STIFEL FINANCIAL CORP

Position in INTA — Intapp, Inc.

CIK 720672 ST. LOUIS, MO

Position in INTA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,168,154

-$658,687 QoQ

Shares Held

46,337

-34.8% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#80

of 248 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $1,864,014,020 across 72 Software - Application names. INTA ranks #42 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	1,949,694	$436,633,968
2	UBER	Uber Technologies, Inc	3,543,481	$255,697,585
3	NOW	ServiceNow, Inc.	2,130,971	$211,562,798
4	PAYX	Paychex Inc	2,045,500	$201,134,011
5	ADBE	Adobe Inc.	936,022	$191,903,228
6	CRM	Salesforce, Inc.	964,601	$151,114,391
7	INTU	Intuit Inc.	189,077	$49,349,097
8	SHOP	Shopify Inc.	336,981	$38,476,488

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,168,154	46,337	-34.8%	Shares	Defined	2026-08-12
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.