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, Q4 2023
Institutional positions in Intapp, Inc. as of Dec 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
- 172
- +15 vs. Q3 2023
- Shares held
- 62.8M
- +1.63M (+2.7%) vs. Q3 2023
- Total value
- $2.39B
- +$336.9M (+16.4%) vs. Q3 2023
- New holders
- 31
- 80 more added
- Sold out
- 16
- 45 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q3 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 | $153 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 6 | $228 | 0.00% | +6 | New |
| Citadel Advisors LLC | 8 | $304 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8 | $304 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $571 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $685 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16 | $687 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 23 | $874 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 28 | $1.06K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 33 | $1.25K | 0.00% | +9+37.5% | Added |
| SRS Capital Advisors, Inc. | 33 | $1.25K | 0.00% | +20+153.8% | Added |
| Farther Finance Advisors, LLC | 50 | $1.90K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $2.62K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 82 | $3.12K | 0.00% | −24−22.6% | Reduced |
| Park Place Capital Corp | 133 | $5.06K | 0.00% | +67+101.5% | Added |
| Headlands Technologies LLC | 157 | $5.97K | 0.00% | +157 | New |
| GAMMA Investing LLC | 146 | $6.29K | 0.00% | +146 | New |
| MCF Advisors LLC | 170 | $6.46K | 0.00% | +25+17.2% | Added |
| Advisors Asset Management, Inc. | 243 | $9.24K | 0.00% | +243 | New |
| Comerica Bank | 396 | $15.1K | 0.00% | +76+23.8% | Added |
| First Horizon Advisors, Inc. | 456 | $17.3K | 0.00% | +242+113.1% | Added |
| CWM, LLC | 642 | $24.0K | 0.00% | +15+2.4% | Added |
| Virtus Fund Advisers, LLC | 807 | $30.7K | 0.19% | −1,318−62.0% | Reduced |
| Huntington National Bank | 966 | $36.7K | 0.00% | +430+80.2% | Added |
| Assetmark, Inc | 1,310 | $49.8K | 0.00% | +815+164.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,375 | $52.3K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,563 | $59.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,576 | $60.0K | 0.04% | +1,126+250.2% | Added |
| Metropolitan Life Insurance Co | 1,601 | $60.9K | 0.00% | +300+23.1% | Added |
| Lazard Asset Management LLC | 1,970 | $74.0K | 0.00% | +64+3.4% | Added |
| Ameritas Investment Partners, Inc. | 2,869 | $109.1K | 0.00% | +662+30.0% | Added |
| EntryPoint Capital, LLC | 3,575 | $135.9K | 0.13% | +3,575 | New |
| Amalgamated Bank | 3,957 | $150.0K | 0.00% | +924+30.5% | Added |
| Advisor Group Holdings, Inc. | 4,900 | $186.2K | 0.00% | +2,743+127.2% | Added |
| Tower Research Capital LLC (TRC) | 4,945 | $188.0K | 0.00% | +4,520+1,063.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,419 | $206.0K | 0.00% | +1,098+25.4% | Added |
| Vident Advisory, LLC | 5,548 | $210.9K | 0.01% | −7,344−57.0% | Reduced |
| STRS Ohio | 5,600 | $212.0K | 0.00% | +5,600 | New |
| Stifel Financial Corp | 5,834 | $221.8K | 0.00% | +5,834 | New |
| The PNC Financial Services Group, Inc. | 6,376 | $242.4K | 0.00% | +3,931+160.8% | Added |
| Harbor Capital Advisors, Inc. | 6,390 | $242.9K | 0.05% | −930−12.7% | Reduced |
| Landscape Capital Management, L.L.C. | 6,480 | $246.4K | 0.02% | +6,480 | New |
| Petrus Trust Company, LTA | 6,643 | $252.6K | 0.02% | −3,797−36.4% | Reduced |
| Victory Capital Management Inc | 6,767 | $257.3K | 0.00% | +6,767 | New |
| Aigen Investment Management, LP | 6,800 | $258.5K | 0.05% | +6,800 | New |
| Corton Capital Inc. | 7,013 | $266.6K | 0.08% | −1,448−17.1% | Reduced |
| Balyasny Asset Management LLC | 7,032 | $267.4K | 0.00% | +923+15.1% | Added |
| State Board of Administration of Florida Retirement System | 7,200 | $273.7K | 0.00% | +910+14.5% | Added |
| Vontobel Holding Ltd. | 7,467 | $283.9K | 0.00% | +7,467 | New |
