Thrive Wealth Management
INTA icon

Thrive Wealth Management’s Intapp INTA Stock Holding History

Thrive Wealth Management’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 		$347K Sell
9,582
-50
-0.5% -$1.76K 0.04% 167
2026
Q2 		$243K Buy
+9,632
New +$219K 0.03% 222

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Atria Investments
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State of Alaska Department of Revenue
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Nisa Investment Advisors
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Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AssetMark Inc
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Harbor Investment Advisory
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Thrive Wealth Management's INTA Position: Q3 2026 in Review

Thrive Wealth Management reduced its Intapp (INTA) stake by 0.52% in Q3 2026, selling an estimated $1.76K and leaving 9,582 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #167.

Thrive Wealth Management first reported a position in INTA in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold INTA as of Q3 2026.

  • Thrive Wealth Management held 9,582 shares of Intapp worth $347K as of Q3 2026.
  • Thrive Wealth Management sold 50 Intapp shares in Q3 2026, an estimated $1.76K.
  • Intapp made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #167 holding.
  • Thrive Wealth Management first reported a position in Intapp in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Intapp as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.