Intapp, Inc.

Overview

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• TickerINTA on Nasdaq²
• IndustryServices-Prepackaged Software²
• HeadquartersWilmington, United States²
• Incorporated inDE⁴
• Business address3101 Park Boulevard, Palo Alto, Ca 94306⁴
• Filer categoryLarge accelerated filer⁴
• Legal formCorporation²
• LEI529900NMU89HO9PL5020²
• StatusActive²
• LEI statusIssued and current²
• Registered addressc/o CORPORATE CREATIONS NETWORK INC., 1521 CONCORD PIKE SUITE 201, 19803 Wilmington, United States²
• Registered withDivision of Corporations, Department of State, 5244105²

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Intapp is a leading global provider of AI-powered solutions for professional firms in highly regulated industries. Intapp's vertically tailored solutions are purpose-built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, legal, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability.⁵ From its latest annual report

Corporate structure

Intapp, Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Intapp, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

Investments

Intangibles and goodwill

Properties, in its own words

We have eleven offices globally, all in leased or managed premises. Our corporate headquarters is located in Palo Alto, California, and consists of approximately 13,000 square feet of space pursuant to an agreement that expires in August 2028. In addition to our head office, we also maintain ten offices in multiple locations in the U.S. and internationally in the U.K., Portugal, Germany, Ukraine, and Singapore.

We continually assess our facilities requirements in light of the needs of a hybrid workforce and may make changes to our facilities as necessary, which might include adding new facilities as we add employees and enter new geographic markets or reducing our space in certain locations. We believe that suitable additional or alternative space will be available as needed to accommodate any such changes.

Item 2 of the 10-K filed Aug 14, 2026.⁵

Leadership

Who has led Intapp, Inc., and when. Pick a name to see everywhere that person has worked.

• Chief financial officerDavid H. Morton Jr. Aug 10, 2023 to now¹³

Former names

• LegalApp Holdings, Inc.Jan 3, 2013 to Feb 1, 2021⁴

Timeline

1. Aug 4, 20268-K Results of operations²⁹
2. Jul 13, 20268-K Entered a material agreement; Ended a material agreement; New debt or obligation³⁰
3. Jul 7, 20268-K Entered a material agreement³¹
4. May 5, 20268-K Results of operations³²
5. Feb 3, 20268-K Results of operations³³
6. Feb 3, 20268-K Regulation FD disclosure³⁴
7. Nov 21, 20258-K Shareholder vote³⁵
8. Nov 4, 20258-K Financial statements and exhibits³⁶
9. Aug 12, 20258-K Results of operations³⁷
10. Aug 12, 20258-K Regulation FD disclosure³⁸
11. May 6, 20258-K Results of operations³⁹
12. Feb 4, 20258-K Results of operations⁴⁰
13. Nov 27, 2012Founded Intapp, Inc. is founded²

Calendar

Coming up

1. Oct 27, 2026 · After the closeReports results for the quarter ending Sep/2026 A year earlier it reported ($0.06) a share, on Nov 4, 2025.⁴¹

When it reported results

1. Aug 4, 2026Reported quarterly or annual results²⁹
2. May 5, 2026Reported quarterly or annual results³²
3. Feb 3, 2026Reported quarterly or annual results³³
4. Aug 12, 2025Reported quarterly or annual results³⁷
5. May 6, 2025Reported quarterly or annual results³⁹
6. Feb 4, 2025Reported quarterly or annual results⁴⁰
7. Nov 4, 2024Reported quarterly or annual results⁴²
8. Aug 13, 2024Reported quarterly or annual results⁴³

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

795 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 39 major events, 554 insider forms, 26 large holders, 156 other. The latest 20:

1. Oct 14, 20264 PRIMARY DOCUMENT EDGAR
2. Oct 14, 20264 PRIMARY DOCUMENT EDGAR
3. Oct 7, 20264 PRIMARY DOCUMENT EDGAR
4. Oct 6, 2026ARS EDGAR
5. Oct 6, 2026DEFA14A EDGAR
6. Oct 6, 2026DEF 14A EDGAR
7. Oct 2, 20264 PRIMARY DOCUMENT EDGAR
8. Sep 23, 20264 PRIMARY DOCUMENT EDGAR
9. Sep 16, 20264 PRIMARY DOCUMENT EDGAR
10. Sep 10, 20264 PRIMARY DOCUMENT EDGAR
11. Sep 3, 2026144 EDGAR
12. Sep 3, 20264 PRIMARY DOCUMENT EDGAR
13. Sep 2, 20264 PRIMARY DOCUMENT EDGAR
14. Aug 26, 20264 PRIMARY DOCUMENT EDGAR
15. Aug 26, 20264 PRIMARY DOCUMENT EDGAR
16. Aug 26, 20264 PRIMARY DOCUMENT EDGAR
17. Aug 24, 2026144 EDGAR
18. Aug 24, 2026144 EDGAR
19. Aug 24, 2026144 EDGAR
20. Aug 21, 20264 PRIMARY DOCUMENT EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

516 open-market trades by officers, directors and large owners since October 2021: 0 buys and 516 sales. Grants, option exercises and gifts are left out.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

