IntappINTA
13F holders, Q3 2025 (September 30)261holders −21
42new positions
61sold out
9famous investors
$40.90avg. 13F price*
At the end of Q3 2025, 261 institutions reported holding Intapp Inc. (INTA) in their 13F filings, down 21 from Q2 2025. 42 opened new positions and 61 sold out. The largest holders were Temasek Holdings (Private) Ltd ($701.3M), Vanguard Group Inc. ($278.3M) and BlackRock, Inc. ($185.7M). 9 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Intapp Inc.
- CUSIP
- 45827U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $86.0M |
| Exits | 61 | $148.9M |
All 13F filers, Q2 2025 → Q3 2025: 8,637,735 shares bought and 10,052,578 shares sold, net −1,414,843 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| Temasek Holdings (Private) Ltd | 2.44% | No change | 17,146,805 | $701.3M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 6,804,903 | $278.3M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 4,541,523 | $185.7M |
| Capital World Investors | 0.02% | Add +13.5% | 2,892,169 | $118.3M |
| Baron Capital (BAMCO) | 0.31% | Add +6.7% | 2,880,950 | $117.8M |
| FMR LLC | 0.00% | Add +26.3% | 2,310,478 | $94.5M |
| Wellington Management Group LLP | 0.01% | Add +143.7% | 1,891,556 | $77.4M |
| Alliancebernstein L.P. | 0.02% | Add +7.4% | 1,810,883 | $74.1M |
| Jennison Associates LLC | 0.04% | Add +8.3% | 1,766,451 | $72.2M |
| Praesidium Investment Management Company, LLC | 13.91% | Add +26.2% | 1,743,083 | $71.3M |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 1,437,651 | $58.8M |
| Luxor Capital Group, LP | 7.62% | Reduce -16.4% | 1,336,671 | $54.7M |
| State Street Corp. | 0.00% | Reduce -0.3% | 1,296,294 | $53.0M |
| Brown Brothers Harriman & Co. | 0.28% | New | 1,108,767 | $45.3M |
| GW&K Investment Management, LLC | 0.40% | Add +12.8% | 1,097,150 | $44.9M |
| Fuller & Thaler Asset Management, Inc. | 0.14% | Add +0.3% | 1,025,758 | $42.0M |
| Bank of America Corp. | 0.00% | Reduce -18.8% | 1,008,860 | $41.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1830.7% | 895,975 | $36.6M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -51.0% | 815,734 | $33.4M |
| Clearbridge Investments, LLC | 0.02% | Reduce -0.8% | 794,562 | $32.5M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -47.1% | 704,192 | $28.8M |
| Franklin Resources Inc. | 0.01% | Reduce -7.8% | 648,477 | $26.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +52.8% | 594,403 | $24.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +8.3% | 557,085 | $22.8M |
| D. E. Shaw & Co. | 0.02% | Add +123.6% | 557,123 | $22.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +90094.4% | 533,951 | $21.8M |
| Northern Trust Corp. | 0.00% | Add +0.6% | 528,099 | $21.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.9% | 521,215 | $21.3M |
| TimesSquare Capital Management, LLC | 0.30% | Reduce -0.6% | 510,277 | $20.9M |
| Nuveen, LLC | 0.00% | Reduce -15.0% | 443,612 | $18.1M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -69.8% | 369,676 | $15.1M |
| Millennium Management | 0.01% | Reduce -29.0% | 368,691 | $15.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -12.9% | 345,481 | $14.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -29.0% | 331,841 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.5% | 316,430 | $12.9M |
| Trexquant Investment LP | 0.13% | Add +100.5% | 314,734 | $12.9M |
| Voloridge Investment Management, LLC | 0.04% | Add +107.3% | 314,493 | $12.9M |
| UBS Group AG | 0.00% | Add +152.9% | 313,301 | $12.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.1% | 307,330 | $12.6M |
| Marshall Wace, LLP | 0.01% | Add +1956.8% | 276,063 | $11.3M |
