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 2025
Institutional positions in Intapp, Inc. as of Mar 31, 2025. 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
- 270
- +18 vs. Q4 2024
- Shares held
- 70.9M
- −523.5K (−0.7%) vs. Q4 2024
- Total value
- $4.14B
- −$439.0M (−9.6%) vs. Q4 2024
- New holders
- 52
- 94 more added
- Sold out
- 34
- 100 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $58 | 0.00% | −336−99.7% | Reduced |
| Bell Investment Advisors, Inc | 7 | $409 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 10 | $594 | 0.00% | +10 | New |
| Larson Financial Group LLC | 12 | $701 | 0.00% | +12 | New |
| Signaturefd, LLC | 13 | $759 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $876 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $876 | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 20 | $1.17K | 0.00% | +20 | New |
| Whipplewood Advisors, LLC | 73 | $1.23K | 0.00% | +43+143.3% | Added |
| Concord Wealth Partners | 22 | $1.28K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 25 | $1.46K | 0.00% | +8+47.1% | Added |
| Bogart Wealth, LLC | 26 | $1.52K | 0.00% | −33−55.9% | Reduced |
| Sierra Ocean, LLC | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 31 | $1.81K | 0.00% | +31 | New |
| Bellevue Asset Management, LLC | 32 | $1.87K | 0.00% | +11+52.4% | Added |
| Bessemer Group Inc | 35 | $2.00K | 0.00% | −5−12.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 36 | $2.10K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 51 | $2.98K | 0.00% | −1−1.9% | Reduced |
| WPG Advisers, LLC | 52 | $3.04K | 0.00% | +41+372.7% | Added |
| Blue Bell Private Wealth Management, LLC | 53 | $3.09K | 0.00% | +53 | New |
| Massmutual Trust Co FSB | 60 | $3.50K | 0.00% | −67−52.8% | Reduced |
| Principal Securities, Inc. | 65 | $4.17K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $4.38K | 0.00% | +25+50.0% | Added |
| LRI Investments, LLC | 77 | $4.50K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 85 | $4.96K | 0.00% | +29+51.8% | Added |
| Federation des caisses Desjardins du Quebec | 104 | $6.07K | 0.00% | +104 | New |
| Rise Advisors, LLC | 119 | $6.95K | 0.00% | +119 | New |
| Optiver Holding B.V. | 119 | $6.95K | 0.00% | +119 | New |
| Hillsdale Investment Management Inc. | 120 | $7.01K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 129 | $7.73K | 0.00% | +44+51.8% | Added |
| Mather Group, LLC. | 135 | $7.88K | 0.00% | +135 | New |
| Lindbrook Capital, LLC | 137 | $8.00K | 0.00% | +5+3.8% | Added |
| CoreCap Advisors, LLC | 139 | $8.12K | 0.00% | −856−86.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 141 | $8.23K | 0.01% | +141 | New |
| Hexagon Capital Partners LLC | 145 | $8.46K | 0.00% | −1−0.7% | Reduced |
| US Bancorp | 147 | $8.58K | 0.00% | +21+16.7% | Added |
| REAP Financial Group, LLC | 151 | $8.81K | 0.00% | +54+55.7% | Added |
| Clear Street Markets LLC | 159 | $9.28K | 0.01% | +159 | New |
| Northwestern Mutual Wealth Management Co | 166 | $9.69K | 0.00% | +158+1,975.0% | Added |
| MCF Advisors LLC | 170 | $9.93K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 192 | $11.2K | 0.00% | +192 | New |
| Harbour Investments, Inc. | 213 | $12.4K | 0.00% | +58+37.4% | Added |
| Smartleaf Asset Management LLC | 213 | $12.8K | 0.00% | +66+44.9% | Added |
| Private Trust Co NA | 223 | $13.0K | 0.00% | −26−10.4% | Reduced |
| SBI Securities Co., Ltd. | 229 | $13.4K | 0.00% | −266−53.7% | Reduced |
| EverSource Wealth Advisors, LLC | 277 | $16.2K | 0.00% | −12−4.2% | Reduced |
| GAMMA Investing LLC | 303 | $17.7K | 0.00% | +127+72.2% | Added |
| Quadrant Capital Group LLC | 336 | $19.6K | 0.00% | −62−15.6% | Reduced |
| Wayfinding Financial, LLC | 386 | $22.0K | 0.01% | +386 | New |
