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IFP Advisors’s Intapp INTA Stock Holding History

IFP 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 		$6.58K Buy
261
+169
+184% +$3.85K ﹤0.01% 3621
2026
Q1 		$2.36K Sell
92
-263
-74% -$7.84K ﹤0.01% 3903
2025
Q4 		$16.3K Buy
355
+351
+8,775% +$14.6K ﹤0.01% 2824
2025
Q3 		$164 Buy
+4
New +$173 ﹤0.01% 4434
2025
Q2 		– Sell
-1
Closed -$55 – 3202
2025
Q1 		$58 Sell
1
-336
-100% -$22.1K ﹤0.01% 3992
2024
Q4 		$21.6K Buy
337
+1
+0.3% +$57 ﹤0.01% 2214
2024
Q3 		$16.1K Hold
336
– – ﹤0.01% 2238
2024
Q2 		$12.3K Buy
+336
New +$11.4K ﹤0.01% 2272
2023
Q3 		– Sell
-73
Closed -$3.06K – 3434
2023
Q2 		$3.06K Buy
+73
New +$3.15K ﹤0.01% 2725
2023
Q1 		– Sell
-25
Closed -$1K – 3905
2022
Q4 		$1K Buy
+25
New +$553 ﹤0.01% 4379

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

IFP Advisors's INTA Position: Q2 2026 in Review

IFP Advisors increased its Intapp (INTA) stake by 184% in Q2 2026, buying an estimated $3.85K and bringing the position to 261 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

IFP Advisors first reported a position in INTA in Q4 2022 and has held it in 10 quarters since. The position peaked at $21.6K in Q4 2024. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • IFP Advisors held 261 shares of Intapp worth $6.58K as of Q2 2026.
  • IFP Advisors bought 169 Intapp shares in Q2 2026, an estimated $3.85K.
  • Intapp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3621 holding.
  • IFP Advisors first reported a position in Intapp in Q4 2022 and has held it in 10 quarters since.
  • IFP Advisors's Intapp position peaked at $21.6K in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.