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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
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

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

Larson Financial Group's INTA Position: Q2 2026 in Review

Larson Financial Group opened a new position in Intapp (INTA) in Q2 2026: 14,205 shares worth $358K. The stake represents 0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in INTA as recently as Q1 2025.

Larson Financial Group first reported a position in INTA in Q1 2025 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Larson Financial Group held 14,205 shares of Intapp worth $358K as of Q2 2026.
  • Intapp was a new Larson Financial Group position in Q2 2026.
  • Intapp made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #650 holding.
  • Larson Financial Group first reported a position in Intapp in Q1 2025 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.