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, Q3 2024
Institutional positions in Intapp, Inc. as of Sep 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
- 218
- +31 vs. Q2 2024
- Shares held
- 69.8M
- +6.56M (+10.4%) vs. Q2 2024
- Total value
- $3.34B
- +$1.02B (+44.0%) vs. Q2 2024
- New holders
- 55
- 72 more added
- Sold out
- 24
- 63 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $48 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 3 | $143 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $287 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8 | $383 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 12 | $574 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13 | $622 | 0.00% | +13 | New |
| Toth Financial Advisory Corp | 15 | $718 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $861 | 0.00% | +11+157.1% | Added |
| Capital Performance Advisors LLP | 18 | $861 | 0.00% | +18 | New |
| Concord Wealth Partners | 22 | $1.05K | 0.00% | +22 | New |
| SRS Capital Advisors, Inc. | 22 | $1.05K | 0.00% | −19−46.3% | Reduced |
| Russell Investments Group, Ltd. | 26 | $1.24K | 0.00% | −1,363−98.1% | Reduced |
| Bessemer Group Inc | 40 | $2.00K | 0.00% | −26,296−99.8% | Reduced |
| Rothschild Investment LLC | 45 | $2.15K | 0.00% | +35+350.0% | Added |
| Harbour Investments, Inc. | 70 | $3.35K | 0.00% | +70 | New |
| US Bancorp | 90 | $4.30K | 0.00% | +26+40.6% | Added |
| LRI Investments, LLC | 77 | $4.39K | 0.00% | −4−4.9% | Reduced |
| GAMMA Investing LLC | 105 | $5.02K | 0.00% | −53−33.5% | Reduced |
| EverSource Wealth Advisors, LLC | 105 | $5.02K | 0.00% | +104+10,400.0% | Added |
| Lindbrook Capital, LLC | 130 | $6.22K | 0.00% | −52−28.6% | Reduced |
| Nisa Investment Advisors, LLC | 130 | $6.22K | 0.00% | +41+46.1% | Added |
| Smartleaf Asset Management LLC | 147 | $6.99K | 0.00% | +147 | New |
| Private Trust Co NA | 148 | $7.08K | 0.00% | +28+23.3% | Added |
| MCF Advisors LLC | 170 | $8.13K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 221 | $10.6K | 0.00% | +221 | New |
| ClariVest Asset Management LLC | 365 | $13.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 336 | $16.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 336 | $16.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 368 | $17.6K | 0.00% | −40−9.8% | Reduced |
| Farther Finance Advisors, LLC | 577 | $27.6K | 0.00% | +527+1,054.0% | Added |
| CWM, LLC | 735 | $35.0K | 0.00% | −12−1.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 786 | $37.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 945 | $45.2K | 0.00% | −6,556−87.4% | Reduced |
| Huntington National Bank | 962 | $46.0K | 0.00% | −32−3.2% | Reduced |
| Quest Partners LLC | 1,137 | $54.4K | 0.00% | +1,137 | New |
| Financial Management Professionals, Inc. | 1,187 | $57.0K | 0.01% | +1,187 | New |
| J.Safra Asset Management Corp | 1,209 | $57.5K | 0.01% | +497+69.8% | Added |
| Bryn Mawr Trust Co | 1,345 | $64.3K | 0.00% | +1,345 | New |
| KBC Group NV | 1,373 | $66.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,397 | $66.8K | 0.00% | +519+59.1% | Added |
| Amalgamated Bank | 1,399 | $67.0K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,404 | $67.2K | 0.27% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,139 | $78.4K | 0.00% | +1,273+147.0% | Added |
| Assetmark, Inc | 1,650 | $78.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,418 | $116.0K | 0.07% | +177+7.9% | Added |
| Delta Asset Management LLC | 2,599 | $124.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,725 | $130.3K | 0.00% | −225−7.6% | Reduced |
| Penserra Capital Management LLC | 3,633 | $173.0K | 0.00% | −581−13.8% | Reduced |
| State of Wyoming | 3,680 | $176.0K | 0.03% | +993+37.0% | Added |
