Level Four Advisory Services’s Intapp INTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$816K Sell
32,350
-21,785
-40% -$496K 0.02% 485
2026
Q1
$1.39M Buy
54,135
+21,361
+65% +$637K 0.05% 358
2025
Q4
$1.5M Sell
32,774
-8,666
-21% -$359K 0.05% 333
2025
Q3
$1.69M Buy
41,440
+15,679
+61% +$678K 0.06% 303
2025
Q2
$1.33M Buy
+25,761
New +$1.41M 0.05% 329

Other funds holding INTA

Level Four Advisory Services's INTA Position: Q2 2026 in Review

Level Four Advisory Services reduced its Intapp (INTA) stake by 40% in Q2 2026, selling an estimated $496K and leaving 32,350 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #485.

Level Four Advisory Services first reported a position in INTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.69M in Q3 2025. 249 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • Level Four Advisory Services held 32,350 shares of Intapp worth $816K as of Q2 2026.
  • Level Four Advisory Services sold 21,785 Intapp shares in Q2 2026, an estimated $496K.
  • Intapp made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #485 holding.
  • Level Four Advisory Services first reported a position in Intapp in Q2 2025 and has held it in 5 quarters since.
  • Level Four Advisory Services's Intapp position peaked at $1.69M in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.