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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 4,666 | $240.9K | 0.01% | +4,666 | New |
| Eqis Capital Management, Inc. | 4,458 | $230.1K | 0.02% | +634+16.6% | Added |
| Xponance, Inc. | 4,344 | $224.2K | 0.00% | +98+2.3% | Added |
| Walleye Trading LLC | 4,260 | $219.9K | 0.01% | +2,650+164.6% | Added |
| Keebeck Alpha, LP | 3,879 | $200.2K | 0.33% | +3,879 | New |
| Shell Asset Management Co | 3,782 | $195.0K | 0.01% | −726−16.1% | Reduced |
| Canada Pension Plan Investment Board | 3,700 | $191.0K | 0.00% | +3,000+428.6% | Added |
| SG Americas Securities, LLC | 3,363 | $174.0K | 0.00% | −2,654−44.1% | Reduced |
| Simplex Trading, LLC | 3,334 | $172.0K | 0.00% | +148+4.6% | Added |
| Delta Asset Management LLC | 2,599 | $134.2K | 0.01% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,555 | $131.9K | 0.01% | +2,555 | New |
| Steward Partners Investment Advisory, LLC | 2,508 | $129.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,310 | $119.2K | 0.00% | +49+2.2% | Added |
| Allworth Financial LP | 2,124 | $109.6K | 0.00% | −17−0.8% | Reduced |
| KBC Group NV | 1,988 | $103.0K | 0.00% | −646−24.5% | Reduced |
| Russell Investments Group, Ltd. | 1,848 | $95.4K | 0.00% | +1,248+208.0% | Added |
| Quarry LP | 1,836 | $94.8K | 0.02% | +1,133+161.2% | Added |
| Amalgamated Bank | 1,825 | $94.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,755 | $90.6K | 0.03% | +1,755 | New |
| Covestor Ltd | 1,697 | $88.0K | 0.05% | −268−13.6% | Reduced |
| Advisors Asset Management, Inc. | 1,704 | $88.0K | 0.00% | −284−14.3% | Reduced |
| Bryn Mawr Trust Co | 1,348 | $69.6K | 0.00% | +224+19.9% | Added |
| Assetmark, Inc | 1,325 | $68.4K | 0.00% | −2−0.2% | Reduced |
| NBC Securities, Inc. | 1,236 | $63.0K | 0.01% | +1,236 | New |
| Ronald Blue Trust, Inc. | 1,111 | $57.4K | 0.00% | +127+12.9% | Added |
| State of Wyoming | 1,046 | $54.0K | 0.01% | −2,812−72.9% | Reduced |
| CWM, LLC | 902 | $47.0K | 0.00% | −101−10.1% | Reduced |
| Farther Finance Advisors, LLC | 731 | $37.7K | 0.00% | +205+39.0% | 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 |
| Clear Street Markets LLC | 617 | $31.9K | 0.01% | +458+288.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 592 | $31.0K | 0.00% | +592 | New |
| Harvest Fund Management Co., Ltd | 571 | $29.0K | 0.00% | −9,429−94.3% | Reduced |
| First Horizon Advisors, Inc. | 534 | $27.6K | 0.00% | +40+8.1% | Added |
| REAP Financial Group, LLC | 481 | $24.8K | 0.01% | +330+218.5% | Added |
| Clearstead Advisors, LLC | 463 | $23.9K | 0.00% | +463 | New |
| Manchester Capital Management LLC | 425 | $21.9K | 0.00% | +25+6.3% | Added |
| Opal Wealth Advisors, LLC | 423 | $21.8K | 0.01% | +18+4.4% | Added |
| Financial Management Professionals, Inc. | 411 | $21.2K | 0.00% | −676−62.2% | Reduced |
| Raleigh Capital Management Inc. | 347 | $17.9K | 0.01% | −32−8.4% | Reduced |
| GAMMA Investing LLC | 280 | $14.5K | 0.00% | −23−7.6% | Reduced |
| EverSource Wealth Advisors, LLC | 257 | $13.3K | 0.00% | −20−7.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 244 | $12.6K | 0.00% | +244 | New |
| Northwestern Mutual Wealth Management Co | 224 | $11.6K | 0.00% | +58+34.9% | Added |
| Private Trust Co NA | 218 | $11.3K | 0.00% | −5−2.2% | Reduced |
| Matrix Trust Co | 209 | $11.0K | 0.00% | +209 | New |
| Harbour Investments, Inc. | 213 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 203 | $10.5K | 0.00% | +84+70.6% | Added |
| Jones Financial Companies LLLP | 191 | $9.76K | 0.00% | +62+48.1% | Added |
| MCF Advisors LLC | 170 | $8.78K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 163 | $8.41K | 0.00% | +24+17.3% | Added |
| Versant Capital Management, Inc | 160 | $8.26K | 0.00% | −32−16.7% | Reduced |
| Global Retirement Partners, LLC | 156 | $8.05K | 0.00% | +156 | New |
| IFP Advisors, Inc | 0 | $6.35K | 0.00% | −1−100.0% | Reduced |
| Hillsdale Investment Management Inc. | 120 | $6.19K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 119 | $6.14K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 104 | $5.37K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 100 | $5.16K | 0.00% | −47−32.0% | Reduced |
| Washington Trust Advisors, Inc. | 85 | $4.39K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $4.39K | 0.00% | +10+13.3% | Added |
| LRI Investments, LLC | 77 | $3.98K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 58 | $2.99K | 0.00% | +7+13.7% | Added |
| Blue Bell Private Wealth Management, LLC | 53 | $2.74K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 46 | $2.38K | 0.00% | −471−91.1% | Reduced |
| Signaturefd, LLC | 43 | $2.22K | 0.00% | +30+230.8% | Added |
| Skopos Labs, Inc. | 39 | $2.01K | 0.00% | +8+25.8% | Added |
| Bessemer Group Inc | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 38 | $1.96K | 0.00% | −191−83.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 35 | $1.81K | 0.00% | −1−2.8% | Reduced |
| Bellevue Asset Management, LLC | 32 | $1.65K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 30 | $1.55K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $1.38K | 0.00% | −186−87.3% | Reduced |
| Bogart Wealth, LLC | 26 | $1.34K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 22 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $1.03K | 0.00% | +20 | New |
| Kilter Group LLC | 18 | $930 | 0.00% | +18 | New |
| Spire Wealth Management | 18 | $929 | 0.00% | +18 | New |
| Toth Financial Advisory Corp | 15 | $775 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $517 | 0.00% | −10−50.0% | Reduced |
| ORG Partners LLC | 10 | $488 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $362 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $74 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 0 | $0 | 0.00% | −70,345−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −64,849−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −33,896−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −27,644−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −26,128−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −17,723−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −13,808−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −13,768−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −13,560−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −8,956−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −6,481−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −5,584−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −3,798−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,563−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −2,165−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |