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Security record · archived quarter

INTA

Intapp, Inc. · Technology · Software - Application

47.99 +1.7% mkt cap $3.68B quote delayed (FMP) · as of Oct 25 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
95Tracked holders
-7Δ holders
36.73MShares held
$946.13MReported value
+4New positions
−12Exits
Falling Conviction score 33/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.9% · share flow -2.4% · net new positions -8.4% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 13.57K $524,674 n/a −1
Q2 2026 96 +5 36.01M $907.76M +11 −7
Q1 2026 95 -7 36.73M $946.13M +4 −12
Q4 2025 103 -3 42.55M $1.95B +1 −3
Q3 2025 21 +3 25.26M $1.03B +3 −1
Q2 2025 16 +2 21.41M $1.11B +2 n/a
Q1 2025 11 -1 7.86M $458.87M +1 −2
Q4 2024 12 -2 6.67M $427.80M n/a −2
Q3 2024 13 +4 4.74M $226.50M +4 n/a
Q2 2024 9 n/a 2.71M $99.24M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 4.39M +27.9% $112.83M 0.0% ▲ Add 4 SEC ↗ ×4
2 Bamco Inc /Ny/ 2.14M -35.6% $55.09M 0.2% ▼ Trim 2 SEC ↗
3 Jennison Associates Llc 2.01M +9.7% $51.61M 0.0% ▲ Add 2 SEC ↗ ×2
4 Wellington Management ✦ 1.93M +4.3% $49.69M 0.0% ▲ Add 8 SEC ↗ ×4
5 Geode Capital Management ✦ (passive) 1.44M -2.2% $36.94M 0.0% ▼ Trim 8 SEC ↗ ×2
6 State Street Global Advisors ✦ (passive) 1.41M +3.2% $36.27M 0.0% ▲ Add 6 SEC ↗
7 Goldman Sachs Group ✦ 1.38M +13.7% $35.40M 0.0% ▲ Add 3 SEC ↗ ×3
8 BNP Paribas Asset Management… 1.16M +47.3% $29.69M 0.0% ▲ Add 2 SEC ↗ ×2
9 D. E. Shaw & Co. ✦ 863.07K +191.0% $22.17M 0.0% ▲ Add 8 SEC ↗ ×2
10 Franklin Resources Inc 794.74K +12.1% $20.42M 0.0% ▲ Add 2 SEC ↗ ×5
11 Clearbridge Investments, LLC 727.71K -7.5% $18.69M 0.0% ▼ Trim 2 SEC ↗
12 Loomis Sayles & Co L P 682.47K +50118.3% $17.53M 0.0% ▲ Add 2 SEC ↗ ×2
13 Dimensional Fund Advisors Lp 617.83K -4.0% $15.87M 0.0% ▼ Trim 2 SEC ↗ ×5
14 T. Rowe Price ✦ 606.48K -59.0% $15.58M 0.0% ▼ Trim 8 SEC ↗ ×2
15 Bank Of America Corp /De/ 595.75K +2.3% $15.30M 0.0% ▲ Add 2 SEC ↗ ×5
16 Northern Trust Corp 520.14K +2.1% $13.36M 0.0% ▲ Add 2 SEC ↗ ×5
17 Charles Schwab Investment… 491.39K -1.2% $12.62M 0.0% ▼ Trim 2 SEC ↗
18 AQR Capital Management ✦ 451.33K +67.3% $11.59M 0.0% ▲ Add 8 SEC ↗ ×8
19 Envestnet Asset Management Inc 386.52K +6.9% $9.93M 0.0% ▲ Add 2 SEC ↗
20 Bank of New York Mellon Corp 382.60K +34.0% $9.83M 0.0% ▲ Add 2 SEC ↗ ×10
21 JPMorgan Chase ✦ 333.25K +177.6% $8.47M 0.0% ▲ Add 3 SEC ↗ ×5
22 Federated Hermes, Inc. 313.74K +22568.9% $8.06M 0.0% ▲ Add 2 SEC ↗ ×2
23 Morgan Stanley ✦ 248.34K +49.9% $6.38M 0.0% ▲ Add 3 SEC ↗ ×8
24 Alliancebernstein L.P. 136.16K -0.1% $6.24M 0.0% ▼ Trim 2 SEC ↗
25 Tudor Investment Corp Et Al 204.98K New $5.27M 0.0% New 1 SEC ↗
26 UBS AM, a distinct business unit of… 154.44K +17.1% $3.97M 0.0% ▲ Add 2 SEC ↗ ×9
27 Citadel Advisors ✦ 112.11K -75.4% $2.88M 0.0% ▼ Trim 4 SEC ↗ ×2
28 Two Sigma Investments ✦ 107.39K -8.5% $2.76M 0.0% ▼ Trim 3 SEC ↗
29 Lazard Asset Management Llc 89.97K +100.1% $2.31M 0.0% ▲ Add 2 SEC ↗
