INTA Intapp, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: AI-powered, vertical SaaS solutions for professional services firms in accounting, consulting, investment banking, legal, private capital, and real assets
• • New emphasized products: Intapp Assist with generative AI features, Intapp DealCloud Activator integrating behavioral science AI into business development workflows
• • Strategic shift: Accelerated move upmarket targeting larger enterprise clients; 49% YoY increase in clients with >$1M ARR (109 vs 73)
• • Quantitative metric: Over 2,700 clients total; 12 acquisitions in 13 years including TermSheet for commercial real estate sector expansion in FY2025
• • Noteworthy fact: Integration of Intapp Walls with Microsoft Copilot enabling secure, compliant AI collaboration and data isolation for client confidentiality

Risk Factors

• • Regulatory risk from EU Artificial Intelligence Act 2024, imposing controls on AI applications effective 2025, increasing compliance costs and liability risks
• • Macroeconomic exposure to financial services clients amid global banking system volatility and economic downturns impacting client spending and contract renewals
• • Operational risk from reliance on third-party cloud providers for data hosting, with heightened cybersecurity threat of sophisticated AI-driven attacks causing potential data breaches
• • Competitive risk from rapid AI technology adoption by competitors, threatening market share if Intapp’s AI integration is slower or less effective
• • Financial risk from first-priority lien under loan agreement restricting operational flexibility and increasing financial condition vulnerability

Management Discussion & Analysis

• • Revenue $504.1M, up 17% YoY from $430.5M; SaaS revenues $331.9M up 28%, license flat at $120.0M, professional services down 3%
• • Gross margin 74% vs 71% prior year; operating loss improved to (5%) of revenue vs (8%) FY2024
• • Best segment: SaaS with $265.2M gross profit (29% increase); worst: professional services negative gross profit $(6.0M) but improved from $(9.9M)
• • Operating cash flow $123.5M vs $67.2M prior year; cash and equivalents $313.1M; no borrowings on $100M credit facility; no disclosed buybacks/dividends; capex implicit in investing cash outflow of $62.9M
• • Management expects continued investments in R&D and sales/marketing for growth; sees risk in customer retention linked to cloud platform adoption and ROI demonstration

What are the latest INTA SEC filings in 2026?

Intapp, Inc. (INTA) has filed a 10-K annual report on August 20, 2025, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 4, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did INTA file its most recent 10-K annual report?

Intapp, Inc. (INTA) filed its most recent 10-K annual report on August 20, 2025. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view INTA 10-Q quarterly reports?

Intapp, Inc. (INTA)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every INTA 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has INTA filed recently?

Intapp, Inc. (INTA)'s most recent 8-K was filed on August 4, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find INTA insider trading activity (Form 4)?

SignalX aggregates every INTA Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does INTA file with the SEC?

Intapp, Inc. (INTA) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new INTA filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Intapp, Inc. (INTA).

What is INTA's SEC CIK number?

Intapp, Inc. (INTA)'s SEC CIK (Central Index Key) number is 1565687. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1565687 to look up all INTA filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find INTA return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Intapp, Inc. (INTA) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.