Intapp, Inc.
US ˙ NasdaqGS ˙ US45827U1097

SecurityINTA / Intapp, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership617,829 shares
Latest Disclosed Value $ 15,871,272
Dimensional Fund Advisors Lp reports 3.97% decrease in ownership of INTA / Intapp, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 617,829 shares of Intapp, Inc. (US:INTA) valued at $15,872,027 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 643,368 shares of Intapp, Inc.. This represents a change in shares of -3.97% during the quarter. The current value of the position is $15,044,136 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F INTAPP COM 45827U109 617,829 -25,539 -3.97 15,871 -46.17 0.0007
2026-02-12 2025-12-31 13F INTAPP COM 45827U109 643,368 86,283 15.49 29,481 29.38 0.0062
2025-11-12 2025-09-30 13F INTAPP COM 45827U109 557,085 42,745 8.31 22,788 -14.17 0.0049
2025-08-12 2025-06-30 13F INTAPP COM 45827U109 514,340 -294,240 -36.39 26,550 -43.76 0.0061
2025-05-13 2025-03-31 13F INTAPP COM 45827U109 808,580 -51,129 -5.95 47,209 -14.32 0.0117
2025-02-13 2024-12-31 13F INTAPP COM 45827U109 859,709 6,541 0.77 55,101 35.03 0.0132
2024-11-07 2024-09-30 13F INTAPP COM 45827U109 853,168 166,672 24.28 40,806 62.11 0.0099
2024-08-09 2024-06-30 13F INTAPP COM 45827U109 686,496 106,668 18.40 25,173 26.57 0.0066
2024-05-10 2024-03-31 13F INTAPP COM 45827U109 579,828 137,821 31.18 19,888 18.35 0.0054
2024-02-07 2023-12-31 13F INTAPP COM 45827U109 442,007 171,548 63.43 16,806 85.38 0.0049
2023-11-09 2023-09-30 13F INTAPP COM 45827U109 270,459 230,370 574.65 9,066 439.58 0.0030
2023-08-09 2023-06-30 13F INTAPP COM 45827U109 40,089 40,089 1,680 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.