30 New York State Common Retirement… 84.67K -0.9% $2.18M 0.0% ▼ Trim 2 SEC ↗
31 California State Teachers… 76.35K +41.7% $1.96M 0.0% ▲ Add 2 SEC ↗
32 Stifel Financial Corp 71.11K -1.3% $1.83M 0.0% ▼ Trim 2 SEC ↗ ×3
33 Rhumbline Advisers 70.17K -0.4% $1.80M 0.0% ▼ Trim 2 SEC ↗
34 Invesco Ltd. 56.73K +16.9% $1.46M 0.0% ▲ Add 2 SEC ↗ ×4
35 Mml Investors Services, Llc 54.49K -27.7% $1.40M 0.0% ▼ Trim 2 SEC ↗
36 Deutsche Bank Ag\ 53.91K -75.9% $1.38M 0.0% ▼ Trim 2 SEC ↗ ×4
37 Legal & General Group Plc 51.83K -17.8% $1.33M 0.0% ▼ Trim 2 SEC ↗ ×3
38 Barclays Plc 51.45K -95.3% $1.32M 0.0% ▼ Trim 2 SEC ↗ ×3
39 LPL Financial LLC 47.37K +6.2% $1.22M 0.0% ▲ Add 2 SEC ↗
40 Raymond James Financial Inc 39.82K +8.6% $1.02M 0.0% ▲ Add 2 SEC ↗ ×2
41 Truist Financial Corp 38.42K -5.0% $986,905 0.0% ▼ Trim 2 SEC ↗ ×2
42 First Trust Advisors Lp 35.48K -12.3% $911,532 0.0% ▼ Trim 2 SEC ↗
43 Ameriprise Financial Inc 33.44K -11.2% $858,971 0.0% ▼ Trim 2 SEC ↗ ×3
44 Manufacturers Life Insurance… 27.76K -5.7% $713,103 0.0% ▼ Trim 2 SEC ↗
45 Amundi 26.05K +14.5% $669,147 0.0% ▲ Add 2 SEC ↗
46 Zurcher Kantonalbank (Zurich… 25.35K +31.9% $651,267 0.0% ▲ Add 2 SEC ↗
47 Bnp Paribas Financial Markets 24.63K +67.6% $632,693 0.0% ▲ Add 2 SEC ↗
48 Canada Pension Plan Investment Board 24.20K -15.1% $621,698 0.0% ▼ Trim 2 SEC ↗
49 Susquehanna International Group, Llp 23.94K +76.3% $614,942 0.0% ▲ Add 2 SEC ↗
50 Janus Henderson Group Plc 22.67K 0.0% $583,376 0.0% Held 2 SEC ↗
51 Wells Fargo & Company/Mn 21.26K -67.6% $546,067 0.0% ▼ Trim 2 SEC ↗ ×3
52 State Of Wisconsin Investment Board 17.95K +106.3% $461,007 0.0% ▲ Add 2 SEC ↗
53 Mariner, LLC 17.72K +50.1% $455,286 0.0% ▲ Add 2 SEC ↗
54 Capstone Investment Advisors, Llc 17.07K -20.7% $438,580 0.0% ▼ Trim 2 SEC ↗
55 Balyasny Asset Management L.P. 14.53K -74.3% $373,250 0.0% ▼ Trim 2 SEC ↗
56 American Century Companies Inc 14.20K New $364,747 0.0% New 1 SEC ↗
57 Mercer Global Advisors Inc /Adv 12.96K +85.7% $333,071 0.0% ▲ Add 2 SEC ↗
58 Sei Investments Co 9.97K -21.9% $256,041 0.0% ▼ Trim 2 SEC ↗ ×2
59 Voya Investment Management Llc 9.91K -29.1% $254,716 0.0% ▼ Trim 2 SEC ↗
60 Simplex Trading, Llc 9.43K +648.1% $242,359 0.0% ▲ Add 2 SEC ↗
61 Prudential Financial Inc 9.01K -24.9% $231,467 0.0% ▼ Trim 2 SEC ↗
62 ProShare Advisors LLC 8.28K -20.7% $212,764 0.0% ▼ Trim 2 SEC ↗
63 Victory Capital Management Inc 8.25K -2.8% $212,045 0.0% ▼ Trim 2 SEC ↗
64 Jones Financial Companies Lllp 8.31K +2165.7% $205,214 0.0% ▲ Add 2 SEC ↗
65 Citigroup Inc 5.76K -82.5% $147,949 0.0% ▼ Trim 2 SEC ↗ ×2
66 Pnc Financial Services Group, Inc. 5.65K +9.3% $145,201 0.0% ▲ Add 2 SEC ↗ ×4
67 Us Bancorp \De\ 3.27K +5017.2% $84,135 0.0% ▲ Add 2 SEC ↗ ×2
68 Kayne Anderson Rudnick Investment… 1.94K -97.1% $49,732 0.0% ▼ Trim 2 SEC ↗
69 Assetmark, Inc 1.40K -1.1% $35,966 0.0% ▼ Trim 2 SEC ↗
70 Fifth Third Bancorp 549 New $14,121 0.0% New 1 SEC ↗
71 Royal Bank Of Canada 561 -76.8% $14,000 0.0% ▼ Trim 2 SEC ↗ ×3

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Capital World Investors $137.10M was 0.0%
Norges Bank $32.30M was 0.0%
Nordea Investment Management… $5.15M was 0.0%
Millennium Management $5.12M was 0.0%
Arrowstreet Capital $4.87M was 0.0%
Hrt Financial Lp $3.82M was 0.0%
State Board Of Administration… $329,904 was 0.0%
Captrust Financial Advisors $312,968 was 0.0%
Group One Trading Llc $60,207 was 0.0%
Walleye Trading LLC $38,306 was 0.0%
Northwestern Mutual Wealth… $641 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 241 holders, 67.51M shares, $1.69B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Oct 20 Harrison David Benjamin

Officer · 40.28K sh · $1.82M

Oct 19 HALL JOHN T

Officer, Director · 200 sh · $8,730

Oct 19 HALL JOHN T

Officer, Director · 2.80K sh · $124,312

Oct 13 Jampol Thad

Officer · 4.80K sh · $193,851

Oct 12 Jampol Thad

Officer · 200 sh · $8,001

Oct 12 HALL JOHN T

Officer, Director · 3.00K sh · $120,000

Oct 05 HALL JOHN T

Officer, Director · 3.00K sh · $109,500

Sep 21 HALL JOHN T

Officer, Director · 3.00K sh · $110,220

Sep 14 HALL JOHN T

Officer, Director · 3.00K sh · $113,795

Sep 08 HALL JOHN T

Officer, Director · 3.00K sh · $118,769

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 06 SC 13G/A: FMR LLC

View original SEC filing ↗

Jul 31 SC 13G: VANGUARD PORTFOLIO MANAGEMENT LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API