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.
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.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Clark Jermoluk Founders Fund I LLC | 13G | 15.20%3.84M shares | New | Sep 12, 20251 filing | Sep 12, 2025 | SEC |
| D. E. Shaw & Co, L.P. | 13G/A | 5.70%1.45M shares | −4.20 ppfrom 9.90% | May 15, 20252 filings | Aug 14, 2025 | SEC |
| Vanguard Group Inc | 13G | 5.66%1.56M shares | New | Jan 30, 20251 filing | Jan 30, 2025 | SEC |
| Sumitomo Mitsui Trust Holdings, Inc. | 13G | 5.10%1.28M shares | New | Oct 27, 20251 filing | Oct 27, 2025 | SEC |
| Nikko Asset Management Americas, Inc. | 13G | 5.10%1.28M shares | New | Nov 13, 20251 filing | Nov 13, 2025 | SEC |
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
11 Schedule 13D and 13G filings on Ibotta, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Nov 13, 20259:16 AM ET | Nikko Asset Management Americas, Inc. | 13G | 5.10%1.28M shares | New | Sep 30, 2025 | SEC |
| Oct 27, 20256:57 AM ET | Sumitomo Mitsui Trust Holdings, Inc.and 1 other | 13G | 5.10%1.28M shares | New | Sep 30, 2025 | SEC |
| Sep 12, 20259:04 PM ET | Clark Jermoluk Founders Fund I LLCand 1 other | 13G | 15.20%3.84M shares | New | Sep 30, 2024 | SEC |
| Aug 14, 20254:07 PM ET | D. E. Shaw & Co, L.P.and 3 others | 13G/A | 5.70%1.45M shares | −4.20 ppfrom 9.90% | Jun 30, 2025 | SEC |
| Aug 14, 20258:00 AM ET | Southpoint Capital Advisors LPand 5 others | 13G | 1.10%276.7K shares | −3.90 ppfrom 5.00%Below 5% | Jun 30, 2025 | SEC |
| May 15, 20254:15 PM ET | D. E. Shaw & Co, L.P.and 3 others | 13G/A | 9.90%2.60M shares | – | Mar 31, 2025 | SEC |
| May 13, 20254:38 PM ET | Barclays PLC | 13G/A | – | – | Mar 31, 2025 | SEC |
| Mar 21, 20255:49 PM ET | Barclays PLC | 13G/A | 6.05%1.67M shares | 0.00 ppfrom 6.05% | Sep 30, 2024 | SEC |
| Mar 5, 20254:15 PM ET | Southpoint Capital Advisors LPand 5 others | 13G | 5.00%1.40M shares | New | Feb 26, 2025 | SEC |
| Jan 30, 20259:58 PM ET | Vanguard Group Inc | 13G | 5.66%1.56M shares | New | Dec 31, 2024 | SEC |
| Nov 13, 202410:28 AM ET | Barclays PLC | 13G | 6.05%1.67M shares | New | Sep 30, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Ibotta, Inc. shares.
No Form 144 notices for Ibotta, Inc. are on file.