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, Q4 2025
Institutional positions in Intapp, Inc. as of Dec 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
- 265
- +9 vs. Q3 2025
- Shares held
- 70.1M
- −261.8K (−0.4%) vs. Q3 2025
- Total value
- $3.21B
- +$334.0M (+11.6%) vs. Q3 2025
- New holders
- 53
- 102 more added
- Sold out
- 44
- 82 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $0 | 0.00% | +12 | New |
| Parallel Advisors, LLC | 1 | $46 | 0.00% | −7−87.5% | Reduced |
| Dunhill Financial, LLC | 1 | $54 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 3 | $137 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 3 | $137 | 0.00% | +3 | New |
| MAI Capital Management | 3 | $138 | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 5 | $229 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $229 | 0.00% | +5 | New |
| Blue Bell Private Wealth Management, LLC | 6 | $275 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 7 | $320 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $367 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $412 | 0.00% | −23−71.9% | Reduced |
| Cedar Mountain Advisors, LLC | 9 | $412 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9 | $413 | 0.00% | +8+800.0% | Added |
| Versant Capital Management, Inc | 11 | $504 | 0.00% | −445−97.6% | Reduced |
| Trust Co of Vermont | 12 | $550 | 0.00% | +12 | New |
| Optima Capital LLC | 12 | $550 | 0.00% | +12 | New |
| Basecamp Wealth Advisors LLC | 12 | $550 | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 13 | $596 | 0.00% | +13 | New |
| Northwestern Mutual Wealth Management Co | 14 | $641 | 0.00% | −210−93.8% | Reduced |
| TD Private Client Wealth LLC | 15 | $687 | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 15 | $688 | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 16 | $733 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 19 | $871 | 0.00% | +19 | New |
| McGuire Capital Advisors Inc | 21 | $962 | 0.00% | +21 | New |
| Concord Wealth Partners | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 24 | $1.10K | 0.00% | +24 | New |
| Bogart Wealth, LLC | 26 | $1.19K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 35 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 35 | $1.60K | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 44 | $2.02K | 0.00% | +15+51.7% | Added |
| SageView Advisory Group, LLC | 45 | $2.06K | 0.00% | +45 | New |
| Financial Consulate, Inc | 50 | $2.29K | 0.00% | +50 | New |
| SRS Capital Advisors, Inc. | 54 | $2.48K | 0.00% | −281−83.9% | Reduced |
| Signaturefd, LLC | 57 | $2.61K | 0.00% | +10+21.3% | Added |
| Bare Financial Services, Inc | 59 | $2.70K | 0.00% | +48+436.4% | Added |
| US Bancorp | 64 | $2.93K | 0.00% | −36−36.0% | Reduced |
| Marquette Asset Management, LLC | 65 | $2.98K | 0.00% | +36+124.1% | Added |
| Harbour Investments, Inc. | 70 | $3.21K | 0.00% | −148−67.9% | Reduced |
| LRI Investments, LLC | 77 | $3.53K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 78 | $3.57K | 0.00% | −147−65.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 79 | $3.62K | 0.00% | +79 | New |
| Bellevue Asset Management, LLC | 97 | $4.44K | 0.00% | +34+54.0% | Added |
| True Wealth Design, LLC | 117 | $5.36K | 0.00% | +117 | New |
| Kemnay Advisory Services Inc. | 131 | $6.00K | 0.00% | +131 | New |
| Smartleaf Asset Management LLC | 161 | $7.49K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 181 | $8.29K | 0.01% | +181 | New |
| Hilton Head Capital Partners, LLC | 195 | $8.94K | 0.01% | +195 | New |
| Toth Financial Advisory Corp | 200 | $9.16K | 0.00% | +200 | New |
