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, Q2 2025
Institutional positions in Intapp, Inc. as of Jun 30, 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
- 283
- +14 vs. Q1 2025
- Shares held
- 72.6M
- +1.68M (+2.4%) vs. Q1 2025
- Total value
- $3.75B
- −$392.2M (−9.5%) vs. Q1 2025
- New holders
- 43
- 130 more added
- Sold out
- 29
- 76 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $74 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 7 | $362 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 10 | $488 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $517 | 0.00% | −10−50.0% | Reduced |
| Toth Financial Advisory Corp | 15 | $775 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 18 | $929 | 0.00% | +18 | New |
| Kilter Group LLC | 18 | $930 | 0.00% | +18 | New |
| Bare Financial Services, Inc | 20 | $1.03K | 0.00% | +20 | New |
| Concord Wealth Partners | 22 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $1.34K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $1.38K | 0.00% | −186−87.3% | Reduced |
| Sierra Ocean, LLC | 30 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 32 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 35 | $1.81K | 0.00% | −1−2.8% | Reduced |
| SBI Securities Co., Ltd. | 38 | $1.96K | 0.00% | −191−83.4% | Reduced |
| Bessemer Group Inc | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 39 | $2.01K | 0.00% | +8+25.8% | Added |
| Signaturefd, LLC | 43 | $2.22K | 0.00% | +30+230.8% | Added |
| SRS Capital Advisors, Inc. | 46 | $2.38K | 0.00% | −471−91.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 53 | $2.74K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 58 | $2.99K | 0.00% | +7+13.7% | Added |
| LRI Investments, LLC | 77 | $3.98K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 85 | $4.39K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $4.39K | 0.00% | +10+13.3% | Added |
| US Bancorp | 100 | $5.16K | 0.00% | −47−32.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 104 | $5.37K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 119 | $6.14K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 120 | $6.19K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $6.35K | 0.00% | −1−100.0% | Reduced |
| Global Retirement Partners, LLC | 156 | $8.05K | 0.00% | +156 | New |
| Versant Capital Management, Inc | 160 | $8.26K | 0.00% | −32−16.7% | Reduced |
| CoreCap Advisors, LLC | 163 | $8.41K | 0.00% | +24+17.3% | Added |
| MCF Advisors LLC | 170 | $8.78K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 191 | $9.76K | 0.00% | +62+48.1% | Added |
| Optiver Holding B.V. | 203 | $10.5K | 0.00% | +84+70.6% | Added |
| Harbour Investments, Inc. | 213 | $11.0K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 209 | $11.0K | 0.00% | +209 | New |
| Private Trust Co NA | 218 | $11.3K | 0.00% | −5−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 224 | $11.6K | 0.00% | +58+34.9% | Added |
| Aster Capital Management (DIFC) Ltd | 244 | $12.6K | 0.00% | +244 | New |
| EverSource Wealth Advisors, LLC | 257 | $13.3K | 0.00% | −20−7.2% | Reduced |
| GAMMA Investing LLC | 280 | $14.5K | 0.00% | −23−7.6% | Reduced |
| Raleigh Capital Management Inc. | 347 | $17.9K | 0.01% | −32−8.4% | Reduced |
| Financial Management Professionals, Inc. | 411 | $21.2K | 0.00% | −676−62.2% | Reduced |
| Opal Wealth Advisors, LLC | 423 | $21.8K | 0.01% | +18+4.4% | Added |
| Manchester Capital Management LLC | 425 | $21.9K | 0.00% | +25+6.3% | Added |
| Clearstead Advisors, LLC | 463 | $23.9K | 0.00% | +463 | New |
| REAP Financial Group, LLC | 481 | $24.8K | 0.01% | +330+218.5% | Added |
| First Horizon Advisors, Inc. | 534 | $27.6K | 0.00% | +40+8.1% | Added |
