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 16 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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 28,492 | $1.66M | 0.01% | +20,000+235.5% | Added |
| Susquehanna Fundamental Investments, LLC | 27,644 | $1.61M | 0.03% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 26,128 | $1.53M | 0.01% | −387−1.5% | Reduced |
| CI Private Wealth, LLC | 24,608 | $1.44M | 0.00% | −5,898−19.3% | Reduced |
| Rezny Wealth Management, Inc. | 24,195 | $1.41M | 0.37% | +24,195 | New |
| Janus Henderson Group PLC | 22,673 | $1.36M | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 23,268 | $1.36M | 0.43% | −14−0.1% | Reduced |
| Sterling Capital Management LLC | 21,891 | $1.28M | 0.02% | −16,940−43.6% | Reduced |
| Comerica Bank | 21,274 | $1.24M | 0.01% | −13,503−38.8% | Reduced |
| Amundi | 22,538 | $1.23M | 0.00% | −10,058−30.9% | Reduced |
| State of Wisconsin Investment Board | 20,915 | $1.22M | 0.00% | +10,394+98.8% | Added |
| LPL Financial LLC | 20,640 | $1.20M | 0.00% | −66−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,328 | $1.13M | 0.01% | −4,852−20.1% | Reduced |
| Fieldview Capital Management, LLC | 18,922 | $1.10M | 0.16% | −9,124−32.5% | Reduced |
| TownSquare Capital, LLC | 17,723 | $1.03M | 0.01% | +17,723 | New |
| STRS Ohio | 17,400 | $1.02M | 0.00% | +5,900+51.3% | Added |
| Magnetar Financial LLC | 16,036 | $936.2K | 0.01% | +16,036 | New |
| Fox Run Management, L.L.C. | 15,834 | $924.4K | 0.14% | +8,705+122.1% | Added |
| Jefferies Financial Group Inc. | 15,822 | $923.7K | 0.02% | +15,822 | New |
| Arizona State Retirement System | 15,510 | $905.5K | 0.01% | −107−0.7% | Reduced |
| Keybank National Association | 14,962 | $873.5K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 14,844 | $866.6K | 0.04% | −130−0.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,802 | $864.1K | 0.00% | +948+6.8% | Added |
| Truvestments Capital LLC | 14,683 | $857.2K | 0.19% | +14,683 | New |
| Natixis Advisors, L.P. | 14,197 | $829.0K | 0.00% | −128−0.9% | Reduced |
| Creative Planning | 14,018 | $818.4K | 0.00% | +9,112+185.7% | Added |
| Diversify Advisory Services, LLC | 15,000 | $818.3K | 0.05% | +15,000 | New |
| HighTower Advisors, LLC | 13,808 | $806.1K | 0.00% | −16,153−53.9% | Reduced |
| Thoroughbred Financial Services, LLC | 13,768 | $803.0K | 0.05% | +7,729+128.0% | Added |
| Stifel Financial Corp | 13,012 | $759.6K | 0.00% | +294+2.3% | Added |
| Jump Financial, LLC | 12,955 | $756.3K | 0.01% | +12,955 | New |
| MML Investors Services, LLC | 12,936 | $755.0K | 0.00% | +12,936 | New |
| Handelsbanken Fonder AB | 12,800 | $747.0K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 13,560 | $732.9K | 0.02% | +11,910+721.8% | Added |
| Versor Investments LP | 12,142 | $708.9K | 0.12% | +12,142 | New |
| Commerce Bank | 12,006 | $700.9K | 0.00% | −3,088−20.5% | Reduced |
| CIBC World Markets Corp | 11,834 | $690.9K | 0.01% | +6,844+137.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,729 | $684.7K | 0.01% | +398+3.5% | Added |
| ProShare Advisors LLC | 11,546 | $674.1K | 0.00% | −3,474−23.1% | Reduced |
| Malaga Cove Capital, LLC | 11,545 | $674.0K | 0.29% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,513 | $672.0K | 0.00% | −10,617−48.0% | Reduced |
| Elo Mutual Pension Insurance Co | 11,245 | $656.5K | 0.01% | +11,245 | New |
| KLP Kapitalforvaltning AS | 10,500 | $613.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9,891 | $587.9K | 0.00% | +3,468+54.0% | Added |
| Graham Capital Management, L.P. | 10,000 | $583.8K | 0.02% | −827−7.6% | Reduced |
| Harvest Fund Management Co., Ltd | 10,000 | $582.0K | 0.03% | +139+1.4% | Added |
| Fiduciary Trust Co | 9,026 | $526.9K | 0.01% | +9,026 | New |
| Schonfeld Strategic Advisors LLC | 9,011 | $526.1K | 0.00% | −189−2.1% | Reduced |
| Morris Retirement Advisors, LLC | 8,956 | $522.9K | 0.28% | +8,956 | New |
