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Creative Planning INTA Position History
Intapp, Inc. • Technology
Quarters held
8
Latest value
$3.6M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5K |
| Q3 2025 | $451K |
| Q4 2025 | $1.6M |
| Q1 2026 | $3.5M |
| Q2 2026 | $117K |
| Q2 2026 | $2.1M |
| Q3 2026 | $179K |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 98.5K | — | — |
| Q3 2026 | $179K | 5.0K | — | — |
| Q2 2026 | $2.1M | 84.2K | — | — |
| Q2 2026 | $117K | 4.6K | — | — |
| Q1 2026 | $3.5M | 134.5K | — | — |
| Q4 2025 | $1.6M | 34.9K | — | — |
| Q3 2025 | $451K | 11.0K | — | — |
| Q3 2025 | $5K | 122 | — | — |