What smart money is saying about Intapp, Inc.
2 funds in our archive have pitched Intapp, Inc., most recently Argent Capital Management Focused Small Cap Strategy in September 2026.
Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally. It provides DealCloud that manages client relationships, prospective clients, investments, and current engagements, as well as provides customer relationship management, deal management, experience management, and relationship intelligence solutions. The company also offers compliance products that help firms thoroughly evaluate new business, onboard clients quickly, and monitor relationships for risk throughout their business lifecycle; and time solutions provides AI-enabled software solutions that include time capture, enhance billing, and facilitate compliance with client requirements. In addition, it provides collaboration products that offer intelligent client-centric teamwork with Microsoft 365, Teams, and SharePoint; a unified system for managing emails, documents, chats, and tasks; and Assist, an AI-driven transformation that integrates advanced machine learning and natural language processing into Intapp products, such as Intapp DealCloud and Intapp Terms, as well as streamlines critical workflows, enhances decision-making, and delivers measurable results. Further, the company operates technology platforms, such as cloud-based architecture, low-code configurability and personalized UX, applied AI, and industry-specific data architecture. It serves private capital, investment banking, legal, accounting, and consulting firms, and real assets. The company was formerly known as LegalApp Holdings, Inc. and changed its name to Intapp, Inc. in February 2021. Intapp, Inc. was founded in 2000 and is headquartered in Palo Alto, California.
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Position history
Between Q2 2025 and Q3 2026, 6 fund letters reported a position in Intapp, Inc., with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
| Q3 2025 | 1 | 1 | 0 | 1 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 2 moves
- September 2026
“We initiated a position in Intapp, a vertical software company serving legal, accounting, consulting and investment firms with cloud based solutions for relationship management, compliance, risk, and deal and matter workflows.”
Intapp, Inc. - June 2026
“The Strategy continued to suffer losses in certain software and services segments, such as application software and IT consulting & other services, where several holdings were pressured by ongoing concerns that AI will negatively affect their businesses. Guidewire Software, Inc., Gartner, Inc., Everforth, Inc., Exponent, Inc., and Intapp, Inc. were down again this quarter, building on losses from the first quarter.”
Intapp, Inc. - March 2026
“A provider of AI-powered deal and relationship management software, Intapp reported a solid beat, which would be rewarded in a normal environment.”
Intapp, Inc. - March 2026
“A provider of AI-powered deal and relationship management software, Intapp reported a solid beat, which would be rewarded in a normal environment.”
Intapp, Inc. - New positionBrown Capital Small Company FundSeptember 2025
“Additions and Deletions We added four new companies—Axogen (AXGN), Corcept Therapeutics (CORT), Intapp (INTA) and Mama’s Creations (MAMA)—to the portfolio this quarter.”
Intapp, Inc. - June 2025
“TOP TEN EQUITY HOLDINGS (%) Sterling Infrastructure, Inc. 2.1 Kratos Defense & Security Solutions, Inc. 2.0 ESCO Technologies Inc. 2.0 MACOM Technology Solutions Holdings, Inc. 2.0 Construction Partners, Inc. 1.8 RBC Bearings Incorporated 1.7 Casella Waste Systems, Inc. 1.6 Intapp, Inc. 1.6 Verona Pharma Plc 1.6 Varonis Systems, Inc. 1.6”
Intapp, Inc.
Fund coverage · 2 theses
- Argent Capital Management Focused Small Cap StrategySeptember 2026
Intapp, Inc. serves professional services firms with sticky cloud software, high retention and AI-enabled growth opportunities.
Read the full thesis - Brown Capital Small Company FundSeptember 2025
Intapp provides specialized industry software with high retention, competitive moat, AI integration, and a clear path to profitability.
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