IntappINTA
13F holders, Q4 2024 (December 31)256holders +38
49new positions
21sold out
6famous investors
$64.09avg. 13F price*
At the end of Q4 2024, 256 institutions reported holding Intapp Inc. (INTA) in their 13F filings, up 38 from Q3 2024. 49 opened new positions and 21 sold out. The largest holders were Temasek Holdings (Private) Ltd ($1.1B), Vanguard Group Inc. ($408.1M) and BlackRock, Inc. ($295.8M). 6 famous investors held it, including Ron Baron (0.4% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Intapp Inc.
- CUSIP
- 45827U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $67.1M |
| Exits | 21 | $53.8M |
All 13F filers, Q3 2024 → Q4 2024: 9,826,506 shares bought and 7,696,097 shares sold, net +2,130,409 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| Temasek Holdings (Private) Ltd | 4.36% | No change | 17,146,805 | $1.1B |
| Vanguard Group Inc. | 0.01% | Add +11.8% | 6,368,216 | $408.1M |
| BlackRock, Inc. | 0.01% | Add +24.8% | 4,614,813 | $295.8M |
| T. Rowe Price Investment Management, Inc. | 0.14% | Reduce -4.6% | 3,560,987 | $228.2M |
| Baron Capital (BAMCO) | 0.41% | Reduce -12.9% | 2,484,012 | $159.2M |
| FMR LLC | 0.01% | Reduce -65.0% | 1,982,805 | $127.1M |
| Invesco Ltd. | 0.02% | Add +6506.1% | 1,980,506 | $126.9M |
| Praesidium Investment Management Company, LLC | 19.32% | Reduce -6.9% | 1,797,391 | $115.2M |
| Capital World Investors | 0.02% | Add +30.3% | 1,701,939 | $109.1M |
| Alliancebernstein L.P. | 0.04% | Add +4.0% | 1,654,866 | $106.1M |
| Luxor Capital Group, LP | 13.00% | Add +55.1% | 1,551,315 | $99.4M |
| Jennison Associates LLC | 0.06% | Reduce -0.1% | 1,536,433 | $98.5M |
| Loomis Sayles & Co. L P | 0.12% | Reduce -0.8% | 1,481,149 | $94.9M |
| GW&K Investment Management, LLC | 0.76% | Reduce -2.4% | 1,391,653 | $89.2M |
| Geode Capital Management, LLC | 0.01% | Add +18.6% | 1,247,247 | $80.0M |
| State Street Corp. | 0.00% | Add +24.1% | 1,214,458 | $77.8M |
| Fuller & Thaler Asset Management, Inc. | 0.29% | Add +8.7% | 1,197,486 | $76.7M |
| Artisan Partners Limited Partnership | 0.09% | Add +36.4% | 906,858 | $58.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.8% | 859,709 | $55.1M |
| Wellington Management Group LLP | 0.01% | Reduce -14.5% | 851,139 | $54.5M |
| Clearbridge Investments, LLC | 0.04% | Add +2.5% | 798,968 | $51.2M |
| Bank of America Corp. | 0.00% | Reduce -12.6% | 786,440 | $50.4M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +408.0% | 720,994 | $46.2M |
| Prudential Financial Inc. | 0.06% | Add +92.3% | 669,277 | $42.9M |
| Nuveen Asset Management, LLC | 0.01% | Add +43.3% | 628,995 | $40.3M |
| Morgan Stanley | 0.00% | Reduce -13.2% | 602,238 | $38.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -28.3% | 594,808 | $38.1M |
| Franklin Resources Inc. | 0.01% | Add +24.5% | 568,607 | $36.4M |
| Northern Trust Corp. | 0.00% | Add +36.6% | 526,987 | $33.8M |
| Lord, Abbett & Co. LLC | 0.10% | New | 476,869 | $30.6M |
| Fred Alger Management, LLC | 0.15% | Reduce -9.6% | 475,936 | $30.5M |
| Silvercrest Asset Management Group LLC | 0.20% | Add +4.4% | 475,367 | $30.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +17.8% | 448,666 | $28.8M |
| TimesSquare Capital Management, LLC | 0.41% | Reduce -18.6% | 443,700 | $28.4M |
| UBS Group AG | 0.01% | Add +850.4% | 352,516 | $22.6M |
| Voloridge Investment Management, LLC | 0.08% | Add +84.5% | 338,994 | $21.7M |
| D. E. Shaw & Co. | 0.02% | Add +199.9% | 284,801 | $18.3M |
| New York State Common Retirement Fund | 0.02% | Add +26.3% | 280,102 | $18.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.1% | 273,301 | $17.5M |
