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INTAPP INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and INTAPP INC.’s Form 8-K, filed 2024-11-18 (Item 5.07 on EDGAR). Page generated 02 October 2026.

9Reported items
232Asset managers
1,986Fund votes
2024-11-13Meeting date

Proxy season: 2024-2025 2025-2026

Explore INTAPP INC. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by INTAPP INC.

These tallies are INTAPP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-11-18 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

INTAPP INC. — official shareholder meeting results, meeting held 2024-11-13
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Ralph Baxter	56,709,305	--	--	11,490,558	1,904,606	Majority: yes
Elect Director: Charles Moran	52,845,822	--	--	15,354,041	1,904,606	Majority: yes
Elect Director: George Neble	59,696,071	--	--	8,503,792	1,904,606	Majority: yes
Proposal 2: Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2025.	70,077,059	16,593	10,817	--	0	Majority: yes
Proposal 3: An advisory vote to approve named executive officer compensation ("Say-on-Pay Vote").	58,986,436	9,199,531	13,896	--	1,904,606	Majority: yes

Source: INTAPP INC., Form 8-K, filed with the SEC on 2024-11-18 — read the filing on EDGAR.

How asset managers voted at the INTAPP INC. 2024-2025 meeting

Each item below shows how the 232 asset managers that disclosed a INTAPP INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of INTAPP INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. To conduct an advisory vote to approve named executive officer compensation ("Say-On-Pay Vote").

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 11 wordings of this item as funds reported it.

87% Majority: yes · of votes cast

FOR 87%13%

FOR: 58,986,436AGAINST: 9,199,531

INTAPP INC.’s own tally for this item (“Proposal 3: An advisory vote to approve named executive officer compensation ("Say-on-Pay Vote").”): 58,986,436 for, 9,199,531 against, per its Form 8-K filed 2024-11-18 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 77,285,000 outstanding shares: 76% for, 12% against (88% of the company cast a for/against vote).

The 229 asset managers below cast 85% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.

FOR 84%AGAINST 15%

FOR: 84.0%AGAINST: 14.6%ABSTAIN: 0.0%SPLIT: 1.5%NOT VOTED: 0.0%

Largest asset managers voting on “To conduct an advisory vote to approve named executive officer compensation ("Say-On-Pay Vote").” at INTAPP INC., 2024-2025
Asset manager	For	Against	Vote
Temasek Holdings (Private) Ltd	17,146,805	0	For
Fidelity	12,526,537	0	For
T. Rowe Price	5,736,316	0	For
Vanguard	5,584,662	0	For
BlackRock	3,118,165	3,253	For
BAMCO INC /NY/	2,778,503	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	2,525,000	0	For
AllianceBernstein	2,329,636	0	For
Loomis Sayles	94,254	2,009,462	Against
Praesidium Investment Management Company, LLC	1,930,095	0	For
Capital Group	331,494	1,348,314	Against
JENNISON ASSOCIATES LLC	0	1,435,020	Against
GW&K Investment Management, LLC	0	19,328	Split
GEODE CAPITAL MANAGEMENT, LLC	971,664	0	For
FULLER & THALER ASSET MANAGEMENT, INC.	959,910	0	For
State Street	937,429	23	For
Putnam	893,506	0	For
Wellington	0	831,224	Against
Prudential/PGIM	0	800,549	Against
Artisan	0	784,966	Against
Clearbridge Investments, LLC	779,036	0	For
Dimensional	0	773,313	Against
AMERIPRISE FINANCIAL INC	717,221	0	For
Charles Schwab	673,964	0	For
Capitol Series Trust	670,580	0	For

Showing the 25 largest of 229 asset managers. See all 229 in the interactive database.

2. To conduct an advisory vote on the frequency of future Say-On-Pay Votes.

SECTION 14A SAY-ON-PAY VOTES

Combines 4 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 20%ONE YEAR 61%1 YEAR 15%

The 216 asset managers below cast 99.9% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.