| Eastern Bank | 218 | $9.99K | 0.00% | +218 | New |
| Walleye Capital LLC | 241 | $11.0K | 0.00% | −67,091−99.6% | Reduced |
| Rothschild Investment LLC | 252 | $11.5K | 0.00% | +187+287.7% | Added |
| SBI Securities Co., Ltd. | 258 | $11.8K | 0.00% | +5+2.0% | Added |
| Farther Finance Advisors, LLC | 280 | $12.8K | 0.00% | −392−58.3% | Reduced |
| GAMMA Investing LLC | 331 | $15.2K | 0.00% | +179+117.8% | Added |
| Quadrant Capital Group LLC | 336 | $15.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 339 | $15.5K | 0.00% | +339 | New |
| IFP Advisors, Inc | 355 | $16.3K | 0.00% | +351+8,775.0% | Added |
| Jones Financial Companies LLLP | 367 | $16.8K | 0.00% | +154+72.3% | Added |
| Sterling Capital Management LLC | 380 | $17.4K | 0.00% | +243+177.4% | Added |
| EverSource Wealth Advisors, LLC | 506 | $23.2K | 0.00% | +321+173.5% | Added |
| Acumen Wealth Advisors, LLC | 515 | $23.6K | 0.01% | +515 | New |
| Essential Partners LLC | 543 | $24.9K | 0.01% | +531+4,425.0% | Added |
| Ronald Blue Trust, Inc. | 568 | $26.0K | 0.00% | −853−60.0% | Reduced |
| Nisa Investment Advisors, LLC | 586 | $26.9K | 0.00% | −90−13.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 608 | $27.9K | 0.00% | +91+17.6% | Added |
| Strive Financial Group ,LLC | 617 | $28.3K | 0.01% | +617 | New |
| Quest Partners LLC | 639 | $29.3K | 0.00% | −4,316−87.1% | Reduced |
| Walleye Trading LLC | 836 | $38.3K | 0.00% | +836 | New |
| Huntington National Bank | 891 | $40.8K | 0.00% | −8−0.9% | Reduced |
| First Horizon Corp | 963 | $44.1K | 0.00% | +963 | New |
| Federation des caisses Desjardins du Quebec | 1,054 | $48.3K | 0.00% | +950+913.5% | Added |
| Simplex Trading, LLC | 1,261 | $57.8K | 0.00% | −2,180−63.4% | Reduced |
| Group One Trading, L.P. | 1,314 | $60.2K | 0.00% | −183−12.2% | Reduced |
| Loomis Sayles & Co L P | 1,359 | $62.3K | 0.00% | −368,317−99.6% | Reduced |
| Federated Hermes, Inc. | 1,384 | $63.4K | 0.00% | −1,113−44.6% | Reduced |
| Assetmark, Inc | 1,415 | $64.8K | 0.00% | −350−19.8% | Reduced |
| State of Wyoming | 1,597 | $73.2K | 0.01% | +688+75.7% | Added |
| Advisors Asset Management, Inc. | 1,681 | $77.0K | 0.00% | −26−1.5% | Reduced |
| Covestor Ltd | 1,727 | $79.0K | 0.04% | −683−28.3% | Reduced |
| Amalgamated Bank | 1,795 | $82.0K | 0.00% | −30−1.6% | Reduced |
| KBC Group NV | 1,988 | $91.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,222 | $101.8K | 0.00% | −1,521−40.6% | Reduced |
| Royal Bank of Canada | 2,420 | $112.0K | 0.00% | +192+8.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,539 | $116.3K | 0.00% | −385−13.2% | Reduced |
| Allworth Financial LP | 2,555 | $117.1K | 0.00% | +349+15.8% | Added |
| Delta Asset Management LLC | 2,599 | $119.1K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,646 | $191.7K | 0.00% | +770+15.8% | Added |
| State of Alaska, Department of Revenue | 4,258 | $195.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 4,508 | $206.6K | 0.00% | +4,508 | New |
| Vident Advisory, LLC | 4,542 | $208.1K | 0.00% | −1,265−21.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,725 | $216.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,761 | $218.2K | 0.01% | +4,761 | New |
| Russell Investments Group, Ltd. | 4,769 | $218.5K | 0.00% | −340−6.7% | Reduced |
| Austin Private Wealth, LLC | 4,861 | $222.7K | 0.02% | +4,861 | New |
| The PNC Financial Services Group, Inc. | 5,169 | $236.8K | 0.00% | −2,998−36.7% | Reduced |
| Jain Global LLC | 5,280 | $241.9K | 0.00% | +5,280 | New |
| Wedbush Securities Inc | 5,325 | $244.0K | 0.01% | +5,325 | New |
| Neo Ivy Capital Management | 5,456 | $250.0K | 0.04% | +3,794+228.3% | Added |