Intapp (INTA)
Market Price (10/28/2026): $36.55 | Market Cap: $2.8 BilSector: Information Technology | Industry: Application Software
Intapp (INTA)
Market Price (10/28/2026): $36.55Market Cap: $2.8 BilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 24% Megatrend and thematic driversMegatrends include Cloud Computing, Automation & Robotics, and Digital & Alternative Assets. Themes include Software as a Service (SaaS), Show more. | Trading close to highsDist 52W High is -1.8% Weak multi-year price returns2Y Excs Rtn is -35%, 3Y Excs Rtn is -46% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -40 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -6.9% Stock price has recently run up significantly6M Rtn6 month market price return is 113% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 21% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 73% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -5.3% Key risksINTA key risks include [1] intensifying competition from large tech providers developing their own specialized, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 24% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Automation & Robotics, and Digital & Alternative Assets. Themes include Software as a Service (SaaS), Show more. |
| Trading close to highsDist 52W High is -1.8% |
| Weak multi-year price returns2Y Excs Rtn is -35%, 3Y Excs Rtn is -46% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -40 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -6.9% |
| Stock price has recently run up significantly6M Rtn6 month market price return is 113% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 21% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 73% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -5.3% |
| Key risksINTA key risks include [1] intensifying competition from large tech providers developing their own specialized, Show more. |
Qualitative Assessment
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Intapp (INTA) stock has gained about 70% since 6/30/2026 because of the following key factors:
1. Strong Fiscal Fourth Quarter 2026 Performance: Intapp reported robust financial results for its fiscal fourth quarter, which ended on June 30, 2026, with the announcement made on August 4, 2026. The company saw SaaS revenue increase by 27% year-over-year to $115.0 million. Cloud Annual Recurring Revenue (ARR) grew by 29% year-over-year, reaching $495.7 million as of June 30, 2026, and represented 84% of total ARR. Furthermore, Intapp achieved a trailing twelve months' cloud net revenue retention rate of 123% and significantly expanded its client base with 142 clients generating over $1.0 million in ARR, up from 109 in the prior fiscal year. These strong results and positive momentum likely provided a significant catalyst for the stock's upward trend.
2. Successful Launch and Rapid Adoption of the Celeste AI Platform: Concurrent with its fiscal Q4 2026 earnings, Intapp announced the general availability of Intapp Celeste, its agentic AI platform for professional firms. This strategic move advanced the company's "Firm AI" strategy and quickly gained traction, expanding Intapp's sales pipeline by two to three times. The impact was further evidenced in fiscal Q1 2027, where Firm AI solutions accounted for more than 40% of net new bookings. Analysts have recognized Celeste as a key differentiator, positioning Intapp for future growth in a niche market with high barriers to entry.
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Intapp (INTA) stock has gained about 70% since 6/30/2026 because of the following key factors:
1. Strong Fiscal Fourth Quarter 2026 Performance: Intapp reported robust financial results for its fiscal fourth quarter, which ended on June 30, 2026, with the announcement made on August 4, 2026. The company saw SaaS revenue increase by 27% year-over-year to $115.0 million. Cloud Annual Recurring Revenue (ARR) grew by 29% year-over-year, reaching $495.7 million as of June 30, 2026, and represented 84% of total ARR. Furthermore, Intapp achieved a trailing twelve months' cloud net revenue retention rate of 123% and significantly expanded its client base with 142 clients generating over $1.0 million in ARR, up from 109 in the prior fiscal year. These strong results and positive momentum likely provided a significant catalyst for the stock's upward trend.
2. Successful Launch and Rapid Adoption of the Celeste AI Platform: Concurrent with its fiscal Q4 2026 earnings, Intapp announced the general availability of Intapp Celeste, its agentic AI platform for professional firms. This strategic move advanced the company's "Firm AI" strategy and quickly gained traction, expanding Intapp's sales pipeline by two to three times. The impact was further evidenced in fiscal Q1 2027, where Firm AI solutions accounted for more than 40% of net new bookings. Analysts have recognized Celeste as a key differentiator, positioning Intapp for future growth in a niche market with high barriers to entry.
3. Accelerating Subscription and Cloud Revenue Growth: Intapp demonstrated continued strong performance in its fiscal first quarter 2027, which ended September 30, 2026. The company reported a 29% year-over-year increase in subscription revenue to $125.5 million and a 28% year-over-year rise in Cloud ARR to $515.3 million. Cloud ARR now comprises 85% of total ARR. Additionally, the trailing twelve months' cloud net revenue retention rate remained strong at 123%. The company also expanded its non-GAAP operating margin to 22% from 15% in the prior year and saw free cash flow more than double to $28.1 million. This acceleration in higher-margin, recurring revenue, despite a revenue miss attributed to the shift from license-based contracts to cloud subscriptions, underscored the underlying strength and strategic success of Intapp's business model.