| Harvest Fund Management Co., Ltd | 571 | $29.0K | 0.00% | −9,429−94.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 592 | $31.0K | 0.00% | +592 | New |
| Clear Street Markets LLC | 617 | $31.9K | 0.01% | +458+288.1% | Added |
| Nisa Investment Advisors, LLC | 643 | $33.2K | 0.00% | −160−19.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 643 | $33.2K | 0.02% | +502+356.0% | Added |
| Farther Finance Advisors, LLC | 731 | $37.7K | 0.00% | +205+39.0% | Added |
| CWM, LLC | 902 | $47.0K | 0.00% | −101−10.1% | Reduced |
| State of Wyoming | 1,046 | $54.0K | 0.01% | −2,812−72.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,111 | $57.4K | 0.00% | +127+12.9% | Added |
| NBC Securities, Inc. | 1,236 | $63.0K | 0.01% | +1,236 | New |
| Assetmark, Inc | 1,325 | $68.4K | 0.00% | −2−0.2% | Reduced |
| Bryn Mawr Trust Co | 1,348 | $69.6K | 0.00% | +224+19.9% | Added |
| Advisors Asset Management, Inc. | 1,704 | $88.0K | 0.00% | −284−14.3% | Reduced |
| Covestor Ltd | 1,697 | $88.0K | 0.05% | −268−13.6% | Reduced |
| Neo Ivy Capital Management | 1,755 | $90.6K | 0.03% | +1,755 | New |
| Amalgamated Bank | 1,825 | $94.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,836 | $94.8K | 0.02% | +1,133+161.2% | Added |
| Russell Investments Group, Ltd. | 1,848 | $95.4K | 0.00% | +1,248+208.0% | Added |
| KBC Group NV | 1,988 | $103.0K | 0.00% | −646−24.5% | Reduced |
| Allworth Financial LP | 2,124 | $109.6K | 0.00% | −17−0.8% | Reduced |
| Huntington National Bank | 2,310 | $119.2K | 0.00% | +49+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,508 | $129.5K | 0.00% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,555 | $131.9K | 0.01% | +2,555 | New |
| Delta Asset Management LLC | 2,599 | $134.2K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,334 | $172.0K | 0.00% | +148+4.6% | Added |
| SG Americas Securities, LLC | 3,363 | $174.0K | 0.00% | −2,654−44.1% | Reduced |
| Canada Pension Plan Investment Board | 3,700 | $191.0K | 0.00% | +3,000+428.6% | Added |
| Shell Asset Management Co | 3,782 | $195.0K | 0.01% | −726−16.1% | Reduced |
| Keebeck Alpha, LP | 3,879 | $200.2K | 0.33% | +3,879 | New |
| Walleye Trading LLC | 4,260 | $219.9K | 0.01% | +2,650+164.6% | Added |
| Xponance, Inc. | 4,344 | $224.2K | 0.00% | +98+2.3% | Added |
| Eqis Capital Management, Inc. | 4,458 | $230.1K | 0.02% | +634+16.6% | Added |
| Sowell Financial Services LLC | 4,666 | $240.9K | 0.01% | +4,666 | New |
| Venturi Wealth Management, LLC | 4,761 | $245.8K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,857 | $250.7K | 0.00% | +583+13.6% | Added |
| Headlands Technologies LLC | 4,863 | $251.0K | 0.03% | +4,863 | New |
| PharVision Advisers, LLC | 5,025 | $259.4K | 0.37% | +5,025 | New |
| Sanctuary Advisors, LLC | 5,342 | $275.8K | 0.00% | +417+8.5% | Added |
| Natixis | 5,501 | $281.6K | 0.00% | −673−10.9% | Reduced |
| Polen Capital Management LLC | 5,595 | $288.8K | 0.00% | +5,595 | New |
| Ameritas Investment Partners, Inc. | 5,664 | $292.4K | 0.01% | +269+5.0% | Added |
| Magnetar Financial LLC | 5,779 | $298.3K | 0.00% | −10,257−64.0% | Reduced |
| Vident Advisory, LLC | 5,847 | $301.8K | 0.00% | −796−12.0% | Reduced |
| Entropy Technologies, LP | 5,878 | $303.4K | 0.02% | +5,878 | New |
| Caxton Associates LLP | 5,982 | $308.8K | 0.01% | +388+6.9% | Added |
| DRW Securities, LLC | 6,222 | $321.2K | 0.02% | +6,222 | New |
| Capstone Investment Advisors, LLC | 6,231 | $321.6K | 0.00% | +6,231 | New |
| Principal Securities, Inc. | 6,274 | $323.9K | 0.01% | +6,209+9,552.3% | Added |
| Campbell & CO Investment Adviser LLC | 6,288 | $324.6K | 0.02% | +6,288 | New |
| MQS Management LLC | 6,291 | $324.7K | 0.18% | +6,291 | New |