INTANasdaqServices-Prepackaged SoftwareFiscal year ends June 30
Intapp, Inc.
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 14, 2026
$44.29+0.65 (+1.49%)
Close on Oct 19, 2026
- Market cap
- $3.39B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.6%
68M of 77M shares
Institutional holders
249
49 new, 37 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 45 sales
Net sold $18.68M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| John Hall | 6,579,790 | 8.01% | 13G (passive) amendment | Mar 31, 2025 |
| Abigail P. Johnson | 5,054,981 | 6.60% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 4,614,813 | 6.00% | 13G (passive) | Dec 31, 2024 |
| Vanguard Portfolio Management | 4,110,408 | 5.33% | 13G (passive) | Jun 30, 2026 |
| Temasek Holdings (Private) Limited | 17,146,805 | 24.60% | 13D (active) amendment | Nov 14, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of INTA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Temasek Holdings (Private) Ltd | 17,146,805 | 22.41% | $432.27M | – | 1.16% |
| BlackRock, Inc. | 5,301,853 | 6.93% | $133.66M | +231,853 | 0.00% |
| FMR LLC | 5,054,981 | 6.61% | $127.44M | +663,151 | 0.01% |
| Vanguard Portfolio Management LLC | 4,057,276 | 5.30% | $102.28M | +177,934 | 0.00% |
| Vanguard Capital Management LLC | 2,307,038 | 3.02% | $58.16M | −233,722 | 0.00% |
| Cadian Capital Management, LP | 2,180,252 | 2.85% | $54.96M | +931,880 | 4.16% |
| Wellington Management Group Llp | 2,046,759 | 2.68% | $51.60M | +112,735 | 0.01% |
| Brown Brothers Harriman & Co | 1,999,330 | 2.61% | $50.40M | +781,381 | 0.22% |
| Bamco Inc /Ny/ | 1,990,657 | 2.60% | $50.18M | −153,613 | 0.08% |
| Geode Capital Management, LLC | 1,508,248 | 1.97% | $38.03M | +70,723 | 0.00% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,505,899 | 1.97% | $37.96M | +350,145 | 0.04% |
| Goldman Sachs Group Inc | 1,500,794 | 1.96% | $37.84M | +122,776 | 0.00% |
| State Street Corp | 1,497,089 | 1.96% | $37.74M | +85,426 | 0.00% |
| Jennison Associates LLC | 1,489,906 | 1.95% | $37.56M | −518,920 | 0.02% |
| D. E. Shaw & Co., Inc. | 956,337 | 1.25% | $24.11M | +93,266 | 0.01% |
| GW&K Investment Management, LLC | 931,064 | 1.22% | $23.47K | +20,197 | 0.18% |
| Franklin Resources Inc | 871,142 | 1.14% | $21.96M | +76,404 | 0.00% |
| Praesidium Investment Management Company, LLC | 783,868 | 1.02% | $19.76M | −1,228,095 | 9.21% |
| Loomis Sayles & Co L P | 782,196 | 1.02% | $19.72M | +99,729 | 0.02% |
| Clearbridge Investments, LLC | 647,601 | 0.85% | $16.33M | −80,110 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 249 | 68M | 88.6% | 49 / 80 | 91 / 37 | 7M | 7M |
| Q1 2026 | 242 | 68M | 89.1% | 35 / 114 | 68 / 53 | 17M | 13M |
| Q4 2025 | 265 | 71M | 93.3% | 53 / 101 | 83 / 44 | 9M | 8M |
| Q3 2025 | 261 | 71M | 92.3% | 43 / 111 | 84 / 62 | 9M | 11M |
| Q2 2025 | 282 | 73M | 94.9% | 43 / 130 | 75 / 30 | 6M | 4M |
| Q1 2025 | 270 | 71M | 93.1% | 52 / 94 | 100 / 34 | 6M | 6M |
| Q4 2024 | 256 | 72M | 94.2% | 63 / 107 | 65 / 21 | 10M | 8M |
| Q3 2024 | 218 | 70M | 91.4% | 55 / 72 | 63 / 24 | 13M | 6M |
| Q2 2024 | 189 | 67M | 87.8% | 42 / 88 | 45 / 27 | 12M | 11M |
| Q1 2024 | 178 | 66M | 86.8% | 33 / 81 | 44 / 25 | 12M | 9M |
| Q4 2023 | 172 | 64M | 83.2% | 31 / 80 | 45 / 15 | 9M | 7M |
| Q3 2023 | 156 | 61M | 79.9% | 32 / 66 | 38 / 43 | 6M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of INTA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Fund | 2,717,252 | 3.55% | $88.83M | 1.01% | Jul 31, 2026 |
| Baron Small Cap Fund | 1,675,000 | 2.19% | $42.23M | 1.48% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,593,999 | 2.08% | $40.18M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,469,046 | 1.92% | $37.03M | 0.04% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,424,762 | 1.86% | $32.90M | 0.02% | May 31, 2026 |
| Fidelity Small Cap Growth K6 Fund | 1,411,810 | 1.85% | $46.15M | 1.00% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,147,890 | 1.50% | $28.94M | 0.02% | Jun 30, 2026 |
| Franklin Small Cap Growth Fund | 699,438 | 0.91% | $22.86M | 0.93% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 658,942 | 0.86% | $16.61M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 614,368 | 0.80% | $20.08M | 0.06% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 611,548 | 0.80% | $15.42M | 0.02% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 578,948 | 0.76% | $18.93M | 0.26% | Jul 31, 2026 |
| PGIM Jennison Small Company Fund | 551,043 | 0.72% | $13.89M | 0.40% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 518,351 | 0.68% | $13.07M | 0.08% | Jun 30, 2026 |
| Loomis Sayles Small Cap Growth Fund | 423,319 | 0.55% | $10.67M | 0.47% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John T. Hall | Chief Executive Officer, Director | 5,814,808 | 7.60% | Sep 23, 2026 |
| Thad Jampol | Chief Product Officer | 969,753 | 1.27% | Sep 3, 2026 |
| David H. Morton Jr | Chief Financial Officer | 120,074 | 0.16% | Aug 26, 2026 |
| Dustin de Forest Sedgwick | Chief Marketing Officer | 22,112 | 0.03% | Aug 26, 2026 |
| David Benjamin Harrison | President, Industries | 67,901 | 0.09% | Aug 21, 2026 |
| Donald F. Coleman | Chief Operating Officer | 1,118,677 | 1.46% | Aug 21, 2026 |
| Lyra Amber Schramm | Chief People & Places Officer | – | – | Jul 6, 2026 |
| Michele Murgel | Chief People & Places Officer | 233,632 | 0.31% | Jun 30, 2026 |
| Scott Fitzgerald | Chief Marketing Officer | 47,062 | 0.06% | Aug 25, 2025 |
| George R. Neble | Director | 30,465 | 0.04% | Aug 21, 2026 |
| Beverly Allen | Director | 38,237 | 0.05% | Nov 20, 2025 |
| Charles E. Moran | Director | 30,851 | 0.04% | Nov 20, 2025 |
| Nancy L. Harris | Director | 41,419 | 0.05% | Nov 20, 2025 |
| Marie Wieck | Director | 52,389 | 0.07% | Nov 20, 2025 |
| Ralph Baxter | Director | 14,466 | 0.02% | Nov 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John T. Hall Chief Executive Officer, Director | Sep 21, 2026 | Sale(10b5-1 plan) | −3,000 | $36.74 | $110.22K | 5,814,808 |
| John T. Hall Chief Executive Officer, Director | Sep 21, 2026 | Option exercise | +3,000 | $7.45 | $22.35K | 5,817,808 |
| John T. Hall Chief Executive Officer, Director | Sep 14, 2026 | Option exercise | +3,000 | $7.45 | $22.35K | 5,817,808 |
| John T. Hall Chief Executive Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −3,000 | $37.93 | $113.79K | 5,814,808 |
| John T. Hall Chief Executive Officer, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −3,000 | $39.59 | $118.77K | 5,814,808 |
| John T. Hall Chief Executive Officer, Director | Sep 8, 2026 | Option exercise | +3,000 | $7.45 | $22.35K | 5,817,808 |
| Thad Jampol Chief Product Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −3,804 | $41.66 | $158.47K | 934,781 |
| Thad Jampol Chief Product Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −1,196 | $42.25 | $50.53K | 933,585 |
| John T. Hall Chief Executive Officer, Director | Aug 31, 2026 | Sale(10b5-1 plan) | −3,000 | $43.27 | $129.81K | 5,814,808 |
| John T. Hall Chief Executive Officer, Director | Aug 31, 2026 | Option exercise | +3,000 | $7.45 | $22.35K | 5,817,808 |
| David H. Morton Jr Chief Financial Officer | Aug 24, 2026 | Sale(10b5-1 plan) | −10,000 | $40.88 | $408.80K | 120,074 |
