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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 22 sales; 147 institutions reported holding it in 13F filings for Q2 2026, worth $478.2M in total; no superinvestor holds it.

Holders of 5% or more of IBTA

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Ibotta, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of IBTA
HolderLatest formStakeChangeFirst filedLatest filingFiling
KDT Ibotta Holdings, LLC13G18.00%3.69M shares−2.70 ppfrom 20.70%Apr 29, 20244 filingsNov 5, 2026SEC
Clark Jermoluk Founders Fund I LLC13G15.20%3.84M sharesNewSep 12, 20251 filingSep 12, 2025SEC
D. E. Shaw & Co, L.P.13G/A7.20%1.69M shares+1.50 ppfrom 5.70%May 2, 20245 filingsFeb 17, 2026SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

23 Schedule 13D and 13G filings on Ibotta, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on IBTA
Filed (ET)FilerFormStakeChangeEvent dateFiling
Nov 5, 20266:10 PM ETKDT Ibotta Holdings, LLCand 1 other13G18.00%3.69M shares−2.70 ppfrom 20.70%Nov 3, 2026SEC
Apr 2, 20267:30 PM ETKDT Ibotta Holdings, LLCand 1 other13D20.70%4.39M shares–Feb 26, 2026SEC
Feb 17, 20264:06 PM ETD. E. Shaw & Co, L.P.and 2 others13G/A7.20%1.69M shares+1.50 ppfrom 5.70%Dec 31, 2025SEC
Feb 12, 20269:32 AM ETNikko Asset Management Americas, Inc.13G/A1.50%341.3K shares−3.60 ppfrom 5.10%Below 5%Dec 31, 2025SEC
Feb 5, 20266:01 AM ETSumitomo Mitsui Trust Holdings, Inc.and 1 other13G/A1.50%341.3K shares−3.60 ppfrom 5.10%Below 5%Dec 31, 2025SEC
Jan 30, 20262:18 PM ETVanguard Group Inc13G/A4.96%1.16M shares−0.70 ppfrom 5.66%Below 5%Dec 31, 2025SEC
Nov 13, 20259:16 AM ETNikko Asset Management Americas, Inc.13G5.10%1.28M sharesNewSep 30, 2025SEC
Oct 27, 20256:57 AM ETSumitomo Mitsui Trust Holdings, Inc.and 1 other13G5.10%1.28M sharesNewSep 30, 2025SEC
Sep 12, 20259:04 PM ETClark Jermoluk Founders Fund I LLCand 1 other13G15.20%3.84M sharesNewSep 30, 2024SEC
Aug 14, 20254:07 PM ETD. E. Shaw & Co, L.P.and 3 others13G/A5.70%1.45M shares−4.20 ppfrom 9.90%Jun 30, 2025SEC
Aug 14, 20258:00 AM ETSouthpoint Capital Advisors LPand 5 others13G1.10%276.7K shares−3.90 ppfrom 5.00%Below 5%Jun 30, 2025SEC
May 15, 20254:15 PM ETD. E. Shaw & Co, L.P.and 3 others13G/A9.90%2.60M shares–Mar 31, 2025SEC
May 13, 20254:38 PM ETBarclays PLC13G/A––Mar 31, 2025SEC
Mar 21, 20255:49 PM ETBarclays PLC13G/A6.05%1.67M shares0.00 ppfrom 6.05%Sep 30, 2024SEC
Mar 5, 20254:15 PM ETSouthpoint Capital Advisors LPand 5 others13G5.00%1.40M sharesNewFeb 26, 2025SEC
Jan 30, 20259:58 PM ETVanguard Group Inc13G5.66%1.56M sharesNewDec 31, 2024SEC
Nov 14, 20244:09 PM ETIbotta, Inc.13GOld format–New–SEC
Nov 13, 202410:28 AM ETBarclays PLC13G6.05%1.67M sharesNewSep 30, 2024SEC
Oct 16, 2024Walmart Inc.13GOld format–New–SEC
Sep 30, 2024D. E. Shaw & Co, L.P.13G/AOld format–––SEC
Aug 9, 2024KDT Ibotta Holdings, LLC13G/AOld format–––SEC
May 2, 2024D. E. Shaw & Co, L.P.13GOld format–New–SEC
Apr 29, 2024KDT Ibotta Holdings, LLC13GOld format–New–SEC

Form 144: proposed insider sales

79 notices from officers, directors and other affiliates planning to sell Ibotta, Inc. shares, newest first.

