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Intapp, Inc. hedge fund holdings

INTANASDAQ
$36.49-1.10 (-2.93%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

INTA · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-8.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202513078$250M$201M259Aug 14, 2025
Q3 2025112114$292M$394M244Nov 14, 2025
Q4 202511498$357M$347M246Feb 14, 2026
Q1 202612286$245M$306M230May 15, 2026
Q2 202695105$161M$159M235Aug 14, 2026

Quarterly action breakdown

Q2 2026
235 filers
New position
35
$34.9M+1.38M sh
Increased
60
$127M+5.02M sh
Reduced
75
-$119M-4.73M sh
Out / sold
30
-$40.3M-1.6M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Praesidium Investment Management Company, LLCReduce 61.04%-$31M$19.8M9.21%Aug 14, 2026
Cadian Capital Management, LPAdded 74.65%+$23.5M$55M4.16%Aug 14, 2026
Jennison Associates LLCReduce 25.83%-$13.1M$37.6M0.02%Aug 3, 2026
Voloridge Investment Management, LLCReduce 47.14%-$11M$12.3M0.05%Aug 14, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 30.30%+$8.83M$38M0.04%Aug 13, 2026
AMS Capital LtdaSell 100%-$8.33M$00.00%Aug 6, 2026
T. Rowe Price Investment Management, Inc.New Buy+$7.5M$7.5M0.00%Aug 14, 2026
Pacer Advisors, Inc.New Buy+$4.8M$4.8M0.01%Aug 13, 2026
Bamco IncReduce 7.16%-$3.87M$50.2M0.08%Aug 14, 2026
Wellington Management Group LLPAdded 5.83%+$2.84M$51.6M0.01%Aug 14, 2026
Loomis Sayles & Co L PAdded 14.61%+$2.51M$19.7M0.02%Aug 14, 2026
Kennedy Capital Management LLCSell 100%-$2.31M$00.00%Aug 14, 2026
Holocene Advisors, LPAdded 114.01%+$1.47M$2.75M0.01%Aug 14, 2026
Numerai GP LLCNew Buy+$1.34M$1.34M0.11%Aug 14, 2026
George Kaiser Family FoundationReduce 22.14%-$824K$2.9M0.28%Aug 12, 2026
Allstate CorpNew Buy+$777K$777K0.01%Aug 13, 2026
Rezny Wealth Management, Inc.Sell 100%-$772K$00.00%Jul 17, 2026
Norden Group LLCNew Buy+$688K$688K0.06%Jul 29, 2026
Level Four Advisory Services, LLCReduce 40.24%-$549K$816K0.02%Aug 10, 2026
CDC Financial, Inc.Sell 100%-$537K$00.00%Aug 14, 2026
Fox Run Management, L.L.C.Reduce 61.52%-$380K$238K0.04%Aug 4, 2026
Brown Capital Management LLCReduce 13.06%-$374K$2.49M0.50%Jul 27, 2026
Capital Fund Management S.A.Sell 100%-$321K$00.00%Aug 13, 2026
CenterBook Partners LPSell 100%-$319K$00.00%Aug 11, 2026
Triad Wealth Partners, LLCNew Buy+$309K$309K0.02%Aug 10, 2026
Savvy Advisors, Inc.New Buy+$249K$249K0.01%Aug 3, 2026
FourThought Financial Partners, LLCNew Buy+$246K$246K0.02%Aug 12, 2026
Thrive Wealth Management, LLCNew Buy+$243K$243K0.03%Jul 7, 2026
Edgestream Partners, L.P.New Buy+$233K$233K0.01%Aug 11, 2026
Alamar Capital Management, LLCReduce 10.09%-$229K$2.04M1.03%Aug 7, 2026
VestGen Advisors, LLCNew Buy+$226K$226K0.01%Aug 11, 2026
Jefferies Financial Group Inc.Sell 100%-$220K$00.00%Aug 17, 2026
Zacks Investment ManagementSell 100%-$212K$00.00%Aug 13, 2026
Benjamin Edwards IncReduce 27.01%-$210K$568K0.01%Jul 24, 2026
Axq Capital, LPNew Buy+$205K$205K0.02%Aug 6, 2026
Nicholas Company, Inc.Added 5.01%+$186K$3.9M0.07%Aug 5, 2026
Park Avenue Securities LLCReduce 25.11%-$151K$451K0.00%Jul 20, 2026
Quantinno Capital Management LPReduce 8.84%-$143K$1.47M0.00%Aug 13, 2026
Keybank National AssociationReduce 36.75%-$129K$223K0.00%Jul 28, 2026