| Dustin de Forest Sedgwick Chief Marketing Officer | Aug 24, 2026 | Sale(10b5-1 plan) | −1,200 | $41.33 | $49.60K | 22,112 |
| Dustin de Forest Sedgwick Chief Marketing Officer | Aug 24, 2026 | Sale(10b5-1 plan) | −274 | $40.71 | $11.15K | 23,312 |
| John T. Hall Chief Executive Officer, Director | Aug 24, 2026 | Sale(10b5-1 plan) | −46,845 | $41.33 | $1.94M | 5,814,808 |
| John T. Hall Chief Executive Officer, Director | Aug 24, 2026 | Option exercise | +3,000 | $7.45 | $22.35K | 5,880,610 |
| John T. Hall Chief Executive Officer, Director | Aug 24, 2026 | Sale(10b5-1 plan) | −18,957 | $40.86 | $774.58K | 5,861,653 |
| Dustin de Forest Sedgwick Chief Marketing Officer | Aug 20, 2026 | Tax withholding | −6,341 | $40.09 | $254.21K | 23,586 |
| Dustin de Forest Sedgwick Chief Marketing Officer | Aug 20, 2026 | Option exercise | +4,863 | – | – | 18,677 |
| Dustin de Forest Sedgwick Chief Marketing Officer | Aug 20, 2026 | Option exercise | +11,250 | – | – | 29,927 |
| David H. Morton Jr Chief Financial Officer | Aug 20, 2026 | Option exercise | +8,698 | – | – | 157,611 |
| David H. Morton Jr Chief Financial Officer | Aug 20, 2026 | Tax withholding | −47,334 | $40.09 | $1.90M | 130,074 |
| David H. Morton Jr Chief Financial Officer | Aug 20, 2026 | Option exercise | +12,500 | – | – | 177,408 |
| David H. Morton Jr Chief Financial Officer | Aug 20, 2026 | Option exercise | +4,548 | – | – | 162,159 |
| David H. Morton Jr Chief Financial Officer | Aug 20, 2026 | Option exercise | +2,749 | – | – | 164,908 |
| Thad Jampol Chief Product Officer | Aug 20, 2026 | Option exercise | +1,974 | – | – | 950,196 |
| Thad Jampol Chief Product Officer | Aug 20, 2026 | Tax withholding | −26,611 | $40.09 | $1.07M | 938,585 |
| Thad Jampol Chief Product Officer | Aug 20, 2026 | Option exercise | +15,000 | – | – | 965,196 |
| Thad Jampol Chief Product Officer | Aug 20, 2026 | Option exercise | +3,257 | – | – | 948,222 |
| David Benjamin Harrison President, Industries | Aug 20, 2026 | Option exercise | +1,750 | – | – | 67,901 |
| David Benjamin Harrison President, Industries | Aug 20, 2026 | Option exercise | +2,890 | – | – | 66,151 |
| David Benjamin Harrison President, Industries | Aug 20, 2026 | Option exercise | +11,250 | – | – | 79,151 |
| David Benjamin Harrison President, Industries | Aug 20, 2026 | Tax withholding | −23,268 | $40.09 | $932.81K | 55,883 |
| John T. Hall Chief Executive Officer, Director | Aug 20, 2026 | Option exercise | +8,605 | – | – | 5,909,223 |
| John T. Hall Chief Executive Officer, Director | Aug 20, 2026 | Option exercise | +5,948 | – | – | 5,915,171 |
| John T. Hall Chief Executive Officer, Director | Aug 20, 2026 | Option exercise | +27,500 | – | – | 5,942,671 |
| John T. Hall Chief Executive Officer, Director | Aug 20, 2026 | Tax withholding | −65,061 | $40.09 | $2.61M | 5,877,610 |
| Donald F. Coleman Chief Operating Officer | Aug 20, 2026 | Tax withholding | −24,296 | $40.09 | $974.03K | 554,282 |
| Donald F. Coleman Chief Operating Officer | Aug 20, 2026 | Option exercise | +3,132 | – | – | 565,429 |
| Donald F. Coleman Chief Operating Officer | Aug 20, 2026 | Option exercise | +11,250 | – | – | 578,578 |
| Donald F. Coleman Chief Operating Officer | Aug 20, 2026 | Option exercise | +1,899 | – | – | 567,328 |
| David H. Morton Jr Chief Financial Officer | Aug 19, 2026 | Award | +64,523 | – | – | 148,913 |
| Thad Jampol Chief Product Officer | Aug 19, 2026 | Award | +32,058 | – | – | 944,965 |
| George R. Neble Director | Aug 19, 2026 | Sale(10b5-1 plan) | −2,624 | $40.00 | $104.96K | 30,465 |
| David Benjamin Harrison President, Industries | Aug 19, 2026 | Award | +29,675 | – | – | 63,261 |
