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Funds Holding Intapp Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Intapp Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of INTA →
Funds holding
61
as of 2026-07-31
Reported value
$302.7M
summed across funds
Fund families
39
named trusts
Largest conviction
1.45%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Nicholas Limited Edition, Inc.Nicholas Limited Edition, Inc.153.3K sh$5M1.45%
AMG GW&K Small Cap Growth FundAMG Funds IV87.2K sh$2.8M1.39%
Fidelity Small Cap Growth FundFidelity Securities Fund2.7M sh$88.8M1.01%
Fidelity Small Cap Growth K6 FundFidelity Securities Fund1.4M sh$46.2M1.00%
Franklin Small Cap Growth FundFranklin Strategic Series699.4K sh$22.9M0.93%
ClearBridge Small Cap Growth FundLegg Mason Partners Investment Trust419.3K sh$13.7M0.72%
PGIM Jennison Small-Cap Core Equity FundPrudential Investment Portfolios 22K sh$67K0.57%
THE HARTFORD SMALL COMPANY FUNDHARTFORD MUTUAL FUNDS, INC117K sh$3.8M0.57%
Fidelity Fundamental Small-Mid Cap ETFFidelity Covington Trust214.1K sh$7M0.47%
Federated Hermes MDT Small Cap Growth FundFederated Hermes MDT Series100.7K sh$3.3M0.39%
Goldman Sachs Small Cap Growth Insights FundGoldman Sachs Trust39.3K sh$1.3M0.39%
Fidelity Stock Selector Small Cap FundFidelity Capital Trust578.9K sh$18.9M0.26%
Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust67.6K sh$2.2M0.22%
Nuveen Quant Small Cap Equity FundTIAA-CREF Funds243.6K sh$8M0.20%
Fidelity Series Small Cap Opportunities FundFidelity Securities Fund270K sh$8.8M0.19%
Pacer US Small Cap Cash Cows 100 ETFPacer Funds Trust187.9K sh$6.1M0.17%
Nuveen ESG Small-Cap ETFNuShares ETF Trust54.8K sh$1.8M0.14%
Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust3.6K sh$116.2K0.13%
Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust416 sh$13.6K0.13%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust131.4K sh$4.3M0.10%
Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST16.5K sh$539.9K0.08%
Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series47.3K sh$1.5M0.07%
JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust14.5K sh$473.1K0.07%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust8.4K sh$274.3K0.06%
Nationwide Small Cap Index FundNationwide Mutual Funds5K sh$163.9K0.06%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds74.3K sh$2.4M0.06%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST136.7K sh$4.5M0.06%
Fidelity Small Cap Index FundFidelity Salem Street Trust614.4K sh$20.1M0.06%
Global X Russell 2000 ETFGLOBAL X FUNDS26.8K sh$877.4K0.06%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST6.3K sh$205.9K0.06%
iShares Morningstar Small-Cap Growth ETFiShares Trust16.6K sh$541.8K0.06%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC130.4K sh$4.3M0.05%
ULTRA SMALL CAP PROFUNDProFunds723 sh$23.6K0.04%
Goldman Sachs Multi-Manager Global Equity FundGoldman Sachs Trust II18.4K sh$601.5K0.03%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust27.5K sh$897.7K0.03%
Victory Extended Market Index FundVictory Portfolios III8K sh$260.7K0.03%
Fidelity MSCI Information Technology Index ETFFIDELITY COVINGTON TRUST188.7K sh$6.2M0.03%
Indexperts Gorilla Aggressive Growth ETFSPINNAKER ETF SERIES414 sh$13.5K0.03%
Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust598 sh$19.5K0.03%
iShares Morningstar Small-Cap ETFiShares Trust2.4K sh$77.1K0.03%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND174.4K sh$5.7M0.03%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust19.7K sh$642.4K0.02%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds9.3K sh$304.3K0.02%
SMALL-CAP PROFUNDProFunds47 sh$1.5K0.02%
iShares U.S. Tech Breakthrough Multisector ETFiShares Trust2.3K sh$73.6K0.02%
Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust6.2K sh$201.2K0.02%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust4.7K sh$155K0.01%
SmallCap Growth Fund IPrincipal Funds, Inc4.9K sh$159.5K0.01%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC3.2K sh$104.3K0.00%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust2K sh$65.5K0.00%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III313 sh$10.2K0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds4K sh$130.7K0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST36.3K sh$1.2M0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust28.8K sh$941.7K0.00%
Dimensional U.S. Small Cap ETFDimensional ETF Trust10.7K sh$349.8K0.00%
Nuveen Equity Index FundTIAA-CREF Funds40.9K sh$1.3M0.00%
Nationwide Fundamental All Cap Equity PortfolioNationwide Mutual Funds786 sh$25.7K0.00%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC9.9K sh$324.5K0.00%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS47.6K sh$1.6M0.00%
E*TRADE No Fee Total Market Index FundE Trade Trust36 sh$1.2K0.00%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC9.4K sh$308K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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