTA

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's INTA Position: Q3 2026 in Review

Farther Finance Advisors reduced its Intapp (INTA) stake by 6.4% in Q3 2026, selling an estimated $3.38K and leaving 1,409 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #3408.

Farther Finance Advisors first reported a position in INTA in Q4 2022 and has held it in 16 quarters since. 10 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • Farther Finance Advisors held 1,409 shares of Intapp worth $51K as of Q3 2026.
  • Farther Finance Advisors sold 96 Intapp shares in Q3 2026, an estimated $3.38K.
  • Intapp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3408 holding.
  • Farther Finance Advisors first reported a position in Intapp in Q4 2022 and has held it in 16 quarters since.
  • 10 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

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