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 |
|---|---|---|---|---|---|
| Commerce Bank | 15,775 | $578.5K | 0.00% | +3,350+27.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,398 | $564.6K | 0.03% | +1,787+13.1% | Added |
| Verition Fund Management LLC | 15,124 | $554.6K | 0.00% | +1,524+11.2% | Added |
| Keebeck Alpha, LP | 14,889 | $546.0K | 0.40% | +14,889 | New |
| Wells Fargo & Company | 14,732 | $540.2K | 0.00% | −386−2.6% | Reduced |
| Prelude Capital Management, LLC | 14,293 | $524.1K | 0.04% | +14,293 | New |
| LPL Financial LLC | 14,179 | $519.9K | 0.00% | −1,291−8.3% | Reduced |
| Stifel Financial Corp | 14,114 | $517.5K | 0.00% | +3,789+36.7% | Added |
| Petrus Trust Company, LTA | 13,206 | $484.3K | 0.05% | +13,206 | New |
| Artal Group S.A. | 13,000 | $476.7K | 0.01% | −16,500−55.9% | Reduced |
| Voya Investment Management LLC | 12,988 | $476.3K | 0.00% | +1,430+12.4% | Added |
| Arizona State Retirement System | 12,328 | $452.1K | 0.00% | +309+2.6% | Added |
| Aquatic Capital Management LLC | 11,100 | $407.0K | 0.02% | +11,100 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,813 | $396.5K | 0.00% | +5,394+99.5% | Added |
| Sandia Investment Management LP | 10,000 | $366.7K | 0.46% | −10,000−50.0% | Reduced |
| AQR Capital Management LLC | 9,661 | $354.3K | 0.00% | −18,067−65.2% | Reduced |
| Natixis | 9,617 | $351.8K | 0.00% | −168−1.7% | Reduced |
| Bayesian Capital Management, LP | 9,400 | $344.7K | 0.04% | +9,400 | New |
| Citigroup Inc | 8,534 | $312.9K | 0.00% | −3,256−27.6% | Reduced |
| Victory Capital Management Inc | 8,531 | $312.8K | 0.00% | −8,271−49.2% | Reduced |
| Zacks Investment Management | 8,322 | $305.2K | 0.00% | −9−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 8,023 | $294.2K | 0.00% | +1,550+23.9% | Added |
| Federated Hermes, Inc. | 7,805 | $286.2K | 0.00% | +694+9.8% | Added |
| Tower Research Capital LLC (TRC) | 7,501 | $275.1K | 0.00% | +7,135+1,949.5% | Added |
| Virtus Investment Advisers, Inc. | 7,280 | $267.0K | 0.23% | −6,557−47.4% | Reduced |
| State Board of Administration of Florida Retirement System | 7,200 | $264.0K | 0.00% | +7,200 | New |
| Nebula Research & Development LLC | 7,119 | $261.1K | 0.04% | +7,119 | New |
| Jump Financial, LLC | 7,089 | $260.0K | 0.01% | +7,089 | New |
| Allspring Global Investments Holdings, LLC | 6,882 | $252.4K | 0.00% | −4,497−39.5% | Reduced |
| Mayflower Financial Advisors, LLC | 6,827 | $250.3K | 0.04% | +6,827 | New |
| Canada Pension Plan Investment Board | 6,700 | $245.7K | 0.00% | +6,700 | New |
| Brevan Howard Capital Management LP | 6,565 | $240.7K | 0.02% | +6,565 | 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 |
| Vestmark Advisory Solutions, Inc. | 6,019 | $220.7K | 0.01% | +6,019 | New |
| Fox Run Management, L.L.C. | 5,962 | $218.6K | 0.04% | −3,334−35.9% | Reduced |
| Vident Advisory, LLC | 5,927 | $217.3K | 0.01% | +5,927 | New |
| Handelsbanken Fonder AB | 5,900 | $216.0K | 0.00% | +5,900 | New |
| Harbor Capital Advisors, Inc. | 5,166 | $189.0K | 0.01% | −3,247−38.6% | Reduced |
| Penserra Capital Management LLC | 4,214 | $155.0K | 0.00% | −47−1.1% | Reduced |
| nVerses Capital, LLC | 4,000 | $146.7K | 0.09% | +4,000 | New |
| Ameritas Investment Partners, Inc. | 3,975 | $145.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,950 | $108.2K | 0.00% | +1,200+68.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,795 | $102.0K | 0.00% | +299+12.0% | Added |
| State of Wyoming | 2,687 | $98.5K | 0.02% | +379+16.4% | Added |
