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, Q1 2026
Institutional positions in Intapp, Inc. as of Mar 31, 2026. 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
- 242
- −17 vs. Q4 2025
- Shares held
- 68.2M
- +5.54M (+8.8%) vs. Q4 2025
- Total value
- $1.75B
- −$1.12B (−38.9%) vs. Q4 2025
- New holders
- 35
- 114 more added
- Sold out
- 52
- 68 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $78 | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 5 | $128 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6 | $154 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6 | $154 | 0.00% | +3+100.0% | Added |
| Cedar Mountain Advisors, LLC | 9 | $231 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 12 | $321 | 0.00% | −23−65.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 15 | $385 | 0.00% | +12+400.0% | Added |
| Basecamp Wealth Advisors LLC | 19 | $488 | 0.00% | +7+58.3% | Added |
| McGuire Capital Advisors Inc | 21 | $539 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $566 | 0.00% | +3+15.8% | Added |
| GWM Advisors LLC | 25 | $642 | 0.00% | +25 | New |
| Wealth Preservation Advisors, LLC | 26 | $668 | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | +19+633.3% | Added |
| True Wealth Design, LLC | 43 | $1.10K | 0.00% | −74−63.2% | Reduced |
| Hughes Financial Services, LLC | 49 | $1.26K | 0.00% | +44+880.0% | Added |
| Financial Consulate, Inc | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 51 | $1.31K | 0.00% | +51 | New |
| Harbour Investments, Inc. | 70 | $1.80K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 70 | $1.80K | 0.00% | +46+191.7% | Added |
| Kilter Group LLC | 72 | $1.85K | 0.00% | +72 | New |
| Strive Financial Group ,LLC | 93 | $2.00K | 0.00% | −524−84.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 79 | $2.03K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 87 | $2.24K | 0.00% | +43+97.7% | Added |
| IFP Advisors, Inc | 92 | $2.36K | 0.00% | −263−74.1% | Reduced |
| UMA Financial Services, Inc. | 94 | $2.42K | 0.00% | +94 | New |
| Federation des caisses Desjardins du Quebec | 104 | $2.67K | 0.00% | −950−90.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 48 | $2.80K | 0.00% | +48 | New |
| Avion Wealth | 128 | $3.00K | 0.00% | +116+966.7% | Added |
| Umb Bank N A | 120 | $3.08K | 0.00% | +120 | New |
| North Star Investment Management Corp. | 121 | $3.11K | 0.00% | +121 | New |
| Bare Financial Services, Inc | 123 | $3.16K | 0.00% | +64+108.5% | Added |
| Bell Investment Advisors, Inc | 159 | $4.08K | 0.00% | +144+960.0% | Added |
| MAI Capital Management | 163 | $4.19K | 0.00% | +160+5,333.3% | Added |
| Smartleaf Asset Management LLC | 174 | $4.42K | 0.00% | +13+8.1% | Added |
| Private Wealth Management Group, LLC | 177 | $4.55K | 0.00% | +177 | New |
| Hilton Head Capital Partners, LLC | 195 | $5.01K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $5.14K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 204 | $5.24K | 0.00% | +139+213.8% | Added |
| Eastern Bank | 218 | $5.60K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 291 | $7.48K | 0.00% | −252−46.4% | Reduced |
| SBI Securities Co., Ltd. | 293 | $7.53K | 0.00% | +35+13.6% | Added |
| Los Angeles Capital Management LLC | 328 | $8.43K | 0.00% | −35,712−99.1% | Reduced |
| Owl Creek Wealth Partners LLC | 330 | $8.48K | 0.00% | +330 | New |
| Sterling Capital Management LLC | 371 | $9.53K | 0.00% | −9−2.4% | Reduced |
| Rothschild Investment LLC | 378 | $9.71K | 0.00% | +126+50.0% | Added |
| Massmutual Trust Co FSB | 465 | $11.9K | 0.00% | +457+5,712.5% | Added |
| SRS Capital Advisors, Inc. | 471 | $12.1K | 0.00% | +417+772.2% | Added |
| Royal Bank of Canada | 561 | $14.0K | 0.00% | −1,859−76.8% | Reduced |
| Fifth Third Bancorp | 549 | $14.1K | 0.00% | +549 | New |