| Millennium Management | 0.01% | Reduce -28.9% | 234,817 | $15.0M |
| Renaissance Technologies | 0.02% | Add +24.4% | 224,600 | $14.4M |
| JPMorgan Chase & Co. | 0.00% | Add +58.0% | 223,582 | $14.3M |
| Deutsche Bank AG | 0.01% | Add +26.9% | 218,364 | $14.0M |
| Stephens Investment Management Group LLC | 0.18% | Reduce -12.4% | 215,216 | $13.8M |
| Raymond James Financial Inc. | 0.00% | — | 200,816 | $12.9M |
| BNP Paribas Financial Markets | 0.01% | New | 197,015 | $12.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +14.2% | 177,000 | $11.3M |
| Palisades Investment Partners, LLC | 4.49% | Add +10.0% | 166,013 | $10.6M |
| Bank of New York Mellon Corp | 0.00% | Add +34.2% | 163,084 | $10.5M |
| Zacks Investment Management | 0.09% | Add +1810.7% | 159,010 | $10.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -19.1% | 153,456 | $9.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +669.4% | 152,992 | $9.8M |
| Daiichi Life Insurance Co., Ltd. | 0.26% | Reduce -2.5% | 145,061 | $9.3M |
| Next Century Growth Investors LLC | 0.66% | Reduce -0.1% | 137,177 | $8.8M |
| Federated Hermes, Inc. | 0.02% | Add +198.2% | 133,666 | $8.6M |
| Acadian Asset Management LLC | 0.02% | New | 131,041 | $8.4M |
| First Trust Advisors LP | 0.01% | Add +149.4% | 130,645 | $8.4M |
| Barclays PLC | 0.00% | Add +15.3% | 123,114 | $7.9M |
| Trexquant Investment LP | 0.09% | Reduce -12.4% | 123,040 | $7.9M |
| George Kaiser Family Foundation | 1.12% | No change | 119,097 | $7.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +58.8% | 117,440 | $7.5M |
| Nordea Investment Management AB | 0.01% | Add +3.7% | 105,940 | $6.9M |
| Swiss National Bank | 0.00% | Add +5.6% | 106,000 | $6.8M |
| Kornitzer Capital Management Inc. | 0.13% | No change | 105,445 | $6.8M |
| Voya Investment Management LLC | 0.01% | Add +678.8% | 99,087 | $6.4M |
| Panagora Asset Management Inc. | 0.03% | Add +6.7% | 98,075 | $6.3M |
| Jasper Ridge Partners, L.P. | 0.18% | No change | 89,993 | $5.8M |
| Alamar Capital Management, LLC | 3.05% | Reduce -3.1% | 87,158 | $5.6M |
| Sei Investments Co. | 0.01% | Add +73.4% | 84,473 | $5.4M |
| TD Asset Management Inc | 0.00% | Add +8.0% | 75,058 | $4.8M |
| Cramer Rosenthal McGlynn LLC | 0.27% | Reduce -87.3% | 74,340 | $4.8M |
| Informed Momentum Co LLC | 0.67% | Reduce -14.9% | 73,350 | $4.7M |
| Rhumbline Advisers | 0.00% | Add +36.0% | 73,141 | $4.7M |
| Asset Management One Co., Ltd. | 0.02% | Add +46.0% | 71,116 | $4.6M |
| F/m Investments LLC | 0.17% | Reduce -61.8% | 71,929 | $4.6M |
| Nicholas Company, Inc. | 0.07% | Add +63.7% | 70,607 | $4.5M |
| Teacher Retirement System of Texas | 0.02% | Add +837.3% | 66,513 | $4.3M |
| Legal & General Group Plc | 0.00% | Add +21.4% | 60,920 | $3.9M |
| Balyasny Asset Management L.P. | 0.01% | Add +46.9% | 59,195 | $3.8M |
| Man Group plc | 0.01% | New | 53,167 | $3.4M |
| California State Teachers Retirement System | 0.00% | Add +5.5% | 50,350 | $3.2M |
| Citigroup Inc. | 0.00% | Add +66.7% | 47,252 | $3.0M |
| Engineers Gate Manager LP | 0.05% | Reduce -9.9% | 47,020 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +47.8% | 46,616 | $3.0M |
| Woodline Partners LP | 0.02% | Reduce -90.5% | 42,931 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +28.1% | 40,380 | $2.6M |
| Sterling Capital Management LLC | 0.03% | Add +0.0% | 38,831 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 36,261 | $2.3M |