| Raleigh Capital Management Inc. | 379 | $22.1K | 0.01% | −13−3.3% | Reduced |
| Manchester Capital Management LLC | 400 | $23.3K | 0.00% | +400 | New |
| Opal Wealth Advisors, LLC | 405 | $23.6K | 0.01% | +405 | New |
| First Horizon Advisors, Inc. | 494 | $28.8K | 0.00% | +59+13.6% | Added |
| SRS Capital Advisors, Inc. | 517 | $30.2K | 0.00% | +484+1,466.7% | Added |
| Farther Finance Advisors, LLC | 526 | $31.3K | 0.00% | +224+74.2% | Added |
| Johnson Financial Group, Inc. | 576 | $33.6K | 0.00% | −250−30.3% | Reduced |
| Russell Investments Group, Ltd. | 600 | $35.0K | 0.00% | −8,021−93.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 623 | $36.0K | 0.00% | +623 | New |
| Canada Pension Plan Investment Board | 700 | $40.9K | 0.00% | +400+133.3% | Added |
| Quarry LP | 703 | $41.0K | 0.01% | +647+1,155.4% | Added |
| Nisa Investment Advisors, LLC | 803 | $46.9K | 0.00% | +647+414.7% | Added |
| Tower Research Capital LLC (TRC) | 957 | $55.9K | 0.00% | +132+16.0% | Added |
| Ronald Blue Trust, Inc. | 984 | $57.4K | 0.00% | +87+9.7% | Added |
| CWM, LLC | 1,003 | $59.0K | 0.00% | +213+27.0% | Added |
| Financial Management Professionals, Inc. | 1,087 | $63.5K | 0.01% | −93−7.9% | Reduced |
| Bryn Mawr Trust Co | 1,124 | $65.6K | 0.00% | +61+5.7% | Added |
| Assetmark, Inc | 1,327 | $77.5K | 0.00% | −325−19.7% | Reduced |
| Coldstream Capital Management Inc | 1,466 | $85.6K | 0.00% | +1,466 | New |
| Walleye Trading LLC | 1,610 | $94.0K | 0.00% | +1,610 | New |
| Amalgamated Bank | 1,825 | $107.0K | 0.00% | +6+0.3% | Added |
| Covestor Ltd | 1,965 | $115.0K | 0.08% | −116−5.6% | Reduced |
| Advisors Asset Management, Inc. | 1,988 | $116.1K | 0.00% | +24+1.2% | Added |
| Allworth Financial LP | 2,141 | $116.5K | 0.00% | +26+1.2% | Added |
| Archer Investment Corp | 2,165 | $126.4K | 0.03% | +2,165 | New |
| Huntington National Bank | 2,261 | $132.0K | 0.00% | +787+53.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,508 | $146.4K | 0.00% | −456−15.4% | Reduced |
| Delta Asset Management LLC | 2,599 | $151.7K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,634 | $154.0K | 0.00% | −7−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,869 | $167.5K | 0.00% | −31,123−91.6% | Reduced |
| Simplex Trading, LLC | 3,186 | $185.0K | 0.01% | +2,199+222.8% | Added |
| Captrust Financial Advisors | 3,563 | $208.0K | 0.00% | −929−20.7% | Reduced |
| Virtu Financial LLC | 3,699 | $216.0K | 0.01% | −1,972−34.8% | Reduced |
| Menard Financial Group LLC | 3,798 | $217.2K | 0.14% | +415+12.3% | Added |
| Eqis Capital Management, Inc. | 3,824 | $223.2K | 0.02% | +3,824 | New |
| State of Wyoming | 3,858 | $225.2K | 0.03% | −1,595−29.2% | Reduced |
| Xponance, Inc. | 4,246 | $247.9K | 0.00% | +450+11.9% | Added |
| Principal Financial Group Inc | 4,262 | $248.8K | 0.00% | −277−6.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,274 | $249.5K | 0.00% | −1,662−28.0% | Reduced |
| FORA Capital, LLC | 4,348 | $253.8K | 0.03% | −914−17.4% | Reduced |
| Kestra Private Wealth Services, LLC | 4,377 | $255.5K | 0.00% | +4,377 | New |
| Shell Asset Management Co | 4,508 | $263.0K | 0.01% | −126−2.7% | Reduced |
| OP Asset Management Ltd | 4,689 | $273.7K | 0.00% | +4,689 | New |
| Venturi Wealth Management, LLC | 4,761 | $277.9K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,925 | $287.5K | 0.00% | +113+2.3% | Added |
| Los Angeles Capital Management LLC | 5,024 | $293.3K | 0.00% | −2,377−32.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,395 | $315.0K | 0.01% | −184−3.3% | Reduced |
| Truist Financial Corp | 5,473 | $319.5K | 0.00% | +31+0.6% | Added |
| Voleon Capital Management LP | 5,584 | $326.0K | 0.03% | −22,885−80.4% | Reduced |
| Caxton Associates LLP | 5,594 | $326.6K | 0.01% | +5,594 | New |