INTA at a glance
Intapp, Inc. (INTA, SEC CIK 1565687) filed its latest 10-K annual report on August 14, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), Intapp, Inc. (INTA) reported revenue of $577.8 million (up 14.6% from FY2025) and a net loss of $41.3 million. Diluted EPS was -$0.52.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Intapp, Inc. (INTA) shares worth $632.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by HALL JOHN T on October 1, 2026 of 2,200 shares at $36.77 per share.
- In the last 90 days, INTA insiders reported 0 open-market purchases ($0) and 23 open-market sales ($11.7M) on Form 4, a net sale of $11.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $577.8M
- +14.6% vs prior year
- Insiders · 90 days
- 0 buys · 23 sells
- Net −$11.7M
- 13F holders
- 29 funds
- $632.0M · +1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Business Overview
- Core business model: AI-powered SaaS solutions tailored for professional and financial firms to optimize workflows, compliance, and growth across complex relationship networks
- New emphasis on Intapp Celeste agentic AI platform enabling multi-step workflow automation with no-code playbook builder, a significant advance in Firm AI strategy
- Strategic shift: Expanding focus upmarket into larger enterprise clients and emphasizing generative/agentic AI to address evolving firm complexity and compliance needs
- Client base grew 10% YoY to 1,400+ enterprise clients with contracts above $50K ARR, reflecting accelerated market adoption and cloud migrations
- Noteworthy fact: Integration of TermSheet acquisition into Intapp Properties platform for real assets creates a specialized, AI-driven commercial real estate operating system
Management Discussion & Analysis
- Revenue $577.8M, up 15% YoY; SaaS up 27% to $422.8M, license down 14% to $103.4M, professional services flat at $51.6M
- Gross margin 76% (gross profit $437.9M vs $373.0M), operating loss widened to $(40.1)M (7% margin) from $(27.4)M (5% margin)
- Best segment SaaS: gross profit up $83.2M (31% rise), worst segment professional services: gross profit negative $(8.1)M, decline of $2.1M
- Operating cash flow $146.8M (up $23.3M); share repurchases $275.2M (8.4M shares), capex and investments $13.5M, cash $162.8M at year-end
- Management guiding continued growth via AI solutions, expects ongoing R&D and sales investments; risks include AI adoption rates, regulatory environment, and competitive landscape
Risk Factors
- EU AI Act adoption in 2024 requires additional quality assurance controls for high-risk AI, posing compliance and liability risks with our AI-embedded SaaS solutions
- Revenue exposure concentrated in accounting, consulting, investment banking, legal, private capital and real assets industries vulnerable to global economic downturns and geopolitical conflicts in Ukraine and Middle East
- Dependence on third-party cloud providers with inadequate disaster recovery poses operational risk; no full recovery system for severe cloud provider failures affecting SaaS delivery
- Intense competition from large software firms and AI-enabled solutions with rapid AI adoption could erode market share and pressure pricing and margins
- Credit facility with first-priority lien and restrictive covenants limits operational flexibility despite zero drawn balance as of July 7, 2026
AI summary of the INTA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue $146.037M, up 13% YoY from $129.067M
- Gross margin 76% vs 75% YoY; operating margin (10%) vs (4%)
- SaaS strongest segment: revenue $107.867M, up 27%; license revenue $24.793M, down 22%
- Operating cash flow $63.9M; share repurchases $100.1M; cash $146.8M
- Outlook: continued R&D and sales investment; license revenue expected to decline as clients migrate to SaaS
Risk Factors
- No risk-factors section provided; supplied text covers repurchases, trading plans, and exhibits
- New $200.0 million repurchase program announced February 3, 2026, with $100.0 million remaining availability at March 31
- $150.0 million prior repurchase authorization fully exhausted by March 31, 2026
- Rule 10b5-1 plan allows potential sale of 69,241 shares through November 15, 2026
AI summary of the INTA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q4 and full-year results released August 4, 2026 for period ended June 30, 2026
- Detailed financial results and management commentary provided in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q4 SaaS revenue $115.0M, up 27%; total revenue $152.5M, up 13%, signaling continued subscription-led growth
- Cloud ARR $495.7M, up 29%, with 123% net revenue retention supporting strong expansion within existing customers
Item 1.01: Entry into a Material Definitive Agreement