| John T. Hall Chief Executive Officer, Director | Aug 19, 2026 | Award | +85,810 | – | – | 5,900,618 |
| Donald F. Coleman Chief Operating Officer | Aug 19, 2026 | Award | +31,458 | – | – | 562,297 |
| John T. Hall Chief Executive Officer, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −1,700 | $38.77 | $65.91K | 5,816,108 |
| John T. Hall Chief Executive Officer, Director | Aug 17, 2026 | Option exercise | +3,000 | $7.45 | $22.35K | 5,817,808 |
| John T. Hall Chief Executive Officer, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −1,300 | $39.44 | $51.27K | 5,814,808 |
| Thad Jampol Chief Product Officer | Aug 13, 2026 | Sale(10b5-1 plan) | −1,200 | $41.00 | $49.20K | 912,907 |
| Thad Jampol Chief Product Officer | Aug 13, 2026 | Sale(10b5-1 plan) | −23,800 | $40.75 | $969.85K | 914,107 |
| David H. Morton Jr Chief Financial Officer | Aug 13, 2026 | Sale(10b5-1 plan) | −1,200 | $41.00 | $49.20K | 84,390 |
| David H. Morton Jr Chief Financial Officer | Aug 13, 2026 | Sale(10b5-1 plan) | −18,800 | $40.70 | $765.16K | 85,590 |
| John T. Hall Chief Executive Officer, Director | Aug 10, 2026 | Option exercise | +3,000 | $7.45 | $22.35K | 5,817,808 |
| John T. Hall Chief Executive Officer, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −3,000 | $37.04 | $111.12K | 5,814,808 |
| John T. Hall Chief Executive Officer, Director | Aug 5, 2026 | Sale(10b5-1 plan) | −146,674 | $36.86 | $5.41M | 5,814,808 |
| John T. Hall Chief Executive Officer, Director | Aug 5, 2026 | Option exercise | +75,000 | $7.45 | $558.75K | 5,961,482 |
| Dustin de Forest Sedgwick Chief Marketing Officer | Aug 3, 2026 | Sale(10b5-1 plan) | −3,530 | $35.00 | $123.55K | 13,814 |
| Michele Murgel Chief People & Places Officer | Jun 26, 2026 | Sale(10b5-1 plan) | −14,591 | $25.02 | $365.07K | 233,632 |
| John T. Hall Chief Executive Officer, Director | May 20, 2026 | Tax withholding | −34,475 | $20.50 | $706.74K | 5,886,482 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Murgel Michele Officer | Sep 3, 2026 | 32,350 | $1.40M | Sep 3, 2026 | Exercised Shares |
| Sedgwick Dustin Officer | Aug 24, 2026 | 1,474 | $60.95K | Aug 24, 2026 | Restricted Stock Units |
| Morton David Officer | Aug 24, 2026 | 10,000 | $413.50K | Aug 24, 2026 | Restricted Stock Units |
| T. Hall John Director, Officer | Aug 24, 2026 | 104,802 | $4.33M | Aug 24, 2026 | Exercise of Stock Options |
| Neble George Director | Aug 19, 2026 | 2,624 | $104.28K | Aug 19, 2026 | Restricted Stock Units |
| Morton David Officer | Aug 13, 2026 | 20,000 | $790.60K | Aug 13, 2026 | Restricted Stock Units and Performance Stock Units |
| Jampol Thad Officer | Aug 13, 2026 | 40,000 | $1.58M | Aug 13, 2026 | Restricted stock units and performance stock units |
| Murgel Michele Officer | Aug 13, 2026 | 10,000 | $395.30K | Aug 13, 2026 | Previously Exercised Stock Options |
| T. Hall John Director, Officer | Aug 10, 2026 | 6,000 | $226.38K | Aug 10, 2026 | Exercise of Stock Options |
| T. Hall John Director, Officer | Aug 5, 2026 | 146,674 | $4.81M | Aug 5, 2026 | Exercise of Stock Options |
| Murgel Michele Officer | Aug 5, 2026 | 5,586 | $183.11K | Aug 5, 2026 | Previously Exercised Stock Options |
| Murgel Michele Officer | Aug 3, 2026 | 2,989 | $97.71K | Aug 3, 2026 | Previously Exercised Stock Options |
| Sedgwick Dustin Officer | Aug 3, 2026 | 3,530 | $115.40K | Aug 3, 2026 | Restricted Stock Units |
| Murgel Michele Officer | Jul 28, 2026 | 7,500 | $220.88K | Jul 28, 2026 | Performance Stock Units |
| Murgel Michele Officer | Jul 16, 2026 | 28,575 | $808.10K | Jul 16, 2026 | Previously Exercised Stock Options |