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Stock Movement Drivers
Fundamental Drivers
The 70.4% change in INTA stock from 6/30/2026 to 10/27/2026 was primarily driven by a 60.5% change in the company's P/S Multiple.| (LTM values as of) | 6302026 | 10272026 | Change |
|---|---|---|---|
| Stock Price ($) | 25.21 | 42.95 | 70.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 560 | 578 | 3.1% |
| P/S Multiple | 3.5 | 5.7 | 60.5% |
| Shares Outstanding (Mil) | 79 | 77 | 2.9% |
| Cumulative Contribution | 70.4% |
Market Drivers
6/30/2026 to 10/27/2026| Return | Correlation | |
|---|---|---|
| INTA | 70.4% | |
| Market (SPY) | 3.1% | 2.3% |
| Sector (XLK) | -0.5% | -21.4% |
Fundamental Drivers
The 67.2% change in INTA stock from 3/31/2026 to 10/27/2026 was primarily driven by a 48.6% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 10272026 | Change |
|---|---|---|---|
| Stock Price ($) | 25.69 | 42.95 | 67.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 543 | 578 | 6.3% |
| P/S Multiple | 3.8 | 5.7 | 48.6% |
| Shares Outstanding (Mil) | 81 | 77 | 5.8% |
| Cumulative Contribution | 67.2% |
Market Drivers
3/31/2026 to 10/27/2026| Return | Correlation | |
|---|---|---|
| INTA | 67.2% | |
| Market (SPY) | 18.7% | -6.0% |
| Sector (XLK) | 42.8% | -9.9% |
Fundamental Drivers
The 5.0% change in INTA stock from 9/30/2025 to 10/27/2026 was primarily driven by a 14.6% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 9302025 | 10272026 | Change |
|---|---|---|---|
| Stock Price ($) | 40.90 | 42.95 | 5.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 504 | 578 | 14.6% |
| P/S Multiple | 6.6 | 5.7 | -13.6% |
| Shares Outstanding (Mil) | 81 | 77 | 6.1% |
| Cumulative Contribution | 5.0% |
Market Drivers
9/30/2025 to 10/27/2026| Return | Correlation | |
|---|---|---|
| INTA | 5.0% | |
| Market (SPY) | 16.5% | 7.8% |
| Sector (XLK) | 35.0% | 4.0% |
Fundamental Drivers
The 28.1% change in INTA stock from 9/30/2023 to 10/27/2026 was primarily driven by a 64.7% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 9302023 | 10272026 | Change |
|---|---|---|---|
| Stock Price ($) | 33.52 | 42.95 | 28.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 351 | 578 | 64.7% |
| P/S Multiple | 6.4 | 5.7 | -10.6% |
| Shares Outstanding (Mil) | 67 | 77 | -12.9% |
| Cumulative Contribution | 28.1% |
Market Drivers
9/30/2023 to 10/27/2026| Return | Correlation | |
|---|---|---|
| INTA | 28.1% | |
| Market (SPY) | 86.2% | 35.6% |
| Sector (XLK) | 135.3% | 28.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| INTA Return | -10% | -1% | 52% | 69% | -29% | 3% | 68% |
| Peers Return | 13% | -38% | 47% | 33% | -14% | 2% | 20% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 103% |
Monthly Win Rates [3] | |||||||
| INTA Win Rate | 57% | 67% | 58% | 67% | 42% | 60% | |
| Peers Win Rate | 55% | 30% | 57% | 60% | 47% | 44% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 40% | |
Max Drawdowns [4] | |||||||
| INTA Max Drawdown | - | -51% | -36% | -32% | -52% | -58% | |
| Peers Max Drawdown | -24% | -48% | -22% | -19% | -34% | -40% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CRM, NOW, TRI, SSNC, DOCU.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/27/2026 (YTD)
How Low Can It Go
| Event | INTA | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -19.3% | -9.5% |
| % Gain to Breakeven | 23.9% | 10.5% |
| Time to Breakeven | 47 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -44.0% | -24.5% |
| % Gain to Breakeven | 78.5% | 32.4% |
| Time to Breakeven | 99 days | 427 days |
In The Past
Intapp's stock fell -6.7% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 7.2% gain to breakeven.
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| Event | INTA | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -44.0% | -24.5% |
| % Gain to Breakeven | 78.5% | 32.4% |
| Time to Breakeven | 99 days | 427 days |
In The Past
Intapp's stock fell -6.7% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 7.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Intapp (INTA)
Intapp (INTA) provides specialized cloud-based software solutions tailored for the professional and financial services industries globally. The company empowers these firms to adopt modern AI and cloud-based architectures for their essential business functions, ensuring industry-specific functionality and compliance are maintained. Intapp's software is delivered via a subscription model through a direct enterprise sales approach.
The company offers two primary product suites: DealCloud and OnePlace. DealCloud is a comprehensive deal and relationship management solution designed for financial services firms, helping them manage market relationships, prospective clients, investments, engagements, deal processes, and regulatory compliance. OnePlace focuses on professional services firms, providing tools to manage the entire client and engagement lifecycle.
Intapp's key customers span a variety of specialized sectors within professional and financial services, including private capital firms, investment banks, legal practices, accounting firms, and consulting agencies. Essentially, Intapp equips these niche industries with sophisticated, cloud-native tools to optimize their operations, manage critical relationships, and navigate complex industry-specific workflows efficiently.
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Here are a few analogies for Intapp (INTA):
Salesforce, but tailored specifically for professional and financial services firms.
Workday, but for the core client and deal management operations of legal, accounting, and investment firms.
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- DealCloud: A cloud-based solution for financial services firms to manage deals, relationships, prospective clients, investments, and compliance.
- OnePlace: A cloud-based solution that helps professional services firms manage their client and engagement lifecycle.
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Intapp (INTA) sells its cloud-based software solutions primarily to other companies, specifically professional and financial services firms. While the company does not publicly disclose a definitive list of its "major" customers by revenue contribution, its customer base includes a wide array of leading firms within its target sectors. Examples of firms that have publicly partnered with or been identified as clients of Intapp include:
- Apollo Global Management (NYSE: APO) - Private Capital
- The Carlyle Group (NASDAQ: CG) - Private Capital
- Lazard (NYSE: LAZ) - Investment Banking
- Baker McKenzie - Legal
- Dentons - Legal
- KPMG - Accounting/Consulting
These examples represent the types of private capital, investment banking, legal, accounting, and consulting firms that utilize Intapp's DealCloud and OnePlace solutions.
