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, Q3 2025
Institutional positions in Intapp, Inc. as of Sep 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
- 261
- −19 vs. Q2 2025
- Shares held
- 70.5M
- −1.41M (−2.0%) vs. Q2 2025
- Total value
- $2.88B
- −$828.3M (−22.3%) vs. Q2 2025
- New holders
- 42
- 112 more added
- Sold out
- 61
- 84 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $41 | 0.00% | −462−99.8% | Reduced |
| IFP Advisors, Inc | 4 | $164 | 0.00% | +4 | Added |
| Anfield Capital Management, LLC | 5 | $205 | 0.00% | +5 | New |
| Blue Bell Private Wealth Management, LLC | 6 | $245 | 0.00% | −47−88.7% | Reduced |
| Turning Point Benefit Group, Inc. | 7 | $280 | 0.00% | +7 | New |
| Parallel Advisors, LLC | 8 | $327 | 0.00% | −50−86.2% | Reduced |
| Massmutual Trust Co FSB | 8 | $327 | 0.00% | +8 | New |
| Cedar Mountain Advisors, LLC | 9 | $368 | 0.00% | +9 | New |
| Bare Financial Services, Inc | 11 | $450 | 0.00% | −9−45.0% | Reduced |
| Essential Partners LLC | 12 | $491 | 0.00% | +12 | New |
| Concord Wealth Partners | 22 | $900 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 33 | $1.00K | 0.00% | −2−5.7% | Reduced |
| Bogart Wealth, LLC | 26 | $1.06K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 26 | $1.06K | 0.00% | +26 | New |
| S&T Bank | 27 | $1.10K | 0.00% | +27 | New |
| Parkside Financial Bank & Trust | 29 | $1.19K | 0.00% | +19+190.0% | Added |
| Marquette Asset Management, LLC | 29 | $1.19K | 0.00% | +29 | New |
| WPG Advisers, LLC | 32 | $1.31K | 0.00% | +32 | New |
| Westfuller Advisors, LLC | 35 | $1.42K | 0.00% | +35 | New |
| Private Wealth Management Group, LLC | 43 | $1.76K | 0.00% | +43 | New |
| Signaturefd, LLC | 47 | $1.92K | 0.00% | +4+9.3% | Added |
| Bellevue Asset Management, LLC | 63 | $2.58K | 0.00% | +31+96.9% | Added |
| Rothschild Investment LLC | 65 | $2.66K | 0.00% | −20−23.5% | Reduced |
| MCF Advisors LLC | 76 | $3.11K | 0.00% | −94−55.3% | Reduced |
| LRI Investments, LLC | 77 | $3.15K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 92 | $3.76K | 0.00% | −126−57.8% | Reduced |
| US Bancorp | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 104 | $4.25K | 0.00% | −1,732−94.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 104 | $4.25K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 115 | $4.70K | 0.00% | −48−29.4% | Reduced |
| Rise Advisors, LLC | 131 | $5.36K | 0.00% | +12+10.1% | Added |
| Sterling Capital Management LLC | 137 | $5.60K | 0.00% | −21,832−99.4% | Reduced |
| GAMMA Investing LLC | 152 | $6.22K | 0.00% | −128−45.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 161 | $6.58K | 0.00% | +126+360.0% | Added |
| Smartleaf Asset Management LLC | 161 | $6.75K | 0.00% | +134+496.3% | Added |
| Washington Trust Advisors, Inc. | 168 | $6.87K | 0.00% | +83+97.6% | Added |
| Mather Group, LLC. | 180 | $7.36K | 0.00% | +180 | New |
| EverSource Wealth Advisors, LLC | 185 | $7.57K | 0.00% | −72−28.0% | Reduced |
| Harbour Investments, Inc. | 218 | $8.92K | 0.00% | +5+2.3% | Added |
| Jones Financial Companies LLLP | 213 | $8.97K | 0.00% | +22+11.5% | Added |
| Northwestern Mutual Wealth Management Co | 224 | $9.16K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 225 | $9.20K | 0.00% | +22+10.8% | Added |
| SBI Securities Co., Ltd. | 253 | $10.3K | 0.00% | +215+565.8% | Added |
| Raleigh Capital Management Inc. | 331 | $13.5K | 0.01% | −16−4.6% | Reduced |
| SRS Capital Advisors, Inc. | 335 | $13.7K | 0.00% | +289+628.3% | Added |
| Quadrant Capital Group LLC | 336 | $13.7K | 0.00% | +336 | New |
| Versant Capital Management, Inc | 456 | $18.6K | 0.00% | +296+185.0% | Added |
| REAP Financial Group, LLC | 493 | $20.2K | 0.00% | +12+2.5% | Added |
| Transamerica Financial Advisors, Inc. | 517 | $21.1K | 0.00% | +517 | New |
