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
Q2 		$967K Sell
38,364
-9,004
-19% -$205K ﹤0.01% 4452
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

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

LPL Financial's INTA Position: Q2 2026 in Review

LPL Financial reduced its Intapp (INTA) stake by 19% in Q2 2026, selling an estimated $205K and leaving 38,364 shares worth $967K. The position accounts for ﹤0.01% of the portfolio, ranked #4452.

LPL Financial first reported a position in INTA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q4 2025. 248 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

  • LPL Financial held 38,364 shares of Intapp worth $967K as of Q2 2026.
  • LPL Financial sold 9,004 Intapp shares in Q2 2026, an estimated $205K.
  • Intapp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4452 holding.
  • LPL Financial first reported a position in Intapp in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's Intapp position peaked at $2.04M in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.