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, Q1 2024
Institutional positions in Intapp, Inc. as of Mar 31, 2024. 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
- 178
- +8 vs. Q4 2023
- Shares held
- 65.3M
- +2.73M (+4.4%) vs. Q4 2023
- Total value
- $2.24B
- −$139.4M (−5.9%) vs. Q4 2023
- New holders
- 33
- 80 more added
- Sold out
- 25
- 45 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $31 | 0.00% | +1 | New |
| Allworth Financial LP | 4 | $138 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $172 | 0.00% | +5 | New |
| C M Bidwell & Associates Ltd | 6 | $206 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8 | $274 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8 | $274 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10 | $343 | 0.00% | −23−69.7% | Reduced |
| CIBC Private Wealth Group, LLC | 13 | $430 | 0.00% | +13 | New |
| Toth Financial Advisory Corp | 15 | $515 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $618 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 33 | $1.13K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 40 | $1.37K | 0.00% | +17+73.9% | Added |
| Global Retirement Partners, LLC | 44 | $1.51K | 0.00% | +28+175.0% | Added |
| Headlands Technologies LLC | 45 | $1.54K | 0.00% | −112−71.3% | Reduced |
| Farther Finance Advisors, LLC | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Lindbrook Capital, LLC | 69 | $2.37K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 82 | $2.81K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 88 | $3.02K | 0.00% | −58−39.7% | Reduced |
| J.Safra Asset Management Corp | 97 | $3.33K | 0.00% | +97 | New |
| Advisor Group Holdings, Inc. | 100 | $3.43K | 0.00% | −4,800−98.0% | Reduced |
| Park Place Capital Corp | 133 | $4.56K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 133 | $4.56K | 0.00% | +133 | New |
| Mather Group, LLC. | 135 | $5.13K | 0.00% | +135 | New |
| MCF Advisors LLC | 170 | $5.83K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 366 | $12.6K | 0.00% | −4,579−92.6% | Reduced |
| First Horizon Advisors, Inc. | 456 | $15.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 629 | $22.0K | 0.00% | −13−2.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 790 | $27.1K | 0.00% | +790 | New |
| Quarry LP | 794 | $27.2K | 0.01% | +794 | New |
| Advisors Asset Management, Inc. | 824 | $28.3K | 0.00% | +581+239.1% | Added |
| Huntington National Bank | 946 | $32.4K | 0.00% | −20−2.1% | Reduced |
| Virtus Fund Advisers, LLC | 1,010 | $34.6K | 0.12% | +203+25.2% | Added |
| Comerica Bank | 1,261 | $43.3K | 0.00% | +865+218.4% | Added |
| Quest Partners LLC | 1,277 | $43.8K | 0.01% | +1,277 | New |
| Assetmark, Inc | 1,310 | $44.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,345 | $46.0K | 0.00% | −2,612−66.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,750 | $60.0K | 0.00% | +375+27.3% | Added |
| Lazard Asset Management LLC | 1,889 | $64.0K | 0.00% | −81−4.1% | Reduced |
| Danske Bank A/S | 2,100 | $72.0K | 0.00% | +2,100 | New |
| Metropolitan Life Insurance Co | 2,119 | $72.7K | 0.00% | +518+32.4% | Added |
| State of Wyoming | 2,308 | $79.2K | 0.01% | +2,308 | New |
| Covestor Ltd | 2,395 | $82.0K | 0.05% | +819+52.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,496 | $86.0K | 0.00% | +2,496 | New |
| Russell Investments Group, Ltd. | 3,261 | $111.9K | 0.00% | −82,533−96.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,975 | $136.3K | 0.00% | +1,106+38.6% | Added |
| Penserra Capital Management LLC | 4,261 | $146.0K | 0.00% | +4,261 | New |
| Shell Asset Management Co | 4,901 | $180.0K | 0.01% | +4,901 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,419 | $185.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,872 | $201.4K | 0.00% | +5,872 | New |
| The PNC Financial Services Group, Inc. | 6,473 | $222.0K | 0.00% | +97+1.5% | Added |