| Hennion & Walsh Asset Management, Inc. | 7,576 | $288.0K | 0.02% | +7,576 | New |
| Arizona State Retirement System | 7,757 | $294.9K | 0.00% | +102+1.3% | Added |
| Citigroup Inc | 7,874 | $299.4K | 0.00% | +5,571+241.9% | Added |
| UBS Group AG | 7,897 | $300.2K | 0.00% | −16,742−67.9% | Reduced |
| Zacks Investment Management | 8,247 | $313.6K | 0.00% | 00.0% | Unchanged |
| Natixis | 8,364 | $318.9K | 0.00% | −458−5.2% | Reduced |
| Point72 Asset Management, L.P. | 8,400 | $319.4K | 0.00% | +8,400 | New |
| Marshall Wace, LLP | 8,500 | $323.2K | 0.00% | −265,955−96.9% | Reduced |
| Ellsworth Advisors, LLC | 8,821 | $335.4K | 0.11% | +255+3.0% | Added |
| Nebula Research & Development LLC | 8,890 | $338.0K | 0.10% | −1,282−12.6% | Reduced |
| AtonRa Partners | 8,985 | $341.6K | 0.68% | −2,912−24.5% | Reduced |
| Keybank National Association | 9,289 | $353.2K | 0.00% | +1,032+12.5% | Added |
| LPL Financial LLC | 9,327 | $354.6K | 0.00% | +9,327 | New |
| Oppenheimer Asset Management Inc. | 9,663 | $367.4K | 0.01% | +9,663 | New |
| Wells Fargo & Company | 9,717 | $369.4K | 0.00% | +2,776+40.0% | Added |
| Allspring Global Investments Holdings, LLC | 10,420 | $396.2K | 0.00% | +8,422+421.5% | Added |
| Graham Capital Management, L.P. | 10,801 | $410.7K | 0.01% | +10,801 | New |
| Voya Investment Management LLC | 11,024 | $419.1K | 0.00% | −93,449−89.4% | Reduced |
| ExodusPoint Capital Management, LP | 11,291 | $429.0K | 0.01% | +11,291 | New |
| Caption Management, LLC | 11,364 | $432.1K | 0.05% | −1,500−11.7% | Reduced |
| Natixis Advisors, L.P. | 11,569 | $439.0K | 0.00% | +11,569 | New |
| Teacher Retirement System of Texas | 11,796 | $448.0K | 0.00% | −13,531−53.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,972 | $455.2K | 0.04% | −5,423−31.2% | Reduced |
| Cipher Capital LP | 12,109 | $460.4K | 0.15% | +5,881+94.4% | Added |
| SEI Investments Co | 12,220 | $464.6K | 0.00% | −3,427−21.9% | Reduced |
| Truist Financial Corp | 12,247 | $465.6K | 0.00% | +12,247 | New |
| Invesco Ltd. | 12,256 | $466.0K | 0.00% | +2,046+20.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,557 | $477.4K | 0.00% | +2,300+22.4% | Added |
| Commerce Bank | 12,580 | $478.3K | 0.00% | +12,580 | New |
| Walleye Capital LLC | 13,546 | $515.0K | 0.01% | +13,546 | New |
| American International Group, Inc. | 13,778 | $523.8K | 0.00% | +2,787+25.4% | Added |
| Virtus Investment Advisers, Inc. | 13,837 | $526.1K | 0.39% | −17,117−55.3% | Reduced |
| Amundi | 14,500 | $536.1K | 0.00% | +500+3.6% | Added |
| Janus Henderson Group PLC | 14,211 | $540.4K | 0.00% | −3,964−21.8% | Reduced |
| MetLife Investment Management | 14,762 | $561.3K | 0.00% | +2,974+25.2% | Added |
| Manufacturers Life Insurance Company, The | 15,098 | $574.0K | 0.00% | +3,283+27.8% | Added |
| Capstone Investment Advisors, LLC | 17,097 | $650.0K | 0.01% | +7,097+71.0% | Added |
| Artal Group S.A. | 17,500 | $665.0K | 0.02% | +7,500+75.0% | Added |
| AQR Capital Management LLC | 17,643 | $670.8K | 0.00% | −3,064−14.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,152 | $728.2K | 0.00% | +1,978+11.5% | Added |
| Cubist Systematic Strategies, LLC | 22,058 | $838.6K | 0.01% | +22,058 | New |
| Royal Bank of Canada | 23,957 | $912.0K | 0.00% | +7,114+42.2% | Added |
| Jane Street Group, LLC | 24,716 | $939.7K | 0.00% | +24,716 | New |
| Jackson Creek Investment Advisors LLC | 25,620 | $974.0K | 0.37% | +25,620 | New |
| Legal & General Group Plc | 25,889 | $984.3K | 0.00% | +588+2.3% | Added |
| Twinbeech Capital LP | 27,138 | $1.03M | 0.02% | −23,375−46.3% | Reduced |
| Alliancebernstein L.P. | 27,321 | $1.04M | 0.00% | +8,268+43.4% | Added |
| Qube Research & Technologies Ltd | 27,458 | $1.04M | 0.00% | +9,181+50.2% | Added |
| Price T Rowe Associates Inc | 28,582 | $1.09M | 0.00% | +18,816+192.7% | Added |
| Teachers Retirement System of the State of Kentucky | 29,164 | $1.11M | 0.01% | −3,007−9.3% | Reduced |