Intapp, Inc.
US ˙ NasdaqGS ˙ US45827U1097

SecurityINTA / Intapp, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership47,368 shares
Latest Disclosed Value $ 1,216,884
LPL Financial LLC reports 6.25% increase in ownership of INTA / Intapp, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 47,368 shares of Intapp, Inc. (US:INTA) valued at $1,216,884 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 44,581 shares of Intapp, Inc.. This represents a change in shares of 6.25% during the quarter. The current value of the position is $1,153,411 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)
2026-05-06 2026-03-31 13F INTAPP COM 45827U109 47,368 2,787 6.25 1,217 -40.45 0.0003
2026-02-11 2025-12-31 13F INTAPP COM 45827U109 44,581 9,735 27.94 2,043 43.30 0.0006
2025-11-12 2025-09-30 13F INTAPP COM 45827U109 34,846 2,461 7.60 1,425 -14.72 0.0004
2025-08-12 2025-06-30 13F INTAPP COM 45827U109 32,385 11,745 56.90 1,672 38.79 0.0006
2025-05-07 2025-03-31 13F INTAPP COM 45827U109 20,640 -66 -0.32 1,205 -9.27 0.0005
2025-02-11 2024-12-31 13F INTAPP COM 45827U109 20,706 2,925 16.45 1,327 56.12 0.0005
2024-11-08 2024-09-30 13F INTAPP COM 45827U109 17,781 3,602 25.40 850 63.78 0.0004
2024-08-07 2024-06-30 13F INTAPP COM 45827U109 14,179 -1,291 -8.35 520 -2.08 0.0003
2024-05-10 2024-03-31 13F INTAPP COM 45827U109 15,470 6,143 65.86 531 49.72 0.0003
2024-02-14 2023-12-31 13F INTAPP COM 45827U109 9,327 9,327 355 0.0002
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.