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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, 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.

Institutional holdersQ4 2025: 265 institutions
Q1 2021: 0 institutionsQ2 2021: 56 institutionsQ3 2021: 59 institutionsQ4 2021: 54 institutionsQ1 2022: 55 institutionsQ2 2022: 66 institutionsQ3 2022: 67 institutionsQ4 2022: 77 institutionsQ1 2023: 135 institutionsQ2 2023: 168 institutionsQ3 2023: 157 institutionsQ4 2023: 172 institutionsQ1 2024: 178 institutionsQ2 2024: 189 institutionsQ3 2024: 218 institutionsQ4 2024: 256 institutionsQ1 2025: 270 institutionsQ2 2025: 283 institutionsQ3 2025: 261 institutionsQ4 2025: 265 institutionsQ1 2026: 242 institutionsQ2 2026: 248 institutions
Value heldQ4 2025: $3.21B
Q1 2021: $0Q2 2021: $1.40BQ3 2021: $1.30BQ4 2021: $1.27BQ1 2022: $1.22BQ2 2022: $749.3MQ3 2022: $951.1MQ4 2022: $1.28BQ1 2023: $2.48BQ2 2023: $2.47BQ3 2023: $2.05BQ4 2023: $2.39BQ1 2024: $2.24BQ2 2024: $2.45BQ3 2024: $3.34BQ4 2024: $4.62BQ1 2025: $4.14BQ2 2025: $3.75BQ3 2025: $2.88BQ4 2025: $3.21BQ1 2026: $1.75BQ2 2026: $1.71B
Institutions holding INTA and their total value by quarter
QuarterHoldersValue
Q2 2026248$1.71B
Q1 2026242$1.75B
Q4 2025265$3.21B
Q3 2025261$2.88B
Q2 2025283$3.75B
Q1 2025270$4.14B
Q4 2024256$4.62B
Q3 2024218$3.34B
Q2 2024189$2.45B
Q1 2024178$2.24B
Q4 2023172$2.39B
Q3 2023157$2.05B
Q2 2023168$2.47B
Q1 2023135$2.48B
Q4 202277$1.28B
Q3 202267$951.1M
Q2 202266$749.3M
Q1 202255$1.22B
Q4 202154$1.27B
Q3 202159$1.30B
Q2 202156$1.40B
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q3 2025.

Institutions holding INTA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ronald Blue Trust, Inc.568$26.0K0.00%−853−60.0%Reduced
Essential Partners LLC543$24.9K0.01%+531+4,425.0%Added
Acumen Wealth Advisors, LLC515$23.6K0.01%+515New
EverSource Wealth Advisors, LLC506$23.2K0.00%+321+173.5%Added
Sterling Capital Management LLC380$17.4K0.00%+243+177.4%Added
Jones Financial Companies LLLP367$16.8K0.00%+154+72.3%Added
IFP Advisors, Inc355$16.3K0.00%+351+8,775.0%Added
Global Retirement Partners, LLC339$15.5K0.00%+339New
Quadrant Capital Group LLC336$15.4K0.00%00.0%Unchanged
GAMMA Investing LLC331$15.2K0.00%+179+117.8%Added
Farther Finance Advisors, LLC280$12.8K0.00%−392−58.3%Reduced
SBI Securities Co., Ltd.258$11.8K0.00%+5+2.0%Added
Rothschild Investment LLC252$11.5K0.00%+187+287.7%Added
Walleye Capital LLC241$11.0K0.00%−67,091−99.6%Reduced
Eastern Bank218$9.99K0.00%+218New
Toth Financial Advisory Corp200$9.16K0.00%+200New
Hilton Head Capital Partners, LLC195$8.94K0.01%+195New
Chesapeake Asset Management LLC181$8.29K0.01%+181New
Smartleaf Asset Management LLC161$7.49K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.131$6.00K0.00%+131New
True Wealth Design, LLC117$5.36K0.00%+117New
Bellevue Asset Management, LLC97$4.44K0.00%+34+54.0%Added
Pinnacle Wealth Planning Services, Inc.79$3.62K0.00%+79New
Optiver Holding B.V.78$3.57K0.00%−147−65.3%Reduced
LRI Investments, LLC77$3.53K0.00%00.0%Unchanged
Harbour Investments, Inc.70$3.21K0.00%−148−67.9%Reduced
Marquette Asset Management, LLC65$2.98K0.00%+36+124.1%Added
US Bancorp64$2.93K0.00%−36−36.0%Reduced
Bare Financial Services, Inc59$2.70K0.00%+48+436.4%Added
Signaturefd, LLC57$2.61K0.00%+10+21.3%Added
SRS Capital Advisors, Inc.54$2.48K0.00%−281−83.9%Reduced
Financial Consulate, Inc50$2.29K0.00%+50New
SageView Advisory Group, LLC45$2.06K0.00%+45New
Parkside Financial Bank & Trust44$2.02K0.00%+15+51.7%Added