| Comerica Bank | 0.01% | Reduce -0.5% | 34,777 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +122.5% | 33,992 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +2.7% | 32,553 | $2.1M |
| Amundi | 0.00% | Add +58.5% | 32,596 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +41.4% | 32,105 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +79.4% | 30,607 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +22.9% | 30,510 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -14.6% | 30,506 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +41.6% | 30,358 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -31.5% | 29,961 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Add +42.5% | 28,952 | $1.9M |
| Counterpoint Mutual Funds LLC | 0.23% | New | 28,906 | $1.9M |
| Voleon Capital Management LP | 0.14% | — | 28,469 | $1.8M |
| Fieldview Capital Management, LLC | 0.28% | — | 28,046 | $1.8M |
| Susquehanna Fundamental Investments, LLC | 0.03% | — | 27,644 | $1.8M |
| Algert Global LLC | 0.04% | Add +177.9% | 27,204 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Add +27.0% | 26,515 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -11.8% | 24,180 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.45% | Reduce -29.2% | 23,282 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 22,673 | $1.5M |
| Bryce Point Capital, LLC | 0.41% | — | 22,301 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 22,130 | $1.4M |
| LPL Financial LLC | 0.00% | Add +16.4% | 20,706 | $1.3M |
| AQR Capital Management | 0.00% | Add +55.2% | 19,250 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -6.6% | 17,532 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +66.0% | 16,930 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +5.5% | 15,617 | $1.0M |
| Commerce Bank | 0.01% | Reduce -1.1% | 15,094 | $967K |
| ProShare Advisors LLC | 0.00% | Add +103.6% | 15,020 | $963K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -0.1% | 14,974 | $960K |
| Keybank National Association | 0.00% | No change | 14,962 | $959K |
| Natixis Advisors, LLC | 0.00% | Reduce -53.4% | 14,325 | $918K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +18.8% | 13,854 | $888K |
| Bayesian Capital Management, LP | 0.11% | New | 13,558 | $869K |
| Handelsbanken Fonder AB | 0.00% | Add +117.0% | 12,800 | $820K |
| Stifel Financial Corp. | 0.00% | Reduce -5.9% | 12,718 | $815K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +127.5% | 12,600 | $808K |
| Malaga Cove Capital, LLC | 0.29% | Add +1.1% | 11,545 | $740K |
| STRS Ohio | 0.00% | Add +64.3% | 11,500 | $737K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 11,331 | $726K |
| Graham Capital Management, L.P. | 0.03% | Reduce -32.2% | 10,827 | $694K |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.1% | 10,521 | $674K |
| KLP Kapitalforvaltning As | 0.00% | — | 10,500 | $673K |
| Harvest Fund Management Co., Ltd | 0.03% | New | 9,861 | $631K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -27.7% | 9,200 | $590K |
| Russell Investments Group, Ltd. | 0.00% | Add +33057.7% | 8,621 | $560K |
| Victory Capital Management Inc. | 0.00% | Add +2.0% | 8,652 | $555K |
| Verition Fund Management LLC | 0.00% | Reduce -36.6% | 8,492 | $544K |
| Yorktown Management & Research Co Inc | 0.51% | New | 8,300 | $532K |
| HSBC Holdings PLC | 0.00% | Reduce -11.2% | 7,729 | $496K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.6% | 7,699 | $493K |
| Vident Advisory, LLC | 0.01% | Add +34.3% | 7,643 | $490K |
| Los Angeles Capital Management LLC | 0.00% | No change | 7,401 | $474K |
| Virtus Investment Advisers, LLC | 0.38% | No change | 7,280 | $467K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,200 | $461K |