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Major Suppliers:
- Amazon.com, Inc. (Symbol: AMZN)
- Microsoft Corporation (Symbol: MSFT)
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John Hall, Chairman and Chief Executive Officer
John Hall has served as Chairman and Chief Executive Officer of Intapp since 2007. Prior to joining Intapp, he was an early executive and co-founder at VA Linux Systems, helping to lead the company from its startup phase to a successful initial public offering (IPO). His leadership at Intapp has been characterized by a focus on innovation and client success. Intapp also received a majority investment from Great Hill Partners in 2012, during his tenure as CEO, before its IPO in 2021.
David Morton, Chief Financial Officer
David Morton joined Intapp as Chief Financial Officer in August 2023. He is a seasoned finance professional with over 20 years of experience in the technology industry, including global leadership roles. Morton previously served as CFO at DigiCert from November 2021 to August 2023. Before that, he was CFO at Anaplan from September 2018 to July 2021, where he played a crucial role in the company's successful public offering in 2018. He also held positions as Chief Accounting Officer at Tesla from August 2018 to September 2018 and CFO at Seagate Technology from 2015 to 2017.
Thad Jampol, Co-Founder and Chief Product Officer
Thad Jampol co-founded Intapp (originally named Tsunami Software) in December 2000 with Dan Harsell and Vera Newman. He leads Intapp's global product vision, design, and development, and is recognized as the architect of the Intapp Industry Cloud. Jampol has 20 years of experience in bringing vertically oriented enterprise software solutions to multiple industries. As a co-founder, he maintained significant majority ownership during the company's formative, bootstrapped years and was involved when Intapp received a majority investment from Great Hill Partners in 2012, prior to its IPO.
Don Coleman, Chief Operating Officer
Don Coleman directs Intapp's global business operations, overseeing legal sales and marketing, professional services, and customer success.
Ben Harrison, President, Industries
Ben Harrison serves as President, Industries for Intapp. He has also been referred to as Co-President of Financial Services.
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- Intense Competition: Intapp operates in a highly competitive professional services automation (PSA) software market. The company faces competition from both specialized vendors and larger, more generalized software providers like Salesforce and SAP, which are increasingly developing vertically integrated solutions. This fierce competition could impact Intapp's ability to attract and retain clients, maintain pricing power, and achieve its growth targets.
- Reliance on Market Expectations and Economic Conditions: Intapp's financial performance and stock valuation are significantly influenced by market expectations for its growth. Recent instances show that even when the company beats earnings estimates, lower-than-anticipated guidance for future periods can lead to a substantial negative reaction from investors. Additionally, as a provider to professional and financial services firms, Intapp is susceptible to broader economic conditions, including inflationary pressures, market downturns, and volatility within its targeted industries, which could affect demand for its solutions.
- Data Security and Privacy Risks: As a cloud-based software provider handling sensitive client data for professional and financial services firms, Intapp faces significant risks related to data breaches, unauthorized access, and other disruptions to its solutions. A failure to prevent or respond effectively to such incidents could lead to severe reputational damage, substantial financial losses, and regulatory penalties.
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Intapp, Inc. (symbol: INTA) operates within several significant addressable markets for its cloud-based software solutions tailored for the professional and financial services industries. Its main products, DealCloud and OnePlace, cater to specific segments within these broader markets.
Addressable Markets for Intapp's Products and Services:
Overall Addressable Market:
- Intapp itself estimates its Total Addressable Market (TAM) at approximately $31 billion and its Serviceable Addressable Market (SAM) at around $24 billion, as referenced in their investor relations materials in 2025 and 2026.
- The AI in professional workflow management market is expected to reach $164.2 billion by 2025.
For DealCloud (Deal and Relationship Management Solution for Financial Services):
- The global financial services software market was valued at $118.65 billion in 2021 and is projected to reach $282.71 billion by 2031, growing at a CAGR of 9.2%.
- Another estimate values the global financial services software market at $122.74 billion in 2023, projected to reach $235.07 billion by 2031 with an 8.66% CAGR.
- The global financial services applications market was valued at $165.91 billion in 2025 and is estimated to grow to $343.64 billion by 2031, with a CAGR of 12.92%.
- IT spending on software within the U.S. banking and investment sector reached an estimated $107.8 billion in 2024.
- The global Customer Relationship Management (CRM) market is projected to reach $53 billion globally in the next 12 months, with 37% of this spending coming from buyers in the United States. This market was valued at $80 billion in 2024 and is expected to reach $106.1 billion by 2029, growing at a CAGR of 5.8%.
For OnePlace (Client and Engagement Lifecycle Management for Professional Services):
- The global professional service automation (PSA) software market was valued at $14.41 billion in 2025 and is projected to grow to $50.33 billion by 2034, exhibiting a CAGR of 14.91%. Another report estimates the global PSA software market at $15.0 billion in 2025, projected to reach $44.5 billion by 2035 with a CAGR of 11.5%.
- The global Customer Engagement Software Market was estimated at $18.82 billion in 2025 and is expected to reach $39.52 billion by 2032, with a CAGR of 11.17%. Another source estimates the global customer engagement solutions market size in 2026 at $28.13 billion, projected to reach $45.9 billion by 2031 with a 10.28% CAGR.
- The global contract lifecycle management (CLM) software market exceeded $1.24 billion in 2025 and is projected to grow at a CAGR of 13.1% between 2026 and 2034. The CLM software market was estimated at $1.62 billion in 2024 and is projected to reach $3.24 billion by 2030, with a CAGR of 12.7%. North America dominated this market in 2024, holding over 37.10% of the revenue share.