FOR: 19.6%AGAINST: 0.0%ONE YEAR: 61.2%1 YEAR: 14.8%1: 2.5%THREE YEARS: 1.0%1YR: 0.9%3 YEARS: 0.0%NOT VOTED: 0.0%1-YEAR: 0.0%

Largest asset managers voting on “To conduct an advisory vote on the frequency of future Say-On-Pay Votes.” at INTAPP INC., 2024-2025
Asset manager	For	Vote
Temasek Holdings (Private) Ltd	15,226,805	For
Fidelity	0	One Year
T. Rowe Price	0	One Year
Vanguard	0	One Year
BlackRock	0	1 Year
BAMCO INC /NY/	0	One Year
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	0	One Year
AllianceBernstein	0	One Year
Loomis Sayles	0	One Year
Capital Group	0	One Year
JENNISON ASSOCIATES LLC	0	1 Year
GW&K Investment Management, LLC	0	1 Year
GEODE CAPITAL MANAGEMENT, LLC	0	One Year
FULLER & THALER ASSET MANAGEMENT, INC.	0	One Year
State Street	0	One Year
Putnam	0	One Year
Wellington	0	1 Year
Prudential/PGIM	0	One Year
Artisan	0	One Year
Clearbridge Investments, LLC	0	One Year
Dimensional	0	Three Years
AMERIPRISE FINANCIAL INC	0	One Year
Charles Schwab	0	1 Year
Capitol Series Trust	0	One Year
Legg Mason	0	One Year

Showing the 25 largest of 216 asset managers. See all 216 in the interactive database.

3. To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending June 30, 2025.

AUDIT-RELATEDMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 70,077,059AGAINST: 16,593

INTAPP INC.’s own tally for this item (“Proposal 2: Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2025.”): 70,077,059 for, 16,593 against, per its Form 8-K filed 2024-11-18 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 77,285,000 outstanding shares: 91% for, 0.1% against (91% of the company cast a for/against vote).

The 78 asset managers below cast 100% of the shares they voted on this item FOR (28,235,397 for, 0 against).

FOR 100%

FOR: 28,235,397 (100.0%)

Largest asset managers voting on “To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for th” at INTAPP INC., 2024-2025
Asset manager	For	Vote
Fidelity	6,652,784	For
Vanguard	5,434,834	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	2,525,000	For
T. Rowe Price	2,048,708	For
BlackRock	1,705,764	For
AllianceBernstein	861,286	For
Loomis Sayles	754,167	For
Capital Group	674,157	For
Dimensional	672,844	For
Capitol Series Trust	670,580	For
Legg Mason	651,072	For
Prudential/PGIM	579,269	For
Putnam	436,004	For
TIAA	407,215	For
ALGER FUNDS	378,908	For
Hartford	372,838	For
Charles Schwab	324,883	For
AMG FUNDS	305,555	For
Artisan	291,805	For
Lincoln Financial	271,797	For
John Hancock	243,120	For
CRM Mutual Fund Trust	213,600	For
Principal	181,194	For
Northwestern Mutual	170,376	For
Brighthouse	154,470	For

Showing the 25 largest of 78 asset managers. See all 78 in the interactive database.

4. To elect three Class I Directors, each to hold office until our Annual Meeting of Stockholders in 2027 and until his successor is duly elected and qualified: Charles Moran

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

77% Majority: yes · of votes cast

FOR 77%WITHHELD 23%

FOR: 52,845,822WITHHELD: 15,354,041

INTAPP INC.’s own tally for this item (“Elect Director: Charles Moran”): 52,845,822 for, 15,354,041 withheld, per its Form 8-K filed 2024-11-18 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 77,285,000 outstanding shares: 68% for, 20% withheld (88% of the company cast a for/withheld vote).

The 76 asset managers below cast 100% of the shares they voted on this item FOR (20,856,373 for, 0 against).

