Ibotta, Inc.
IBTA- Exchange
- NYSE
- Industry
- Services-Advertising
- SEC CIK
- 0001538379
In the last 90 days, Ibotta, Inc. insiders filed 0 open-market purchases and 16 sales; 146 institutions reported holding it in 13F filings for Q2 2026, worth $478.2M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Ibotta, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 108
- +18 vs. Q2 2024
- Shares held
- 10.1M
- −2.71M (−21.1%) vs. Q2 2024
- Total value
- $624.5M
- −$341.3M (−35.3%) vs. Q2 2024
- New holders
- 33
- 45 more added
- Sold out
- 15
- 14 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBTA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 146 | $478.2M |
| Q1 2026 | 132 | $426.2M |
| Q4 2025 | 121 | $359.7M |
| Q3 2025 | 120 | $512.1M |
| Q2 2025 | 129 | $677.3M |
| Q1 2025 | 110 | $769.3M |
| Q4 2024 | 116 | $1.19B |
| Q3 2024 | 108 | $624.5M |
| Q2 2024 | 91 | $1.01B |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 300,245 | $18.5M | 0.01% | +231,062+334.0% | Added |
| Nikko Asset Management Americas, Inc. | 318,458 | $19.6M | 0.22% | +249,415+361.2% | Added |
| Janus Henderson Group PLC | 472,090 | $29.1M | 0.01% | +186,383+65.2% | Added |
| BlackRock, Inc. | 622,266 | $38.3M | 0.00% | +622,266 | New |
| GGV Capital LLC | 631,871 | $38.9M | 36.28% | 00.0% | Unchanged |
| Vanguard Group Inc | 659,012 | $40.6M | 0.00% | +10,663+1.6% | Added |
| Bamco Inc | 918,543 | $56.6M | 0.15% | +401,431+77.6% | Added |
| D. E. Shaw & Co., Inc. | 2,758,133 | $169.9M | 0.22% | +133,691+5.1% | Added |
| Koch Industries Inc | 0 | $0 | 0.00% | −4,389,129−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −199,964−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −116,278−100.0% | Sold out |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −52,695−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −11,792−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −11,667−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −6,947−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −6,036−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |