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, Q1 2025
Institutional positions in Ibotta, Inc. as of Mar 31, 2025. 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
- 110
- −3 vs. Q4 2024
- Shares held
- 18.2M
- +601.0K (+3.4%) vs. Q4 2024
- Total value
- $769.3M
- −$378.0M (−32.9%) vs. Q4 2024
- New holders
- 30
- 34 more added
- Sold out
- 33
- 27 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ibotta, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 334,460 | $14.1M | 0.01% | +321,600+2,500.8% | Added |
| Notable Capital Management, L.L.C. | 499,371 | $21.1M | 24.94% | +499,371 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 704,308 | $29.7M | 0.30% | +528,147+299.8% | Added |
| BlackRock, Inc. | 1,007,497 | $42.5M | 0.00% | −1,450−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,043,758 | $44.0M | 0.03% | +419,516+67.2% | Added |
| Nikko Asset Management Americas, Inc. | 1,053,518 | $44.5M | 0.57% | +429,516+68.8% | Added |
| Vanguard Group Inc | 1,485,827 | $62.7M | 0.00% | −70,138−4.5% | Reduced |
| Southpoint Capital Advisors LP | 1,536,500 | $64.8M | 1.56% | +499,556+48.2% | Added |
| D. E. Shaw & Co., Inc. | 2,597,541 | $109.6M | 0.13% | −214,602−7.6% | Reduced |
| Koch, Inc. | 4,389,129 | $185.2M | 39.94% | 00.0% | Unchanged |
| Bamco Inc | 0 | $0 | 0.00% | −756,087−100.0% | Sold out |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −227,931−100.0% | Sold out |
| Yost Capital Management, LP | 0 | $0 | 0.00% | −106,000−100.0% | Sold out |
| Findell Capital Management LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −53,753−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,743−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −27,506−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −24,874−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −19,323−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −11,392−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,863−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,232−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,752−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −4,373−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,304−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −3,096−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| GGV Capital LLC | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Private Capital Management LLC | – | – | – | – | Not filed |