STIFEL FINANCIAL CORP

Position in INTA — Intapp, Inc.

CIK 720672 ST. LOUIS, MO

Position in INTA

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,826,841

-$1,475,038 QoQ

Shares Held

71,111

-1.3% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 99.34468647607262.ToString("F0")% Shared 0.ToString("F0")% None 0.6553135239273812.ToString("F0")%

Technology · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $1,834,319,079 across 70 Software - Application names. INTA ranks #39 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	1,832,880	$372,404,556
2	ADBE	Adobe Inc.	894,420	$217,415,609
3	NOW	ServiceNow, Inc.	1,899,225	$198,563,970
4	CRM	Salesforce, Inc.	1,019,541	$190,317,715
5	UBER	Uber Technologies, Inc	2,583,133	$185,804,754
6	PAYX	Paychex Inc	1,845,758	$170,031,224
7	INTU	Intuit Inc.	330,494	$142,898,992
8	SHOP	Shopify Inc.	399,060	$47,336,494

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,826,841	71,111	-1.3%	Shares	Defined	2026-05-12
2025-12-31	$3,301,879	72,062	+22.3%	Shares	Defined	2026-02-13
2025-09-30	$2,410,890	58,946	+40.8%	Shares	Defined	2025-11-12
2025-06-30	$2,160,812	41,860	+221.7%	Shares	Defined	2025-08-14
2025-03-31	$759,640	13,012	+2.3%	Shares	Defined	2025-05-14
2024-12-31	$815,095	12,718	-5.9%	Shares	Defined	2025-02-13
2024-09-30	$646,613	13,519	-4.2%	Shares	Defined	2024-11-14
2024-06-30	$517,559	14,114	+36.7%	Shares	Defined	2024-08-13
2024-03-31	$354,146	10,325	+77.0%	Shares	Defined	2024-05-14
2023-12-31	$221,808	5,834	—	Shares	Defined	2024-02-12
No filing history on record for this holder in this stock.