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Intapp (NASDAQ: INTA) is poised for future revenue growth over the next 2-3 years, driven by several strategic initiatives and market trends. These include the continued shift of clients to its cloud-based solutions, the expansion of its client base through new acquisitions and deeper engagement with existing customers, the ongoing development and adoption of its AI-powered offerings, the leveraging of its robust partner ecosystem, and expansion into international markets and through strategic acquisitions.
1. Cloud Migration and SaaS Growth
A primary driver of Intapp's future revenue growth is the ongoing migration of its clients to cloud-based solutions and the subsequent expansion of its Software-as-a-Service (SaaS) offerings. The company's cloud Annual Recurring Revenue (ARR) has shown significant growth, increasing by 31% year-over-year in the second quarter of fiscal year 2026. Cloud-based solutions now represent 81% of Intapp's total ARR, indicating a strong transition to this recurring revenue model. Intapp's growth strategy is centered on this cloud migration, with 80% of its ARR already cloud-based and 93% of clients utilizing at least some portion of their Intapp business in the cloud. This shift is further incentivized by the delivery of key AI capabilities exclusively via the cloud.
2. Expansion within Existing Clients and New Client Acquisition
Intapp is focused on both acquiring new clients and expanding its relationships with existing ones. The company reported a cloud net revenue retention rate of 124% as of December 31, 2025, demonstrating strong success in upsell and cross-sell activities with its current customer base. This is further evidenced by the increase in clients generating at least $100,000 in ARR, rising from 728 a year ago to 834 clients. Intapp's ability to retain and steadily expand business with its existing customers is a consistent theme in its financial reporting.
3. Applied AI Capabilities and Product Innovation
The integration and adoption of advanced Artificial Intelligence (AI) capabilities represent a significant growth driver for Intapp. The company is actively executing a "vertical AI roadmap" designed to enhance its solutions for the highly regulated industries it serves. Recent innovations, such as the Intapp Time Horizon release with generative AI capabilities and Intapp assist for DealCloud and Intapp Walls for Copilot, are aimed at automating tasks, improving workflows, and increasing efficiency for clients. Intapp anticipates that leveraging increasing AI investments within its professional services sectors could expand its total addressable market by an estimated $30 billion.
4. Partner Ecosystem and Strategic Partnerships
Intapp's growing partner ecosystem, particularly its strategic partnership with Microsoft, is a key enabler of its long-term cloud growth. The availability of Intapp's solutions on the Microsoft Azure marketplace and co-sell activities with partners are crucial for supporting larger enterprise deployments and extending its reach. Service partner certifications have also seen a significant rise, reinforcing Intapp's position within the ecosystem.
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Share Repurchases
- Intapp authorized a new common stock repurchase program of up to $200.0 million on January 29, 2026. This followed the completion of a prior $150.0 million share repurchase program authorized on August 7, 2025.
- For the six months ended December 31, 2025, Intapp repurchased 3.4 million shares of its common stock for an aggregate amount of $150.1 million.
- The repurchase programs allow for discretionary purchases through open market transactions, privately negotiated transactions, or Rule 10b5-1 trading plans and do not have an expiration date.
Share Issuance
- Intapp's Initial Public Offering (IPO) was priced on June 29, 2021, at $26.00 per share, offering 10,500,000 shares of common stock and raising approximately $277 million.
- The company registers additional shares for issuance under its 2021 Omnibus Incentive Plan and 2021 Employee Stock Purchase Plan, which include "evergreen" provisions that automatically increase the shares reserved annually.
- As of August 25, 2023, there were 69,240,659 shares of common stock outstanding.
Inbound Investments
- Great Hill Partners made a majority investment in Intapp in 2012, providing significant capital to accelerate growth and support its mergers and acquisitions strategy.
- In 2017, Temasek made a strategic investment, further fueling Intapp's growth and product development initiatives.
- BlackRock, Inc. acquired an additional 916,937 shares of Intapp Inc (INTA) on December 31, 2024, at a price of $64.09 per share, increasing its total holdings to 4,614,813 shares.
Outbound Investments
- Intapp announced an agreement to acquire TermSheet, a software provider for real estate teams, in April 2025. This acquisition aims to expand the functionality of the DealCloud platform and enhance its offerings for real assets investments with Applied AI.
- In 2023, Intapp acquired Paragon Data Labs for $40 million, as part of its strategy to expand platform capabilities through mergers and acquisitions.
- As of March 12, 2026, Intapp had made one investment in AlphaStream and acquired ten companies, including TermSheet and Transform Data International.
Capital Expenditures
- Capital expenditures for the fiscal year 2024 (ending June 30, 2024) totaled approximately $26.39 million.
- For the first quarter of fiscal year 2025 (ending September 30, 2024), capital expenditures were $9.04 million.
- These investments support the company's ongoing growth, particularly in developing AI-powered and cloud-based solutions.