| Two Sigma Investments, LP | 0.02% | New | 275,528 | $11.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -33.3% | 272,410 | $11.1M |
| Renaissance Technologies | 0.01% | Add +5.6% | 238,600 | $9.8M |
| Brown Capital Management LLC | 0.36% | New | 213,715 | $8.7M |
| Panagora Asset Management Inc. | 0.03% | Add +0.4% | 204,521 | $8.4M |
| Morgan Stanley | 0.00% | Reduce -21.2% | 203,076 | $8.3M |
| Zacks Investment Management | 0.06% | Add +3.4% | 181,583 | $7.4M |
| Deutsche Bank AG | 0.00% | Reduce -19.0% | 170,418 | $7.0M |
| M&G PLC | 0.04% | Add +3.3% | 165,926 | $6.8M |
| Palisades Investment Partners, LLC | 2.65% | Add +0.6% | 165,053 | $6.8M |
| Man Group plc | 0.01% | New | 147,816 | $6.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -40.9% | 137,419 | $5.6M |
| George Kaiser Family Foundation | 0.77% | Add +30.1% | 133,817 | $5.5M |
| Nordea Investment Management AB | 0.00% | Add +3.7% | 129,545 | $5.3M |
| Kornitzer Capital Management Inc. | 0.11% | Add +21.6% | 128,180 | $5.2M |
| Nicholas Company, Inc. | 0.09% | Add +33.2% | 127,705 | $5.2M |
| BNP Paribas Financial Markets | 0.00% | Add +13.6% | 123,858 | $5.1M |
| Prudential Financial Inc. | 0.01% | Reduce -65.7% | 122,945 | $5.0M |
| Acadian Asset Management LLC | 0.01% | Add +321.1% | 110,809 | $4.5M |
| Swiss National Bank | 0.00% | Add +3.5% | 109,800 | $4.5M |
| Tudor Investment Corporation | 0.03% | Add +737.0% | 108,321 | $4.4M |
| Jump Financial, LLC | 0.06% | Reduce -35.5% | 101,692 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Add +26.6% | 95,745 | $3.9M |
| Alamar Capital Management, LLC | 2.00% | Add +13.9% | 92,345 | $3.8M |
| Jasper Ridge Partners, L.P. | 0.08% | No change | 89,993 | $3.7M |
| Voya Investment Management LLC | 0.00% | Reduce -79.0% | 89,846 | $3.7M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 89,218 | $3.6M |
| Quantinno Capital Management LP | 0.01% | Add +0.2% | 89,150 | $3.6M |
| Barclays PLC | 0.00% | Reduce -22.9% | 86,861 | $3.6M |
| Citadel Advisors | 0.00% | Add +77.6% | 84,070 | $3.4M |
| Rhumbline Advisers | 0.00% | Reduce -4.8% | 81,510 | $3.3M |
| F/m Investments LLC | 0.11% | Reduce -0.8% | 70,167 | $2.9M |
| Walleye Capital LLC | 0.02% | Add +148.1% | 67,332 | $2.8M |
| Legal & General Group Plc | 0.00% | Reduce -0.9% | 67,188 | $2.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | New | 63,823 | $2.6M |
| Next Century Growth Investors LLC | 0.18% | Reduce -55.2% | 59,757 | $2.4M |
| Kennedy Capital Management LLC | 0.05% | Add +17.1% | 59,426 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +40.8% | 58,946 | $2.4M |
| Sei Investments Co. | 0.00% | Add +17.8% | 57,803 | $2.4M |
| Verition Fund Management LLC | 0.01% | Add +28.9% | 56,653 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +41.5% | 56,384 | $2.3M |
| Capital Fund Management S.A. | 0.02% | Add +56.6% | 55,763 | $2.3M |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 53,898 | $2.2M |
| Invesco Ltd. | 0.00% | Reduce -96.4% | 52,595 | $2.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -49.3% | 51,702 | $2.1M |
| AQR Capital Management | 0.00% | Add +155.0% | 49,371 | $2.0M |
| Squarepoint Ops LLC | 0.00% | Reduce -57.9% | 48,979 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +31.2% | 48,785 | $2.0M |
| Headlands Technologies LLC | 0.15% | Add +849.8% | 46,190 | $1.9M |
| Level Four Advisory Services, LLC | 0.06% | Add +60.9% | 41,440 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.7% | 39,909 | $1.6M |
