Larson Financial Group
INTA icon

Larson Financial Group’s Intapp INTA Stock Holding History

Larson Financial Group’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 		$416K Sell
11,476
-2,729
-19% -$96.1K 0.01% 665
2026
Q2 		$358K Buy
+14,205
New +$324K 0.01% 650
2025
Q2 		– Sell
-12
Closed -$701 – 3392
2025
Q1 		$701 Buy
+12
New +$791 ﹤0.01% 2486

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TimesSquare Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Alamar Capital Management
Alamar Capital Management Santa Barbara, California $196M AUM 74.53% 1-Year Est. Return

Larson Financial Group's INTA Position: Q3 2026 in Review

Larson Financial Group reduced its Intapp (INTA) stake by 19% in Q3 2026, selling an estimated $96.1K and leaving 11,476 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #665.

Larson Financial Group first reported a position in INTA in Q1 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • Larson Financial Group held 11,476 shares of Intapp worth $416K as of Q3 2026.
  • Larson Financial Group sold 2,729 Intapp shares in Q3 2026, an estimated $96.1K.
  • Intapp made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #665 holding.
  • Larson Financial Group first reported a position in Intapp in Q1 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.