Ibotta, Inc.

IBTA

Exchange: NYSE
Industry: Services-Advertising
SEC CIK: 0001538379

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Ibotta, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of IBTA: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	108	2	116	+10
Shares	10.1M	39.9K	18.2M	+8.13M (+80.6%)
Value	$624.5M	$2.46M	$1.19B	+$564.4M (+90.7%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Ibotta, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to IBTA in Q4 2024
Institution	Shares	Value	% of portfolio
Koch, Inc.	4,389,129	$285.6M	45.54%
Southpoint Capital Advisors LP	1,036,944	$67.5M	1.58%
Yost Capital Management, LP	106,000	$6.90M	7.67%
Saybrook Capital	82,064	$5.34M	1.43%
Trexquant Investment LP	33,743	$2.20M	0.03%
Raymond James Financial Inc	32,863	$2.14M	0.00%
Evergreen Capital Management LLC	27,506	$1.79M	0.06%
Exchange Traded Concepts, LLC	24,874	$1.62M	0.03%
Malaga Cove Capital, LLC	10,285	$669.3K	0.26%
Nemes Rush Group LLC	8,001	$520.7K	0.06%
Susquehanna International Group, LLP	6,826	$444.2K	0.00%
PDT Partners, LLC	5,232	$340.5K	0.03%
Cresset Asset Management, LLC	4,752	$309.3K	0.00%
ProShare Advisors LLC	4,401	$286.4K	0.00%
Voya Investment Management LLC	4,373	$284.6K	0.00%
Virtu Financial LLC	4,304	$280.0K	0.01%
Parallel Advisors, LLC	3,871	$251.9K	0.01%
Intech Investment Management LLC	3,735	$243.1K	0.00%
Wilkins Investment Counsel Inc	3,730	$242.7K	0.04%
Wolverine Trading, LLC	3,717	$241.4K	0.01%
Luxor Capital Group, LP	3,450	$224.5K	0.03%
Police & Firemen's Retirement System of New Jersey	3,232	$210.3K	0.00%
Pittenger & Anderson Inc	2,340	$152.3K	0.01%
KLP Kapitalforvaltning AS	1,400	$91.1K	0.00%
Caitong International Asset Management Co., Ltd	494	$32.1K	0.03%
Venturi Wealth Management, LLC	176	$11.5K	0.00%
US Bancorp	28	$1.82K	0.00%
SBI Securities Co., Ltd.	25	$1.63K	0.00%
Quarry LP	17	$1.11K	0.00%
Rothschild Investment LLC	10	$651	0.00%
EverSource Wealth Advisors, LLC	3	$195	0.00%
IFP Advisors, Inc	1	$65	0.00%

Sold out (22)

Institutions that held Ibotta, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of IBTA in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Harbor Spring Capital, LLC	200,000	$12.3M
Shay Capital LLC	90,000	$5.54M
Resolute Capital Asset Partners LLC	56,300	$3.47M
Emerald Mutual Fund Advisers Trust	44,333	$2.73M
Monashee Investment Management LLC	35,284	$2.17M
Teacher Retirement System of Texas	30,046	$1.85M
Tudor Investment Corp Et Al	25,053	$1.54M
Citadel Advisors LLC	22,607	$1.39M
Alyeska Investment Group, L.P.	20,000	$1.23M
XN LP	20,000	$1.23M
Balyasny Asset Management LLC	18,165	$1.12M
Blackstone Group Inc.	15,000	$924.1K
Fund 1 Investments, LLC	14,500	$893.3K
Tabor Asset Management, LP	13,678	$842.7K
Jane Street Group, LLC	12,350	$760.9K
Victory Capital Management Inc	9,269	$571.1K
Kodai Capital Management LP	8,000	$492.9K
Schoolcraft Capital LLC	4,230	$260.6K
nVerses Capital, LLC	1,300	$80.1K
Acadian Asset Management LLC	692	$42.0K
Russell Investments Group, Ltd.	6	$370
Capital Performance Advisors LLP	1	$62

Not filed for Q4 2024 yet (2)

Institutions that held Ibotta, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBTA in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James & Associates	34,766	$2.14M
HST Ventures, LLC	5,148	$317.2K