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, Q2 2024
Institutional positions in Intapp, Inc. as of Jun 30, 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
- 189
- +15 vs. Q1 2024
- Shares held
- 66.8M
- +1.76M (+2.7%) vs. Q1 2024
- Total value
- $2.45B
- +$219.0M (+9.8%) vs. Q1 2024
- New holders
- 42
- 88 more added
- Sold out
- 27
- 45 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q1 2024.
| 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 | $36 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $110 | 0.00% | +3 | New |
| Parallel Advisors, LLC | 6 | $220 | 0.00% | −4−40.0% | Reduced |
| Allworth Financial LP | 7 | $251 | 0.00% | +3+75.0% | Added |
| Signaturefd, LLC | 8 | $293 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $367 | 0.00% | +5+100.0% | Added |
| C M Bidwell & Associates Ltd | 12 | $440 | 0.00% | +6+100.0% | Added |
| Toth Financial Advisory Corp | 15 | $551 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 41 | $1.50K | 0.00% | +8+24.2% | Added |
| Farther Finance Advisors, LLC | 50 | $1.82K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 64 | $2.35K | 0.00% | +64 | New |
| Headlands Technologies LLC | 68 | $2.49K | 0.00% | +23+51.1% | Added |
| Global Retirement Partners, LLC | 74 | $2.71K | 0.00% | +30+68.2% | Added |
| Quarry LP | 79 | $2.90K | 0.00% | −715−90.1% | Reduced |
| LRI Investments, LLC | 81 | $2.97K | 0.00% | +81 | New |
| Nisa Investment Advisors, LLC | 89 | $3.26K | 0.00% | +49+122.5% | Added |
| Private Trust Co NA | 120 | $4.40K | 0.00% | +38+46.3% | Added |
| Mather Group, LLC. | 135 | $4.63K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 158 | $5.79K | 0.00% | +70+79.5% | Added |
| MCF Advisors LLC | 170 | $6.23K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 182 | $6.67K | 0.00% | +113+163.8% | Added |
| Park Place Capital Corp | 199 | $7.30K | 0.00% | +66+49.6% | Added |
| IFP Advisors, Inc | 336 | $12.3K | 0.00% | +336 | New |
| Quadrant Capital Group LLC | 336 | $12.3K | 0.00% | +318+1,766.7% | Added |
| Opal Wealth Advisors, LLC | 337 | $12.4K | 0.00% | +337 | New |
| ClariVest Asset Management LLC | 365 | $13.4K | 0.00% | +232+174.4% | Added |
| Danske Bank A/S | 400 | $14.7K | 0.00% | −1,700−81.0% | Reduced |
| First Horizon Advisors, Inc. | 408 | $15.0K | 0.00% | −48−10.5% | Reduced |
| J.Safra Asset Management Corp | 712 | $26.1K | 0.00% | +615+634.0% | Added |
| CWM, LLC | 747 | $27.0K | 0.00% | +118+18.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 786 | $28.8K | 0.00% | −4−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 866 | $29.7K | 0.00% | +866 | New |
| Advisors Asset Management, Inc. | 878 | $32.2K | 0.00% | +54+6.6% | Added |
| Huntington National Bank | 994 | $36.5K | 0.00% | +48+5.1% | Added |
| Advisor Group Holdings, Inc. | 1,173 | $43.0K | 0.00% | +1,073+1,073.0% | Added |
| KBC Group NV | 1,373 | $50.0K | 0.00% | +1,373 | New |
| Russell Investments Group, Ltd. | 1,389 | $50.9K | 0.00% | −1,872−57.4% | Reduced |
| Amalgamated Bank | 1,399 | $51.0K | 0.00% | +54+4.0% | Added |
| Virtus Fund Advisers, LLC | 1,404 | $51.5K | 0.20% | +394+39.0% | Added |
| Assetmark, Inc | 1,650 | $60.5K | 0.00% | +340+26.0% | Added |
| Lazard Asset Management LLC | 1,889 | $69.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,241 | $82.0K | 0.05% | −154−6.4% | Reduced |
| Delta Asset Management LLC | 2,599 | $95.3K | 0.01% | +2,599 | New |
| State of Wyoming | 2,687 | $98.5K | 0.02% | +379+16.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,795 | $102.0K | 0.00% | +299+12.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,950 | $108.2K | 0.00% | +1,200+68.6% | Added |
| Ameritas Investment Partners, Inc. | 3,975 | $145.8K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 4,000 | $146.7K | 0.09% | +4,000 | New |
| Penserra Capital Management LLC | 4,214 | $155.0K | 0.00% | −47−1.1% | Reduced |
