Intapp (INTA)
Builds industry-cloud software for dealmaking, compliance, billing, collaboration, and governed AI.
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Sells subscription-led software for professional and financial services firms, spanning DealCloud, compliance, time and billing, collaboration, and AI/data products. The business runs as one reportable segment and depends on renewal, expansion, cloud migration, and adoption of governed AI in regulated client workflows.
Provides industry-cloud software for partner-led professional and financial services firms, including accounting, consulting, investment banking, legal, private capital, and real assets clients. Products are sold mainly through subscriptions and include DealCloud, compliance tools, Intapp Time, Intapp Billstream, collaboration workspaces, and AI/data capabilities inside Intapp Intelligent Cloud.
Customer work is concentrated in regulated, relationship-heavy workflows where data control, conflicts, commitments, billing accuracy, and Microsoft collaboration matter. The company expanded from a legal-market integration product into a broader platform through internal launches and acquisitions such as DealCloud, Billstream, TermSheet, and data/AI assets.
International reach exists, but employees are primarily in the U.S. and U.K.; the context does not disclose revenue by geography. Future execution depends on subscription renewals and expansion, SaaS migration as license revenue declines, security and privacy performance, and client adoption of governed AI.
Company facts
Categories
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 5, 2026 | Truist Financial | Target | $35 | $45 | |
| Aug 5, 2026 | Barclays | Reiterate | Underweight | $25 | $29 |
| May 6, 2026 | Barclays | Reiterate | Underweight | $35 | $25 |
| Apr 23, 2026 | UBS | Reiterate | Buy | $54 | $46 |
| Feb 26, 2026 | Stifel Nicolaus | Target | $40 | $35 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $162.8M · Total debt $15.9M · Total assets $753.7M · Shareholders' equity $317.6M
- Revenue
- $152.5M
- Operating income
- −$4.2M
- Net income
- −$5.5M
No dividends on record.
| Institutions261 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 88.72% | 68.37M shares | |
| Insiders14 holders · as of Sep 2, 2026 | 12.03% | 9.27M shares | |
| Adds to | 100.75% |
77.06M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 100.75%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Temasek Holdings (Private) LtdInstitution | 22.25% | 17.15M | 13Fas of Jun 30, 2026 |
John T. Hall1Insiderdirector, officer: Chief Executive Officer | 9.20% | 6.58M | 13Gfiled Sep 2, 2026 ↗ |
BlackRock, Inc.Institution | 6.88% | 5.30M | 13Fas of Jun 30, 2026 |
FMR LLCInstitution | 6.56% | 5.05M | 13Fas of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.26% | 4.06M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
- John T. Hall's transaction reports restate only vehicles that traded; the 2025 ownership statement (6.58M) plus the 512.0K net shares acquired since is used instead.
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 31, 2026 | John T. Hall | director, officer: Chief Executive Officer | −3,000 | $43.27 |
| Aug 24, 2026 | David H. Jr Morton | officer: Chief Financial Officer | −10,000 | $40.88 |
| Aug 24, 2026 | Dustin de Forest Sedgwick | officer: Chief Marketing Officer | −1,474 | $41.21 |
| Aug 24, 2026 | John T. Hall | director, officer: Chief Executive Officer | −65,802 | $41.20 |
| Aug 19, 2026 | George R. Neble | director | −2,624 | $40.00 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Intapp | $41.51 | −1.68% | $3.20B | — | 26.0 | 5.5 | +18.2% |
| Salesforce | $260.05 | +1.21% | $210.43B | 23.4 | 17.6 | 4.8 | +10.8% |
| Microsoft | $498.16 | +0.27% | $3.69T | 27.7 | 25.4 | 11.1 | +17.8% |
| SS&C Technologies | $82.54 | +0.77% | $19.37B | 23.7 | 11.1 | 3.0 | +10.4% |
| Thomson Reuters | $105.91 | −0.41% | $46.22B | 28.3 | 22.1 | 5.9 | +7.0% |
| RELX (ADR) | $35.45 | +0.81% | $61.37B | 20.6 | — | 4.7 | +0.4% |
| Morningstar | $209.50 | −0.14% | $7.87B | 19.9 | 16.3 | 3.1 | +9.6% |
| Median | 23.6 | 17.6 | 4.7 | +10.0% |