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 Q2	–	Sell	-633	Closed	-$16.3K	–	1771
2026 Q1	$16.3K	Buy	+633	New	+$18.9K	﹤0.01%	1436

Other funds holding INTA

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Root Financial Partners's INTA Position: Q2 2026 in Review

Root Financial Partners sold out of Intapp (INTA) in Q2 2026, closing a stake of 633 shares — an estimated $16.3K sold.

Root Financial Partners first reported a position in INTA in Q1 2026 and held it in 1 quarter. The position peaked at $16.3K in Q1 2026. 52 funds tracked by Wall St. Rank hold INTA as of Q2 2026.

Root Financial Partners reported no remaining Intapp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 633 Intapp shares in Q2 2026, an estimated $16.3K.
Root Financial Partners first reported a position in Intapp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Intapp position peaked at $16.3K in Q1 2026.
52 funds tracked by Wall St. Rank held Intapp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.