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 2024
Institutional positions in Intapp, Inc. as of Dec 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
- 256
- +42 vs. Q3 2024
- Shares held
- 72.1M
- +2.46M (+3.5%) vs. Q3 2024
- Total value
- $4.62B
- +$1.29B (+38.7%) vs. Q3 2024
- New holders
- 63
- 108 more added
- Sold out
- 21
- 64 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q3 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 | $64 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $195 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 6 | $385 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 7 | $449 | 0.00% | +7 | New |
| Northwestern Mutual Wealth Management Co | 8 | $513 | 0.00% | −5−38.5% | Reduced |
| WPG Advisers, LLC | 11 | $705 | 0.00% | +11 | New |
| C M Bidwell & Associates Ltd | 12 | $769 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 13 | $833 | 0.00% | +5+62.5% | Added |
| Toth Financial Advisory Corp | 15 | $962 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $1.09K | 0.00% | +17 | New |
| Bellevue Asset Management, LLC | 21 | $1.34K | 0.00% | +21 | New |
| Concord Wealth Partners | 22 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 30 | $1.92K | 0.00% | +30 | New |
| Whipplewood Advisors, LLC | 30 | $1.92K | 0.00% | +30 | New |
| SRS Capital Advisors, Inc. | 33 | $2.12K | 0.00% | +11+50.0% | Added |
| Cullen/Frost Bankers, Inc. | 36 | $2.31K | 0.00% | +36 | New |
| Kestra Investment Management, LLC | 38 | $2.44K | 0.00% | +38 | New |
| Bessemer Group Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $3.21K | 0.00% | +5+11.1% | Added |
| Parallel Advisors, LLC | 52 | $3.33K | 0.00% | +46+766.7% | Added |
| Washington Trust Advisors, Inc. | 56 | $3.59K | 0.00% | +56 | New |
| Quarry LP | 56 | $3.59K | 0.00% | +56 | New |
| Bogart Wealth, LLC | 59 | $3.78K | 0.00% | +59 | New |
| Principal Securities, Inc. | 65 | $4.17K | 0.00% | +65 | New |
| Synergy Financial Management, LLC | 100 | $4.78K | 0.00% | +100 | New |
| LRI Investments, LLC | 77 | $4.94K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 85 | $5.45K | 0.00% | +85 | New |
| REAP Financial Group, LLC | 97 | $6.22K | 0.00% | +97 | New |
| Hillsdale Investment Management Inc. | 120 | $7.69K | 0.00% | +120 | New |
| US Bancorp | 126 | $8.07K | 0.00% | +36+40.0% | Added |
| Massmutual Trust Co FSB | 127 | $8.14K | 0.00% | +127 | New |
| Lindbrook Capital, LLC | 132 | $8.46K | 0.00% | +2+1.5% | Added |
| Hexagon Capital Partners LLC | 146 | $9.36K | 0.00% | +146 | New |
| Smartleaf Asset Management LLC | 147 | $9.56K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 155 | $9.93K | 0.00% | +85+121.4% | Added |
| Nisa Investment Advisors, LLC | 156 | $10.0K | 0.00% | +26+20.0% | Added |
| MCF Advisors LLC | 170 | $10.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 176 | $11.3K | 0.00% | +71+67.6% | Added |
| Private Trust Co NA | 249 | $16.0K | 0.00% | +101+68.2% | Added |
| EverSource Wealth Advisors, LLC | 289 | $18.5K | 0.00% | +184+175.2% | Added |
| Canada Pension Plan Investment Board | 300 | $19.2K | 0.00% | −6,200−95.4% | Reduced |
| Farther Finance Advisors, LLC | 302 | $19.4K | 0.00% | −275−47.7% | Reduced |
| IFP Advisors, Inc | 337 | $21.6K | 0.00% | +1+0.3% | Added |
| Proequities, Inc. | 323 | $22.5K | 0.00% | +323 | New |
| Global Retirement Partners, LLC | 385 | $24.7K | 0.00% | +385 | New |
| Raleigh Capital Management Inc. | 392 | $25.1K | 0.01% | +392 | New |
| Quadrant Capital Group LLC | 398 | $25.5K | 0.00% | +62+18.5% | Added |
| First Horizon Advisors, Inc. | 435 | $27.9K | 0.00% | +67+18.2% | Added |
| SBI Securities Co., Ltd. | 495 | $31.7K | 0.00% | +495 | New |