| Natixis | 0.00% | Reduce -8.9% | 7,027 | $461K |
| Olympiad Research LP | 0.48% | Reduce -27.9% | 7,168 | $459K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -26.0% | 7,129 | $457K |
| Scientech Research LLC | 0.12% | Add +4.5% | 6,825 | $437K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.1% | 6,822 | $437K |
| Bleakley Financial Group, LLC | 0.01% | Add +18.7% | 6,442 | $413K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.2% | 6,423 | $412K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 6,039 | $387K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +27.3% | 5,936 | $380K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,903 | $378K |
| Prelude Capital Management, LLC | 0.03% | Reduce -83.4% | 5,734 | $367K |
| Virtu Financial LLC | 0.02% | Reduce -55.5% | 5,671 | $363K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -63.5% | 5,616 | $360K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +40.4% | 5,579 | $358K |
| State of Wyoming | 0.04% | Add +48.2% | 5,453 | $349K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.5% | 4,812 | $349K |
| Truist Financial Corp. | 0.00% | New | 5,442 | $349K |
| FORA Capital, LLC | 0.04% | Reduce -55.5% | 5,262 | $337K |
| Cibc World Markets Corp. | 0.00% | New | 4,990 | $320K |
| Gotham Asset Management | 0.00% | Reduce -15.6% | 4,936 | $316K |
| Creative Planning | 0.00% | New | 4,906 | $314K |
| Venturi Wealth Management, LLC | 0.01% | New | 4,761 | $305K |
| Shell Asset Management Co. | 0.01% | No change | 4,634 | $297K |
| Occudo Quantitative Strategies LP | 0.05% | New | 4,564 | $293K |
| Principal Financial Group Inc. | 0.00% | New | 4,539 | $291K |
| Captrust Financial Advisors | 0.00% | Reduce -0.1% | 4,492 | $288K |
| Cetera Investment Advisers | 0.00% | New | 4,410 | $283K |
| AlphaQuest LLC | 0.04% | Add +279.1% | 4,310 | $276K |
| Diversified Trust Co. | 0.01% | New | 4,116 | $264K |
| Aigen Investment Management, LP | 0.05% | New | 4,097 | $263K |
| Atria Investments, Inc | 0.00% | New | 4,090 | $262K |
| Xponance LLC | 0.00% | New | 3,796 | $243K |
| Lombard Odier Asset Management (USA) Corp | 0.10% | New | 3,618 | $232K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 3,397 | $218K |
| Menard Financial Group LLC | 0.13% | New | 3,383 | $217K |
| Petrus Trust Company, LTA | 0.02% | Reduce -30.3% | 3,382 | $217K |
| Mackenzie Financial Corp. | 0.00% | New | 3,333 | $214K |
| Left Brain Wealth Management, LLC | 0.08% | New | 3,300 | $211K |
| Caxton Associates LP | 0.01% | New | 3,202 | $205K |
| Corton Capital Inc. | 0.12% | New | 3,152 | $202K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.8% | 2,964 | $190K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 2,841 | $182K |
| KBC Group NV | 0.00% | Add +92.3% | 2,641 | $169K |
| Delta Asset Management LLC | 0.01% | No change | 2,599 | $167K |
| SG Americas Securities, LLC | 0.00% | Reduce -87.0% | 2,476 | $159K |
| Allworth Financial LP | 0.00% | Add +11650.0% | 2,115 | $147K |
| Penserra Capital Management LLC | 0.00% | Reduce -41.8% | 2,114 | $135K |
| Covestor Ltd | 0.08% | Reduce -13.9% | 2,081 | $133K |
| Advisors Asset Management, Inc. | 0.00% | Add +40.6% | 1,964 | $126K |
| Amalgamated Bank | 0.00% | Add +30.0% | 1,819 | $117K |
| Assetmark, Inc. | 0.00% | Add +0.1% | 1,652 | $106K |
| Ofi Invest Asset Management | 0.00% | — | 1,650 | $102K |
| Huntington National Bank | 0.00% | Add +53.2% | 1,474 | $94K |
