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Disclosery

INTA INTAPP INC

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COM (common), issuer CIK 1565687

240 managers (248 13F filers) reported a position in INTA shares at 2026-06-30, 67,758,113 shares in all. 43 filers opened a position and 38 filers sold out during the quarter.

Managers
240
13F filers
248
New
43
Added
81
Reduced
91
Sold out
38
Shares held by filers
67,758,113

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
HALL JOHN Tdirector, officer (Chief Executive Officer)2026-10-05-3,000 S$36.5Form 4
HALL JOHN Tdirector, officer (Chief Executive Officer)2026-10-05+3,000 M$7.45Form 4

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Private Wealth Management Group, LLC220$5.55K<0.01%+4313F-HRTimeline
Sterling Capital Management LLC197$4.97K<0.01%-17413F-HRTimeline
Bell Investment Advisors, Inc190$4.79K<0.01%+3113F-HRTimeline
Smartleaf Asset Management LLC174$4.29K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.156$3.93K<0.01%-1,66313F-HRTimelineGroup
CoreCap Advisors, LLC124$3.13K<0.01%new13F-HRTimeline
UMB Bank, n.a.120$3.02K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quarry LP120$3.02K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…104$2.62K<0.01%013F-HRTimeline
North Star Investment Management Corp.99$2.5K<0.01%-2213F-HRTimeline
Marquette Asset Management, LLC99$2.5K<0.01%-10513F-HRTimeline
GROUP ONE TRADING LLC97$2.44K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC93$2.35K<0.01%013F-HR/ATimeline
Avion Wealth113$2K<0.01%-1513F-HRTimeline
Capital Advisors, Ltd. LLC67$2K<0.01%+4513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.79$1.99K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC71$1.79K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.70$1.76K<0.01%013F-HRTimeline
Essential Partners LLC70$1.76K<0.01%-22113F-HRTimeline
Investors Portfolio Services LLC53$1.34K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC50$1.26K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.46$1.16K<0.01%-4813F-HRTimeline
Rialto Wealth Management, LLC44$1.11K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.39$985<0.01%+1713F-HRTimeline
Kilter Group LLC39$984<0.01%-3313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC34$857<0.01%+3413F-HRTimeline
WEST PACES ADVISORS INC.34$857<0.01%new13F-HRTimeline
Clearstead Advisors, LLC26$656<0.01%new13F-HRTimeline
Bogart Wealth, LLC23$580<0.01%new13F-HRTimeline
True Wealth Design, LLC21$530<0.01%-2213F-HRTimeline
Basecamp Wealth Advisors LLC19$479<0.01%013F-HRTimeline
Global Retirement Partners, LLC16$403<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…15$378<0.01%013F-HRTimeline
Westfuller Advisors, LLC12$315<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC10$253<0.01%-32013F-HRTimeline
Hughes Financial Services, LLC10$252<0.01%-3913F-HRTimeline
Cedar Mountain Advisors, LLC9$227<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…8$202<0.01%-2,53113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3$76<0.01%new13F-HRTimelineGroup
Planning Strategies Inc.2$50<0.01%13F-HRTimeline

Events

  • HALL JOHN T reported transactions in INTA shares with no net change in a Form 4 filed 2026-10-07. 0001565687-26-000113

    Accepted , ingested