Position in INTA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$535,863
New position
Shares Held
21,256
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3
of 35 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026DRIVE WEALTH MANAGEMENT, LLC holds $5,503,045 across 17 Software - Application names. INTA ranks #1 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTA |
Intapp, Inc.
This page
|
21,256 | $535,863 | |
| 2 | PTRN |
Pattern Group Inc.
|
20,408 | $514,077 | |
| 3 | CRM |
Salesforce, Inc.
|
2,956 | $463,086 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,170 | $439,123 | |
| 5 | ADBE |
Adobe Inc.
|
2,023 | $414,754 | |
| 6 | FICO |
Fair Isaac Corp
|
338 | $403,834 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,416 | $390,817 | |
| 8 | SAP |
Sap SE
|
2,071 | $319,161 |
All Filings in INTA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,863 | 21,256 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||