LPL Financial LLC

Position in INTA — Intapp, Inc.

CIK 1403438 FORT MILL, SC

Position in INTA

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,216,883

-$825,818 QoQ

Shares Held

47,368

+6.3% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 2.6790238135450095.ToString("F0")% Shared 0.ToString("F0")% None 97.32097618645498.ToString("F0")%

Technology · as of Mar 31, 2026

LPL Financial LLC holds $1,911,948,885 across 106 Software - Application names. INTA ranks #54 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	1,329,703	$248,215,659
2	NOW	ServiceNow, Inc.	2,043,851	$213,684,622
3	UBER	Uber Technologies, Inc	2,790,297	$200,706,063
4	SHOP	Shopify Inc.	1,465,785	$173,871,416
5	PAYX	Paychex Inc	1,451,615	$133,722,773
6	ADP	Automatic Data Processing Inc	655,251	$133,133,898
7	ADBE	Adobe Inc.	431,085	$104,788,141
8	INTU	Intuit Inc.	242,272	$104,753,567

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,216,883	47,368	+6.3%	Shares	Sole	2026-05-06
2025-12-31	$2,042,701	44,581	+27.9%	Shares	Sole	2026-02-11
2025-09-30	$1,425,201	34,846	+7.6%	Shares	Sole	2025-11-12
2025-06-30	$1,671,713	32,385	+56.9%	Shares	Sole	2025-08-12
2025-03-31	$1,204,963	20,640	-0.3%	Shares	Sole	2025-05-07
2024-12-31	$1,327,047	20,706	+16.5%	Shares	Sole	2025-02-11
2024-09-30	$850,465	17,781	+25.4%	Shares	Sole	2024-11-08
2024-06-30	$519,943	14,179	-8.3%	Shares	Sole	2024-08-07
2024-03-31	$530,621	15,470	+65.9%	Shares	Sole	2024-05-10
2023-12-31	$354,612	9,327	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.