| Clear Street Markets LLC | 522 | $21.4K | 0.01% | −95−15.4% | Reduced |
| Farther Finance Advisors, LLC | 672 | $27.5K | 0.00% | −59−8.1% | Reduced |
| Nisa Investment Advisors, LLC | 676 | $27.6K | 0.00% | +33+5.1% | Added |
| Point72 Hong Kong Ltd | 739 | $30.2K | 0.00% | +739 | New |
| Huntington National Bank | 899 | $36.8K | 0.00% | −1,411−61.1% | Reduced |
| State of Wyoming | 909 | $37.2K | 0.00% | −137−13.1% | Reduced |
| Point72 Europe (London) LLP | 1,382 | $56.5K | 0.00% | +1,382 | New |
| Ronald Blue Trust, Inc. | 1,421 | $58.1K | 0.00% | +310+27.9% | Added |
| Group One Trading, L.P. | 1,497 | $61.2K | 0.00% | +1,497 | New |
| Shell Asset Management Co | 1,537 | $63.0K | 0.01% | −2,245−59.4% | Reduced |
| Advisory Services Network, LLC | 1,604 | $65.6K | 0.00% | +1,604 | New |
| CWM, LLC | 1,604 | $66.0K | 0.00% | +702+77.8% | Added |
| Neo Ivy Capital Management | 1,662 | $68.0K | 0.02% | −93−5.3% | Reduced |
| Advisors Asset Management, Inc. | 1,707 | $69.8K | 0.00% | +3+0.2% | Added |
| Assetmark, Inc | 1,765 | $72.2K | 0.00% | +440+33.2% | Added |
| Amalgamated Bank | 1,825 | $75.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,988 | $81.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,206 | $90.2K | 0.00% | +82+3.9% | Added |
| Royal Bank of Canada | 2,228 | $91.0K | 0.00% | −5,680−71.8% | Reduced |
| Covestor Ltd | 2,410 | $99.0K | 0.05% | +713+42.0% | Added |
| Federated Hermes, Inc. | 2,497 | $102.1K | 0.00% | −176,055−98.6% | Reduced |
| Delta Asset Management LLC | 2,599 | $106.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,924 | $119.6K | 0.00% | +416+16.6% | Added |
| Simplex Trading, LLC | 3,441 | $140.0K | 0.00% | +107+3.2% | Added |
| Tower Research Capital LLC (TRC) | 3,743 | $153.1K | 0.00% | −4,544−54.8% | Reduced |
| State of Alaska, Department of Revenue | 4,258 | $174.0K | 0.00% | +4,258 | New |
| Point72 Asset Management, L.P. | 4,344 | $177.7K | 0.00% | +4,344 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,520 | $184.9K | 0.01% | +1,965+76.9% | Added |
| Ameritas Investment Partners, Inc. | 4,725 | $193.3K | 0.01% | −939−16.6% | Reduced |
| State of Tennessee, Treasury Department | 4,876 | $199.4K | 0.00% | +4,876 | New |
| Quest Partners LLC | 4,955 | $202.7K | 0.01% | −2,666−35.0% | Reduced |
| Russell Investments Group, Ltd. | 5,109 | $209.0K | 0.00% | +3,261+176.5% | Added |
| ExodusPoint Capital Management, LP | 5,392 | $220.5K | 0.00% | +5,392 | New |
| Kestra Advisory Services, LLC | 5,436 | $222.3K | 0.00% | +5,436 | New |
| Sanctuary Advisors, LLC | 5,509 | $225.3K | 0.00% | +167+3.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,673 | $232.0K | 0.00% | +816+16.8% | Added |
| Quantbot Technologies LP | 5,695 | $232.9K | 0.01% | −29,521−83.8% | Reduced |
| Vident Advisory, LLC | 5,807 | $237.5K | 0.00% | −40−0.7% | Reduced |
| Sherbrooke Park Advisers LLC | 5,939 | $242.9K | 0.11% | +5,939 | New |
| CIBC Bancorp USA Inc. | 6,029 | $246.6K | 0.00% | +6,029 | New |
| Campbell & CO Investment Adviser LLC | 6,270 | $256.4K | 0.02% | −18−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 6,289 | $257.2K | 0.05% | +6,289 | New |
| Public Employees Retirement Association of Colorado | 6,377 | $261.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,384 | $261.1K | 0.01% | +6,384 | New |
| Sowell Financial Services LLC | 6,477 | $264.9K | 0.01% | +1,811+38.8% | Added |
| Aigen Investment Management, LP | 6,741 | $275.7K | 0.04% | −4,390−39.4% | Reduced |
| State Board of Administration of Florida Retirement System | 7,200 | $294.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,638 | $312.4K | 0.01% | +1,364+21.7% | Added |
| Rockefeller Capital Management L.P. | 7,805 | $319.2K | 0.00% | +7,805 | New |
| DC Investments Management, LLC | 7,832 | $320.3K | 0.13% | 00.0% | Unchanged |