| Graham Capital Management, L.P. | 6,536 | $224.2K | 0.01% | −4,265−39.5% | Reduced |
| Federated Hermes, Inc. | 7,111 | $243.9K | 0.00% | −74,568−91.3% | Reduced |
| ProShare Advisors LLC | 7,161 | $245.6K | 0.00% | +7,161 | New |
| Dynamic Technology Lab Private Ltd | 7,231 | $248.0K | 0.03% | +7,231 | New |
| Cipher Capital LP | 7,323 | $251.2K | 0.12% | −4,786−39.5% | Reduced |
| Diametric Capital, LP | 8,020 | $275.1K | 0.15% | +8,020 | New |
| EntryPoint Capital, LLC | 8,124 | $278.7K | 0.25% | +4,549+127.2% | Added |
| Zacks Investment Management | 8,331 | $285.8K | 0.00% | +84+1.0% | Added |
| Harbor Capital Advisors, Inc. | 8,413 | $289.0K | 0.04% | +2,023+31.7% | Added |
| Fox Run Management, L.L.C. | 9,296 | $318.9K | 0.07% | +9,296 | New |
| Y-Intercept (Hong Kong) Ltd | 9,475 | $325.0K | 0.02% | −2,497−20.9% | Reduced |
| Natixis | 9,785 | $333.2K | 0.00% | +1,421+17.0% | Added |
| Natixis Advisors, L.P. | 10,059 | $345.0K | 0.00% | −1,510−13.1% | Reduced |
| Stifel Financial Corp | 10,325 | $354.1K | 0.00% | +4,491+77.0% | Added |
| New York Life Investment Management LLC | 10,460 | $358.8K | 0.00% | +10,460 | New |
| Keybank National Association | 11,009 | $377.6K | 0.00% | +1,720+18.5% | Added |
| Allspring Global Investments Holdings, LLC | 11,379 | $390.3K | 0.00% | +959+9.2% | Added |
| Voya Investment Management LLC | 11,558 | $396.4K | 0.00% | +534+4.8% | Added |
| Citigroup Inc | 11,790 | $404.4K | 0.00% | +3,916+49.7% | Added |
| Arizona State Retirement System | 12,019 | $412.3K | 0.00% | +4,262+54.9% | Added |
| Commerce Bank | 12,425 | $426.2K | 0.00% | −155−1.2% | Reduced |
| ExodusPoint Capital Management, LP | 12,497 | $429.0K | 0.01% | +1,206+10.7% | Added |
| Amundi | 14,500 | $447.5K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 13,600 | $466.5K | 0.00% | +13,600 | New |
| Hennion & Walsh Asset Management, Inc. | 13,611 | $466.9K | 0.03% | +6,035+79.7% | Added |
| Virtus Investment Advisers, Inc. | 13,837 | $474.6K | 0.34% | 00.0% | Unchanged |
| SEI Investments Co | 13,858 | $475.3K | 0.00% | +1,638+13.4% | Added |
| Janus Henderson Group PLC | 14,240 | $488.0K | 0.00% | +29+0.2% | Added |
| Susquehanna Fundamental Investments, LLC | 14,400 | $493.9K | 0.02% | +14,400 | New |
| Wells Fargo & Company | 15,118 | $518.5K | 0.00% | +5,401+55.6% | Added |
| Truist Financial Corp | 15,296 | $524.7K | 0.00% | +3,049+24.9% | Added |
| LPL Financial LLC | 15,470 | $530.6K | 0.00% | +6,143+65.9% | Added |
| Royal Bank of Canada | 15,840 | $544.0K | 0.00% | −8,117−33.9% | Reduced |
| Price T Rowe Associates Inc | 16,149 | $554.0K | 0.00% | −12,433−43.5% | Reduced |
| Quantbot Technologies LP | 16,529 | $566.9K | 0.03% | −28,771−63.5% | Reduced |
| Victory Capital Management Inc | 16,802 | $576.3K | 0.00% | +10,035+148.3% | Added |
| Oppenheimer Asset Management Inc. | 18,515 | $635.1K | 0.01% | +8,852+91.6% | Added |
| American International Group, Inc. | 19,642 | $673.7K | 0.00% | +5,864+42.6% | Added |
| Raymond James & Associates | 19,718 | $676.3K | 0.00% | −49,931−71.7% | Reduced |
| Sandia Investment Management LP | 20,000 | $686.0K | 0.67% | +20,000 | New |
| MetLife Investment Management | 20,591 | $706.3K | 0.00% | +5,829+39.5% | Added |
| Capstone Investment Advisors, LLC | 21,104 | $723.9K | 0.01% | +4,007+23.4% | Added |
| Eisler Capital (US) LLC | 21,163 | $725.9K | 0.25% | +21,163 | New |
| Manufacturers Life Insurance Company, The | 21,660 | $742.9K | 0.00% | +6,562+43.5% | Added |
| Voloridge Investment Management, LLC | 24,277 | $832.7K | 0.00% | −21,191−46.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 25,564 | $877.0K | 0.31% | −56−0.2% | Reduced |
| Engineers Gate Manager LP | 26,994 | $925.9K | 0.02% | −48,895−64.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 27,409 | $940.0K | 0.01% | −1,755−6.0% | Reduced |