Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Intapp Inc (INTA)

237 + Investors. Track Smart Money conviction in INTA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -21
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — INTA

Based on 238 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their INTA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
238 funds currently hold this stock — 84% of the 3.0-year high of 285 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
34 fewer hedge funds hold INTA compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

144 buying127 selling
Last quarter: 144 funds bought or added vs 127 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 45 → 39 → 53 → 36. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 31% medium ■ 27% new
101 out of 238 hedge funds have held INTA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -3%, value -46%

Value
-46%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -46%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~36 new funds/quarter

56 → 45 → 39 → 53 → 36 new funds/Q
New funds entering each quarter: 45 → 39 → 53 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 17% 1-2yr ■ 36% new
Of 244 current holders: 114 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
47 of 238 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — INTA

In 2026 Q1, 144 hedge funds were net buyers of INTA (36 opened a new position, 108 added to an existing one), while 127 reduced or exited (70 trimmed, 57 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 31% of total institutional value in INTA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -21 funds (more exits than new entries). Total institutional holders: 238.

Hedge Fund Ownership: INTA

How many hedge funds hold INTA — quarterly history vs. share price
Quarterly hedge fund ownership of INTA vs. share price

Market Analysis: INTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INTA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Intapp Inc (INTA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much INTA has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
INTA
-7.0%
XLK
+37.9%

INTA outperformed XLK by -44.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
INTA
+13.9%
XLK
+3.9%

Since the filing became public, INTA outperformed XLK by +10.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: INTA
237 + Investors

Track Smart Money conviction in INTA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 237 259 -8.49%
13F Shares 68M 70M -3.4%
Total Value $1.68B $3.13B -46.32%
New Positions 35 53 -18
Increased Positions 107 99 +8
Closed Positions 57 50 +7
Reduced Positions 69 81 -12
Total Calls 3 5 -40.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: INTA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

237 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INTA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 INTA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Praesidium Investment Management Company, LLC 12.35% 2,011,963 $51.7M
2 Cadian Capital Management, LP 3.91% 1,248,372 $32.1M
3 AMS Capital Ltda 3.23% — $8K
4 Palisades Investment Partners, LLC 1.78% 176,459 $4.5M
5 Temasek Holdings (Private) Ltd 1.44% 17,146,805 $440.5M
6 Alamar Capital Management, LLC 1.41% 89,980 $2.3M
7 George Kaiser Family Foundation 0.43% 147,651 $3.8M
8 Brown Capital Management LLC 0.41% 113,419 $2.9M
9 CDC Financial, Inc. 0.34% 20,918 $537K
10 Palogic Value Management, L.P. 0.27% 25,000 $642K
11 Prescott Group Capital Management, L.L.C. 0.24% 93,023 $2.4M
12 Headlands Technologies LLC 0.19% 64,379 $1.7M
13 Brown Brothers Harriman & Co 0.17% 1,217,949 $31.3M
14 Bamco Inc /Ny/ 0.17% 2,144,270 $55.1M
15 Rezny Wealth Management, Inc. 0.17% 30,040 $772K
16 Mine & Arao Wealth Creation & Management, LLC. 0.12% 11,397 $293K
17 Malaga Cove Capital, LLC 0.12% 13,284 $341K
18 Fox Run Management, L.L.C. 0.11% 24,519 $623K
19 Virtus Advisers, LLC 0.11% 8,928 $229K
20 Truvestments Capital LLC 0.10% 21,510 $553K
21 Voloridge Investment Management, LLC 0.10% 923,664 $23.7M
22 Nicholas Company, INC. 0.07% 147,281 $3.8M
23 Trexquant Investment LP 0.06% 335,857 $8.6M
24 Kennedy Capital Management LLC 0.05% 90,106 $2.3M
25 Level Four Advisory Services, LLC 0.05% 54,135 $1.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Intapp Inc (INTA)

What does the Smart Money Trend signal show for INTA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their INTA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for INTA?

Slight buying edge — 53% buying: Last quarter: 144 funds bought or added vs 127 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for INTA holders?

Strong quality — 31% AUM from major funds: 47 of 238 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held INTA?

42% of holders stayed for 2+ years: 101 out of 238 hedge funds have held INTA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Intapp Inc (INTA) following the 2026 Q1 hedge fund 13F filings?

As of today, INTA has moved +13.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLK sector ETF — an outperformance of +10.0%. Since the quarter end (March 31, 2026), INTA has gained -7.0% vs +37.9% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →