Institutional Ownership Intapp, Inc. (INTA)
This table provides information about the institutional ownership of Intapp, Inc. (INTA). We have compiled data on the 301 institutions that hold shares in the stock, with a total of 69.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
27
shares
|
$1,220
0.0% of portfolio
|
Q2 2025
Reduced 87.32%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
26
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
Reduced 55.93%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
22
shares
|
$994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
20
shares
|
$903
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
18
shares
|
$813
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
18
shares
|
$813
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
15
shares
|
$677
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
10
shares
|
$451
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
10
shares
|
$451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
7
shares
|
$316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$135
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$90
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|