FOR 74%ABSTAIN 26%

FOR: 20,856,373 (73.9%)ABSTAIN: 7,369,664 (26.1%)

Largest asset managers voting on “To elect three Class I Directors, each to hold office until our Annual Meeting of Stockholders in 2027 and unt” at INTAPP INC., 2024-2025
Asset manager	For	Abstain	Vote
Fidelity	6,496,328	156,456	For
Vanguard	5,434,834	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	2,525,000	0	For
T. Rowe Price	2,048,708	0	For
BlackRock	0	1,705,764	Abstain
AllianceBernstein	0	861,286	Abstain
Loomis Sayles	0	754,167	Abstain
Capital Group	674,157	0	For
Dimensional	0	672,844	Abstain
Capitol Series Trust	0	670,580	Abstain
Legg Mason	651,072	0	For
Prudential/PGIM	579,269	0	For
Putnam	0	436,004	Abstain
TIAA	0	407,215	Abstain
ALGER FUNDS	0	378,908	Abstain
Hartford	372,838	0	For
Charles Schwab	324,883	0	For
AMG FUNDS	305,555	0	For
Artisan	291,805	0	For
Lincoln Financial	238,803	32,994	For
John Hancock	228,208	14,912	For
CRM Mutual Fund Trust	0	213,600	Abstain
Principal	504	180,690	Abstain
Northwestern Mutual	170,376	0	For
Brighthouse	0	154,470	Abstain

Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.

5. To elect three Class I Directors, each to hold office until our Annual Meeting of Stockholders in 2027 and until his successor is duly elected and qualified: George Neble

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

88% Majority: yes · of votes cast

FOR 88%12%

FOR: 59,696,071WITHHELD: 8,503,792

INTAPP INC.’s own tally for this item (“Elect Director: George Neble”): 59,696,071 for, 8,503,792 withheld, per its Form 8-K filed 2024-11-18 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 77,285,000 outstanding shares: 77% for, 11% withheld (88% of the company cast a for/withheld vote).

The 76 asset managers below cast 100% of the shares they voted on this item FOR (25,008,422 for, 0 against).

FOR 89%11%

FOR: 25,008,422 (88.6%)ABSTAIN: 3,217,615 (11.4%)

Largest asset managers voting on “To elect three Class I Directors, each to hold office until our Annual Meeting of Stockholders in 2027 and unt” at INTAPP INC., 2024-2025
Asset manager	For	Abstain	Vote
Fidelity	6,652,784	0	For
Vanguard	5,434,834	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	2,525,000	0	For
T. Rowe Price	2,048,708	0	For
BlackRock	1,705,764	0	For
AllianceBernstein	861,286	0	For
Loomis Sayles	754,167	0	For
Capital Group	674,157	0	For
Dimensional	0	672,844	Abstain
Capitol Series Trust	0	670,580	Abstain
Legg Mason	651,072	0	For
Prudential/PGIM	579,269	0	For
Putnam	0	436,004	Abstain
TIAA	0	407,215	Abstain
ALGER FUNDS	0	378,908	Abstain
Hartford	372,838	0	For
Charles Schwab	324,883	0	For
AMG FUNDS	305,555	0	For
Artisan	291,805	0	For
Lincoln Financial	269,303	2,494	For
John Hancock	228,208	14,912	For
CRM Mutual Fund Trust	0	213,600	Abstain
Principal	181,194	0	For
Northwestern Mutual	170,376	0	For
Brighthouse	141,492	12,978	For

Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.

6. To elect three Class I Directors, each to hold office until our Annual Meeting of Stockholders in 2027 and until his successor is duly elected and qualified: Ralph Baxter

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

83% Majority: yes · of votes cast

FOR 83%WITHHELD 17%

FOR: 56,709,305WITHHELD: 11,490,558

INTAPP INC.’s own tally for this item (“Elect Director: Ralph Baxter”): 56,709,305 for, 11,490,558 withheld, per its Form 8-K filed 2024-11-18 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 77,285,000 outstanding shares: 73% for, 15% withheld (88% of the company cast a for/withheld vote).

The 76 asset managers below cast 100% of the shares they voted on this item FOR (23,366,625 for, 0 against).

FOR 83%ABSTAIN 17%

FOR: 23,366,625 (82.8%)ABSTAIN: 4,859,412 (17.2%)