| Virtus ETF Advisers LLC | 8,928 | $521.2K | 0.34% | +8,928 | New |
| Algert Global LLC | 8,854 | $516.9K | 0.01% | −18,350−67.5% | Reduced |
| Acadian Asset Management LLC | 8,814 | $514.0K | 0.00% | −122,227−93.3% | Reduced |
| HSBC Holdings PLC | 8,001 | $464.6K | 0.00% | +272+3.5% | Added |
| DC Investments Management, LLC | 7,832 | $457.2K | 0.24% | +7,832 | New |
| Pictet Asset Management Holding SA | 7,699 | $449.5K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 7,638 | $445.9K | 0.00% | +7,638 | New |
| Diversified Trust Co | 7,389 | $431.4K | 0.01% | +3,273+79.5% | Added |
| Occudo Quantitative Strategies LP | 7,197 | $431.2K | 0.06% | +2,633+57.7% | Added |
| State Board of Administration of Florida Retirement System | 7,200 | $420.3K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 6,757 | $394.5K | 0.06% | −22,149−76.6% | Reduced |
| Atria Investments LLC | 6,667 | $389.2K | 0.00% | +2,577+63.0% | Added |
| Vident Advisory, LLC | 6,643 | $387.8K | 0.01% | −1,000−13.1% | Reduced |
| Options Solutions, LLC | 6,481 | $378.4K | 0.18% | +6,481 | New |
| Walleye Capital LLC | 6,386 | $372.8K | 0.00% | +6,386 | New |
| Public Employees Retirement Association of Colorado | 6,377 | $372.0K | 0.00% | +6,377 | New |
| Natixis | 6,174 | $358.9K | 0.00% | −853−12.1% | Reduced |
| SG Americas Securities, LLC | 6,017 | $351.0K | 0.00% | +3,541+143.0% | Added |
| Janney Montgomery Scott LLC | 5,908 | $345.0K | 0.00% | +5+0.1% | Added |
| Cetera Investment Advisers | 5,799 | $338.5K | 0.00% | +1,389+31.5% | Added |
| The PNC Financial Services Group, Inc. | 5,770 | $336.9K | 0.00% | −1,052−15.4% | Reduced |
| Caxton Associates LLP | 5,594 | $326.6K | 0.01% | +5,594 | New |
| Voleon Capital Management LP | 5,584 | $326.0K | 0.03% | −22,885−80.4% | Reduced |
| Truist Financial Corp | 5,473 | $319.5K | 0.00% | +31+0.6% | Added |
| Ameritas Investment Partners, Inc. | 5,395 | $315.0K | 0.01% | −184−3.3% | Reduced |
| Los Angeles Capital Management LLC | 5,024 | $293.3K | 0.00% | −2,377−32.1% | Reduced |
| Sanctuary Advisors, LLC | 4,925 | $287.5K | 0.00% | +113+2.3% | Added |
| Venturi Wealth Management, LLC | 4,761 | $277.9K | 0.01% | 00.0% | Unchanged |
| OP Asset Management Ltd | 4,689 | $273.7K | 0.00% | +4,689 | New |
| Shell Asset Management Co | 4,508 | $263.0K | 0.01% | −126−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 4,377 | $255.5K | 0.00% | +4,377 | New |
| FORA Capital, LLC | 4,348 | $253.8K | 0.03% | −914−17.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,274 | $249.5K | 0.00% | −1,662−28.0% | Reduced |
| Principal Financial Group Inc | 4,262 | $248.8K | 0.00% | −277−6.1% | Reduced |
| Xponance, Inc. | 4,246 | $247.9K | 0.00% | +450+11.9% | Added |
| State of Wyoming | 3,858 | $225.2K | 0.03% | −1,595−29.2% | Reduced |
| Eqis Capital Management, Inc. | 3,824 | $223.2K | 0.02% | +3,824 | New |
| Menard Financial Group LLC | 3,798 | $217.2K | 0.14% | +415+12.3% | Added |
| Virtu Financial LLC | 3,699 | $216.0K | 0.01% | −1,972−34.8% | Reduced |
| Captrust Financial Advisors | 3,563 | $208.0K | 0.00% | −929−20.7% | Reduced |
| Simplex Trading, LLC | 3,186 | $185.0K | 0.01% | +2,199+222.8% | Added |
| Advisor Group Holdings, Inc. | 2,869 | $167.5K | 0.00% | −31,123−91.6% | Reduced |
| KBC Group NV | 2,634 | $154.0K | 0.00% | −7−0.3% | Reduced |
| Delta Asset Management LLC | 2,599 | $151.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,508 | $146.4K | 0.00% | −456−15.4% | Reduced |
| Huntington National Bank | 2,261 | $132.0K | 0.00% | +787+53.4% | Added |
| Archer Investment Corp | 2,165 | $126.4K | 0.03% | +2,165 | New |
| Allworth Financial LP | 2,141 | $116.5K | 0.00% | +26+1.2% | Added |
| Advisors Asset Management, Inc. | 1,988 | $116.1K | 0.00% | +24+1.2% | Added |
| Covestor Ltd | 1,965 | $115.0K | 0.08% | −116−5.6% | Reduced |
| Amalgamated Bank | 1,825 | $107.0K | 0.00% | +6+0.3% | Added |