239 hedge funds and large institutions have $1.75B invested in Intapp in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 68 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

36% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 53

46% less capital invested

Capital invested by funds: $3.21B → $1.75B (-$1.47B)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.42M
Puts
$1.64M
Net Calls
Net Calls Change

Top Sellers

1 -$137M
2 -$52.2M
3 -$52M
4
BAMCO Inc
BAMCO Inc
New York
-$35.3M
5
Barclays
Barclays
United Kingdom
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
76
Vanguard Asset Management
$1.29M
LPL Financial
77
LPL Financial
California
$1.22M
Osaic Holdings
78
Osaic Holdings
Arizona
$1.07M
Raymond James Financial
79
Raymond James Financial
Florida
$1.02M
Truist Financial
80
Truist Financial
North Carolina
$987K
First Trust Advisors
81
First Trust Advisors
Illinois
$912K
Ameriprise
82
Ameriprise
Minnesota
$859K
Universal-Beteiligungs- und Servicegesellschaft
83
Universal-Beteiligungs- und Servicegesellschaft
Germany
$831K
MIM
84
MetLife Investment Management
New Jersey
$823K
BEI
85
Benjamin Edwards Inc
Missouri
$793K
IC
86
IEQ Capital
California
$778K
RWM
87
Rezny Wealth Management
Florida
$772K
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$713K
VCM
89
Voleon Capital Management
California
$700K
Mirae Asset Global ETFs Holdings
90
Mirae Asset Global ETFs Holdings
Hong Kong
$689K
BIG
91
Brooklyn Investment Group
New York
$683K
Amundi
92
Amundi
France
$669K
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$651K
PVM
94
Palogic Value Management
Texas
$642K
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$633K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$624K
FRM
97
Fox Run Management
Connecticut
$623K
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$622K
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$615K
PAS
100
Park Avenue Securities
New York
$614K