| Ameritas Investment Partners, Inc. | 3,975 | $190.1K | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 4,200 | $200.9K | 0.00% | +4,200 | New |
| Brevan Howard Capital Management LP | 4,240 | $202.8K | 0.01% | −2,325−35.4% | Reduced |
| Captrust Financial Advisors | 4,497 | $215.1K | 0.00% | +4,497 | New |
| Shell Asset Management Co | 4,634 | $222.0K | 0.01% | +4,634 | New |
| Envestnet Portfolio Solutions, Inc. | 4,664 | $223.1K | 0.00% | +4,664 | New |
| Mayflower Financial Advisors, LLC | 4,716 | $225.6K | 0.03% | −2,111−30.9% | Reduced |
| Petrus Trust Company, LTA | 4,850 | $232.0K | 0.02% | −8,356−63.3% | Reduced |
| JT Stratford LLC | 4,958 | $237.1K | 0.04% | +4,958 | New |
| Nebula Research & Development LLC | 5,237 | $250.5K | 0.03% | −1,882−26.4% | Reduced |
| Bleakley Financial Group, LLC | 5,428 | $259.6K | 0.01% | −795−12.8% | Reduced |
| Harbor Capital Advisors, Inc. | 5,539 | $265.0K | 0.01% | +373+7.2% | Added |
| Vestmark Advisory Solutions, Inc. | 5,646 | $270.0K | 0.01% | −373−6.2% | Reduced |
| Vident Advisory, LLC | 5,693 | $272.3K | 0.01% | −234−3.9% | Reduced |
| Gotham Asset Management, LLC | 5,849 | $279.8K | 0.00% | +5,849 | New |
| Handelsbanken Fonder AB | 5,900 | $282.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,989 | $300.6K | 0.00% | +4,989 | New |
| Allspring Global Investments Holdings, LLC | 6,408 | $306.5K | 0.00% | −474−6.9% | Reduced |
| Canada Pension Plan Investment Board | 6,500 | $310.9K | 0.00% | −200−3.0% | Reduced |
| Scientech Research LLC | 6,531 | $312.4K | 0.06% | +6,531 | New |
| Pictet Asset Management Holding SA | 6,963 | $333.0K | 0.00% | +6,963 | New |
| STRS Ohio | 7,000 | $334.8K | 0.00% | −36,200−83.8% | Reduced |
| Teacher Retirement System of Texas | 7,096 | $339.0K | 0.00% | +7,096 | New |
| State Board of Administration of Florida Retirement System | 7,200 | $344.4K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 7,280 | $348.2K | 0.27% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,376 | $352.8K | 0.00% | +7,376 | New |
| Los Angeles Capital Management LLC | 7,401 | $354.0K | 0.00% | +7,401 | New |
| Natixis | 7,715 | $367.9K | 0.00% | −1,902−19.8% | Reduced |
| Sherbrooke Park Advisers LLC | 7,751 | $370.7K | 0.09% | +7,751 | New |
| Raymond James Financial Services Advisors, Inc. | 7,981 | $381.7K | 0.00% | +7,981 | New |
| The PNC Financial Services Group, Inc. | 8,036 | $384.4K | 0.00% | +13+0.2% | Added |
| Zacks Investment Management | 8,322 | $398.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,481 | $405.6K | 0.00% | −50−0.6% | Reduced |
| HSBC Holdings PLC | 8,701 | $413.2K | 0.00% | −12,175−58.3% | Reduced |
| Fox Run Management, L.L.C. | 9,635 | $460.8K | 0.10% | +3,673+61.6% | Added |
| Algert Global LLC | 9,790 | $468.3K | 0.01% | +9,790 | New |
| Keebeck Alpha, LP | 9,935 | $475.2K | 0.31% | −4,954−33.3% | Reduced |
| Gsa Capital Partners LLP | 10,063 | $481.0K | 0.04% | +10,063 | New |
| XTX Topco Ltd | 10,160 | $486.0K | 0.04% | +10,160 | New |
| Intech Investment Management LLC | 10,201 | $487.9K | 0.01% | +10,201 | New |
| Malaga Cove Capital, LLC | 11,415 | $546.0K | 0.22% | +11,415 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,664 | $557.9K | 0.00% | +851+7.9% | Added |
| FORA Capital, LLC | 11,824 | $565.5K | 0.07% | +11,824 | New |
| State of Wisconsin Investment Board | 11,839 | $566.3K | 0.00% | +11,839 | New |
| AQR Capital Management LLC | 12,400 | $593.1K | 0.00% | +2,739+28.4% | Added |
| Voya Investment Management LLC | 12,723 | $608.5K | 0.00% | −265−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,730 | $608.9K | 0.00% | +12,730 | New |
| Virtu Financial LLC | 12,737 | $609.0K | 0.03% | +12,737 | New |
| Verition Fund Management LLC | 13,400 | $640.9K | 0.00% | −1,724−11.4% | Reduced |
| Stifel Financial Corp | 13,519 | $646.6K | 0.00% | −595−4.2% | Reduced |