Peer Outperformance in Application Software
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| INTA | Intapp | 18.1% | -79.7x | 8.2% | 29.3% | 59.0% | — |
| AGYS | Agilysys | 16.6% | 73.5x | 0.6% | 43.9% | 176.3% | +117pp |
| CDNS | Cadence Design Systems | 15.5% | 68.2x | -2.4% | 48.6% | 107.8% | +49pp |
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services | 10 | 31.6% | 137.9% | 237.0% | TTMI 538% · FLEX 521% · JBL 375% |
| Technology Distributors | 9 | 44.5% | 96.5% | 94.8% | AVT 187% · SNX 165% · CNXN 118% |
| Semiconductor Materials & Equipment | 28 | 54.0% | 81.5% | 78.3% | AXTI 579% · KLAC 374% · LRCX 358% |
| Communications Equipment | 36 | 4.9% | 83.3% | 74.5% | LITE 973% · AAOI 901% · ANET 643% |
| Electronic Components | 26 | 0.5% | 70.7% | 58.0% | CLS 2722% · BELFA 1262% · APH 332% |
| Technology Hardware, Storage & Peripherals | 21 | 18.1% | 109.1% | 29.4% | DELL 913% · SMCI 894% · WDC 823% |
| Semiconductors | 55 | 10.4% | 48.4% | 23.5% | MU 1294% · NVDA 795% · AVGO 615% |
| Internet Services & Infrastructure | 6 | 2.5% | 54.5% | 3.4% | GDDY 53% · VRSN 46% · DOCN 11% |
| Electronic Equipment & Instruments | 27 | -9.7% | 28.3% | -4.8% | PI 213% · OSIS 112% · KEYS 90% |
| IT Consulting & Other Services | 30 | -30.6% | -2.1% | -28.9% | CHRN 460163% · APLD 296% · ADEA 175% |
| Systems Software | 69 | -11.1% | 36.3% | -45.2% | ZETA 303% · CRWD 284% · FTNT 189% |
| Application Software ← | 126 | -19.4% | -2.8% | -46.0% | PLTR 693% · FROG 209% · AGYS 176% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 99.34 |
| Mkt Cap | 17.4 |
| Rev LTM | 7,198 |
| Op Inc LTM | 1,615 |
| FCF LTM | 1,868 |
| FCF 3Y Avg | 1,618 |
| CFO LTM | 2,351 |
| CFO 3Y Avg | 2,065 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.9% |
| Rev Chg 3Y Avg | 9.1% |
| Rev Chg Q | 10.6% |
| QoQ Delta Rev Chg LTM | 2.5% |
| Op Inc Chg LTM | 11.9% |
| Op Inc Chg 3Y Avg | 20.7% |
| Op Mgn LTM | 16.7% |
| Op Mgn 3Y Avg | 16.2% |
| QoQ Delta Op Mgn LTM | 0.4% |
| CFO/Rev LTM | 35.9% |
| CFO/Rev 3Y Avg | 34.9% |
| FCF/Rev LTM | 29.8% |
| FCF/Rev 3Y Avg | 29.2% |
Price Behavior
| Market Price | $42.95 | |
| Market Cap ($ Bil) | 3.3 | |
| First Trading Date | 06/30/2021 | |
| Distance from 52W High | -10.5% | |
| 50 Days | 200 Days | |
| DMA Price | $40.01 | $30.06 |
| DMA Trend | up | down |
| Distance from DMA | 7.3% | 42.9% |
| 3M | 1YR | |
| Volatility | 52.6% | 60.7% |
| Downside Capture | -35.09 | 88.72 |
| Upside Capture | 194.36 | 98.52 |
| Correlation (S&P 500) | 13.7% | 8.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.01 | 0.98 | 0.42 | -0.21 | 0.42 | 1.21 |
| Up Beta | 3.48 | 0.12 | -1.00 | -2.08 | -0.66 | 1.06 |
| Down Beta | 2.50 | 3.00 | -0.25 | -0.33 | 0.23 | 1.20 |
| Up Capture | -27% | 133% | 196% | 79% | 63% | 162% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 6 | 17 | 34 | 61 | 114 | 372 |
| Down Capture | 248% | 55% | -20% | 15% | 105% | 108% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 16 | 25 | 30 | 64 | 136 | 374 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INTA | |
|---|---|---|---|---|
| INTA | 7.6% | 60.7% | 0.35 | - |
| Sector ETF (XLK) | 29.7% | 26.7% | 0.94 | 3.2% |
| Equity (SPY) | 14.6% | 12.7% | 0.79 | 6.4% |
| Gold (GLD) | -1.4% | 28.5% | -0.06 | -8.6% |
| Commodities (DBC) | 47.3% | 20.6% | 1.76 | -6.5% |
| Real Estate (VNQ) | 3.8% | 13.9% | 0.02 | 5.7% |
| Bitcoin (BTCUSD) | -27.9% | 43.4% | -0.63 | 16.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INTA | |
|---|---|---|---|---|
| INTA | 10.5% | 54.2% | 0.38 | - |
| Sector ETF (XLK) | 19.9% | 26.0% | 0.68 | 36.0% |
| Equity (SPY) | 12.8% | 17.1% | 0.56 | 38.9% |
| Gold (GLD) | 17.6% | 18.9% | 0.75 | -2.4% |
| Commodities (DBC) | 9.2% | 19.5% | 0.35 | 1.0% |
| Real Estate (VNQ) | 1.0% | 18.9% | -0.06 | 23.3% |
| Bitcoin (BTCUSD) | 4.5% | 51.6% | 0.27 | 20.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INTA | |
|---|---|---|---|---|
| INTA | 4.4% | 54.7% | 0.35 | - |
| Sector ETF (XLK) | 24.4% | 25.1% | 0.88 | 36.0% |
| Equity (SPY) | 15.5% | 17.9% | 0.73 | 38.5% |
| Gold (GLD) | 12.0% | 16.4% | 0.60 | -1.8% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | 0.5% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 22.7% |
| Bitcoin (BTCUSD) | 62.2% | 66.2% | 1.02 | 20.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 10/27/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/27/2026 | |||