| Woodline Partners LP | 0.01% | Reduce -7.2% | 38,798 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Reduce -10.0% | 38,220 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -56.9% | 38,061 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -85.5% | 37,629 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +38.2% | 36,188 | $1.5M |
| LPL Financial LLC | 0.00% | Add +7.6% | 34,846 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -54.3% | 33,477 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | No change | 33,219 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 32,860 | $1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +377.9% | 32,297 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | New | 30,500 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +47.6% | 30,075 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.8% | 30,164 | $1.2M |
| Rezny Wealth Management, Inc. | 0.27% | Add +2.1% | 29,333 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -19.4% | 29,331 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +39.2% | 26,908 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -19.1% | 26,770 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -13.6% | 26,277 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -9.8% | 26,000 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -69.2% | 24,892 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +51.9% | 24,660 | $1.0M |
| Dark Forest Capital Management LP | 0.04% | New | 24,639 | $1.0M |
| Knights of Columbus Asset Advisors LLC | 0.06% | Add +2.4% | 24,168 | $988K |
| Janus Henderson Group PLC | 0.00% | No change | 22,673 | $927K |
| Amundi | 0.00% | No change | 22,631 | $901K |
| Comerica Bank | 0.00% | Reduce -68.2% | 19,728 | $807K |
| Benjamin Edwards Inc. | 0.01% | Add +75.2% | 19,647 | $803K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.7% | 19,225 | $786K |
| STRS Ohio | 0.00% | No change | 19,200 | $785K |
| Voleon Capital Management LP | 0.02% | New | 19,033 | $778K |
| Truvestments Capital LLC | 0.14% | Add +9.8% | 18,923 | $774K |
| Twinbeech Capital LP | 0.03% | Reduce -88.1% | 18,139 | $742K |
| TD Asset Management Inc | 0.00% | Reduce -56.3% | 17,576 | $719K |
| Los Angeles Capital Management LLC | 0.00% | Add +131.7% | 17,562 | $718K |
| Engineers Gate Manager LP | 0.01% | Reduce -90.2% | 17,353 | $710K |
| Handelsbanken Fonder AB | 0.00% | No change | 16,900 | $691K |
| Arizona State Retirement System | 0.00% | Add +3.4% | 16,763 | $686K |
| Park Avenue Securities LLC | 0.01% | Add +65.8% | 16,028 | $656K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +29.4% | 15,782 | $645K |
| OP Asset Management Ltd | 0.01% | Add +106.2% | 15,331 | $627K |
| SG Americas Securities, LLC | 0.00% | Add +348.9% | 15,097 | $617K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -0.2% | 15,032 | $615K |
| Capstone Investment Advisors, LLC | 0.01% | Add +138.7% | 14,874 | $608K |
| Commerce Bank | 0.00% | Add +23.8% | 14,860 | $608K |
| Keybank National Association | 0.00% | Reduce -3.2% | 14,479 | $592K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -4.2% | 13,999 | $573K |
| Citigroup Inc. | 0.00% | Reduce -49.4% | 13,795 | $564K |
| State of Wisconsin Investment Board | 0.00% | Add +0.7% | 13,577 | $555K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 13,200 | $540K |
| Brevan Howard Capital Management LP | 0.01% | Add +61.0% | 13,078 | $535K |
| Fiduciary Trust Co | 0.01% | Add +32.9% | 11,993 | $491K |
| Malaga Cove Capital, LLC | 0.17% | Add +2.5% | 11,757 | $481K |
| KLP Kapitalforvaltning As | 0.00% | No change | 11,700 | $479K |
| Natixis Advisors, LLC | 0.00% | Add +2.2% | 11,603 | $475K |
| Creative Planning | 0.00% | Add +16.3% | 11,137 | $456K |
| Bridgewater Associates | 0.00% | New | 10,377 | $424K |
