Thrive Wealth Management, LLC

Position in INTA — Intapp, Inc.

CIK 1847610 AUDUBON, PA

Position in INTA

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$242,822

New position

Shares Held

9,632

first reported quarter

Ownership

0.013%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#153

of 248 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $4,032,080 across 6 Software - Application names. INTA ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	9,020	$2,295,590
2	CRM	Salesforce, Inc.	6,101	$955,782
3	ADP	Automatic Data Processing Inc	1,085	$242,985
4	INTA	Intapp, Inc. This page	9,632	$242,822
5	UBER	Uber Technologies, Inc	2,799	$201,975
6	NOW	ServiceNow, Inc.	936	$92,926

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,822	9,632	—	Shares	Sole	2026-07-07
No filing history on record for this holder in this stock.