| Virtus Fund Advisers, LLC | 0.29% | Add +3.6% | 1,454 | $93K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.6% | 1,180 | $76K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -21.0% | 1,063 | $68K |
| CoreCap Advisors, LLC | 0.00% | New | 995 | $64K |
| Simplex Trading, LLC | 0.00% | New | 987 | $63K |
| Johnson Financial Group, Inc. | 0.00% | Add +273.8% | 826 | $59K |
| Blue Trust, Inc. | 0.00% | Reduce -58.1% | 897 | $57K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -12.7% | 825 | $53K |
| Avior Wealth Management, LLC | 0.00% | Add +1.9% | 801 | $51K |
| Cwm, LLC | 0.00% | Add +7.5% | 790 | $51K |
| SBI Securities Co., Ltd. | 0.00% | — | 495 | $32K |
| First Horizon Advisors, Inc. | 0.00% | Add +18.2% | 435 | $28K |
| Quadrant Capital Group LLC | 0.00% | Add +18.4% | 398 | $26K |
| Raleigh Capital Management Inc. | 0.01% | New | 392 | $25K |
| Global Retirement Partners, LLC | 0.00% | New | 385 | $25K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 323 | $23K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 337 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -47.7% | 302 | $19K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -95.4% | 300 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +175.2% | 289 | $19K |
| Private Trust Co. NA | 0.00% | Add +68.2% | 249 | $16K |
| GAMMA Investing LLC | 0.00% | Add +67.6% | 176 | $11K |
| MCF Advisors LLC | 0.00% | No change | 170 | $11K |
| Nisa Investment Advisors, LLC | 0.00% | Add +20.0% | 156 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +121.4% | 155 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 147 | $10K |
| Hexagon Capital Partners LLC | 0.00% | New | 146 | $9K |
| Lindbrook Capital, LLC | 0.00% | Add +1.5% | 132 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 127 | $8K |
| US Bancorp \de | 0.00% | Add +40.0% | 126 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | New | 120 | $8K |
| REAP Financial Group, LLC | 0.00% | New | 97 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 85 | $5K |
| LRI Investments, LLC | 0.00% | No change | 77 | $5K |
| Synergy Asset Management, LLC | 0.00% | New | 100 | $5K |
| Principal Securities, Inc. | 0.00% | New | 65 | $4K |
| Bogart Wealth, LLC | 0.00% | New | 59 | $4K |
| Quarry LP | 0.00% | New | 56 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | New | 56 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +766.7% | 52 | $3K |
| Rothschild Investment LLC | 0.00% | Add +11.1% | 50 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 40 | $3K |
| Kestra Investment Management, LLC | 0.00% | New | 38 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 36 | $2K |
| Arax Advisory Partners | 0.00% | Add +50.0% | 33 | $2K |
| Sierra Ocean, LLC | 0.00% | — | 30 | $2K |
| Whipplewood Advisors, LLC | 0.00% | — | 30 | $2K |
| Concord Wealth Partners | 0.00% | No change | 22 | $1K |
| Bellevue Asset Management, LLC | 0.00% | New | 21 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 17 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $962 |
| Signaturefd, LLC | 0.00% | Add +62.5% | 13 | $833 |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 12 | $769 |
| WPG Advisers, LLC | 0.00% | — | 11 | $705 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -38.5% | 8 | $513 |
| Bell Investment Advisors, Inc | 0.00% | New | 7 | $449 |
| BankPlus Trust Department | 0.00% | — | 6 | $385 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 3 | $195 |
| National Bank of Canada | 0.00% | No change | 1 | $64 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is INTA's weight in each manager's 13F, not the share of Intapp Inc. the manager owns.