| EverSource Wealth Advisors, LLC | 556 | $14.3K | 0.00% | +50+9.9% | Added |
| Acumen Wealth Advisors, LLC | 603 | $15.5K | 0.00% | +88+17.1% | Added |
| Parallel Advisors, LLC | 630 | $16.2K | 0.00% | +629+62,900.0% | Added |
| Root Financial Partners, LLC | 633 | $16.3K | 0.00% | +633 | New |
| Clear Street Markets LLC | 635 | $16.3K | 0.01% | +635 | New |
| Nisa Investment Advisors, LLC | 707 | $18.2K | 0.00% | +121+20.6% | Added |
| Covestor Ltd | 798 | $21.0K | 0.01% | −929−53.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 892 | $22.9K | 0.00% | +284+46.7% | Added |
| Huntington National Bank | 1,008 | $25.9K | 0.00% | +117+13.1% | Added |
| Quadrant Capital Group LLC | 1,355 | $34.8K | 0.00% | +1,019+303.3% | Added |
| Assetmark, Inc | 1,400 | $36.0K | 0.00% | −15−1.1% | Reduced |
| Farther Finance Advisors, LLC | 1,467 | $36.7K | 0.00% | +1,187+423.9% | Added |
| GAMMA Investing LLC | 1,579 | $40.6K | 0.00% | +1,248+377.0% | Added |
| Advisors Asset Management, Inc. | 1,654 | $42.5K | 0.00% | −27−1.6% | Reduced |
| Kemnay Advisory Services Inc. | 1,671 | $42.9K | 0.01% | +1,540+1,175.6% | Added |
| Optiver Holding B.V. | 1,819 | $46.7K | 0.00% | +1,741+2,232.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,935 | $49.7K | 0.00% | −65,010−97.1% | Reduced |
| KBC Group NV | 1,988 | $51.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,539 | $65.2K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,583 | $66.4K | 0.02% | −2,873−52.7% | Reduced |
| Delta Asset Management LLC | 2,599 | $66.8K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,895 | $74.4K | 0.00% | +2,895 | New |
| State of Wyoming | 2,905 | $74.6K | 0.01% | +1,308+81.9% | Added |
| Versant Capital Management, Inc | 3,100 | $79.6K | 0.01% | +3,089+28,081.8% | Added |
| US Bancorp | 3,275 | $84.1K | 0.00% | +3,211+5,017.2% | Added |
| Allworth Financial LP | 3,354 | $86.2K | 0.00% | +799+31.3% | Added |
| State of Alaska, Department of Revenue | 4,258 | $109.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,269 | $109.7K | 0.00% | +2,047+92.1% | Added |
| Ameritas Investment Partners, Inc. | 4,725 | $121.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,652 | $145.2K | 0.00% | +483+9.3% | Added |
| Citigroup Inc | 5,759 | $147.9K | 0.00% | −27,134−82.5% | Reduced |
| Russell Investments Group, Ltd. | 5,852 | $150.3K | 0.00% | +1,083+22.7% | Added |
| Signaturefd, LLC | 5,871 | $150.8K | 0.00% | +5,814+10,200.0% | Added |
| Public Employees Retirement Association of Colorado | 6,377 | $164.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,707 | $198.0K | 0.00% | −14,328−65.0% | Reduced |
| Jones Financial Companies LLLP | 8,315 | $205.2K | 0.00% | +7,948+2,165.7% | Added |
| State of Tennessee, Treasury Department | 8,061 | $207.1K | 0.00% | +2,415+42.8% | Added |
| Victory Capital Management Inc | 8,254 | $212.0K | 0.00% | −239−2.8% | Reduced |
| Zacks Investment Management | 8,258 | $212.1K | 0.00% | −256−3.0% | Reduced |
| ProShare Advisors LLC | 8,282 | $212.8K | 0.00% | −2,163−20.7% | Reduced |
| Jefferies Financial Group Inc. | 8,570 | $220.2K | 0.00% | −85,250−90.9% | Reduced |
| Quadrature Capital Ltd | 8,605 | $221.1K | 0.00% | +8,605 | New |
| Virtus ETF Advisers LLC | 8,928 | $229.4K | 0.11% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,010 | $231.5K | 0.00% | −2,990−24.9% | Reduced |
| Atria Investments LLC | 9,115 | $234.2K | 0.00% | −2,947−24.4% | Reduced |
| Simplex Trading, LLC | 9,434 | $242.4K | 0.01% | +8,173+648.1% | Added |
| Principal Securities, Inc. | 9,456 | $242.9K | 0.00% | +349+3.8% | Added |
| Evergreen Capital Management LLC | 9,598 | $246.6K | 0.01% | +9,598 | New |
| Pictet Asset Management Holding SA | 9,687 | $248.9K | 0.00% | +1,140+13.3% | Added |
| Allspring Global Investments Holdings, LLC | 10,059 | $251.9K | 0.00% | +1,126+12.6% | Added |