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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 14 sales; 146 institutions reported holding it in 13F filings for Q2 2026, worth $478.2M in total; no superinvestor holds it.

Q1 2025 vs. Q4 2024

How the institutions holding Ibotta, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of IBTA: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1163110−3
Shares18.2M602.6K18.2M+601.0K (+3.4%)
Value$1.19B$39.2M$769.3M−$378.0M (−32.9%)

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Ibotta, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to IBTA in Q1 2025
InstitutionSharesValue% of portfolio
Notable Capital Management, L.L.C.499,371$21.1M24.94%
Pacer Advisors, Inc.83,860$3.54M0.01%
Citadel Advisors LLC78,874$3.33M0.00%
Nuveen, LLC55,454$2.34M0.00%
HSBC Holdings PLC46,335$1.95M0.00%
Victory Capital Management Inc34,718$1.47M0.00%
Verition Fund Management LLC19,854$837.8K0.00%
Walleye Trading LLC15,750$664.6K0.02%
Ami Asset Management Corp11,568$488.2K0.03%
Dark Forest Capital Management LP11,550$487.4K0.02%
Advisory Services Network, LLC11,399$481.0K0.01%
Quadrature Capital Ltd10,658$449.4K0.01%
Walleye Capital LLC10,321$435.5K0.00%
Aviva PLC10,092$425.9K0.00%
Franklin Resources Inc9,652$407.3K0.00%
Meeder Asset Management Inc9,189$387.8K0.03%
Voloridge Investment Management, LLC4,744$200.2K0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)600$25.3K0.00%
Aster Capital Management (DIFC) Ltd562$18.8K0.00%
Northwestern Mutual Wealth Management Co150$6.33K0.00%
Skopos Labs, Inc.111$4.68K0.00%
Allworth Financial LP94$4.56K0.00%
Russell Investments Group, Ltd.47$1.98K0.00%
Larson Financial Group LLC45$1.90K0.00%
Jones Financial Companies LLLP40$1.71K0.00%
Comerica Bank23$9710.00%
True Wealth Design, LLC16$6760.00%
Parkside Financial Bank & Trust10$4220.00%
Stephens Consulting, LLC10$4220.00%
Signaturefd, LLC9$3800.00%

Sold out (33)

Institutions that held Ibotta, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of IBTA in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Bamco Inc756,087$49.2M
Dragoneer Investment Group, LLC250,000$16.3M
ArrowMark Colorado Holdings LLC227,931$14.8M
Yost Capital Management, LP106,000$6.90M
Findell Capital Management LLC80,000$5.21M
HBK Investments L P60,000$3.90M
Millennium Management LLC53,753$3.50M
Healthcare of Ontario Pension Plan Trust Fund50,000$3.25M
Trexquant Investment LP33,743$2.20M
Evergreen Capital Management LLC27,506$1.79M
Exchange Traded Concepts, LLC24,874$1.62M
M&T Bank Corp19,323$1.26M
Main Management ETF Advisors, LLC11,392$741.0K
SG Americas Securities, LLC6,863$447.0K
Weiss Asset Management LP5,500$357.9K
PDT Partners, LLC5,232$340.5K
Cresset Asset Management, LLC4,752$309.3K
ProShare Advisors LLC4,401$286.4K
Voya Investment Management LLC4,373$284.6K
Virtu Financial LLC4,304$280.0K
Wolverine Trading, LLC3,717$241.4K
Luxor Capital Group, LP3,450$224.5K
The PNC Financial Services Group, Inc.3,096$201.5K
Pittenger & Anderson Inc2,340$152.3K
Sandia Investment Management LP2,000$130.2K
STRS Ohio1,400$91.1K
Simplex Trading, LLC1,021$66.0K
Caitong International Asset Management Co., Ltd494$32.1K
Venturi Wealth Management, LLC176$11.5K
Emerald Advisers, LLC155$10.1K
Fairfield Financial Advisors, LTD85$5.53K
Quarry LP17$1.11K
Global Trust Asset Management, LLC7$456

Not filed for Q1 2025 yet (3)

Institutions that held Ibotta, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBTA in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
GGV Capital LLC564,371$36.7M
Nuveen Asset Management, LLC33,767$2.20M
Private Capital Management LLC4,455$289.9K