| 8/4/2026 | 12.8% | 21.8% | 26.6% |
| 5/5/2026 | -4.2% | -5.4% | 1.3% |
| 2/3/2026 | -12.9% | -27.5% | -19.0% |
| 8/12/2025 | 15.5% | 15.1% | 23.0% |
| 5/6/2025 | -6.6% | -1.0% | -1.0% |
| 2/4/2025 | 4.2% | 0.8% | -7.5% |
| 11/4/2024 | 1.5% | 20.0% | 31.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 12 |
| # Negative | 7 | 6 | 8 |
| Median Positive | 4.2% | 13.9% | 21.0% |
| Median Negative | -4.5% | -6.0% | -12.8% |
| Max Positive | 15.5% | 24.6% | 43.4% |
| Max Negative | -12.9% | -27.5% | -29.8% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/27/2026 | |||
| 8/4/2026 | 12.8% | 21.8% | 26.6% |
| 5/5/2026 | -4.2% | -5.4% | 1.3% |
| 2/3/2026 | -12.9% | -27.5% | -19.0% |
| 8/12/2025 | 15.5% | 15.1% | 23.0% |
| 5/6/2025 | -6.6% | -1.0% | -1.0% |
| 2/4/2025 | 4.2% | 0.8% | -7.5% |
| 11/4/2024 | 1.5% | 20.0% | 31.8% |
| 8/13/2024 | 12.8% | 24.6% | 29.6% |
| 5/7/2024 | 9.0% | 12.7% | 5.7% |
| 2/6/2024 | -0.8% | -6.5% | -20.1% |
| 11/7/2023 | 3.1% | 15.8% | 9.5% |
| 9/6/2023 | -4.5% | -4.9% | -5.8% |
| 5/8/2023 | 15.4% | 15.2% | 13.9% |
| 2/6/2023 | -2.0% | 17.5% | 43.4% |
| 11/7/2022 | 0.1% | 7.6% | 10.5% |
| 9/7/2022 | 8.5% | 9.4% | 40.0% |
| 5/11/2022 | 4.1% | 9.5% | -14.1% |
| 2/9/2022 | 3.2% | 9.3% | 19.1% |
| 11/10/2021 | -6.1% | 3.2% | -11.5% |
| 9/8/2021 | 3.4% | -9.0% | -29.8% |
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 12 |
| # Negative | 7 | 6 | 8 |
| Median Positive | 4.2% | 13.9% | 21.0% |
| Median Negative | -4.5% | -6.0% | -12.8% |
| Max Positive | 15.5% | 24.6% | 43.4% |
| Max Negative | -12.9% | -27.5% | -29.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/14/2026 | 10-K |
| 03/31/2026 | 05/05/2026 | 10-Q |
| 12/31/2025 | 02/03/2026 | 10-Q |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/20/2025 | 10-K |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/04/2025 | 10-Q |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/26/2024 | 10-K |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 09/07/2023 | 10-K |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/08/2023 | 10-Q |
| 09/30/2022 | 11/08/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/14/2026 | 10-K |
| 03/31/2026 | 05/05/2026 | 10-Q |
| 12/31/2025 | 02/03/2026 | 10-Q |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/20/2025 | 10-K |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/04/2025 | 10-Q |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/26/2024 | 10-K |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 09/07/2023 | 10-K |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/08/2023 | 10-Q |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 09/09/2022 | 10-K |
| 03/31/2022 | 05/13/2022 | 10-Q |
| 12/31/2021 | 02/11/2022 | 10-Q |
| 09/30/2021 | 11/12/2021 | 10-Q |
| 06/30/2021 | 09/15/2021 | 10-K |
| 03/31/2021 | 06/24/2021 | S-1/A |
Recent Forward Guidance
Updated 10/27/2026Latest: Q1 2027 Earnings Reported 10/27/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2027 Estimated Stock-Based Compensation Expense | Reported | 36.60 Mil | ||||||
| Q2 2027 Amortization of Intangible Assets | Reported | 1.90 Mil | ||||||
| Q2 2027 Estimated Stock-Based Compensation Per Share | Reported | 0.46 | ||||||
| Q2 2027 Amortization of Intangible Assets Per Share | Reported | 0.02 | ||||||
| Q2 2027 Subscription revenue | Reported | 129.10 Mil | 129.60 Mil | 130.10 Mil | 4.3% | Higher New | Guidance: 124.20 Mil for Q1 2027 | |
| Q2 2027 Total revenue | Reported | 158.80 Mil | 159.30 Mil | 159.80 Mil | -0.3% | Lower New | Guidance: 159.80 Mil for Q1 2027 | |
| Q2 2027 Non-GAAP operating income | Reported | 31.80 Mil | 32.30 Mil | 32.80 Mil | -4.7% | Lower New | Guidance: 33.90 Mil for Q1 2027 | |
| Q2 2027 Non-GAAP diluted net income per share | Reported | 0.37 | 0.38 | 0.39 | -5.0% | Lower New | Guidance: 0.4 for Q1 2027 | |
| 2027 Estimated Stock-Based Compensation Expense | Reported | 138.10 Mil | ||||||
| 2027 Amortization of Intangible Assets | Reported | 7.40 Mil | ||||||
| 2027 Estimated Stock-Based Compensation Per Share | Reported | 1.73 | ||||||
| 2027 Amortization of Intangible Assets Per Share | Reported | 0.09 | ||||||
| 2027 Subscription revenue | Reported | 530.50 Mil | 532.50 Mil | 534.50 Mil | 0.3% | Raised | Guidance: 530.70 Mil for 2027 | |
| 2027 Total revenue | Reported | 658.20 Mil | 660.20 Mil | 662.20 Mil | 0.3% | Raised | Guidance: 658.50 Mil for 2027 | |