- No substantive Item 1.01 agreement terms provided in the excerpt
- Filing signed July 13, 2026, by Steven Todd, General Counsel
Item 1.01: Entry into a Material Definitive Agreement
- Registration rights extended until Anderson and Aranda collectively hold less than 5% of Intapp’s outstanding common stock
- Aranda Investments Pte. Ltd. added as a party and affiliate of Anderson
AI summaries of INTA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for INTA
Don't miss the next INTA filing
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- Fund moves. Which tracked funds opened, added or cut INTA, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| HALL JOHN T | M | Oct 1, 2026 | 2,200 | - |
| HALL JOHN T | M | Oct 1, 2026 | 2,200 | $7.45 |
| HALL JOHN T | Sell | Oct 1, 2026 | 2,200 | $36.77 |
| HALL JOHN T | M | Sep 30, 2026 | 800 | - |
| HALL JOHN T | Sell | Sep 30, 2026 | 800 | $36.51 |
| HALL JOHN T | M | Sep 30, 2026 | 800 | $7.45 |
| HALL JOHN T | M | Sep 21, 2026 | 3,000 | $7.45 |
| HALL JOHN T | M | Sep 21, 2026 | 3,000 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $504.1M | $577.8M |
| Gross Profit | - | $373.0M | $437.9M |
| Operating Income | - | -$27.4M | -$40.1M |
| Net Income | - | -$18.2M | -$41.3M |
| Gross Margin | - | 74.0% | 75.8% |
| Op. Margin | - | -5.4% | -6.9% |
| Net Margin | - | -3.6% | -7.1% |
| Balance Sheet | |||
| Total Assets | $733.0M | $894.2M | $753.7M |
| Equity | - | $519.8M | $317.6M |
| ROE | - | -3.5% | -13.0% |
| Per Share | |||
| EPS | - | $-0.23 | $-0.52 |
| Cash Flow | |||
| Operating CF | - | $123.5M | $146.8M |
| CapEx | $2.5M | $1.7M | $2.1M |
Source: XBRL data in Intapp, Inc. (INTA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate INTA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $632.0M |
| Q1 2026 | 28 | $629.8M |
| Q4 2025 | 26 | $1.05B |
| Q3 2025 | 29 | $897.4M |
| Q2 2025 | 28 | $1.14B |
| Q1 2025 | 25 | $1.02B |
| Q4 2024 | 22 | $1.03B |
| Q3 2024 | 17 | $230.8M |
- FMR LLC (Fidelity)+663.2K (+15%)
- BlackRock+231.9K (+5%)
- Morgan Stanley+198.8K (+80%)
- Two Sigma Investments+187.2K (+174%)
- Vanguard Portfolio Management LLC+177.9K (+5%)
- T. Rowe Price Group−516.3K (-85%)
- Dimensional Fund Advisors−356.5K (-58%)
- Vanguard Capital Management LLC−233.7K (-9%)
- Bank of America Corp−106.1K (-18%)
- Citadel Advisors LLC−72.9K (-65%)
- Millennium Management+62.7K
- Allstate+30.8K
- Ameriprise Financial−33.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 204 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
INTA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 10-K | Aug 14, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - |
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INTA SEC filings: frequently asked questions
Are INTA insiders buying or selling?
In the last 90 days, Intapp, Inc. (INTA) officers, directors and 10% owners reported no open-market purchases and 23 open-market sales worth $11.7 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold INTA stock?
As of June 30, 2026, the largest Intapp, Inc. (INTA) holders among the 13F filers tracked by SignalX were BlackRock ($133.7 million), FMR LLC (Fidelity) ($127.4 million), Vanguard Portfolio Management LLC ($102.3 million), Vanguard Capital Management LLC ($58.2 million), Goldman Sachs Group ($37.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was INTA's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), Intapp, Inc. (INTA) reported revenue of $577.8 million (up 14.6% from FY2025) and a net loss of $41.3 million. Diluted EPS was -$0.52. The figures come from the XBRL data in the 10-K.
What are the main risks in INTA's latest 10-K?
In the 10-K filed August 14, 2026, Intapp, Inc. (INTA) flagged: EU AI Act adoption in 2024 requires additional quality assurance controls for high-risk AI, posing compliance and liability risks with our AI-embedded SaaS solutions. Revenue exposure concentrated in accounting, consulting, investment banking, legal, private capital and real assets industries vulnerable to global economic downturns and geopolitical conflicts in Ukraine and Middle East. (AI summary of the Risk Factors section.)
What did INTA report in its latest 8-K?
Intapp, Inc. (INTA) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q4 and full-year results released August 4, 2026 for period ended June 30, 2026.
What are the latest INTA SEC filings?
Intapp, Inc. (INTA) filed its latest 10-K annual report on August 14, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on October 2, 2026.
What is INTA's SEC CIK number?
Intapp, Inc. (INTA)'s SEC Central Index Key (CIK) is 1565687. EDGAR lists every INTA filing under that number.
Ask anything about INTA
The research agent reads INTA's filings, financials, insider trades and 13F holders, then answers with sources.