IFP Advisors
INTA icon

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
Q3 		$14.6K Buy
404
+143
+55% +$5.04K ﹤0.01% 3141
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% 4378

Other funds holding INTA

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors's INTA Position: Q3 2026 in Review

IFP Advisors increased its Intapp (INTA) stake by 55% in Q3 2026, buying an estimated $5.04K and bringing the position to 404 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3141.

IFP Advisors first reported a position in INTA in Q4 2022 and has held it in 11 quarters since. The position peaked at $21.6K in Q4 2024. 61 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • IFP Advisors held 404 shares of Intapp worth $14.6K as of Q3 2026.
  • IFP Advisors bought 143 Intapp shares in Q3 2026, an estimated $5.04K.
  • Intapp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3141 holding.
  • IFP Advisors first reported a position in Intapp in Q4 2022 and has held it in 11 quarters since.
  • IFP Advisors's Intapp position peaked at $21.6K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.