| ProShare Advisors LLC | 0.00% | Reduce -15.0% | 9,672 | $396K |
| Graham Capital Management, L.P. | 0.02% | Reduce -82.1% | 9,540 | $390K |
| Oak Associates Ltd. | 0.02% | No change | 9,498 | $388K |
| Gsa Capital Partners LLP | 0.03% | New | 9,117 | $373K |
| Virtus Advisers, LLC | 0.21% | No change | 8,928 | $365K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.3% | 8,804 | $360K |
| Pictet Asset Management Holding SA | 0.00% | Add +14.6% | 8,547 | $350K |
| Fox Run Management, L.L.C. | 0.05% | Reduce -75.7% | 8,515 | $348K |
| Atria Investments, Inc | 0.00% | Add +6.0% | 8,434 | $345K |
| Diversified Trust Co. | 0.01% | Add +7.5% | 8,384 | $343K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.4% | 8,346 | $341K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.8% | 8,167 | $334K |
| Freestone Grove Partners LP | 0.00% | New | 8,092 | $331K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.8% | 8,116 | $325K |
| DC Investments Management, LLC | 0.13% | No change | 7,832 | $320K |
| Rockefeller Capital Management L.P. | 0.00% | New | 7,805 | $319K |
| Principal Securities, Inc. | 0.01% | Add +21.7% | 7,638 | $312K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,200 | $294K |
| Aigen Investment Management, LP | 0.04% | Reduce -39.4% | 6,741 | $276K |
| Sowell Financial Services LLC | 0.01% | Add +38.8% | 6,477 | $265K |
| XTX Topco Ltd | 0.01% | New | 6,384 | $261K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,377 | $261K |
| Personal Cfo Solutions, LLC | 0.05% | New | 6,289 | $257K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -0.3% | 6,270 | $256K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,029 | $247K |
| Sherbrooke Park Advisers LLC | 0.11% | New | 5,939 | $243K |
| Vident Advisory, LLC | 0.00% | Reduce -0.7% | 5,807 | $238K |
| Quantbot Technologies LP | 0.01% | Reduce -83.8% | 5,695 | $233K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +16.8% | 5,673 | $232K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.1% | 5,509 | $225K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,436 | $222K |
| ExodusPoint Capital Management, LP | 0.00% | New | 5,392 | $221K |
| Russell Investments Group, Ltd. | 0.00% | Add +176.5% | 5,109 | $209K |
| AlphaQuest LLC | 0.01% | Reduce -35.0% | 4,955 | $203K |
| State of Tennessee, Department of Treasury | 0.00% | New | 4,876 | $199K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -16.6% | 4,725 | $193K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | Add +76.9% | 4,520 | $185K |
| Point72 Asset Management | 0.00% | New | 4,344 | $178K |
| State of Alaska, Department of Revenue | 0.00% | New | 4,258 | $174K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.8% | 3,743 | $153K |
| Simplex Trading, LLC | 0.00% | Add +3.2% | 3,441 | $140K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.6% | 2,924 | $120K |
| Delta Asset Management LLC | 0.01% | No change | 2,599 | $106K |
| Federated Hermes, Inc. | 0.00% | Reduce -98.6% | 2,497 | $102K |
| Covestor Ltd | 0.05% | Add +42.0% | 2,410 | $99K |
| Royal Bank of Canada | 0.00% | Reduce -71.8% | 2,228 | $91K |
| Allworth Financial LP | 0.00% | Add +3.9% | 2,206 | $90K |
| KBC Group NV | 0.00% | No change | 1,988 | $81K |
| Amalgamated Bank | 0.00% | No change | 1,825 | $75K |
| Assetmark, Inc. | 0.00% | Add +33.2% | 1,765 | $72K |
| Advisors Asset Management, Inc. | 0.00% | Add +0.2% | 1,707 | $70K |
| Neo Ivy Capital Management | 0.02% | Reduce -5.3% | 1,662 | $68K |
| Cwm, LLC | 0.00% | Add +77.8% | 1,604 | $66K |
| Advisory Services Network, LLC | 0.00% | New | 1,604 | $66K |