Form 144 notices for IBTA
Filed (ET)SellerShares to sellMarket valuePlanned saleBrokerFiling
Nov 10, 20265:32 PM ETThomas D. LehrmanFormer director16.5K$987.9KNov 10, 2026J.P. Morgan Securities LLCSEC
Nov 10, 20265:32 PM ETThomas D. LehrmanFormer director25.6K$1.53MNov 10, 2026J.P. Morgan Securities LLCSEC
Nov 9, 202612:02 PM ETLehrman Thomas DDirector23.6K$1.42MNov 9, 2026Fidelity Brokerage Services LLCSEC
Nov 5, 202611:36 AM ETRiedy Christopher JOfficer12.3K$735.5KNov 5, 2026Fidelity Brokerage Services LLCSEC
Nov 3, 20264:16 PM ETSwanson Luke RoyFamily member of an insider30.2K$1.88MNov 3, 202610b5-1Fidelity Brokerage Services LLCSEC
Nov 3, 202611:16 AM ETSwanson Luke RoyOfficer3.09K$185.3KNov 3, 202610b5-1Fidelity Brokerage Services LLCSEC
Nov 2, 20264:52 PM ETSwanson Luke RoyFamily member of an insider10.0K$497.0KNov 2, 202610b5-1Fidelity Brokerage Services LLCSEC
Nov 2, 20264:42 PM ETDaspit MarisaOfficer720$36.0KNov 2, 202610b5-1Fidelity Brokerage Services LLCSEC
Nov 2, 20264:25 PM ETSwanson Luke RoyOfficer10.1K$502.5KNov 2, 202610b5-1Fidelity Brokerage Services LLCSEC
Oct 30, 20264:30 PM ETDaspit MarisaOfficer102$5.11KOct 30, 202610b5-1Fidelity Brokerage Services LLCSEC
Oct 29, 20264:15 PM ETDaspit MarisaOfficer144$7.20KOct 29, 202610b5-1Fidelity Brokerage Services LLCSEC
Oct 22, 20264:13 PM ETSwanson Luke RoyFamily member of an insider3.48K$174.1KOct 22, 202610b5-1Fidelity Brokerage Services LLCSEC
Oct 22, 20264:11 PM ETSwanson Luke RoyOfficer3.69K$184.7KOct 22, 202610b5-1Fidelity Brokerage Services LLCSEC
Oct 22, 20264:03 PM ETDaspit MarisaOfficer499$25.0KOct 22, 202610b5-1Fidelity Brokerage Services LLCSEC
Oct 21, 20264:37 PM ETSwanson Luke RoyFamily member of an insider9.07K$453.0KOct 21, 202610b5-1Fidelity Brokerage Services LLCSEC
Oct 21, 20264:17 PM ETSwanson Luke RoyOfficer8.76K$437.5KOct 21, 202610b5-1Fidelity Brokerage Services LLCSEC
Oct 21, 20264:13 PM ETDaspit MarisaOfficer247$12.3KOct 21, 202610b5-1Fidelity Brokerage Services LLCSEC
Oct 20, 20265:58 PM ETBryan LeachOfficer, Director97.9K$4.71MOct 20, 202610b5-1Goldman Sachs & Co. LLCSEC
Oct 19, 20266:37 PM ETBryan LeachOfficer, Director35.0K$1.65MOct 19, 202610b5-1Goldman Sachs & Co. LLCSEC
Oct 1, 20262:07 PM ETSwanson Luke RoyFamily member of an insider5.94K$233.5KOct 1, 202610b5-1Fidelity Brokerage Services LLCSEC
Oct 1, 20261:49 PM ETSwanson Luke RoyOfficer5.94K$233.5KOct 1, 202610b5-1Fidelity Brokerage Services LLCSEC
Sep 10, 20264:50 PM ETSwanson Luke RoyOfficer16.5K$661.2KSep 10, 202610b5-1Fidelity Brokerage Services LLCSEC
Sep 10, 20264:47 PM ETSwanson Luke RoyFamily member of an insider20.1K$804.9KSep 10, 202610b5-1Fidelity Brokerage Services LLCSEC
Sep 8, 20267:19 PM ETBryan LeachOfficer, Director114.8K$4.41MSep 8, 202610b5-1Goldman Sachs & Co. LLCSEC
Sep 2, 202612:36 PM ETDaspit MarisaOfficer2.96K$107.1KSep 2, 202610b5-1Fidelity Brokerage Services LLCSEC

Showing the latest 25. See the IBTA notices from the last 12 months