Largest asset managers voting on “To elect three Class I Directors, each to hold office until our Annual Meeting of Stockholders in 2027 and unt” at INTAPP INC., 2024-2025
Asset manager	For	Abstain	Vote
Fidelity	6,652,784	0	For
Vanguard	5,434,834	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	2,525,000	0	For
T. Rowe Price	2,048,708	0	For
BlackRock	1,705,764	0	For
AllianceBernstein	861,286	0	For
Loomis Sayles	0	754,167	Abstain
Capital Group	674,157	0	For
Dimensional	0	672,844	Abstain
Capitol Series Trust	0	670,580	Abstain
Legg Mason	651,072	0	For
Prudential/PGIM	579,269	0	For
Putnam	0	436,004	Abstain
TIAA	0	407,215	Abstain
ALGER FUNDS	0	378,908	Abstain
Hartford	0	372,838	Abstain
Charles Schwab	324,883	0	For
AMG FUNDS	305,555	0	For
Artisan	291,805	0	For
Lincoln Financial	238,803	32,994	For
John Hancock	187,721	55,399	For
CRM Mutual Fund Trust	0	213,600	Abstain
Principal	180,690	504	For
Northwestern Mutual	28,898	141,478	Abstain
Brighthouse	0	154,470	Abstain

Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.

7. Advisory Vote on Say on Pay Frequency

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

ONE YEAR 95%

The 6 asset managers below cast 100% of the shares they voted on this item FOR (101,474 for, 0 against).

FOR: 101,474 (4.7%)ONE YEAR: 2,070,761 (95.3%)1 YEAR: 218 (0.0%)

Largest asset managers voting on “Advisory Vote on Say on Pay Frequency” at INTAPP INC., 2024-2025
Asset manager	For	Vote
Praesidium Investment Management Company, LLC	0	One Year
NORDEA INVESTMENT MANAGEMENT AB	101,474	For
GuideStone	0	One Year
Desjardins Global Asset Management Inc.	0	One Year
JPMorgan	0	One Year
Uniplan Investment Counsel, Inc.	0	1 Year

8. 14A Executive Compensation Vote Frequency

SECTION 14A SAY-ON-PAY VOTES

— fund support · no official result

1 YEAR 100%

No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.

1 YEAR: 12 (100.0%)

Largest asset managers voting on “14A Executive Compensation Vote Frequency” at INTAPP INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
River Street Advisors LLC	0	0	0	0	1 Year
SCOPIA CAPITAL MANAGEMENT LP	0	0	0	0	--

9. DIRECTOR

DIRECTOR ELECTIONS

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (11,586 for, 0 against).

FOR: 11,586 (100.0%)

Largest asset managers voting on “DIRECTOR” at INTAPP INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Zacks Trust	8,247	0	0	0	For
Jackson Creek Investment Advisors LLC	3,339	0	0	0	For

Largest INTAPP INC. shareholders voting in 2024-2025

Ranked by the number of INTAPP INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 77,285,000 shares outstanding at the time of that meeting.

Top INTAPP INC. shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	Temasek Holdings (Private) Ltd	22.19%
2	Fidelity	16.21%
3	T. Rowe Price	7.42%
4	Vanguard	7.23%
5	BlackRock	4.04%
6	BAMCO INC /NY/	3.60%
7	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	3.27%
8	AllianceBernstein	3.01%
9	Loomis Sayles	2.72%
10	Praesidium Investment Management Company, LLC	2.50%

Reported INTAPP INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

INTAPP INC. beneficial owners on record for the 2024-2025 proxy season
Holder	% outstanding	Disclosure
Entities affiliated with Anderson	22.19%	DEF14A
Vanguard Group	8.61%	13F
John Hall	8.51%	13G
Entities affiliated with The Vanguard Group	7.37%	DEF14A
Entities affiliated with BlackRock, Inc.	5.97%	DEF14A
BlackRock	5.92%	13F
Invesco	2.72%	13F
FMR (Fidelity)	2.25%	13F
Geode Capital	1.72%	13F
Don Coleman	1.64%	DEF14A

Percentages above are of 77,285,000 shares outstanding, as reported by INTAPP INC. on its Form 10-Q dated 2024-09-30 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from INTAPP INC.’s 10-Q dated 2024-09-30. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At INTAPP INC.'s shareholder meeting held 2024-11-13, in the 2024-2025 proxy season, 232 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,986 separate fund positions. Their filings are grouped here into 9 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To conduct an advisory vote to approve named executive officer compensation ("Say-On-Pay Vote"). — FOR was 87% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: INTAPP INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-11-18.

INTAPP INC. proxy season coverage: 2024-2025 (this page) · 2025-2026.