• FMR LLCSCHEDULE 13G/A, 6 filings Feb 9, 2022 to Aug 6, 2026⁴⁴
• VANGUARD PORTFOLIO MANAGEMENT LLCSCHEDULE 13G, 1 filing Jul 31, 2026⁴⁵
• VANGUARD GROUP INCSCHEDULE 13G/A, 4 filings Feb 13, 2024 to Mar 27, 2026⁴⁶
• John T. HallSCHEDULE 13G/A, 5 filings Feb 14, 2022 to May 7, 2025⁴⁷
• BlackRockSCHEDULE 13G, 1 filing Feb 4, 2025⁴⁸
• GREAT HILL INVESTORS LLCSC 13D/A, 7 filings May 22, 2023 to May 23, 2024⁴⁹
• Temasek Holdings (Private) LtdSC 13D/A, 2 filings May 22, 2023 to Nov 20, 2023⁵⁰

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

14 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How Intapp, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

• Name on EDGARIntapp, Inc.¹
• CIK0001565687
• Employer ID (EIN)46-1467620⁵
• Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company⁵
• Incorporated inDelaware⁵
• Fiscal year endsJune 30¹
• Industry code (SIC)7372 Services-Prepackaged Software¹
• SEC reviewing officeOffice of Technology, Division of Corporation Finance¹
• Business address3101 Park Boulevard, Palo Alto, CA 94306¹
• Phone650-852-0400¹
• Shares outstanding76,511,148 shares as of Aug 6, 2026⁵
• Public float$2.5B as of Dec 31, 2025⁵
• AuditorDeloitte & Touche LLP, San Jose, California PCAOB ID 34; it also attests to the company’s internal control over financial reporting⁵
• On EDGAR sinceJan 3, 2013¹
• Filings842 in all: 4 (549), 144 (120), 8-K (39), 3 (23), 10-Q (15), SC 13D/A (9), SC 13G/A (7), 10-K (6)¹
  All 36 form types

  DEF 14A (6), DEFA14A (6), S-8 (6), UPLOAD (6), CORRESP (5), 5 (4), ARS (4), SCHEDULE 13G/A (4), 424B3 (3), SC 13G (3), SCHEDULE 13G (3), 424B5 (2), 8-K/A (2), DRS/A (2), DRSLTR (2), S-1/A (2), S-3ASR (2), SC 13D (2), 144/A (1), 424B4 (1), 424B7 (1), 8-A12B (1), CERT (1), D (1), DRS (1), EFFECT (1), FWP (1), S-1 (1)

• Latest filingsAnnual report (10-K) Aug 14, 2026
  Quarterly report (10-Q) May 5, 2026
  Proxy statement (DEF 14A) Oct 6, 2026
  Latest 8-K (8-K) Aug 4, 2026

Securities registered for trading

From the cover page of the 10-K filed Aug 14, 2026 (Section 12(b) of the Exchange Act).⁵

Risk factors and legal proceedings

The risks Intapp, Inc. names in Item 1A of its 10-K filed Aug 14, 2026: 46 risks under these headings, as written.⁵

• Our business, operations and financial results are subject to various risks and uncertainties, including those described below, that could materially adversely affect our business, results of operations, financial condition, and the trading price of our common stock. The following material factors, among others, could cause our actual results to differ materially from historical results and those expressed in forward-looking statements made by us or on our behalf in filings with the SEC, press releases, communications with investors, and oral statements.
• Risks Related to Our Business and Industry
• If our solutions or third-party cloud providers or sub-processors experience data security breaches, and there is loss, theft, misuse, unauthorized disclosure or unauthorized access to our clients’ data, we may lose current or future clients, our reputation and business may be harmed, and we may be subject to governmental inquiries or investigations and a risk of loss or liability.
• Most of our revenues are generated by sales to clients in the accounting, consulting, investment banking, legal, private capital and real assets industries, and factors, including downturns in U.S. and global markets and economic conditions, that adversely affect these industries could also adversely affect our business.
• We are continuing to expand our SaaS solutions to incorporate recent innovations in AI and these initiatives may not be successful, which may adversely affect our business, results of operations and financial condition, and may also result in reputational harm and liability.
• If the market for SaaS solutions, including those with agentic AI and generative AI capabilities, for accounting, consulting, investment banking, legal, private capital and real assets industries develops slower than we expect or declines, it could have a material adverse effect on our business, financial condition and results of operations.
• Our rapid growth makes it difficult to evaluate our future prospects and may increase the risk that we will not continue to grow at or near historical rates.
• We have a history of losses and may not achieve or maintain profitability in the future.
• Our business depends on clients renewing and expanding their subscriptions for our solutions. A decline in our client renewals and expansions could harm our future results of operations.
• Because we recognize subscription revenues ratably over the term of the agreements, a significant downturn in our business may not be reflected immediately in our operating results, which increases the difficulty of evaluating our future financial performance.
• Our sales cycles are lengthy and variable, depend upon factors outside our control, and could cause us to expend significant time and resources prior to generating revenues.
• If we are unable to develop, introduce and market new and enhanced versions of our solutions, we may be put at a competitive disadvantage and our operating results could be adversely affected.

Legal proceedings

The information contained in Note 10 “Commitments and Contingencies” in our consolidated financial statements included elsewhere in this Annual Report on Form 10-K is incorporated herein by reference. From time to time, we may become involved in legal proceedings or investigations, which could have an adverse impact on our reputation, business and financial condition and divert the attention of our management from the operation of our business. Additionally, we may from time to time receive letters from third parties alleging patent infringement, violation of employment practices, or trademark infringement, and we may in the future participate in litigation to defend ourselves. We cannot predict the results of any such disputes, and regardless of the potential outcomes, the existence thereof may have an adverse material impact on us due to diversion of management time and attention as well as the financial costs related to resolving such disputes.

The opening of Item 3, Legal Proceedings.⁵