Intapp, Inc.
INTA · Technology · $2.2B mkt cap · FY2025 filings · · not refreshed in 36 days · Shallow moat ·
Doesn't clear the bar
The five investor questions
70
2021–2025 (latest 5 aligned FYs; v3 window cap 5): revenue $215M to $504M, increasing; diluted EPS -2.23 to -0.23, increasing.
96
Median gross margin 66.8% over 6y, very stable.
0
Median ROIC -22.6%, above the 12% hurdle in 0% of years.
55
Net cash position — no leverage risk.
44
Owner earnings changed trend unclear over up to the ten most recent annual observations, share count n/a.
Price vs. value if growth stopped today
A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.
Above value if growth stopped todayBelow value if growth stopped today
- Not reported
- Unavailable — insufficient owner-earnings data
- Unavailable — insufficient growth-model data
- $27.47
- No price data
This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. The recent FY revenue series does not trigger the three-consecutive-declines flag.
Among the current top-score group, the median current price is 239% above the zero-growth estimate across 48 of the current top 50 companies by Moat Score with both values.
Score records captured Jul 26, 2026.
Exactly which 50 companies?
FTNT, META, MEDP, IBEX, MSFT, GOOGL, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, LLY, MANH, VEEV, GRMN, SSD, MNST, DOCS, MCO, CPRT, NTAP, LRCX, NVDA, CORT, SFM, MPTI, ULTA, SN, RMD, ROL, PAYC, IRMD, INTU, DECK, MORN, LGCY, DAL, GWW, ISRG, MPWR, CTAS, LOPE, MRK, CMG, FAST, BKNG, ORLY
Missing a usable price or zero-growth estimate: ANF, BKNG.
Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 0% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.
7 years of fundamentals
The business, in plain English
Intapp, Inc. booked $504M of revenue in FY2025 in the Technology sector and kept 74.0% of it as gross profit — a high-margin business by that measure. After every other cost, −3.6% of each revenue dollar reached the bottom line.
Across the filed record, revenue grew from $187M (FY2020) to $504M (FY2025) — about 22.0% a year compounded over 5 years.
It earned −10.5% on invested capital in the latest filed year, FY2025. Across the full 5-year measurable filed record, median ROIC was −22.6%. Over the v3 recent window (5 measurable filed years), median ROIC was −22.6%. The Returns on Capital filter above scores it 0/100.
INTA's latest filed year, FY2025, doesn't disclose total debt in a form the methodology can use, so current leverage is treated as unmeasured — never assumed to be zero.
Put together: Pricing Power is the strongest of the five filters (96/100) and Returns on Capital the weakest (0/100), which is how INTA lands at 53/100 — a Shallow moat.
This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.
Gaps in a line mean that item isn’t in INTA’s filings for that year. The series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.
Visual explainers
The filing-backed explainer service is temporarily unavailable, so no partial or guessed chart is shown.
Moat Score history
Breaks in the line mark methodology or normalizer upgrades — readings across versions aren’t compared, so a level shift there isn’t a change in the business.
Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars
- Normalizer upgraded unstamped (version unknown)tomoat-xbrl-normalizer@1.1.0 — readings across versions aren’t comparedJul 26, 2026
- Methodology upgraded moat-index@2.0.0tomoat-index@3.0.0 — readings across versions aren’t comparedJul 23, 2026
- Methodology upgraded moat-index@1.2.0tomoat-index@2.0.0 — readings across versions aren’t comparedJul 20, 2026
Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.
Insider activity
Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”
These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.
This machine-readable surface covers SEC ownership filings from 2003; it does not represent earlier paper-era records.
Records still being gathered — partial as of retrieval Sep 1, 2026.
Among the rows shown, A/F/M acquisition, payment or withholding, and exercise or conversion rows outnumber S sale rows (61 versus 15). The filing codes alone do not establish that every such row arose from a compensation plan.
Trailing-12-month totals and the 90-day cluster result are withheld because this issuer walk is incomplete.
| Insider | Shares owned after | Date | Filing detail | ||||
|---|---|---|---|---|---|---|---|
| Sedgwick Dustin de ForestChief Marketing Officer | Open-market or private sale (S)Table I · Disposed · Common Stock | 1,474 | $41.2149 | $60,751 | See lot detail | Aug 24, 2026 | 2 filed lots
|
| MORTON DAVID H JRChief Financial Officer | Open-market or private sale (S)Table I · Disposed · Common Stock | 10,000 | $40.8816 | $408,816 | 120,074 | Aug 24, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Exercise or conversion of derivative security (M)Table I · Acquired · Common Stock · 1 paired event | 3,000 | $7.45 | $22,350 | 5,880,610 | Aug 24, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Open-market or private sale (S)Table I · Disposed · Common Stock | 65,802 | $41.1963 | $2,710,800 | See lot detail | Aug 24, 2026 | 2 filed lots
|
| HALL JOHN TDirector, Chief Executive Officer | Exercise or conversion of derivative security (M)Table II · Disposed · Employee Stock Option (Right to Buy) · 1 paired event | 3,000 | —Exercise or conversion of derivative security (M) | — | 79,000 | Aug 24, 2026 | 1 filed lot
|
| Sedgwick Dustin de ForestChief Marketing Officer | Exercise or conversion of derivative security (M)Table I · Acquired · Common Stock · 2 paired events | 16,113 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 2 filed lots
|
| Sedgwick Dustin de ForestChief Marketing Officer | Payment of exercise price or tax liability (F)Table I · Disposed · Common Stock | 6,341 | $40.09 | $254,211 | 23,586 | Aug 20, 2026 | 1 filed lot
|
| Sedgwick Dustin de ForestChief Marketing Officer | Exercise or conversion of derivative security (M)Table II · Disposed · Restricted Share Units · 2 paired events | 16,113 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 2 filed lots
|
| MORTON DAVID H JRChief Financial Officer | Exercise or conversion of derivative security (M)Table I · Acquired · Common Stock · 4 paired events | 28,495 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 4 filed lots
|
| MORTON DAVID H JRChief Financial Officer | Exercise or conversion of derivative security (M)Table II · Disposed · Restricted Share Units · 4 paired events | 28,495 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 4 filed lots
|
| MORTON DAVID H JRChief Financial Officer | Payment of exercise price or tax liability (F)Table I · Disposed · Common Stock | 47,334 | $40.09 | $1,897,620 | 130,074 | Aug 20, 2026 | 1 filed lot
|
| Jampol ThadChief Product Officer | Exercise or conversion of derivative security (M)Table I · Acquired · Common Stock · 3 paired events | 20,231 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 3 filed lots
|
| Jampol ThadChief Product Officer | Payment of exercise price or tax liability (F)Table I · Disposed · Common Stock | 26,611 | $40.09 | $1,066,835 | 938,585 | Aug 20, 2026 | 1 filed lot
|
| Jampol ThadChief Product Officer | Exercise or conversion of derivative security (M)Table II · Disposed · Restricted Share Units · 3 paired events | 20,231 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 3 filed lots
|
| Harrison David BenjaminPresident, Industries | Exercise or conversion of derivative security (M)Table I · Acquired · Common Stock · 3 paired events | 15,890 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 3 filed lots
|
| Harrison David BenjaminPresident, Industries | Payment of exercise price or tax liability (F)Table I · Disposed · Common Stock | 23,268 | $40.09 | $932,814 | 55,883 | Aug 20, 2026 | 1 filed lot
|
| Harrison David BenjaminPresident, Industries | Exercise or conversion of derivative security (M)Table II · Disposed · Restricted Share Units · 3 paired events | 15,890 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 3 filed lots
|
| HALL JOHN TDirector, Chief Executive Officer | Exercise or conversion of derivative security (M)Table I · Acquired · Common Stock · 3 paired events | 42,053 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 3 filed lots
|
| HALL JOHN TDirector, Chief Executive Officer | Payment of exercise price or tax liability (F)Table I · Disposed · Common Stock | 65,061 | $40.09 | $2,608,295 | 5,877,610 | Aug 20, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Exercise or conversion of derivative security (M)Table II · Disposed · Restricted Share Units · 3 paired events | 42,053 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 3 filed lots
|
| Coleman Donald F.Chief Operating Officer | Exercise or conversion of derivative security (M)Table I · Acquired · Common Stock · 3 paired events | 16,281 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 3 filed lots
|
| Coleman Donald F.Chief Operating Officer | Payment of exercise price or tax liability (F)Table I · Disposed · Common Stock | 24,296 | $40.09 | $974,027 | 554,282 | Aug 20, 2026 | 1 filed lot
|
| Coleman Donald F.Chief Operating Officer | Exercise or conversion of derivative security (M)Table II · Disposed · Restricted Share Units · 3 paired events | 16,281 | —Exercise or conversion of derivative security (M) | — | See lot detail | Aug 20, 2026 | 3 filed lots
|
| Sedgwick Dustin de ForestChief Marketing Officer | Grant, award, or other acquisition (A)Table II · Acquired · Restricted Share Units | 44,100 | —Grant, award, or other acquisition (A) | — | 44,100 | Aug 19, 2026 | 1 filed lot
|
| Neble George RDirector | Open-market or private sale (S)Table I · Disposed · Common Stock | 2,624 | $40.00 | $104,960 | 30,465 | Aug 19, 2026 | 1 filed lot
|
| MORTON DAVID H JRChief Financial Officer | Grant, award, or other acquisition (A)Table I · Acquired · Common Stock | 64,523 | —Grant, award, or other acquisition (A) | — | 148,913 | Aug 19, 2026 | 1 filed lot
|
| MORTON DAVID H JRChief Financial Officer | Grant, award, or other acquisition (A)Table II · Acquired · Restricted Share Units | 60,300 | —Grant, award, or other acquisition (A) | — | 60,300 | Aug 19, 2026 | 1 filed lot
|
| Jampol ThadChief Product Officer | Grant, award, or other acquisition (A)Table I · Acquired · Common Stock | 32,058 | —Grant, award, or other acquisition (A) | — | 944,965 | Aug 19, 2026 | 1 filed lot
|
| Jampol ThadChief Product Officer | Grant, award, or other acquisition (A)Table II · Acquired · Restricted Share Units | 46,800 | —Grant, award, or other acquisition (A) | — | 46,800 | Aug 19, 2026 | 1 filed lot
|
| Harrison David BenjaminPresident, Industries | Grant, award, or other acquisition (A)Table I · Acquired · Common Stock | 29,675 | —Grant, award, or other acquisition (A) | — | 63,261 | Aug 19, 2026 | 1 filed lot
|
| Harrison David BenjaminPresident, Industries | Grant, award, or other acquisition (A)Table II · Acquired · Restricted Share Units | 41,400 | —Grant, award, or other acquisition (A) | — | 41,400 | Aug 19, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Grant, award, or other acquisition (A)Table I · Acquired · Common Stock | 85,810 | —Grant, award, or other acquisition (A) | — | 5,900,618 | Aug 19, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Grant, award, or other acquisition (A)Table II · Acquired · Restricted Share Units | 144,000 | —Grant, award, or other acquisition (A) | — | 144,000 | Aug 19, 2026 | 1 filed lot
|
| Coleman Donald F.Chief Operating Officer | Grant, award, or other acquisition (A)Table I · Acquired · Common Stock | 31,458 | —Grant, award, or other acquisition (A) | — | 562,297 | Aug 19, 2026 | 1 filed lot
|
| Coleman Donald F.Chief Operating Officer | Grant, award, or other acquisition (A)Table II · Acquired · Restricted Share Units | 45,000 | —Grant, award, or other acquisition (A) | — | 45,000 | Aug 19, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Exercise or conversion of derivative security (M)Table I · Acquired · Common Stock · 1 paired event | 3,000 | $7.45 | $22,350 | 5,817,808 | Aug 17, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Open-market or private sale (S)Table I · Disposed · Common Stock | 3,000 | $39.0617 | $117,185 | See lot detail | Aug 17, 2026 | 2 filed lots
|
| HALL JOHN TDirector, Chief Executive Officer | Exercise or conversion of derivative security (M)Table II · Disposed · Employee Stock Option (Right to Buy) · 1 paired event | 3,000 | —Exercise or conversion of derivative security (M) | — | 82,000 | Aug 17, 2026 | 1 filed lot
|
| MORTON DAVID H JRChief Financial Officer | Open-market or private sale (S)Table I · Disposed · Common Stock | 20,000 | $40.7152 | $814,304 | See lot detail | Aug 13, 2026 | 2 filed lots
|
| Jampol ThadChief Product Officer | Open-market or private sale (S)Table I · Disposed · Common Stock | 25,000 | $40.7606 | $1,019,014 | See lot detail | Aug 13, 2026 | 2 filed lots
|
| HALL JOHN TDirector, Chief Executive Officer | Exercise or conversion of derivative security (M)Table I · Acquired · Common Stock · 1 paired event | 3,000 | $7.45 | $22,350 | 5,817,808 | Aug 10, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Open-market or private sale (S)Table I · Disposed · Common Stock | 3,000 | $37.04 | $111,120 | 5,814,808 | Aug 10, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Exercise or conversion of derivative security (M)Table II · Disposed · Employee Stock Option (Right to Buy) · 1 paired event | 3,000 | —Exercise or conversion of derivative security (M) | — | 85,000 | Aug 10, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Exercise or conversion of derivative security (M)Table I · Acquired · Common Stock · 1 paired event | 75,000 | $7.45 | $558,750 | 5,961,482 | Aug 5, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Open-market or private sale (S)Table I · Disposed · Common Stock | 146,674 | $36.8565 | $5,405,890 | 5,814,808 | Aug 5, 2026 | 1 filed lot
|
| HALL JOHN TDirector, Chief Executive Officer | Exercise or conversion of derivative security (M)Table II · Disposed · Employee Stock Option (Right to Buy) · 1 paired event | 75,000 | —Exercise or conversion of derivative security (M) | — | 88,000 | Aug 5, 2026 | 1 filed lot
|
| Sedgwick Dustin de ForestChief Marketing Officer | Open-market or private sale (S)Table I · Disposed · Common Stock | 3,530 | $35.00 | $123,550 | 13,814 | Aug 3, 2026 | 1 filed lot
|
Source-event as of . Retrieved .
Track record
How Intapp, Inc.’s moat rated in each of the years we can reconstruct from its filings — scored only on what was knowable at the time — and what its price and returns did afterward. The score never saw a price; the two are joined only in hindsight, for education, not as a signal.
Point-in-time Moat Score (dot colored by tier)Indexed price (total-return (dividends reinvested))Rated Wide-moat that year
How to read this: each dot is what the engine would have scored INTA on that December 31; the line below is its total-return price path (dividends reinvested) in the years since.
Two tracks, one timeline: the score has its own 0–100 scale (top), the price its own 100-based scale (bottom) — never a shared axis. The price path is a total-return (dividends reinvested) index built from the same data the forward returns use; gaps in the score line are years with no reconstructed rating (see the table for why). The Table view carries every value.
What followed, in the years it rated Wide
In the reconstructed history shown, INTA did not rate Wide-moat in any year, so there is no wide-moat track record to report. That absence is itself the honest answer — we don’t manufacture a comparison where the rating never earned one.
Technology context
#249 of 744 scored Technology companies, ranked by Moat Score.
Nearest peers by Moat Score
- #247PRGS PROGRESS SOFTWARE CORP /MA53.2 out of 100, Shallow moatShallow moat
- #248LSCC Lattice Semiconductor Corp52.9 out of 100, Shallow moatShallow moat
- #250SLP Simulations Plus, Inc.52.8 out of 100, Shallow moatShallow moat
- #251GDYN Grid Dynamics Holdings, Inc.52.8 out of 100, Shallow moatShallow moat
Compare INTA with its nearest peers →All Technology companies on the Index →
Common questions about INTA
- Does Intapp, Inc. have an economic moat?
- Based on its FY2025 SEC filings, the Moat Index scores Intapp, Inc. (INTA) 52.9 out of 100 — a Shallow moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 70, pricing power 96, returns on capital 0, balance-sheet safety 55, capital allocation 44.
- How has INTA's Moat Score changed over time?
- The record logs 16 readings since Jul 17, 2026; the latest reads 52.9 out of 100 (shallow moat). No tier changes on record yet. (Methodology or normalizer upgrades on Jul 20, 2026, Jul 23, 2026, Jul 26, 2026 re-based the score; readings across versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.