| 2027 Non-GAAP operating income | Reported | 136.80 Mil | 138.80 Mil | 140.80 Mil | 1.5% | Raised | Guidance: 136.70 Mil for 2027 | |
| 2027 Non-GAAP diluted net income per share | Reported | 1.64 | 1.66 | 1.68 | 3.8% | Raised | Guidance: 1.6 for 2027 | |
Prior: Q4 2026 Earnings Reported 8/4/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2027 Subscription revenue | Reported | 123.70 Mil | 124.20 Mil | 124.70 Mil | ||||
| Q1 2027 Total revenue | Reported | 159.30 Mil | 159.80 Mil | 160.30 Mil | 6.8% | Higher New | Guidance: 149.60 Mil for Q4 2026 | |
| Q1 2027 Non-GAAP operating income | Reported | 33.40 Mil | 33.90 Mil | 34.40 Mil | 17.3% | Higher New | Guidance: 28.90 Mil for Q4 2026 | |
| Q1 2027 Non-GAAP diluted net income per share | Reported | 0.39 | 0.4 | 0.41 | 8.1% | Higher New | Guidance: 0.37 for Q4 2026 | |
| 2027 Subscription revenue | Reported | 528.70 Mil | 530.70 Mil | 532.70 Mil | ||||
| 2027 Total revenue | Reported | 656.50 Mil | 658.50 Mil | 660.50 Mil | 14.6% | Higher New | Guidance: 574.80 Mil for 2026 | |
| 2027 Non-GAAP operating income | Reported | 134.70 Mil | 136.70 Mil | 138.70 Mil | 32.5% | Higher New | Guidance: 103.20 Mil for 2026 | |
| 2027 Non-GAAP diluted net income per share | Reported | 1.58 | 1.6 | 1.62 | 30.1% | Higher New | Guidance: 1.23 for 2026 | |
Q3 2026 Earnings Reported 5/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2026 SaaS Revenue | Reported | 113.10 Mil | 113.60 Mil | 114.10 Mil | ||||
| Q4 2026 Total Revenue | Reported | 149.10 Mil | 149.60 Mil | 150.10 Mil | ||||
| Q4 2026 Non-GAAP Operating Income | Reported | 28.40 Mil | 28.90 Mil | 29.40 Mil | ||||
| Q4 2026 Non-GAAP Diluted Net Income Per Share | Reported | 0.36 | 0.37 | 0.38 | ||||
| 2026 SaaS Revenue | Reported | 421.00 Mil | 421.50 Mil | 422.00 Mil | 1.1% | Raised | Guidance: 417.00 Mil for 2026 | |
| 2026 Total Revenue | Reported | 574.30 Mil | 574.80 Mil | 575.30 Mil | 0.4% | Raised | Guidance: 572.30 Mil for 2026 | |
| 2026 Non-GAAP Operating Income | Reported | 102.70 Mil | 103.20 Mil | 103.70 Mil | 1.3% | Raised | Guidance: 101.90 Mil for 2026 | |
| 2026 Non-GAAP Diluted Net Income Per Share | Reported | 1.22 | 1.23 | 1.24 | 0.8% | Raised | Guidance: 1.22 for 2026 | |
Q2 2026 Earnings Reported 2/3/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 SaaS revenue | Reported | 105.00 Mil | 105.50 Mil | 106.00 Mil | Higher New | |||
| Q3 2026 Total revenue | Reported | 143.80 Mil | 144.30 Mil | 144.80 Mil | Higher New | |||
| Q3 2026 Non-GAAP operating income | Reported | 23.10 Mil | 23.60 Mil | 24.10 Mil | Higher New | |||
| Q3 2026 Non-GAAP diluted net income per share | Reported | 0.27 | 0.28 | 0.29 | Higher New | |||
| 2026 SaaS revenue | Reported | 415.00 Mil | 417.00 Mil | 419.00 Mil | 0.9% | Raised | Guidance: 413.40 Mil for 2026 | |
| 2026 Total revenue | Reported | 570.30 Mil | 572.30 Mil | 574.30 Mil | 0.6% | Raised | Guidance: 568.70 Mil for 2026 | |
| 2026 Non-GAAP operating income | Reported | 99.90 Mil | 101.90 Mil | 103.90 Mil | 4.0% | Raised | Guidance: 98.00 Mil for 2026 | |
| 2026 Non-GAAP diluted net income per share | Reported | 1.2 | 1.22 | 1.24 | 9.9% | Raised | Guidance: 1.11 for 2026 | |
Insider Activity
Updated 10/22/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Harrison, David Benjamin | President, Industries | Direct | Sell | 10222026 | 45.26 | 40,284 | 1,823,169 | 705,978 | Form |
| 2 | Hall, John T | Chief Executive Officer | Direct | Sell | 10212026 | 44.35 | 3,000 | 133,042 | 257,872,081 | Form |
| 3 | Jampol, Thad | Chief Product Officer | Direct | Sell | 10142026 | 40.39 | 4,800 | 193,851 | 37,501,555 | Form |
| 4 | Jampol, Thad | Chief Product Officer | Direct | Sell | 10142026 | 40.01 | 200 | 8,001 | 37,340,067 | Form |
| 5 | Hall, John T | Chief Executive Officer | Direct | Sell | 10142026 | 40.00 | 3,000 | 120,000 | 232,592,320 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Harrison, David Benjamin | President, Industries | Direct | Sell | 10222026 | 45.26 | 40,284 | 1,823,169 | 705,978 | Form |
| 2 | Hall, John T | Chief Executive Officer | Direct | Sell | 10212026 | 44.35 | 3,000 | 133,042 | 257,872,081 | Form |
| 3 | Jampol, Thad | Chief Product Officer | Direct | Sell | 10142026 | 40.39 | 4,800 | 193,851 | 37,501,555 | Form |
