Intapp, Inc. filings document regulatory disclosures for a Nasdaq-listed software company whose common stock trades under INTA. Recent Form 8-K reports furnish quarterly and fiscal-year financial results, including SaaS revenue, cloud annual recurring revenue, and related operating commentary.
The company’s SEC records also cover Regulation FD disclosures for common stock repurchase authorizations, annual meeting results, and proxy governance matters. Its definitive proxy materials address board elections, auditor ratification, stockholder voting procedures, executive and director governance disclosures, and other matters submitted to holders of Intapp common stock.
INTA has filed to potentially sell up to 146,674 shares of common stock. The notice lists an approximate aggregate market value of $4,807,973.72 for these shares, with NASDAQ as the exchange and an approximate sale date of August 5, 2026.
The planned sale consists of 75,000 shares related to an Exercise of Stock Options for cash and 71,674 shares related to performance stock units and restricted stock units, both issued by the company. Form 144 is a notice of proposed sale by an affiliate or large holder, not a completed transaction.
A selling stockholder plans to sell 5,586 shares of the issuer’s common stock through Morgan Stanley Smith Barney LLC’s Executive Financial Services, as reflected in a Form 144 notice. The shares derive from previously exercised stock options. The notice also lists recent Rule 10b5-1 sales by Michele Murgel over the past three months, including transactions on June 26, July 16, July 27, July 28, and August 3, 2026, with each entry showing the number of shares and total sale proceeds.
Intapp reported strong growth for Q4 and fiscal 2026 while remaining GAAP-loss-making. In Q4 2026, SaaS revenue was $115.0 million, up 27% year-over-year, and total revenue reached $152.5 million, up 13%. Cloud ARR was $495.7 million and total ARR $590.5 million as of June 30, 2026, with cloud net revenue retention of 123%.
For fiscal 2026, total revenue was $577.8 million, up 15% year-over-year, and SaaS revenue was $422.8 million, up 27%. GAAP net loss widened to $41.3 million, or $0.52 per share, but non-GAAP net income rose to $103.6 million, or $1.27 per diluted share. Free cash flow was $144.7 million, supported by $146.8 million of net cash from operating activities.
Cash and cash equivalents were $162.8 million as of June 30, 2026, down from $313.1 million a year earlier, after repurchasing 8.4 million shares for $275.2 million. For fiscal 2027, the company guides total revenue of $656.5-$660.5 million and non-GAAP diluted EPS of $1.58-$1.62.
Intapp, Inc. executive Dustin de Forest Sedgwick, Chief Marketing Officer, reported selling 3,530 shares of common stock on August 3, 2026 at $35.00 per share in an open market or private transaction. After this sale, he directly held 13,814 shares of Intapp common stock.
The sale was executed pursuant to a pre-established 10b5-1 plan put in place by the reporting person on September 10, 2025.
Michele Murgel, an affiliate of Intapp (symbol INTA), filed a notice to sell up to 2,989 shares of common stock, with an aggregate market value of $97,710.41 as of 08/03/2026. These shares were acquired through previously exercised stock options on 12/23/2024 for cash.
The filing also lists prior Rule 10b5-1 sales over the past three months, including 20,815 shares sold on 07/16/2026 for $624,736.42 and 14,591 shares sold on 06/26/2026 for $365,126.64, along with additional sales on 07/27/2026 and 07/28/2026.
Vanguard Portfolio Management LLC, together with certain affiliates, reports beneficial ownership of Intapp Inc common stock on a Schedule 13G. The group reports beneficial ownership of 4,110,408 shares, representing 5.33% of Intapp’s outstanding common stock.
Vanguard reports sole voting power over 53,132 shares and sole dispositive power over 4,110,408 shares, with no shared voting or dispositive power. The holdings include securities held by Vanguard funds and other managed accounts over which these Vanguard entities exercise dispositive and/or voting power. No other single person has an interest in more than 5% of the securities reported.
Michele Murgel has filed to sell 7,500 common shares of issuer stock through Morgan Stanley Smith Barney LLC Executive Financial Services at New York Plaza, with an estimated value of $220,875.00 and a proposed sale date of 07/28/2026. The shares relate to Performance Stock Units dated 05/20/2025. Recent sales under a 10b5-1 trading plan include 7,760 shares for $234,151.79 on 07/27/2026, 20,815 shares for $624,736.42 on 07/16/2026, and 14,591 shares for $365,126.64 on 06/26/2026.
A shareholder of INTA plans to sell 28,575 shares of common stock through Morgan Stanley Smith Barney LLC on NASDAQ around July 16, 2026. The shares were acquired from the issuer by exercising stock options for cash on December 18, 2023.
In the prior three months, Michele Murgel completed common stock sales labeled as 10b5-1 transactions, including the sale of 14,591 shares on June 26, 2026, totaling $365,126.64.
Intapp, Inc. entered into a new five-year senior secured revolving credit facility for $150.0 million with UBS AG, Stamford Branch as administrative agent. The facility includes a $10.0 million subfacility for letters of credit and allows the company, subject to conditions, to seek up to $75.0 million in additional revolving credit commitments, with the potential for further Incremental Commitments, including term loans.
Borrowings will bear interest at either Term SOFR plus 1.50%–2.25% or an alternate base rate plus 0.50%–1.25%, depending on the total net leverage ratio, with an unused commitment fee of 0.25%–0.40%. The facility is guaranteed by material wholly owned subsidiaries and secured by a first-priority pledge of equity in first-tier subsidiaries and substantially all non-real-estate assets. Proceeds may be used for working capital, general corporate purposes and acquisitions. Concurrently, Intapp terminated its prior credit agreement; as of closing, no amounts were outstanding under the new facility.