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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 1,610 | $94.0K | 0.00% | +1,610 | New |
| Coldstream Capital Management Inc | 1,466 | $85.6K | 0.00% | +1,466 | New |
| Assetmark, Inc | 1,327 | $77.5K | 0.00% | −325−19.7% | Reduced |
| Bryn Mawr Trust Co | 1,124 | $65.6K | 0.00% | +61+5.7% | Added |
| Financial Management Professionals, Inc. | 1,087 | $63.5K | 0.01% | −93−7.9% | Reduced |
| CWM, LLC | 1,003 | $59.0K | 0.00% | +213+27.0% | Added |
| Ronald Blue Trust, Inc. | 984 | $57.4K | 0.00% | +87+9.7% | Added |
| Tower Research Capital LLC (TRC) | 957 | $55.9K | 0.00% | +132+16.0% | Added |
| Nisa Investment Advisors, LLC | 803 | $46.9K | 0.00% | +647+414.7% | Added |
| Quarry LP | 703 | $41.0K | 0.01% | +647+1,155.4% | Added |
| Canada Pension Plan Investment Board | 700 | $40.9K | 0.00% | +400+133.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 623 | $36.0K | 0.00% | +623 | New |
| Russell Investments Group, Ltd. | 600 | $35.0K | 0.00% | −8,021−93.0% | Reduced |
| Johnson Financial Group, Inc. | 576 | $33.6K | 0.00% | −250−30.3% | Reduced |
| Farther Finance Advisors, LLC | 526 | $31.3K | 0.00% | +224+74.2% | Added |
| SRS Capital Advisors, Inc. | 517 | $30.2K | 0.00% | +484+1,466.7% | Added |
| First Horizon Advisors, Inc. | 494 | $28.8K | 0.00% | +59+13.6% | Added |
| Opal Wealth Advisors, LLC | 405 | $23.6K | 0.01% | +405 | New |
| Manchester Capital Management LLC | 400 | $23.3K | 0.00% | +400 | New |
| Raleigh Capital Management Inc. | 379 | $22.1K | 0.01% | −13−3.3% | Reduced |
| Wayfinding Financial, LLC | 386 | $22.0K | 0.01% | +386 | New |
| Quadrant Capital Group LLC | 336 | $19.6K | 0.00% | −62−15.6% | Reduced |
| GAMMA Investing LLC | 303 | $17.7K | 0.00% | +127+72.2% | Added |
| EverSource Wealth Advisors, LLC | 277 | $16.2K | 0.00% | −12−4.2% | Reduced |
| SBI Securities Co., Ltd. | 229 | $13.4K | 0.00% | −266−53.7% | Reduced |
| Private Trust Co NA | 223 | $13.0K | 0.00% | −26−10.4% | Reduced |
| Smartleaf Asset Management LLC | 213 | $12.8K | 0.00% | +66+44.9% | Added |
| Harbour Investments, Inc. | 213 | $12.4K | 0.00% | +58+37.4% | Added |
| Versant Capital Management, Inc | 192 | $11.2K | 0.00% | +192 | New |
| MCF Advisors LLC | 170 | $9.93K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 166 | $9.69K | 0.00% | +158+1,975.0% | Added |
| Clear Street Markets LLC | 159 | $9.28K | 0.01% | +159 | New |
| REAP Financial Group, LLC | 151 | $8.81K | 0.00% | +54+55.7% | Added |
| US Bancorp | 147 | $8.58K | 0.00% | +21+16.7% | Added |
| Hexagon Capital Partners LLC | 145 | $8.46K | 0.00% | −1−0.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 141 | $8.23K | 0.01% | +141 | New |
| CoreCap Advisors, LLC | 139 | $8.12K | 0.00% | −856−86.0% | Reduced |
| Lindbrook Capital, LLC | 137 | $8.00K | 0.00% | +5+3.8% | Added |
| Mather Group, LLC. | 135 | $7.88K | 0.00% | +135 | New |
| Jones Financial Companies LLLP | 129 | $7.73K | 0.00% | +44+51.8% | Added |
| Hillsdale Investment Management Inc. | 120 | $7.01K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 119 | $6.95K | 0.00% | +119 | New |
| Optiver Holding B.V. | 119 | $6.95K | 0.00% | +119 | New |
| Federation des caisses Desjardins du Quebec | 104 | $6.07K | 0.00% | +104 | New |
| Washington Trust Advisors, Inc. | 85 | $4.96K | 0.00% | +29+51.8% | Added |
| LRI Investments, LLC | 77 | $4.50K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $4.38K | 0.00% | +25+50.0% | Added |
| Principal Securities, Inc. | 65 | $4.17K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $3.50K | 0.00% | −67−52.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 53 | $3.09K | 0.00% | +53 | New |
| WPG Advisers, LLC | 52 | $3.04K | 0.00% | +41+372.7% | Added |
| Parallel Advisors, LLC | 51 | $2.98K | 0.00% | −1−1.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 36 | $2.10K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 35 | $2.00K | 0.00% | −5−12.5% | Reduced |
| Bellevue Asset Management, LLC | 32 | $1.87K | 0.00% | +11+52.4% | Added |
| Skopos Labs, Inc. | 31 | $1.81K | 0.00% | +31 | New |
| Sierra Ocean, LLC | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $1.52K | 0.00% | −33−55.9% | Reduced |
| Continuum Advisory, LLC | 25 | $1.46K | 0.00% | +8+47.1% | Added |
| Concord Wealth Partners | 22 | $1.28K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 73 | $1.23K | 0.00% | +43+143.3% | Added |
| Parkside Financial Bank & Trust | 20 | $1.17K | 0.00% | +20 | New |
| Toth Financial Advisory Corp | 15 | $876 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $876 | 0.00% | +15 | New |
| Signaturefd, LLC | 13 | $759 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $701 | 0.00% | +12 | New |
| ORG Partners LLC | 10 | $594 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 7 | $409 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $58 | 0.00% | −336−99.7% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −74,340−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −59,195−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −53,167−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −40,380−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −22,301−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −17,532−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,558−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −7,280−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −7,168−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,825−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −6,442−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,734−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,936−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,310−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,097−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −3,618−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −3,397−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,382−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,333−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,152−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −2,841−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −2,114−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |