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, Q2 2026
Institutional positions in Intapp, Inc. as of Jun 30, 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
- 248
- +10 vs. Q1 2026
- Shares held
- 67.8M
- −331.2K (−0.5%) vs. Q1 2026
- Total value
- $1.71B
- −$43.6M (−2.5%) vs. Q1 2026
- New holders
- 48
- 80 more added
- Sold out
- 38
- 91 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Intapp, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Planning Strategies Inc. | 2 | $50 | 0.00% | +2 | New |
| Northwestern Mutual Wealth Management Co | 3 | $76 | 0.00% | +3 | New |
| Steward Partners Investment Advisory, LLC | 8 | $202 | 0.00% | −2,531−99.7% | Reduced |
| Cedar Mountain Advisors, LLC | 9 | $227 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $252 | 0.00% | −39−79.6% | Reduced |
| Owl Creek Wealth Partners LLC | 10 | $253 | 0.00% | −320−97.0% | Reduced |
| Westfuller Advisors, LLC | 12 | $315 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 15 | $378 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16 | $403 | 0.00% | +16 | New |
| Basecamp Wealth Advisors LLC | 19 | $479 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $530 | 0.00% | −22−51.2% | Reduced |
| Bogart Wealth, LLC | 23 | $580 | 0.00% | +23 | New |
| Clearstead Advisors, LLC | 26 | $656 | 0.00% | +26 | New |
| Horizon Financial Services, LLC | 34 | $857 | 0.00% | +34 | New |
| West Paces Advisors Inc. | 34 | $857 | 0.00% | +34 | New |
| Kilter Group LLC | 39 | $984 | 0.00% | −33−45.8% | Reduced |
| SJS Investment Consulting Inc. | 39 | $985 | 0.00% | +17+77.3% | Added |
| Rialto Wealth Management, LLC | 44 | $1.11K | 0.00% | +44 | New |
| UMA Financial Services, Inc. | 46 | $1.16K | 0.00% | −48−51.1% | Reduced |
| Financial Consulate, Inc | 50 | $1.26K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 53 | $1.34K | 0.00% | +53 | New |
| Essential Partners LLC | 70 | $1.76K | 0.00% | −221−75.9% | Reduced |
| Harbour Investments, Inc. | 70 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 71 | $1.79K | 0.00% | +71 | New |
| Pinnacle Wealth Planning Services, Inc. | 79 | $1.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 113 | $2.00K | 0.00% | −15−11.7% | Reduced |
| Capital Advisors, Ltd. LLC | 67 | $2.00K | 0.00% | +45+204.5% | Added |
| Strive Financial Group ,LLC | 93 | $2.35K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 97 | $2.44K | 0.00% | +97 | New |
| Marquette Asset Management, LLC | 99 | $2.50K | 0.00% | −105−51.5% | Reduced |
| North Star Investment Management Corp. | 99 | $2.50K | 0.00% | −22−18.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 104 | $2.62K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 120 | $3.02K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 120 | $3.02K | 0.00% | +120 | New |
| CoreCap Advisors, LLC | 124 | $3.13K | 0.00% | +124 | New |
| Optiver Holding B.V. | 156 | $3.93K | 0.00% | −1,663−91.4% | Reduced |
| Smartleaf Asset Management LLC | 174 | $4.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 190 | $4.79K | 0.00% | +31+19.5% | Added |
| Sterling Capital Management LLC | 197 | $4.97K | 0.00% | −174−46.9% | Reduced |
| Private Wealth Management Group, LLC | 220 | $5.55K | 0.00% | +43+24.3% | Added |
| Bare Financial Services, Inc | 225 | $5.67K | 0.00% | +102+82.9% | Added |
| Clear Street Markets LLC | 228 | $5.75K | 0.00% | −407−64.1% | Reduced |
| IFP Advisors, Inc | 261 | $6.58K | 0.00% | +169+183.7% | Added |
| Los Angeles Capital Management LLC | 328 | $8.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 336 | $8.47K | 0.00% | −42−11.1% | Reduced |
| Acumen Wealth Advisors, LLC | 375 | $9.45K | 0.00% | −228−37.8% | Reduced |
| Massmutual Trust Co FSB | 443 | $11.2K | 0.00% | −22−4.7% | Reduced |
| Silver Grove Financial Group, Inc. | 540 | $13.6K | 0.01% | +540 | New |
| Nykredit A/S | 566 | $14.3K | 0.00% | +566 | New |
| Fifth Third Bancorp | 622 | $15.7K | 0.00% | +73+13.3% | Added |
| Transamerica Financial Advisors, Inc. | 706 | $17.8K | 0.00% | −186−20.9% | Reduced |
| EverSource Wealth Advisors, LLC | 815 | $20.5K | 0.00% | +259+46.6% | Added |
| Caitong International Asset Management Co., Ltd | 817 | $20.6K | 0.00% | +811+13,516.7% | Added |
| Huntington National Bank | 825 | $20.8K | 0.00% | −183−18.2% | Reduced |
| Versant Capital Management, Inc | 870 | $21.9K | 0.00% | −2,230−71.9% | Reduced |
| GAMMA Investing LLC | 922 | $23.2K | 0.00% | −657−41.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 973 | $24.5K | 0.00% | −962−49.7% | Reduced |
| Fulcrum Asset Management LLP | 1,073 | $26.5K | 0.00% | +1,073 | New |
| Nisa Investment Advisors, LLC | 1,192 | $30.1K | 0.00% | +485+68.6% | Added |
| Parallel Advisors, LLC | 1,282 | $32.3K | 0.00% | +652+103.5% | Added |
| Allworth Financial LP | 1,314 | $33.1K | 0.00% | −2,040−60.8% | Reduced |
| SBI Securities Co., Ltd. | 1,340 | $33.8K | 0.00% | +1,047+357.3% | Added |
| Simplex Trading, LLC | 1,393 | $35.1K | 0.00% | −8,041−85.2% | Reduced |
| Assetmark, Inc | 1,400 | $35.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,434 | $36.2K | 0.00% | +1,434 | New |
| Covestor Ltd | 1,474 | $37.0K | 0.02% | +676+84.7% | Added |
| Farther Finance Advisors, LLC | 1,505 | $37.7K | 0.00% | +38+2.6% | Added |
| Advisors Asset Management, Inc. | 1,559 | $39.3K | 0.00% | −95−5.7% | Reduced |
| KBC Group NV | 1,988 | $50.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,243 | $56.5K | 0.00% | −2,026−47.5% | Reduced |
| Royal Bank of Canada | 2,247 | $57.0K | 0.00% | +1,686+300.5% | Added |
| Delta Asset Management LLC | 2,599 | $65.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,602 | $65.6K | 0.00% | −673−20.5% | Reduced |
| State of Wyoming | 3,112 | $78.5K | 0.01% | +207+7.1% | Added |
| State of Alaska, Department of Revenue | 4,258 | $107.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,773 | $120.3K | 0.00% | −1,098−18.7% | Reduced |
| Ameritas Investment Partners, Inc. | 5,096 | $128.5K | 0.00% | +371+7.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 5,276 | $133.0K | 0.00% | +5,276 | New |
| The PNC Financial Services Group, Inc. | 6,112 | $154.1K | 0.00% | +460+8.1% | Added |
| Public Employees Retirement Association of Colorado | 6,377 | $161.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 7,414 | $186.9K | 0.00% | −647−8.0% | Reduced |
| Axq Capital, LP | 8,137 | $205.1K | 0.02% | +8,137 | New |
| Principal Securities, Inc. | 8,366 | $210.9K | 0.00% | −1,090−11.5% | Reduced |
| Captrust Financial Advisors | 8,517 | $214.7K | 0.00% | +8,517 | New |
| Personal Cfo Solutions, LLC | 8,722 | $219.9K | 0.03% | −1,837−17.4% | Reduced |
| Evergreen Capital Management LLC | 8,734 | $220.2K | 0.00% | −864−9.0% | Reduced |
| Keybank National Association | 8,833 | $222.7K | 0.00% | −5,133−36.8% | Reduced |
| Cerity Partners LLC | 8,905 | $224.5K | 0.00% | −12,456−58.3% | Reduced |
| VestGen Advisors, LLC | 8,963 | $226.0K | 0.01% | +8,963 | New |
| Edgestream Partners, L.P. | 9,241 | $233.0K | 0.01% | +9,241 | New |
| Virtus ETF Advisers LLC | 9,379 | $236.4K | 0.09% | +451+5.1% | Added |
| Fox Run Management, L.L.C. | 9,435 | $237.9K | 0.04% | −15,084−61.5% | Reduced |
| Prudential Financial Inc | 9,520 | $240.0K | 0.00% | +510+5.7% | Added |
| Thrive Wealth Management, LLC | 9,632 | $242.8K | 0.03% | +9,632 | New |
| Pictet Asset Management Holding SA | 9,687 | $244.2K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 9,707 | $244.7K | 0.08% | −3,577−26.9% | Reduced |
| FourThought Financial Partners, LLC | 9,755 | $245.9K | 0.02% | +9,755 | New |
| SEI Investments Co | 9,841 | $248.1K | 0.00% | −128−1.3% | Reduced |
| Savvy Advisors, Inc. | 9,863 | $248.6K | 0.01% | +9,863 | New |
| Atria Investments LLC | 10,177 | $256.6K | 0.00% | +1,062+11.7% | Added |