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
Q3 		$1.29M Sell
35,523
-2,841
-7% -$100K ﹤0.01% 4269
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 $36.7B AUM 6.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial's INTA Position: Q3 2026 in Review

LPL Financial reduced its Intapp (INTA) stake by 7.4% in Q3 2026, selling an estimated $100K and leaving 35,523 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #4269.

LPL Financial first reported a position in INTA in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.04M in Q4 2025. 146 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • LPL Financial held 35,523 shares of Intapp worth $1.29M as of Q3 2026.
  • LPL Financial sold 2,841 Intapp shares in Q3 2026, an estimated $100K.
  • Intapp made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4269 holding.
  • LPL Financial first reported a position in Intapp in Q4 2023 and has held it in 12 quarters since.
  • LPL Financial's Intapp position peaked at $2.04M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.