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, Q4 2024
Institutional positions in Ibotta, Inc. as of Dec 31, 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
- 116
- +10 vs. Q3 2024
- Shares held
- 18.2M
- +8.13M (+80.6%) vs. Q3 2024
- Total value
- $1.19B
- +$564.4M (+90.7%) vs. Q3 2024
- New holders
- 32
- 52 more added
- Sold out
- 22
- 18 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 237,932 | $15.5M | 0.00% | +233,481+5,245.6% | Added |
| Geode Capital Management, LLC | 247,459 | $16.1M | 0.00% | +91,790+59.0% | Added |
| Capital World Investors | 250,000 | $16.3M | 0.00% | 00.0% | Unchanged |
| Dragoneer Investment Group, LLC | 250,000 | $16.3M | 0.28% | 00.0% | Unchanged |
| Morgan Stanley | 258,681 | $16.8M | 0.00% | +152,402+143.4% | Added |
| State Street Corp | 297,837 | $19.4M | 0.00% | +148,403+99.3% | Added |
| GGV Capital LLC | 564,371 | $36.7M | 32.07% | −67,500−10.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 624,002 | $40.6M | 0.44% | +305,544+95.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 624,242 | $40.6M | 0.03% | +323,997+107.9% | Added |
| Janus Henderson Group PLC | 626,905 | $40.8M | 0.02% | +154,815+32.8% | Added |
| Bamco Inc | 756,087 | $49.2M | 0.13% | −162,456−17.7% | Reduced |
| BlackRock, Inc. | 1,008,947 | $65.7M | 0.00% | +386,681+62.1% | Added |
| Southpoint Capital Advisors LP | 1,036,944 | $67.5M | 1.58% | +1,036,944 | New |
| Vanguard Group Inc | 1,555,965 | $101.3M | 0.00% | +896,953+136.1% | Added |
| D. E. Shaw & Co., Inc. | 2,812,143 | $183.0M | 0.20% | +54,010+2.0% | Added |
| Koch, Inc. | 4,389,129 | $285.6M | 45.54% | +4,389,129 | New |
| Harbor Spring Capital, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −56,300−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −44,333−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −35,284−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −30,046−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −25,053−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −22,607−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| XN LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −18,165−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −13,678−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,350−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −9,269−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Schoolcraft Capital LLC | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| HST Ventures, LLC | – | – | – | – | Not filed |