| Delta Asset Management LLC | 2,599 | $95.3K | 0.01% | +2,599 | New |
| Covestor Ltd | 2,241 | $82.0K | 0.05% | −154−6.4% | Reduced |
| Lazard Asset Management LLC | 1,889 | $69.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,650 | $60.5K | 0.00% | +340+26.0% | Added |
| Virtus Fund Advisers, LLC | 1,404 | $51.5K | 0.20% | +394+39.0% | Added |
| Amalgamated Bank | 1,399 | $51.0K | 0.00% | +54+4.0% | Added |
| Russell Investments Group, Ltd. | 1,389 | $50.9K | 0.00% | −1,872−57.4% | Reduced |
| KBC Group NV | 1,373 | $50.0K | 0.00% | +1,373 | New |
| Advisor Group Holdings, Inc. | 1,173 | $43.0K | 0.00% | +1,073+1,073.0% | Added |
| Huntington National Bank | 994 | $36.5K | 0.00% | +48+5.1% | Added |
| Advisors Asset Management, Inc. | 878 | $32.2K | 0.00% | +54+6.6% | Added |
| Ronald Blue Trust, Inc. | 866 | $29.7K | 0.00% | +866 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 786 | $28.8K | 0.00% | −4−0.5% | Reduced |
| CWM, LLC | 747 | $27.0K | 0.00% | +118+18.8% | Added |
| J.Safra Asset Management Corp | 712 | $26.1K | 0.00% | +615+634.0% | Added |
| First Horizon Advisors, Inc. | 408 | $15.0K | 0.00% | −48−10.5% | Reduced |
| Danske Bank A/S | 400 | $14.7K | 0.00% | −1,700−81.0% | Reduced |
| ClariVest Asset Management LLC | 365 | $13.4K | 0.00% | +232+174.4% | Added |
| Opal Wealth Advisors, LLC | 337 | $12.4K | 0.00% | +337 | New |
| Quadrant Capital Group LLC | 336 | $12.3K | 0.00% | +318+1,766.7% | Added |
| IFP Advisors, Inc | 336 | $12.3K | 0.00% | +336 | New |
| Park Place Capital Corp | 199 | $7.30K | 0.00% | +66+49.6% | Added |
| Lindbrook Capital, LLC | 182 | $6.67K | 0.00% | +113+163.8% | Added |
| MCF Advisors LLC | 170 | $6.23K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 158 | $5.79K | 0.00% | +70+79.5% | Added |
| Mather Group, LLC. | 135 | $4.63K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 120 | $4.40K | 0.00% | +38+46.3% | Added |
| Nisa Investment Advisors, LLC | 89 | $3.26K | 0.00% | +49+122.5% | Added |
| LRI Investments, LLC | 81 | $2.97K | 0.00% | +81 | New |
| Quarry LP | 79 | $2.90K | 0.00% | −715−90.1% | Reduced |
| Global Retirement Partners, LLC | 74 | $2.71K | 0.00% | +30+68.2% | Added |
| Headlands Technologies LLC | 68 | $2.49K | 0.00% | +23+51.1% | Added |
| US Bancorp | 64 | $2.35K | 0.00% | +64 | New |
| Farther Finance Advisors, LLC | 50 | $1.82K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 41 | $1.50K | 0.00% | +8+24.2% | Added |
| Toth Financial Advisory Corp | 15 | $551 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 12 | $440 | 0.00% | +6+100.0% | Added |
| Rothschild Investment LLC | 10 | $367 | 0.00% | +5+100.0% | Added |
| Signaturefd, LLC | 8 | $293 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $251 | 0.00% | +3+75.0% | Added |
| Parallel Advisors, LLC | 6 | $220 | 0.00% | −4−40.0% | Reduced |
| Coppell Advisory Solutions LLC | 3 | $110 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Great Hill Partners, L.P. | 0 | $0 | 0.00% | −6,727,021−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −230,623−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −130,110−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −129,905−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −124,729−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −76,426−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −67,446−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −35,425−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −33,530−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −24,277−100.0% | Sold out |