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Disclosery

INTA INTAPP INC

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COM (common), issuer CIK 1565687

249 managers (256 13F filers) reported a position in INTA shares at 2024-12-31, 72,064,558 shares in all. 49 filers opened a position and 21 filers sold out during the quarter.

Managers
249
13F filers
256
New
49
Added
109
Reduced
64
Sold out
21
Shares held by filers
72,064,558

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
Jampol Thadofficer (Chief Product Officer)2026-10-13-4,800 S$40.3857Form 4
Jampol Thadofficer (Chief Product Officer)2026-10-12-200 S$40.005Form 4
HALL JOHN Tdirector, officer (Chief Executive Officer)2026-10-12-3,000 S$40Form 4
HALL JOHN Tdirector, officer (Chief Executive Officer)2026-10-12+3,000 M$7.45Form 4
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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SBI Securities Co., Ltd.495$31.7K<0.01%13F-HRTimeline
First Horizon Advisors, Inc.435$27.9K<0.01%+6713F-HRTimeline
QUADRANT CAPITAL GROUP LLC398$25.5K<0.01%+6213F-HRTimeline
Raleigh Capital Management Inc.392$25.1K0.01%new13F-HRTimeline
Global Retirement Partners, LLC385$24.7K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…323$22.5K<0.01%+32313F-HRTimeline
IFP Advisors, Inc337$21.6K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC302$19.4K<0.01%-27513F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD300$19.2K<0.01%-6,20013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…289$18.5K<0.01%+18413F-HRTimelineGroup
PRIVATE TRUST CO NA249$16K<0.01%+10113F-HRTimeline
GAMMA Investing LLC176$11.3K<0.01%+7113F-HRTimeline
MCF Advisors LLC170$10.9K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC156$10K<0.01%+2613F-HRTimeline
HARBOUR INVESTMENTS, INC.155$9.93K<0.01%+8513F-HRTimeline
Smartleaf Asset Management LLC147$9.56K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC146$9.36K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC132$8.46K<0.01%+213F-HRTimeline
MassMutual Private Wealth & Trust, FSB127$8.14K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\126$8.07K<0.01%+3613F-HRTimelineGroup
Hillsdale Investment Management Inc.120$7.69K<0.01%new13F-HRTimeline
REAP Financial Group, LLC97$6.22K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85$5.45K<0.01%new13F-HRTimelineGroup
LRI Investments, LLC77$4.94K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC100$4.78K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC59$3.78K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.56$3.59K<0.01%new13F-HRTimeline
Quarry LP56$3.59K<0.01%new13F-HRTimeline
Parallel Advisors, LLC52$3.33K<0.01%+4613F-HRTimeline
ROTHSCHILD INVESTMENT LLC50$3.21K<0.01%+513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40$3K<0.01%013F-HRTimelineGroup
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC38$2.44K<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.36$2.31K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners33$2.12K<0.01%+1113F-HRTimeline
SIERRA OCEAN, LLC30$1.92K<0.01%13F-HRTimeline
Whipplewood Advisors, LLC30$1.92K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners22$1.41K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC21$1.34K<0.01%new13F-HRTimeline
Continuum Advisory, LLC17$1.09K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP15$962<0.01%013F-HRTimeline
SIGNATUREFD, LLC13$833<0.01%+513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD12$769<0.01%013F-HRTimeline
WPG Advisers, LLC11$705<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8$513<0.01%-513F-HRTimelineGroup
Bell Investment Advisors, Inc7$449<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department6$385<0.01%13F-HRTimelineGroup
Coppell Advisory Solutions LLC3$195<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1$64<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.

Events

  • Jampol Thad sold 5,000 INTA shares between 2026-10-12 and 2026-10-13, Form 4 filed 2026-10-14. 0001565687-26-000117

    Accepted , ingested

  • HALL JOHN T reported transactions in INTA shares with no net change in a Form 4 filed 2026-10-14. 0001565687-26-000116

    Accepted , ingested

  • 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