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, 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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1,604 | $65.6K | 0.00% | +1,604 | New |
| Shell Asset Management Co | 1,537 | $63.0K | 0.01% | −2,245−59.4% | Reduced |
| Group One Trading, L.P. | 1,497 | $61.2K | 0.00% | +1,497 | New |
| Ronald Blue Trust, Inc. | 1,421 | $58.1K | 0.00% | +310+27.9% | Added |
| Point72 Europe (London) LLP | 1,382 | $56.5K | 0.00% | +1,382 | New |
| State of Wyoming | 909 | $37.2K | 0.00% | −137−13.1% | Reduced |
| Huntington National Bank | 899 | $36.8K | 0.00% | −1,411−61.1% | Reduced |
| Point72 Hong Kong Ltd | 739 | $30.2K | 0.00% | +739 | New |
| Nisa Investment Advisors, LLC | 676 | $27.6K | 0.00% | +33+5.1% | Added |
| Farther Finance Advisors, LLC | 672 | $27.5K | 0.00% | −59−8.1% | Reduced |
| Clear Street Markets LLC | 522 | $21.4K | 0.01% | −95−15.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 517 | $21.1K | 0.00% | +517 | New |
| REAP Financial Group, LLC | 493 | $20.2K | 0.00% | +12+2.5% | Added |
| Versant Capital Management, Inc | 456 | $18.6K | 0.00% | +296+185.0% | Added |
| Quadrant Capital Group LLC | 336 | $13.7K | 0.00% | +336 | New |
| SRS Capital Advisors, Inc. | 335 | $13.7K | 0.00% | +289+628.3% | Added |
| Raleigh Capital Management Inc. | 331 | $13.5K | 0.01% | −16−4.6% | Reduced |
| SBI Securities Co., Ltd. | 253 | $10.3K | 0.00% | +215+565.8% | Added |
| Optiver Holding B.V. | 225 | $9.20K | 0.00% | +22+10.8% | Added |
| Northwestern Mutual Wealth Management Co | 224 | $9.16K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 213 | $8.97K | 0.00% | +22+11.5% | Added |
| Harbour Investments, Inc. | 218 | $8.92K | 0.00% | +5+2.3% | Added |
| EverSource Wealth Advisors, LLC | 185 | $7.57K | 0.00% | −72−28.0% | Reduced |
| Mather Group, LLC. | 180 | $7.36K | 0.00% | +180 | New |
| Washington Trust Advisors, Inc. | 168 | $6.87K | 0.00% | +83+97.6% | Added |
| Smartleaf Asset Management LLC | 161 | $6.75K | 0.00% | +134+496.3% | Added |
| Cullen/Frost Bankers, Inc. | 161 | $6.58K | 0.00% | +126+360.0% | Added |
| GAMMA Investing LLC | 152 | $6.22K | 0.00% | −128−45.7% | Reduced |
| Sterling Capital Management LLC | 137 | $5.60K | 0.00% | −21,832−99.4% | Reduced |
| Rise Advisors, LLC | 131 | $5.36K | 0.00% | +12+10.1% | Added |
| CoreCap Advisors, LLC | 115 | $4.70K | 0.00% | −48−29.4% | Reduced |
| 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 |
| US Bancorp | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 92 | $3.76K | 0.00% | −126−57.8% | Reduced |
| LRI Investments, LLC | 77 | $3.15K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 76 | $3.11K | 0.00% | −94−55.3% | Reduced |
| Rothschild Investment LLC | 65 | $2.66K | 0.00% | −20−23.5% | Reduced |
| Bellevue Asset Management, LLC | 63 | $2.58K | 0.00% | +31+96.9% | Added |
| Signaturefd, LLC | 47 | $1.92K | 0.00% | +4+9.3% | Added |
| Private Wealth Management Group, LLC | 43 | $1.76K | 0.00% | +43 | New |
| Westfuller Advisors, LLC | 35 | $1.42K | 0.00% | +35 | New |
| WPG Advisers, LLC | 32 | $1.31K | 0.00% | +32 | 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 |
| S&T Bank | 27 | $1.10K | 0.00% | +27 | New |
| Bogart Wealth, LLC | 26 | $1.06K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 26 | $1.06K | 0.00% | +26 | New |
| Bessemer Group Inc | 33 | $1.00K | 0.00% | −2−5.7% | Reduced |
| Concord Wealth Partners | 22 | $900 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $491 | 0.00% | +12 | New |
| Bare Financial Services, Inc | 11 | $450 | 0.00% | −9−45.0% | Reduced |
| Cedar Mountain Advisors, LLC | 9 | $368 | 0.00% | +9 | New |
| Parallel Advisors, LLC | 8 | $327 | 0.00% | −50−86.2% | Reduced |
| Massmutual Trust Co FSB | 8 | $327 | 0.00% | +8 | New |
| Turning Point Benefit Group, Inc. | 7 | $280 | 0.00% | +7 | New |
| Blue Bell Private Wealth Management, LLC | 6 | $245 | 0.00% | −47−88.7% | Reduced |
| Anfield Capital Management, LLC | 5 | $205 | 0.00% | +5 | New |
| IFP Advisors, Inc | 4 | $164 | 0.00% | +4 | Added |
| Clearstead Advisors, LLC | 1 | $41 | 0.00% | −462−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −748,884−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −370,382−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −330,872−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −275,753−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −193,811−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −170,633−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −164,081−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −123,499−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −65,016−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −48,234−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −41,644−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −34,880−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −33,388−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −29,741−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,919−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −26,752−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −26,202−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −12,894−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,723−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,498−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −8,854−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −7,972−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −7,782−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,314−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,253−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −6,913−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,580−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −6,430−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,291−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,222−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −5,982−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,878−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,779−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −5,595−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −5,501−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −5,025−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −4,458−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −4,344−100.0% | Sold out |