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 15 sales; 248 institutions reported holding it in 13F filings for Q2 2026, worth $1.71B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Intapp, Inc. as of Sep 30, 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
- 157
- −11 vs. Q2 2023
- Shares held
- 61.2M
- +2.21M (+3.7%) vs. Q2 2023
- Total value
- $2.05B
- −$420.3M (−17.0%) vs. Q2 2023
- New holders
- 32
- 67 more added
- Sold out
- 43
- 38 more reduced
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $135 | 0.00% | +4 | New |
| Citadel Advisors LLC | 8 | $268 | 0.00% | −22,928−100.0% | Reduced |
| Signaturefd, LLC | 8 | $268 | 0.00% | −17−68.0% | Reduced |
| SRS Capital Advisors, Inc. | 13 | $436 | 0.00% | +13 | New |
| Toth Financial Advisory Corp | 15 | $503 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16 | $558 | 0.00% | +16 | New |
| Manchester Capital Management LLC | 18 | $604 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $604 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 23 | $771 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 24 | $804 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 28 | $939 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 50 | $1.68K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 66 | $2.21K | 0.00% | +66 | New |
| Lindbrook Capital, LLC | 69 | $2.31K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 82 | $2.75K | 0.00% | +82 | New |
| Private Trust Co NA | 106 | $3.55K | 0.00% | +106 | New |
| MCF Advisors LLC | 145 | $4.86K | 0.00% | −348−70.6% | Reduced |
| First Horizon Advisors, Inc. | 214 | $7.17K | 0.00% | +167+355.3% | Added |
| Comerica Bank | 320 | $10.7K | 0.00% | +320 | New |
| Tower Research Capital LLC (TRC) | 425 | $14.2K | 0.00% | −3,541−89.3% | Reduced |
| Covestor Ltd | 450 | $15.0K | 0.01% | +178+65.4% | Added |
| Assetmark, Inc | 495 | $16.6K | 0.00% | +495 | New |
| Huntington National Bank | 536 | $18.0K | 0.00% | +536 | New |
| CWM, LLC | 627 | $21.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,301 | $43.6K | 0.00% | +434+50.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,375 | $46.1K | 0.00% | +1,375 | New |
| Robeco Institutional Asset Management B.V. | 1,563 | $52.4K | 0.00% | +1,563 | New |
| Lazard Asset Management LLC | 1,906 | $63.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,998 | $67.0K | 0.00% | +1,205+152.0% | Added |
| Virtus Fund Advisers, LLC | 2,125 | $71.2K | 0.50% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,157 | $72.3K | 0.00% | +971+81.9% | Added |
| Ameritas Investment Partners, Inc. | 2,207 | $74.0K | 0.00% | +915+70.8% | Added |
| Citigroup Inc | 2,303 | $77.2K | 0.00% | −10,981−82.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,445 | $82.0K | 0.00% | +2,442+81,400.0% | Added |
| Amalgamated Bank | 3,033 | $102.0K | 0.00% | +708+30.5% | Added |
| Counterpoint Mutual Funds LLC | 4,117 | $138.0K | 0.11% | +4,117 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,321 | $144.8K | 0.00% | +2,052+90.4% | Added |
| Balyasny Asset Management LLC | 6,109 | $204.8K | 0.00% | −42,516−87.4% | Reduced |
| Cipher Capital LP | 6,228 | $208.8K | 0.15% | +6,228 | New |
| State Board of Administration of Florida Retirement System | 6,290 | $210.8K | 0.00% | +6,290 | New |
| Wells Fargo & Company | 6,941 | $232.7K | 0.00% | −6,565−48.6% | Reduced |
| Franklin Resources Inc | 7,005 | $234.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 7,320 | $245.4K | 0.05% | +4,724+182.0% | Added |
| PEAK6 Investments LLC | 7,336 | $245.9K | 0.01% | +5,509+301.5% | Added |
| TD Asset Management Inc | 7,536 | $252.6K | 0.00% | +7,536 | New |
| Arizona State Retirement System | 7,655 | $256.6K | 0.00% | +2,283+42.5% | Added |
| Zacks Investment Management | 8,247 | $276.4K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 8,257 | $276.8K | 0.00% | +544+7.1% | Added |
| Corton Capital Inc. | 8,461 | $283.6K | 0.14% | +224+2.7% | Added |