Palisades Investment Partners, LLCAdded 2.25%+$99.9K$4.55M1.29%Aug 4, 2026
Canada Pension Plan Investment BoardReduce 15.70%-$95.8K$514K0.00%Aug 14, 2026
Malaga Cove Capital, LLCReduce 26.93%-$90.2K$245K0.08%Jul 24, 2026
Neo Ivy Capital ManagementSell 100%-$66.4K$00.00%Aug 14, 2026
Versant Capital Management, IncReduce 71.94%-$56.2K$21.9K0.00%Jul 2, 2026
Campbell & CO Investment Adviser LLCAdded 11.50%+$52.9K$513K0.03%Aug 3, 2026
Truvestments Capital LLCReduce 9.47%-$51.4K$491K0.07%Aug 12, 2026
Personal Cfo Solutions, LLCReduce 17.40%-$46.3K$220K0.03%Aug 7, 2026
Kemnay Advisory Services Inc.Sell 100%-$42.9K$00.00%Aug 14, 2026
Harbor Investment Advisory, LLCNew Buy+$36.2K$36.2K0.00%Jul 7, 2026
Principal Securities, Inc.Reduce 11.53%-$27.5K$211K0.00%Aug 4, 2026
Atria Investments, IncAdded 11.65%+$26.8K$257K0.00%Jul 28, 2026
Fulcrum Asset Management LLPNew Buy+$26.5K$26.5K0.00%Aug 18, 2026
Mine & Arao Wealth Creation & Management, LLC.Reduce 8.77%-$25.2K$262K0.10%Jul 23, 2026
MML Investors Services, LLCReduce 1.82%-$25.1K$1.35M0.00%Aug 7, 2026
Kayne Anderson Rudnick Investment Management LLCReduce 49.72%-$24.3K$24.5K0.00%Aug 13, 2026
Handelsbanken Fonder ABAdded 4.04%+$22.7K$585K0.00%Jul 10, 2026
Evergreen Capital Management LLCReduce 9.00%-$21.8K$220K0.00%Jul 23, 2026
Voleon Capital Management LPAdded 2.28%+$15.7K$703K0.01%Aug 14, 2026
Silver Grove Financial Group, Inc.New Buy+$13.6K$13.6K0.01%Aug 13, 2026
Virtus Advisers, LLCAdded 5.05%+$11.4K$236K0.09%Aug 11, 2026
Vident Advisory, LLCAdded 3.54%+$11.3K$332K0.00%Aug 12, 2026
Summit Securities Group LLCReduce 64.09%-$10.3K$5.75K0.00%Aug 3, 2026
Owl Creek Wealth Partners LLCReduce 96.97%-$8.1K$2530.00%Jul 20, 2026
Acumen Wealth Advisors, LLCReduce 37.81%-$5.75K$9.45K0.00%Aug 3, 2026
Diversified Trust CoReduce 1.34%-$5.27K$388K0.01%Jul 17, 2026
Commerce BankAdded 1.76%+$5.14K$297K0.00%Aug 12, 2026
Toth Financial Advisory CorpSell 100%-$5.14K$00.00%Jul 14, 2026
Huntington National BankReduce 18.15%-$4.61K$20.8K0.00%Aug 13, 2026
Quarry LPNew Buy+$3.03K$3.03K0.00%Aug 14, 2026
Aster Capital Management (DIFC) LtdSell 100%-$2.8K$00.00%Aug 14, 2026
Bare Financial Services, IncAdded 82.93%+$2.57K$5.67K0.00%Jul 27, 2026
Zions Bancorporation, National AssociationSell 100%-$1.8K$00.00%Jul 31, 2026
Bellevue Asset Management, LLCNew Buy+$1.79K$1.79K0.00%Aug 4, 2026
Investors Portfolio Services LLCNew Buy+$1.34K$1.34K0.00%Aug 14, 2026
Rialto Wealth Management, LLCNew Buy+$1.11K$1.11K0.00%Aug 11, 2026
Hughes Financial Services, LLCReduce 79.59%-$983$2520.00%Jul 20, 2026
Horizon Financial Services, LLCNew Buy+$857$8570.00%Jul 20, 2026
West Paces Advisors Inc.New Buy+$857$8570.00%Jul 20, 2026
Palogic Value Management, L.P.Added 0.13%+$832$631K0.21%Aug 14, 2026
Bell Investment Advisors, IncAdded 19.50%+$782$4.79K0.00%Aug 7, 2026
Bogart Wealth, LLCNew Buy+$580$5800.00%Jul 24, 2026
North Star Investment Management Corp.Reduce 18.18%-$555$2.5K0.00%Jul 28, 2026
MassMutual Private Wealth & Trust, FSBReduce 4.73%-$555$11.2K0.00%Jul 2, 2026
Mcguire Capital Advisors IncSell 100%-$539$00.00%Aug 14, 2026
Avion WealthReduce 11.72%-$265$2K0.00%Jul 31, 2026
Dunhill Financial, LLCSell 100%-$30$00.00%Aug 7, 2026

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