| 4 | Jampol, Thad | Chief Product Officer | Direct | Sell | 10142026 | 40.01 | 200 | 8,001 | 37,340,067 | Form |
| 5 | Hall, John T | Chief Executive Officer | Direct | Sell | 10142026 | 40.00 | 3,000 | 120,000 | 232,592,320 | Form |
| 6 | Hall, John T | Chief Executive Officer | Direct | Sell | 10072026 | 36.50 | 3,000 | 109,500 | 212,240,492 | Form |
| 7 | Hall, John T | Chief Executive Officer | Direct | Sell | 10022026 | 36.77 | 2,200 | 80,894 | 213,810,490 | Form |
| 8 | Hall, John T | Chief Executive Officer | Direct | Sell | 10022026 | 36.51 | 800 | 29,208 | 212,298,640 | Form |
| 9 | Hall, John T | Chief Executive Officer | Direct | Sell | 9232026 | 36.74 | 3,000 | 110,220 | 213,636,046 | Form |
| 10 | Hall, John T | Chief Executive Officer | Direct | Sell | 9162026 | 37.93 | 3,000 | 113,795 | 220,566,134 | Form |
| 11 | Hall, John T | Chief Executive Officer | Direct | Sell | 9102026 | 39.59 | 3,000 | 118,769 | 230,207,086 | Form |
| 12 | Hall, John T | Chief Executive Officer | Direct | Sell | 9022026 | 43.27 | 3,000 | 129,810 | 251,606,742 | Form |
| 13 | Sedgwick, Dustin DE Forest | Chief Marketing Officer | Direct | Sell | 8262026 | 41.21 | 1,474 | 60,751 | 911,343 | Form |
| 14 | Morton, David H JR | Chief Financial Officer | Direct | Sell | 8262026 | 40.88 | 10,000 | 408,816 | 4,908,817 | Form |
| 15 | Hall, John T | Chief Executive Officer | Direct | Sell | 8262026 | 41.20 | 65,802 | 2,710,800 | 239,548,628 | Form |
| 16 | Neble, George R | Direct | Sell | 8212026 | 40.00 | 2,624 | 104,960 | 1,218,600 | Form | |
| 17 | Hall, John T | Chief Executive Officer | Direct | Sell | 8182026 | 39.06 | 3,000 | 117,185 | 227,136,344 | Form |
| 18 | Morton, David H JR | Chief Financial Officer | Direct | Sell | 8172026 | 40.72 | 20,000 | 814,304 | 3,435,955 | Form |
| 19 | Jampol, Thad | Chief Product Officer | Direct | Sell | 8172026 | 40.76 | 25,000 | 1,019,014 | 37,210,612 | Form |
| 20 | Hall, John T | Chief Executive Officer | Direct | Sell | 8122026 | 37.04 | 3,000 | 111,120 | 215,380,488 | Form |
| 21 | Hall, John T | Chief Executive Officer | Direct | Sell | 8072026 | 36.86 | 146,674 | 5,405,890 | 214,313,471 | Form |
| 22 | Sedgwick, Dustin DE Forest | Chief Marketing Officer | Direct | Sell | 8042026 | 35.00 | 3,530 | 123,550 | 483,490 | Form |
| 23 | Murgel, Michele | Chief People & Places Officer | Direct | Sell | 6302026 | 25.02 | 14,591 | 365,127 | 5,846,431 | Form |
| 24 | Hall, John T | Chief Executive Officer | Direct | Sell | 12312025 | 47.48 | 8,000 | 379,864 | 271,207,132 | Form |
| 25 | Hall, John T | Chief Executive Officer | Direct | Sell | 12232025 | 47.09 | 8,000 | 376,714 | 268,957,934 | Form |
| 26 | Hall, John T | Chief Executive Officer | Direct | Sell | 12172025 | 42.28 | 16,000 | 676,485 | 241,491,037 | Form |
| 27 | Sedgwick, Dustin DE Forest | Chief Marketing Officer | Direct | Sell | 12122025 | 42.58 | 1,774 | 75,537 | 75,580 | Form |
| 28 | Hall, John T | Chief Executive Officer | Direct | Sell | 12102025 | 43.34 | 8,000 | 346,737 | 247,555,686 | Form |
| 29 | Harrison, David Benjamin | President, Industries | Direct | Sell | 12052025 | 44.98 | 4,960 | 223,095 | 75,520 | Form |
| 30 | Coleman, Donald F | Chief Operating Officer | Direct | Sell | 12052025 | 45.00 | 1,541 | 69,345 | 20,142,585 | Form |
| 31 | Hall, John T | Chief Executive Officer | Direct | Sell | 12032025 | 43.45 | 8,000 | 347,625 | 248,189,810 | Form |
| 32 | Morton, David H JR | Chief Financial Officer | Direct | Sell | 11262025 | 40.76 | 10,000 | 407,572 | 1,783,739 | Form |
| 33 | Hall, John T | Chief Executive Officer | Direct | Sell | 11262025 | 40.76 | 22,243 | 906,596 | 232,800,163 | Form |
| 34 | Neble, George R | Direct | Sell | 11182025 | 42.43 | 1,800 | 76,365 | 1,190,623 | Form | |
| 35 | Hall, John T | Chief Executive Officer | Direct | Sell | 11182025 | 42.34 | 8,000 | 338,692 | 241,576,188 | Form |
| 36 | Hall, John T | Chief Executive Officer | Direct | Sell | 11122025 | 39.51 | 64,000 | 2,528,781 | 225,460,810 | Form |
Investor Activity (13F)
Updated Oct 28, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
Intapp — Investor Video Playlist
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Application Software Resources |
| Capterra |
| Software Advice |
| InfoWorld |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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