Intapp, Inc.
INTA- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001565687
In the last 90 days, Intapp, Inc. insiders filed 0 open-market purchases and 16 sales; 248 institutions reported holding it in 13F filings for Q2 2026, worth $1.71B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Intapp, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 135
- +58 vs. Q4 2022
- Shares held
- 55.2M
- +3.85M (+7.5%) vs. Q4 2022
- Total value
- $2.48B
- +$1.20B (+93.3%) vs. Q4 2022
- New holders
- 63
- 39 more added
- Sold out
- 5
- 20 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INTA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 248 | $1.71B |
| Q1 2026 | 242 | $1.75B |
| Q4 2025 | 265 | $3.21B |
| Q3 2025 | 261 | $2.88B |
| Q2 2025 | 283 | $3.75B |
| Q1 2025 | 270 | $4.14B |
| Q4 2024 | 256 | $4.62B |
| Q3 2024 | 218 | $3.34B |
| Q2 2024 | 189 | $2.45B |
| Q1 2024 | 178 | $2.24B |
| Q4 2023 | 172 | $2.39B |
| Q3 2023 | 157 | $2.05B |
| Q2 2023 | 168 | $2.47B |
| Q1 2023 | 135 | $2.48B |
| Q4 2022 | 77 | $1.28B |
| Q3 2022 | 67 | $951.1M |
| Q2 2022 | 66 | $749.3M |
| Q1 2022 | 55 | $1.22B |
| Q4 2021 | 54 | $1.27B |
| Q3 2021 | 59 | $1.30B |
| Q2 2021 | 56 | $1.40B |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 5,122 | $229.7K | 0.00% | +5,122 | New |
| Teacher Retirement System of Texas | 4,820 | $216.0K | 0.00% | +4,820 | New |
| Wells Fargo & Company | 4,154 | $186.3K | 0.00% | +2,809+208.8% | Added |
| ETF Managers Group, LLC | 3,563 | $159.8K | 0.01% | +3,563 | New |
| Royal Bank of Canada | 3,512 | $157.0K | 0.00% | +1,778+102.5% | Added |
| Virtus Fund Advisers, LLC | 3,207 | $143.8K | 1.01% | +3,207 | New |
| Aquatic Capital Management LLC | 2,900 | $130.0K | 0.01% | +2,900 | New |
| Counterpoint Mutual Funds LLC | 2,464 | $110.5K | 0.10% | +2,464 | New |
| UBS Group AG | 2,416 | $108.3K | 0.00% | +2,210+1,072.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,269 | $101.7K | 0.00% | +2,269 | New |
| Amalgamated Bank | 2,016 | $90.0K | 0.00% | −265−11.6% | Reduced |
| Lazard Asset Management LLC | 1,906 | $85.0K | 0.00% | −109−5.4% | Reduced |
| State of Wyoming | 1,840 | $82.5K | 0.03% | +1,840 | New |
| Tucker Asset Management LLC | 1,108 | $49.7K | 0.01% | +1,108 | New |
| Allspring Global Investments Holdings, LLC | 1,090 | $48.9K | 0.00% | +107+10.9% | Added |
| Ameritas Investment Partners, Inc. | 1,077 | $48.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 791 | $35.5K | 0.00% | −151−16.0% | Reduced |
| Tower Research Capital LLC (TRC) | 764 | $34.0K | 0.00% | +383+100.5% | Added |
| Altshuler Shaham Ltd | 728 | $32.6K | 0.00% | +728 | New |
| CWM, LLC | 627 | $28.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 527 | $23.6K | 0.00% | +82+18.4% | Added |
| Simplex Trading, LLC | 380 | $17.0K | 0.00% | +284+295.8% | Added |
| Parallel Advisors, LLC | 82 | $3.68K | 0.00% | +72+720.0% | Added |
| MCF Advisors LLC | 74 | $3.32K | 0.00% | +74 | New |
| Lindbrook Capital, LLC | 69 | $3.09K | 0.00% | −8−10.4% | Reduced |
| First Horizon Advisors, Inc. | 68 | $3.05K | 0.00% | −24−26.1% | Reduced |
| Farther Finance Advisors, LLC | 50 | $2.24K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 44 | $1.97K | 0.00% | +44 | New |
| Glassman Wealth Services | 28 | $1.26K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $1.21K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $808 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8 | $359 | 0.00% | −9−52.9% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | +1+12.5% | Added |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −42,339−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −29,327−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −12,306−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |