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Camden Levy

Research Analyst at Oppenheimer & Co. Inc.

Camden Levy is an Equity Research Associate at Oppenheimer & Co. Inc., specializing in equity research within the financial services sector. He supports coverage of public companies for Oppenheimer’s institutional clients, contributing to analysis and reports across a range of investment areas, although specific company names and performance metrics such as success rates or rankings are not publicly available. Levy has been with Oppenheimer for multiple years, and previous employment history or additional firm affiliations have not been disclosed. While his exact securities licenses and FINRA registrations are not explicitly listed, his analyst role at Oppenheimer & Co. Inc. indicates he likely holds the relevant professional credentials required for U.S. equity research positions.

Camden Levy's questions to Intapp (INTA) leadership

Question · Q1 2026

Camden Levy asked about any shift in the mix of the cloud NRR growth algorithm (product vs. seat growth vs. pricing) over the last couple of quarters, and whether any one or two products, outside of core DealCloud or Intapp Assist, significantly outperformed plan and drove the SaaS beat in F1Q.

Answer

John Hall (Chairman and CEO, Intapp) stated that the biggest change in NRR over the last three to four quarters, particularly with the enterprise motion, has been the cross-sell motion, complementing strong upsell from more seats. He noted good uptake across the board, with GenAI features pulling the platform, and expressed excitement about the uptake around Assist for Terms and the new Intapp Time Horizon release with GenAI, indicating a consistent pattern of progress as more capabilities are rolled out.

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Question · Q1 2026

Camden Levy asked about the mix shift in the cloud NRR growth algorithm (product vs. seat growth vs. pricing) over recent quarters and if any specific products, beyond core DealCloud or Intapp Assist, significantly outperformed in F1Q.

Answer

CFO David Morton noted that the biggest change in NRR over the last three to four quarters, driven by the enterprise motion, has been the increased contribution from cross-sell activities, in addition to continued strong upsell (more seats). CEO John Hall stated that there has been good uptake across the board, with GenAI features pulling the platform. While DealCloud was an early launch, there is significant excitement and uptake around Assist for Terms and the new Intapp Time Horizon release with GenAI, indicating a consistent pattern of adoption as new capabilities are rolled out.

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Camden Levy's questions to Clearwater Analytics Holdings (CWAN) leadership

Question · Q2 2025

Camden Levy of Oppenheimer & Co. Inc. asked about plans to productize generative AI for revenue generation and whether lower customer AUM, a prior headwind, became a tailwind for NRR in the quarter.

Answer

CEO Sandeep Sahai explained that while the immediate benefit of generative AI is significant efficiency improvement, revenue-generating products are in development, with client adoption hoped for in H2 2025 and product launches in 2026. CFO Jim Cox stated that the impact from customer AUM levels on NRR was neutral in Q2 and is expected to remain neutral going forward.

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