| Shell Asset Management Co. | 0.01% | Reduce -59.4% | 1,537 | $63K |
| Group One Trading LLC | 0.00% | New | 1,497 | $61K |
| Blue Trust, Inc. | 0.00% | Add +27.9% | 1,421 | $58K |
| Point72 Europe (London) LLP | 0.00% | New | 1,382 | $57K |
| State of Wyoming | 0.00% | Reduce -13.1% | 909 | $37K |
| Huntington National Bank | 0.00% | Reduce -61.1% | 899 | $37K |
| Point72 Hong Kong Ltd | 0.00% | New | 739 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.1% | 676 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.1% | 672 | $27K |
| Summit Securities Group LLC | 0.01% | Reduce -15.4% | 522 | $21K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 517 | $21K |
| REAP Financial Group, LLC | 0.00% | Add +2.5% | 493 | $20K |
| Versant Capital Management, Inc | 0.00% | Add +185.0% | 456 | $19K |
| Quadrant Capital Group LLC | 0.00% | New | 336 | $14K |
| Arax Advisory Partners | 0.00% | Add +628.3% | 335 | $14K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -4.6% | 331 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Add +565.8% | 253 | $10K |
| Optiver Holding B.V. | 0.00% | Add +10.8% | 225 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 224 | $9K |
| Jones Financial Companies LLLP | 0.00% | Add +11.5% | 213 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +2.4% | 218 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -28.0% | 185 | $8K |
| Mather Group, Llc. | 0.00% | New | 180 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | Add +97.7% | 168 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Add +496.3% | 161 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +360.0% | 161 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -45.7% | 152 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -99.4% | 137 | $6K |
| Rise Advisors, LLC | 0.00% | Add +10.1% | 131 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -29.4% | 115 | $5K |
| Quarry LP | 0.00% | Reduce -94.3% | 104 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 104 | $4K |
| US Bancorp \de | 0.00% | No change | 100 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -57.8% | 92 | $4K |
| LRI Investments, LLC | 0.00% | No change | 77 | $3K |
| MCF Advisors LLC | 0.00% | Reduce -55.3% | 76 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -23.5% | 65 | $3K |
| Bellevue Asset Management, LLC | 0.00% | Add +96.9% | 63 | $3K |
| Signaturefd, LLC | 0.00% | Add +9.3% | 47 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 43 | $2K |
| Westfuller Advisors, LLC | 0.00% | New | 35 | $1K |
| WPG Advisers, LLC | 0.00% | New | 32 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 29 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +190.0% | 29 | $1K |
| S&T Bank | 0.00% | New | 27 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | New | 26 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 26 | $1K |
| Bessemer Group Inc. | 0.00% | Reduce -5.7% | 33 | $1K |
| Concord Wealth Partners | 0.00% | No change | 22 | $900 |
| Essential Partners LLC | 0.00% | New | 12 | $491 |
| Bare Financial Services, Inc | 0.00% | Reduce -45.0% | 11 | $450 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 9 | $368 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 8 | $327 |
| Parallel Advisors, LLC | 0.00% | Reduce -86.2% | 8 | $327 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 7 | $280 |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -88.7% | 6 | $245 |
| Anfield Capital Management, LLC | 0.00% | New | 5 | $205 |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 4 | $164 |
| Clearstead Advisors, LLC | 0.00% | Reduce -99.8% | 1 | $41 |
| 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.