| Natixis | 8,822 | $298.0K | 0.00% | +8,822 | New |
| Ellsworth Advisors, LLC | 8,566 | $306.2K | 0.11% | +286+3.5% | Added |
| Price T Rowe Associates Inc | 9,766 | $328.0K | 0.00% | −247,820−96.2% | Reduced |
| Artal Group S.A. | 10,000 | $335.0K | 0.01% | +10,000 | New |
| Capstone Investment Advisors, LLC | 10,000 | $335.2K | 0.01% | +10,000 | New |
| Man Group plc | – | $338.6K | 0.00% | – | New |
| Nebula Research & Development LLC | 10,172 | $341.0K | 0.18% | −3,847−27.4% | Reduced |
| Invesco Ltd. | 10,210 | $342.2K | 0.00% | −191,165−94.9% | Reduced |
| TownSquare Capital, LLC | 10,217 | $342.5K | 0.01% | −1,336−11.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,257 | $343.8K | 0.00% | +10,257 | New |
| Petrus Trust Company, LTA | 10,440 | $349.9K | 0.04% | +3,383+47.9% | Added |
| Deutsche Bank AG | 10,699 | $358.6K | 0.00% | −365,381−97.2% | Reduced |
| American International Group, Inc. | 10,991 | $368.4K | 0.00% | +3,463+46.0% | Added |
| Spouting Rock Asset Management, LLC | 11,327 | $379.7K | 0.12% | +1,065+10.4% | Added |
| MetLife Investment Management | 11,788 | $395.1K | 0.00% | +3,802+47.6% | Added |
| Manufacturers Life Insurance Company, The | 11,815 | $396.0K | 0.00% | +4,647+64.8% | Added |
| AtonRa Partners | 11,897 | $398.8K | 0.84% | +11,897 | New |
| Caption Management, LLC | 12,864 | $431.2K | 0.06% | +12,864 | New |
| State of Wisconsin Investment Board | 12,892 | $432.1K | 0.00% | −2,719−17.4% | Reduced |
| Vident Advisory, LLC | 12,892 | $432.1K | 0.01% | +12,892 | New |
| Amundi | 14,000 | $480.8K | 0.00% | +1,390+11.0% | Added |
| Barclays PLC | 14,989 | $502.4K | 0.00% | +7,038+88.5% | Added |
| Acadian Asset Management LLC | 15,521 | $518.0K | 0.00% | −100,260−86.6% | Reduced |
| Envestnet Asset Management Inc | 15,618 | $523.5K | 0.00% | +15,618 | New |
| SEI Investments Co | 15,647 | $524.3K | 0.00% | −48,183−75.5% | Reduced |
| Susquehanna International Group, LLP | 16,746 | $561.3K | 0.00% | −40,470−70.7% | Reduced |
| Royal Bank of Canada | 16,843 | $564.0K | 0.00% | +12,388+278.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,174 | $575.7K | 0.00% | +17,174 | New |
| Y-Intercept (Hong Kong) Ltd | 17,395 | $583.1K | 0.06% | +8,180+88.8% | Added |
| Janus Henderson Group PLC | 18,175 | $609.0K | 0.00% | +11,001+153.3% | Added |
| Qube Research & Technologies Ltd | 18,277 | $612.6K | 0.00% | −44,339−70.8% | Reduced |
| Alliancebernstein L.P. | 19,053 | $638.7K | 0.00% | −1,192−5.9% | Reduced |
| HSBC Holdings PLC | 19,876 | $666.0K | 0.00% | +14,464+267.3% | Added |
| AQR Capital Management LLC | 20,707 | $694.1K | 0.00% | −18,147−46.7% | Reduced |
| Tudor Investment Corp Et Al | 23,215 | $778.2K | 0.01% | −67,291−74.3% | Reduced |
| UBS Asset Management Americas Inc | 23,645 | $792.6K | 0.00% | +7,616+47.5% | Added |
| UBS Group AG | 24,639 | $825.9K | 0.00% | +9,584+63.7% | Added |
| Legal & General Group Plc | 25,301 | $848.1K | 0.00% | +10,973+76.6% | Added |
| Teacher Retirement System of Texas | 25,327 | $849.0K | 0.01% | +16,146+175.9% | Added |
| California State Teachers Retirement System | 28,627 | $959.6K | 0.00% | +6,598+30.0% | Added |
| Rhumbline Advisers | 29,987 | $1.01M | 0.00% | +8,344+38.6% | Added |
| Virtus Investment Advisers, Inc. | 30,954 | $1.04M | 0.71% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 32,171 | $1.08M | 0.01% | +6,976+27.7% | Added |
| Quadrature Capital Ltd | 34,601 | $1.16M | 0.02% | −13,665−28.3% | Reduced |
| New York State Common Retirement Fund | 35,309 | $1.18M | 0.00% | +29,089+467.7% | Added |
| Occudo Quantitative Strategies LP | 40,532 | $1.36M | 0.18% | +24,575+154.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 41,644 | $1.40M | 0.01% | +34,336+469.8% | Added |
| Twinbeech Capital LP | 50,513 | $1.69M | 0.03% | +50,513 | New |
| Calamos Advisors LLC | 51,039 | $1.71M | 0.01% | −26,990−34.6% | Reduced |
| JPMorgan Chase & Co | 51,565 | $1.73M | 0.00% | +12,798+33.0% | Added |