FFA
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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
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

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors's INTA Position: Q2 2026 in Review

Farther Finance Advisors increased its Intapp (INTA) stake by 2.6% in Q2 2026, buying an estimated $866 and bringing the position to 1,505 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3481.

Farther Finance Advisors first reported a position in INTA in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.7K in Q2 2025. 25 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Farther Finance Advisors held 1,505 shares of Intapp worth $37.7K as of Q2 2026.
  • Farther Finance Advisors bought 38 Intapp shares in Q2 2026, an estimated $866.
  • Intapp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3481 holding.
  • Farther Finance Advisors first reported a position in Intapp in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Intapp position peaked at $37.7K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.