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Disclosery

INTA INTAPP INC

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COM (common), issuer CIK 1565687

235 managers (243 13F filers) reported a position in INTA shares at 2026-03-31, 68,162,823 shares in all. 28 filers opened a position and 53 filers sold out during the quarter.

Managers
235
13F filers
243
New
28
Added
114
Reduced
68
Sold out
53
Shares held by filers
68,162,823

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MAI Capital Management163$4.19K<0.01%+16013F-HRTimeline
Bell Investment Advisors, Inc159$4.08K<0.01%+14413F-HRTimeline
Bare Financial Services, Inc123$3.16K<0.01%+6413F-HRTimeline
North Star Investment Management Corp.121$3.11K<0.01%new13F-HRTimeline
UMB Bank, n.a.120$3.08K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avion Wealth128$3K<0.01%+11613F-HRTimeline
Aster Capital Management (DIFC) Ltd48$2.8K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…104$2.67K<0.01%-95013F-HRTimeline
Physician Wealth Advisors, Inc.94$2.42K<0.01%new13F-HRTimeline
IFP Advisors, Inc92$2.36K<0.01%-26313F-HRTimeline
Parkside Financial Bank & Trust87$2.24K<0.01%+4313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.79$2.03K<0.01%013F-HRTimeline
Strive Financial Group ,LLC93$2K<0.01%-52413F-HRTimeline
Kilter Group LLC72$1.85K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…70$1.8K<0.01%+4613F-HRTimeline
HARBOUR INVESTMENTS, INC.70$1.8K<0.01%013F-HRTimeline
Advisory Services Network, LLC51$1.31K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC50$1.28K<0.01%013F-HRTimeline
Hughes Financial Services, LLC49$1.26K<0.01%+4413F-HRTimeline
True Wealth Design, LLC43$1.1K<0.01%-7413F-HRTimeline
Capital Advisors, Ltd. LLC22$1K<0.01%+1913F-HRTimeline
Wealth Preservation Advisors, LLC26$668<0.01%new13F-HRTimeline
NewEdge Advisors, LLC25$642<0.01%new13F-HR/ATimeline
SJS Investment Consulting Inc.22$566<0.01%+313F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC21$539<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC19$488<0.01%+713F-HRTimeline
Keating Financial Advisory Services, In…15$385<0.01%+1213F-HRTimeline
Westfuller Advisors, LLC12$321<0.01%-2313F-HRTimeline
Cedar Mountain Advisors, LLC9$231<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6$154<0.01%013F-HRTimeline
Caitong International Asset Management …6$154<0.01%+313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5$128<0.01%013F-HRTimelineGroup
JPL Wealth Management, LLC3$78<0.01%new13F-HR/ATimeline
Dunhill Financial, LLC1$30<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount 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