13F Portfolios

GEORGE KAISER FAMILY FOUNDATION — INTAPP INC INTA: Quarterly 13F Position History

GEORGE KAISER FAMILY FOUNDATION has reported INTAPP INC (INTA) on 11 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2023. As of Q1 2026, the position is sized at 147,651 shares ($3.8M market value, 0.43% of the equity book). Quarter-over-quarter share count change: + 13,834 (+10.3%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 147,651 +13,834 +10.3% $3.8M 0.43% $25.69
Q4 2025 133,817 0 $6.1M 0.82% $45.82
Q3 2025 133,817 +30,952 +30.1% $5.5M 0.77% $40.90
Q2 2025 102,865 +5,640 +5.8% $5.3M 0.77% $51.62
Q1 2025 97,225 21,872 -18.4% $5.7M 0.83% $58.38
Q4 2024 119,097 0 $7.6M 1.12% $64.09
Q3 2024 119,097 +15,127 +14.5% $5.7M 0.87% $47.83
Q2 2024 103,970 +32,848 +46.2% $3.8M 0.67% $36.67
Q1 2024 71,122 +16,342 +29.8% $2.4M 0.46% $34.30
Q4 2023 54,780 28,016 -33.8% $2.1M 0.42% $38.02
Q3 2023 82,796 $2.8M 0.52% $33.52

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did GEORGE KAISER FAMILY FOUNDATION first disclose a INTA position in 13F-HR filings?

GEORGE KAISER FAMILY FOUNDATION first reported INTAPP INC (INTA) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.

What was GEORGE KAISER FAMILY FOUNDATION's most recent quarter-over-quarter share-count change in INTA?

Between Q4 2025 and Q1 2026, GEORGE KAISER FAMILY FOUNDATION added 13,834 shares of INTA (+10.3%), bringing the total reported position to 147,651 shares at a market value of $3.8M.

Does the implied price-per-share represent GEORGE KAISER FAMILY FOUNDATION's cost basis in INTA?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.