| CWM, LLC | 790 | $51.0K | 0.00% | +55+7.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 801 | $51.3K | 0.00% | +15+1.9% | Added |
| Tower Research Capital LLC (TRC) | 825 | $52.9K | 0.00% | −120−12.7% | Reduced |
| Ronald Blue Trust, Inc. | 897 | $57.5K | 0.00% | −1,242−58.1% | Reduced |
| Johnson Financial Group, Inc. | 826 | $58.9K | 0.00% | +605+273.8% | Added |
| Simplex Trading, LLC | 987 | $63.0K | 0.00% | +987 | New |
| CoreCap Advisors, LLC | 995 | $63.8K | 0.00% | +995 | New |
| Bryn Mawr Trust Co | 1,063 | $68.1K | 0.00% | −282−21.0% | Reduced |
| Financial Management Professionals, Inc. | 1,180 | $75.6K | 0.01% | −7−0.6% | Reduced |
| Virtus Fund Advisers, LLC | 1,454 | $93.2K | 0.29% | +50+3.6% | Added |
| Huntington National Bank | 1,474 | $94.5K | 0.00% | +512+53.2% | Added |
| Ofi Invest Asset Management | 1,650 | $102.1K | 0.00% | +1,650 | New |
| Assetmark, Inc | 1,652 | $105.9K | 0.00% | +2+0.1% | Added |
| Amalgamated Bank | 1,819 | $117.0K | 0.00% | +420+30.0% | Added |
| Advisors Asset Management, Inc. | 1,964 | $125.9K | 0.00% | +567+40.6% | Added |
| Covestor Ltd | 2,081 | $133.0K | 0.08% | −337−13.9% | Reduced |
| Penserra Capital Management LLC | 2,114 | $135.0K | 0.00% | −1,519−41.8% | Reduced |
| Allworth Financial LP | 2,115 | $147.4K | 0.00% | +2,097+11,650.0% | Added |
| SG Americas Securities, LLC | 2,476 | $159.0K | 0.00% | −16,627−87.0% | Reduced |
| Delta Asset Management LLC | 2,599 | $166.6K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,641 | $169.0K | 0.00% | +1,268+92.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,841 | $182.1K | 0.04% | +2,841 | New |
| Steward Partners Investment Advisory, LLC | 2,964 | $190.0K | 0.00% | +239+8.8% | Added |
| Corton Capital Inc. | 3,152 | $202.0K | 0.12% | +3,152 | New |
| Caxton Associates LP | 3,202 | $205.2K | 0.01% | +3,202 | New |
| Left Brain Wealth Management, LLC | 3,300 | $211.5K | 0.08% | +3,300 | New |
| Mackenzie Financial Corp | 3,333 | $213.6K | 0.00% | +3,333 | New |
| Petrus Trust Company, LTA | 3,382 | $216.8K | 0.02% | −1,468−30.3% | Reduced |
| Menard Financial Group LLC | 3,383 | $216.8K | 0.13% | +3,383 | New |
| Cornerstone Investment Partners, LLC | 3,397 | $217.7K | 0.01% | +3,397 | New |
| Lombard Odier Asset Management (USA) Corp | 3,618 | $231.9K | 0.09% | +3,618 | New |
| Xponance, Inc. | 3,796 | $243.3K | 0.00% | +3,796 | New |
| Atria Investments LLC | 4,090 | $262.1K | 0.00% | +4,090 | New |
| Aigen Investment Management, LP | 4,097 | $262.6K | 0.05% | +4,097 | New |
| Diversified Trust Co | 4,116 | $263.8K | 0.01% | +4,116 | New |
| Quest Partners LLC | 4,310 | $276.2K | 0.04% | +3,173+279.1% | Added |
| Cetera Investment Advisers | 4,410 | $282.6K | 0.00% | +4,410 | New |
| Captrust Financial Advisors | 4,492 | $287.9K | 0.00% | −5−0.1% | Reduced |
| Principal Financial Group Inc | 4,539 | $290.9K | 0.00% | +4,539 | New |
| Occudo Quantitative Strategies LP | 4,564 | $292.5K | 0.05% | +4,564 | New |
| Shell Asset Management Co | 4,634 | $297.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,761 | $305.1K | 0.02% | +4,761 | New |
| Creative Planning | 4,906 | $314.4K | 0.00% | +4,906 | New |
| Gotham Asset Management, LLC | 4,936 | $316.3K | 0.00% | −913−15.6% | Reduced |
| CIBC World Markets Corp | 4,990 | $319.8K | 0.00% | +4,990 | New |
| FORA Capital, LLC | 5,262 | $337.2K | 0.04% | −6,562−55.5% | Reduced |
| Truist Financial Corp | 5,442 | $348.8K | 0.00% | +5,442 | New |
| Sanctuary Advisors, LLC | 4,812 | $349.1K | 0.00% | −177−3.5% | Reduced |
| State of Wyoming | 5,453 | $349.5K | 0.04% | +1,773+48.2% | Added |
| Ameritas Investment Partners, Inc. | 5,579 | $357.6K | 0.01% | +1,604+40.4% | Added |