Root Financial Partners
INTA icon

Root Financial Partners’s Intapp INTA Stock Holding History

Root Financial Partners’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 		$9.34K Buy
+258
New +$9.09K ﹤0.01% 1942
2026
Q2 		– Sell
-633
Closed -$16.3K – 1771
2026
Q1 		$16.3K Buy
+633
New +$18.9K ﹤0.01% 1436

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

Root Financial Partners's INTA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Intapp (INTA) in Q3 2026: 258 shares worth $9.34K. The stake represents ﹤0.01% of the portfolio and ranks #1942 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in INTA as recently as Q1 2026.

Root Financial Partners first reported a position in INTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.3K in Q1 2026. 146 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • Root Financial Partners held 258 shares of Intapp worth $9.34K as of Q3 2026.
  • Intapp was a new Root Financial Partners position in Q3 2026.
  • Intapp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1942 holding.
  • Root Financial Partners first reported a position in Intapp in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Intapp position peaked at $16.3K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.