Kohmann Bosshard Financial Services, LLC35$1.60K0.00%+35New
Westfuller Advisors, LLC35$1.59K0.00%00.0%Unchanged
Bogart Wealth, LLC26$1.19K0.00%00.0%Unchanged
Zions Bancorporation, National Association24$1.10K0.00%+24New
Concord Wealth Partners22$1.01K0.00%00.0%Unchanged
McGuire Capital Advisors Inc21$9620.00%+21New
SJS Investment Consulting Inc.19$8710.00%+19New
Sunbelt Securities, Inc.16$7330.00%+16New
Bell Investment Advisors, Inc15$6880.00%+15New
TD Private Client Wealth LLC15$6870.00%+15New
Northwestern Mutual Wealth Management Co14$6410.00%−210−93.8%Reduced
Fortitude Family Office, LLC13$5960.00%+13New
Trust Co of Vermont12$5500.00%+12New
Optima Capital LLC12$5500.00%+12New
Basecamp Wealth Advisors LLC12$5500.00%+12New
Versant Capital Management, Inc11$5040.00%−445−97.6%Reduced
Clearstead Advisors, LLC9$4130.00%+8+800.0%Added
WPG Advisers, LLC9$4120.00%−23−71.9%Reduced
Cedar Mountain Advisors, LLC9$4120.00%00.0%Unchanged
Massmutual Trust Co FSB8$3670.00%00.0%Unchanged
Turning Point Benefit Group, Inc.7$3200.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC6$2750.00%00.0%Unchanged
Anfield Capital Management, LLC5$2290.00%00.0%Unchanged
Hughes Financial Services, LLC5$2290.00%+5New
MAI Capital Management3$1380.00%+3New
Caitong International Asset Management Co., Ltd3$1370.00%+3New
Keating Financial Advisory Services, Inc.3$1370.00%+3New
Dunhill Financial, LLC1$540.00%+1New
Parallel Advisors, LLC1$460.00%−7−87.5%Reduced
Capital Advisors, Ltd. LLC3$00.00%00.0%Unchanged
Avion Wealth12$00.00%+12New
Artisan Partners Limited Partnership0$00.00%−704,192−100.0%Sold out
Marshall Wace, LLP0$00.00%−276,063−100.0%Sold out
Renaissance Technologies LLC0$00.00%−238,600−100.0%Sold out
M&G Plc0$00.00%−165,926−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−108,321−100.0%Sold out
Next Century Growth Investors LLC0$00.00%−59,757−100.0%Sold out
Woodline Partners LP0$00.00%−38,798−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−30,500−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−26,770−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−24,892−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−24,639−100.0%Sold out
Twinbeech Capital LP0$00.00%−18,139−100.0%Sold out
TD Asset Management Inc0$00.00%−17,576−100.0%Sold out
Engineers Gate Manager LP0$00.00%−17,353−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−15,032−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−13,999−100.0%Sold out
Omers Administration Corp0$00.00%−13,200−100.0%Sold out
Bridgewater Associates, LP0$00.00%−10,377−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−9,540−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−9,117−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−8,346−100.0%Sold out
Freestone Grove Partners LP0$00.00%−8,092−100.0%Sold out
DC Investments Management, LLC0$00.00%−7,832−100.0%Sold out
Aigen Investment Management, LP0$00.00%−6,741−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−5,939−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,695−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−5,673−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−5,509−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,604−100.0%Sold out
Clear Street Markets LLC0$00.00%−522−100.0%Sold out
REAP Financial Group, LLC0$00.00%−493−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−331−100.0%Sold out
Mather Group, LLC.0$00.00%−180−100.0%Sold out
Washington Trust Advisors, Inc.0$00.00%−168−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−161−100.0%Sold out