LPL Financial
INTA icon

LPL Financial’s Intapp INTA Stock Holding History

LPL Financial’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
Q1 		$1.22M Buy
47,368
+2,787
+6% +$83.1K ﹤0.01% 4001
2025
Q4 		$2.04M Buy
44,581
+9,735
+28% +$404K ﹤0.01% 3403
2025
Q3 		$1.43M Buy
34,846
+2,461
+8% +$106K ﹤0.01% 3648
2025
Q2 		$1.67M Buy
32,385
+11,745
+57% +$642K ﹤0.01% 3295
2025
Q1 		$1.2M Sell
20,640
-66
-0.3% -$4.35K ﹤0.01% 3398
2024
Q4 		$1.33M Buy
20,706
+2,925
+16% +$168K ﹤0.01% 3240
2024
Q3 		$850K Buy
17,781
+3,602
+25% +$145K ﹤0.01% 3540
2024
Q2 		$520K Sell
14,179
-1,291
-8% -$43.9K ﹤0.01% 3843
2024
Q1 		$531K Buy
15,470
+6,143
+66% +$241K ﹤0.01% 3731
2023
Q4 		$355K Buy
+9,327
New +$343K ﹤0.01% 3957

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
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VCM
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return