Ibotta, Inc.
IBTA- 交易所
- NYSE
- 產業
- Services-Advertising
- SEC CIK
- 0001538379
近 90 天，Ibotta, Inc. 內部人申報 0 筆公開市場買進、16 筆賣出；2026 年第 2 季末有 146 家機構在 13F 申報持有，市值合計 $4.78 億；沒有大師持有。
2026 年第 1 季 13F 持有人
Ibotta, Inc. 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 132
- 較 2025 年第 4 季 +12 家
- 持有股數
- 1,421 萬
- 較 2025 年第 4 季 −46.6 萬 (−3.2%)
- 總市值
- $4.26 億
- 較 2025 年第 4 季 +$9,294 萬 (+27.9%)
- 新進機構
- 31
- 另有 39 家加碼
- 清倉機構
- 19
- 另有 41 家減碼
另有 1 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 IBTA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 146 | $4.78 億 |
| 2026 年第 1 季 | 132 | $4.26 億 |
| 2025 年第 4 季 | 121 | $3.60 億 |
| 2025 年第 3 季 | 120 | $5.12 億 |
| 2025 年第 2 季 | 129 | $6.77 億 |
| 2025 年第 1 季 | 110 | $7.69 億 |
| 2024 年第 4 季 | 116 | $11.9 億 |
| 2024 年第 3 季 | 108 | $6.25 億 |
| 2024 年第 2 季 | 91 | $10.1 億 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 1 季持有機構
每家機構持有 Ibotta, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 1 | $30 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 3 | $88 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 4 | $120 | 0.00% | +4 | 新進 |
| Sunbelt Securities, Inc. | 4 | $120 | 0.00% | +4 | 新進 |
| IFP Advisors, Inc | 5 | $150 | 0.00% | +1+25.0% | 加碼 |
| Investors Portfolio Services LLC | 9 | $296 | 0.00% | +9 | 新進 |
| NBC Securities, Inc. | 10 | $299 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 15 | $450 | 0.00% | +15 | 新進 |
| The PNC Financial Services Group, Inc. | 16 | $480 | 0.00% | +16 | 新進 |
| SJS Investment Consulting Inc. | 21 | $630 | 0.00% | +3+16.7% | 加碼 |
| True Wealth Design, LLC | 24 | $720 | 0.00% | +24 | 新進 |
| LRI Investments, LLC | 25 | $749 | 0.00% | +25 | 新進 |
| Parkside Financial Bank & Trust | 25 | $750 | 0.00% | +25 | 新進 |
| Rothschild Investment LLC | 26 | $779 | 0.00% | −4−13.3% | 減碼 |
| Farther Finance Advisors, LLC | 35 | $1,083 | 0.00% | −2,366−98.5% | 減碼 |
| Signaturefd, LLC | 39 | $1,169 | 0.00% | +8+25.8% | 加碼 |
| Golden State Wealth Management, LLC | 51 | $1,528 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 58 | $1,738 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 69 | $2,068 | 0.00% | −116−62.7% | 減碼 |
| Sterling Capital Management LLC | 72 | $2,158 | 0.00% | −19−20.9% | 減碼 |
| Optiver Holding B.V. | 76 | $2,278 | 0.00% | −16−17.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 94 | $3,000 | 0.00% | +10+11.9% | 加碼 |
| Nisa Investment Advisors, LLC | 111 | $3,327 | 0.00% | +111 | 新進 |
| SBI Securities Co., Ltd. | 124 | $3,716 | 0.00% | +8+6.9% | 加碼 |
| US Bancorp | 133 | $3,986 | 0.00% | +116+682.4% | 加碼 |
| GAMMA Investing LLC | 189 | $5,664 | 0.00% | +139+278.0% | 加碼 |
| Allworth Financial LP | 190 | $5,695 | 0.00% | +152+400.0% | 加碼 |
| Umb Bank N A | 209 | $6,264 | 0.00% | +100+91.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 242 | $7,253 | 0.00% | +239+7,966.7% | 加碼 |
| Rockefeller Capital Management L.P. | 322 | $9,650 | 0.00% | +322 | 新進 |
| Ronald Blue Trust, Inc. | 336 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 359 | $1.10 萬 | 0.01% | +26+7.8% | 加碼 |
| Versant Capital Management, Inc | 472 | $1.41 萬 | 0.00% | −324−40.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 557 | $1.67 萬 | 0.00% | +310+125.5% | 加碼 |
| Federated Hermes, Inc. | 601 | $1.80 萬 | 0.00% | +118+24.4% | 加碼 |
| Abound Wealth Management | 604 | $1.81 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 700 | $2.10 萬 | 0.00% | −388−35.7% | 減碼 |
| State of Alaska, Department of Revenue | 815 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 818 | $2.45 萬 | 0.01% | +816+40,800.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 907 | $2.72 萬 | 0.00% | −425−31.9% | 減碼 |
| Private Wealth Asset Management, LLC | 1,000 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 1,262 | $3.78 萬 | 0.00% | −847−40.2% | 減碼 |
| Meeder Asset Management Inc | 1,289 | $3.86 萬 | 0.00% | +1,289 | 新進 |
| New York State Teachers Retirement System | 1,291 | $3.90 萬 | 0.00% | +1,291 | 新進 |
| Tower Research Capital LLC (TRC) | 1,388 | $4.16 萬 | 0.00% | +602+76.6% | 加碼 |
| Royal Bank of Canada | 1,559 | $4.60 萬 | 0.00% | −391−20.1% | 減碼 |
| Caitong International Asset Management Co., Ltd | 1,799 | $5.39 萬 | 0.01% | −955−34.7% | 減碼 |
| FMR LLC | 2,263 | $6.78 萬 | 0.00% | +1,459+181.5% | 加碼 |
| Advisor Group Holdings, Inc. | 2,513 | $7.53 萬 | 0.00% | +1,107+78.7% | 加碼 |
| Larson Financial Group LLC | 2,988 | $8.96 萬 | 0.00% | +2,816+1,637.2% | 加碼 |
| Vanguard Investments Australia, Ltd. | 3,000 | $8.99 萬 | 0.00% | +3,000 | 新進 |
| KLP Kapitalforvaltning AS | 3,200 | $9.59 萬 | 0.00% | −9,200−74.2% | 減碼 |
| CWM, LLC | 3,311 | $9.92 萬 | 0.00% | +1,983+149.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 3,954 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,968 | $11.9 萬 | 0.00% | +107+2.8% | 加碼 |
| Vanguard Global Advisers, LLC | 4,712 | $14.1 萬 | 0.00% | +4,712 | 新進 |
| New York State Common Retirement Fund | 4,900 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 5,196 | $15.6 萬 | 0.00% | −9,987−65.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,210 | $15.6 萬 | 0.00% | −1,250−19.3% | 減碼 |
| Divisadero Street Capital Management, LP | 6,727 | $20.2 萬 | 0.01% | +6,727 | 新進 |
| Wells Fargo & Company | 6,790 | $20.3 萬 | 0.00% | −11,248−62.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,800 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 7,153 | $21.4 萬 | 0.00% | −2,187−23.4% | 減碼 |
| Norden Group LLC | 7,730 | $23.2 萬 | 0.02% | +7,730 | 新進 |
| DRW Securities, LLC | 7,996 | $24.0 萬 | 0.01% | +7,996 | 新進 |
| Nemes Rush Group LLC | 8,001 | $24.0 萬 | 0.02% | 00.0% | 不變 |
| Vanguard Asset Management, Ltd | 8,230 | $24.7 萬 | 0.00% | +8,230 | 新進 |
| Jain Global LLC | 8,708 | $26.1 萬 | 0.00% | +8,708 | 新進 |
| Dimensional Fund Advisors LP | 8,992 | $26.9 萬 | 0.00% | −817−8.3% | 減碼 |
| Alliancebernstein L.P. | 12,050 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Colony Group, LLC | 9,229 | $27.7 萬 | 0.00% | +9,229 | 新進 |
| Legal & General Group Plc | 9,963 | $29.9 萬 | 0.00% | −3,453−25.7% | 減碼 |
| Fermata Advisors, LLC | 10,412 | $31.2 萬 | 0.07% | +20.0% | 加碼 |
| STRS Ohio | 10,600 | $31.8 萬 | 0.00% | −11,200−51.4% | 減碼 |
| SEI Investments Co | 11,467 | $34.4 萬 | 0.00% | +11,467 | 新進 |
| Baker Avenue Asset Management, LP | 12,750 | $38.2 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 14,425 | $43.2 萬 | 0.00% | +943+7.0% | 加碼 |
| G2 Investment Partners Management LLC | 15,000 | $45.0 萬 | 0.11% | +15,000 | 新進 |
| Acadian Asset Management LLC | 15,096 | $45.0 萬 | 0.00% | +14,020+1,303.0% | 加碼 |
| Susquehanna International Group, LLP | 15,224 | $45.6 萬 | 0.00% | +15,224 | 新進 |
| Ameriprise Financial Inc | 15,641 | $46.9 萬 | 0.00% | −178,411−91.9% | 減碼 |
| Rhumbline Advisers | 16,680 | $50.0 萬 | 0.00% | −177−1.1% | 減碼 |
| JPMorgan Chase & Co | 17,869 | $52.4 萬 | 0.00% | −56,896−76.1% | 減碼 |
| Mariner, LLC | 18,165 | $54.4 萬 | 0.00% | +18,165 | 新進 |
| Quantbot Technologies LP | 20,870 | $62.5 萬 | 0.03% | +20,870 | 新進 |
| VARCOV Co. | 22,131 | $66.3 萬 | 0.25% | +2,826+14.6% | 加碼 |
| Quantinno Capital Management LP | 23,345 | $70.0 萬 | 0.00% | −3,103−11.7% | 減碼 |
| Penserra Capital Management LLC | 23,549 | $70.5 萬 | 0.01% | −4,569−16.2% | 減碼 |
| Franklin Resources Inc | 26,036 | $78.0 萬 | 0.00% | +3,303+14.5% | 加碼 |
| UBS Asset Management Americas Inc | 26,419 | $79.2 萬 | 0.00% | +8,650+48.7% | 加碼 |
| Swiss National Bank | 29,900 | $89.6 萬 | 0.00% | 00.0% | 不變 |
| ForthRight Wealth Management, LLC | 30,296 | $90.8 萬 | 0.26% | 00.0% | 不變 |
| Voleon Capital Management LP | 31,761 | $95.2 萬 | 0.02% | −6,470−16.9% | 減碼 |
| Invesco Ltd. | 33,200 | $99.5 萬 | 0.00% | +24,308+273.4% | 加碼 |
| Marshall Wace, LLP | 36,264 | $108.7 萬 | 0.00% | −32,119−47.0% | 減碼 |
| Primecap Management Co | 41,935 | $125.7 萬 | 0.00% | −45,700−52.1% | 減碼 |
| United Capital Financial Advisers, LLC | 44,773 | $134.2 萬 | 0.01% | +225+0.5% | 加碼 |
| AQR Capital Management LLC | 48,007 | $143.9 萬 | 0.00% | +48,007 | 新進 |
| Price T Rowe Associates Inc | 48,764 | $146.3 萬 | 0.00% | +3,797+8.4% | 加碼 |
| Nuveen, LLC | 52,020 | $155.9 萬 | 0.00% | −5,186−9.1% | 減碼 |