| Harbor Capital Advisors, Inc. | 5,166 | $189.0K | 0.01% | −3,247−38.6% | Reduced |
| Handelsbanken Fonder AB | 5,900 | $216.0K | 0.00% | +5,900 | New |
| Vident Advisory, LLC | 5,927 | $217.3K | 0.01% | +5,927 | New |
| Fox Run Management, L.L.C. | 5,962 | $218.6K | 0.04% | −3,334−35.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,019 | $220.7K | 0.01% | +6,019 | New |
| Simplicity Wealth,LLC | 6,223 | $228.2K | 0.01% | +6,223 | New |
| Bleakley Financial Group, LLC | 6,223 | $228.2K | 0.01% | +6,223 | New |
| Brevan Howard Capital Management LP | 6,565 | $240.7K | 0.02% | +6,565 | New |
| Canada Pension Plan Investment Board | 6,700 | $245.7K | 0.00% | +6,700 | New |
| Mayflower Financial Advisors, LLC | 6,827 | $250.3K | 0.04% | +6,827 | New |
| Allspring Global Investments Holdings, LLC | 6,882 | $252.4K | 0.00% | −4,497−39.5% | Reduced |
| Jump Financial, LLC | 7,089 | $260.0K | 0.01% | +7,089 | New |
| Nebula Research & Development LLC | 7,119 | $261.1K | 0.04% | +7,119 | New |
| State Board of Administration of Florida Retirement System | 7,200 | $264.0K | 0.00% | +7,200 | New |
| Virtus Investment Advisers, Inc. | 7,280 | $267.0K | 0.23% | −6,557−47.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,501 | $275.1K | 0.00% | +7,135+1,949.5% | Added |
| Federated Hermes, Inc. | 7,805 | $286.2K | 0.00% | +694+9.8% | Added |
| The PNC Financial Services Group, Inc. | 8,023 | $294.2K | 0.00% | +1,550+23.9% | Added |
| Zacks Investment Management | 8,322 | $305.2K | 0.00% | −9−0.1% | Reduced |
| Victory Capital Management Inc | 8,531 | $312.8K | 0.00% | −8,271−49.2% | Reduced |
| Citigroup Inc | 8,534 | $312.9K | 0.00% | −3,256−27.6% | Reduced |
| Bayesian Capital Management, LP | 9,400 | $344.7K | 0.04% | +9,400 | New |
| Natixis | 9,617 | $351.8K | 0.00% | −168−1.7% | Reduced |
| AQR Capital Management LLC | 9,661 | $354.3K | 0.00% | −18,067−65.2% | Reduced |
| Sandia Investment Management LP | 10,000 | $366.7K | 0.46% | −10,000−50.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,813 | $396.5K | 0.00% | +5,394+99.5% | Added |
| Aquatic Capital Management LLC | 11,100 | $407.0K | 0.02% | +11,100 | New |
| Arizona State Retirement System | 12,328 | $452.1K | 0.00% | +309+2.6% | Added |
| Voya Investment Management LLC | 12,988 | $476.3K | 0.00% | +1,430+12.4% | Added |
| Artal Group S.A. | 13,000 | $476.7K | 0.01% | −16,500−55.9% | Reduced |
| Petrus Trust Company, LTA | 13,206 | $484.3K | 0.05% | +13,206 | New |
| Stifel Financial Corp | 14,114 | $517.5K | 0.00% | +3,789+36.7% | Added |
| LPL Financial LLC | 14,179 | $519.9K | 0.00% | −1,291−8.3% | Reduced |
| Prelude Capital Management, LLC | 14,293 | $524.1K | 0.04% | +14,293 | New |
| Wells Fargo & Company | 14,732 | $540.2K | 0.00% | −386−2.6% | Reduced |
| Keebeck Alpha, LP | 14,889 | $546.0K | 0.40% | +14,889 | New |
| Verition Fund Management LLC | 15,124 | $554.6K | 0.00% | +1,524+11.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,398 | $564.6K | 0.03% | +1,787+13.1% | Added |
| Commerce Bank | 15,775 | $578.5K | 0.00% | +3,350+27.0% | Added |
| Graham Capital Management, L.P. | 16,216 | $594.6K | 0.02% | +9,680+148.1% | Added |
| Keybank National Association | 16,429 | $602.5K | 0.00% | +5,420+49.2% | Added |
| Price T Rowe Associates Inc | 17,138 | $629.0K | 0.00% | +989+6.1% | Added |
| Walleye Capital LLC | 17,386 | $637.5K | 0.01% | +17,386 | New |
| Oppenheimer Asset Management Inc. | 17,411 | $638.5K | 0.01% | −1,104−6.0% | Reduced |
| Susquehanna International Group, LLP | 18,947 | $694.8K | 0.00% | −10,467−35.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 19,524 | $715.9K | 0.00% | +19,524 | New |
| Quantbot Technologies LP | 20,155 | $739.1K | 0.04% | +3,626+21.9% | Added |
| HSBC Holdings PLC | 20,876 | $762.8K | 0.00% | +20,876 | New |
| Corebridge Financial, Inc. | 21,001 | $770.1K | 0.00% | +21,001 | New |
| Janus Henderson Group PLC | 22,673 | $831.0K | 0.00% | +8,433+59.2% | Added |