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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 11,796 | $448.0K | 0.00% | −13,531−53.4% | Reduced |
| Natixis Advisors, L.P. | 11,569 | $439.0K | 0.00% | +11,569 | New |
| Caption Management, LLC | 11,364 | $432.1K | 0.05% | −1,500−11.7% | Reduced |
| ExodusPoint Capital Management, LP | 11,291 | $429.0K | 0.01% | +11,291 | New |
| Voya Investment Management LLC | 11,024 | $419.1K | 0.00% | −93,449−89.4% | Reduced |
| Graham Capital Management, L.P. | 10,801 | $410.7K | 0.01% | +10,801 | New |
| Allspring Global Investments Holdings, LLC | 10,420 | $396.2K | 0.00% | +8,422+421.5% | Added |
| Wells Fargo & Company | 9,717 | $369.4K | 0.00% | +2,776+40.0% | Added |
| Oppenheimer Asset Management Inc. | 9,663 | $367.4K | 0.01% | +9,663 | New |
| LPL Financial LLC | 9,327 | $354.6K | 0.00% | +9,327 | New |
| Keybank National Association | 9,289 | $353.2K | 0.00% | +1,032+12.5% | Added |
| AtonRa Partners | 8,985 | $341.6K | 0.68% | −2,912−24.5% | Reduced |
| Nebula Research & Development LLC | 8,890 | $338.0K | 0.10% | −1,282−12.6% | Reduced |
| Ellsworth Advisors, LLC | 8,821 | $335.4K | 0.11% | +255+3.0% | Added |
| Marshall Wace, LLP | 8,500 | $323.2K | 0.00% | −265,955−96.9% | Reduced |
| Point72 Asset Management, L.P. | 8,400 | $319.4K | 0.00% | +8,400 | New |
| Natixis | 8,364 | $318.9K | 0.00% | −458−5.2% | Reduced |
| Zacks Investment Management | 8,247 | $313.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,897 | $300.2K | 0.00% | −16,742−67.9% | Reduced |
| Citigroup Inc | 7,874 | $299.4K | 0.00% | +5,571+241.9% | Added |
| Arizona State Retirement System | 7,757 | $294.9K | 0.00% | +102+1.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,576 | $288.0K | 0.02% | +7,576 | New |
| Vontobel Holding Ltd. | 7,467 | $283.9K | 0.00% | +7,467 | New |
| State Board of Administration of Florida Retirement System | 7,200 | $273.7K | 0.00% | +910+14.5% | Added |
| Balyasny Asset Management LLC | 7,032 | $267.4K | 0.00% | +923+15.1% | Added |
| Corton Capital Inc. | 7,013 | $266.6K | 0.08% | −1,448−17.1% | Reduced |
| Aigen Investment Management, LP | 6,800 | $258.5K | 0.05% | +6,800 | New |
| Victory Capital Management Inc | 6,767 | $257.3K | 0.00% | +6,767 | New |
| Petrus Trust Company, LTA | 6,643 | $252.6K | 0.02% | −3,797−36.4% | Reduced |
| Landscape Capital Management, L.L.C. | 6,480 | $246.4K | 0.02% | +6,480 | New |
| Harbor Capital Advisors, Inc. | 6,390 | $242.9K | 0.05% | −930−12.7% | Reduced |
| The PNC Financial Services Group, Inc. | 6,376 | $242.4K | 0.00% | +3,931+160.8% | Added |
| Stifel Financial Corp | 5,834 | $221.8K | 0.00% | +5,834 | New |
| STRS Ohio | 5,600 | $212.0K | 0.00% | +5,600 | New |
| Vident Advisory, LLC | 5,548 | $210.9K | 0.01% | −7,344−57.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,419 | $206.0K | 0.00% | +1,098+25.4% | Added |
| Tower Research Capital LLC (TRC) | 4,945 | $188.0K | 0.00% | +4,520+1,063.5% | Added |
| Advisor Group Holdings, Inc. | 4,900 | $186.2K | 0.00% | +2,743+127.2% | Added |
| Amalgamated Bank | 3,957 | $150.0K | 0.00% | +924+30.5% | Added |
| EntryPoint Capital, LLC | 3,575 | $135.9K | 0.13% | +3,575 | New |
| Ameritas Investment Partners, Inc. | 2,869 | $109.1K | 0.00% | +662+30.0% | Added |
| Lazard Asset Management LLC | 1,970 | $74.0K | 0.00% | +64+3.4% | Added |
| Metropolitan Life Insurance Co | 1,601 | $60.9K | 0.00% | +300+23.1% | Added |
| Covestor Ltd | 1,576 | $60.0K | 0.04% | +1,126+250.2% | Added |
| Robeco Institutional Asset Management B.V. | 1,563 | $59.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,375 | $52.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,310 | $49.8K | 0.00% | +815+164.6% | Added |
| Huntington National Bank | 966 | $36.7K | 0.00% | +430+80.2% | Added |
| Virtus Fund Advisers, LLC | 807 | $30.7K | 0.19% | −1,318−62.0% | Reduced |
| CWM, LLC | 642 | $24.0K | 0.00% | +15+2.4% | Added |
| First Horizon Advisors, Inc. | 456 | $17.3K | 0.00% | +242+113.1% | Added |
| Comerica Bank | 396 | $15.1K | 0.00% | +76+23.8% | Added |
| Advisors Asset Management, Inc. | 243 | $9.24K | 0.00% | +243 | New |
| MCF Advisors LLC | 170 | $6.46K | 0.00% | +25+17.2% | Added |
| GAMMA Investing LLC | 146 | $6.29K | 0.00% | +146 | New |
| Headlands Technologies LLC | 157 | $5.97K | 0.00% | +157 | New |
| Park Place Capital Corp | 133 | $5.06K | 0.00% | +67+101.5% | Added |
| Private Trust Co NA | 82 | $3.12K | 0.00% | −24−22.6% | Reduced |
| Lindbrook Capital, LLC | 69 | $2.62K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 50 | $1.90K | 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 |
| Glassman Wealth Services | 28 | $1.06K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 23 | $874 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16 | $687 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $685 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $571 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8 | $304 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8 | $304 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 6 | $228 | 0.00% | +6 | New |
| Allworth Financial LP | 4 | $153 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −166,143−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −137,597−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −84,817−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −40,532−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −34,601−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,215−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −15,521−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −12,892−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −11,327−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −10,217−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,336−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −7,005−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,117−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |