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Security record · archived quarter

IBTA

Ibotta, Inc. · Technology · Software - Application

42.58 -1.1% mkt cap $1.08B quote delayed (FMP) · as of Oct 12 15:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
10Tracked holders
—Δ holders
3.76MShares held
$282.86MReported value
+0New positions
−0Exits
— How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 63 +2 8.50M $291.28M +6 −4
Q1 2026 63 +5 8.70M $260.97M +9 −4
Q4 2025 58 -1 10.93M $247.60M +1 −2
Q3 2025 16 -3 8.02M $223.27M — −4
Q2 2025 17 +4 6.89M $252.18M +5 −1
Q1 2025 10 0 4.45M $187.61M +1 −1
Q4 2024 10 -1 4.13M $268.60M — −1
Q3 2024 10 0 3.63M $223.80M — —
Q2 2024 10 — 3.76M $282.86M — —
Holder count
Who holds it · Q2 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 D. E. Shaw & Co. ✦ 2.62M — $197.25M 0.3% n/c 1 SEC ↗
2 Capital World Investors ✦ 250.00K — $18.79M 0.0% n/c 1 SEC ↗
3 Citadel Advisors ✦ 213.13K — $16.02M 0.0% n/c 1 SEC ↗
4 T. Rowe Price ✦ 166.82K — $12.54M 0.0% n/c 1 SEC ↗ ×2
5 Geode Capital Management ✦ (passive) 153.65K — $11.55M 0.0% n/c 1 SEC ↗ ×2
6 Norges Bank ✦ (passive) 125.00K — $9.39M 0.0% n/c 1 SEC ↗
7 PRIMECAP Management ✦ 122.83K — $9.23M 0.0% n/c 1 SEC ↗
8 Millennium Management ✦ 57.67K — $4.33M 0.0% n/c 1 SEC ↗
9 Renaissance Technologies ✦ 36.80K — $2.77M 0.0% n/c 1 SEC ↗
10 ARK Investment Management ✦ 13.04K — $980,387 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 131 holders, 14.19M shares, $419.34M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Oct 06 Leach Bryan

Officer, Director, 10% owner · 5.03K sh · $209,076

Oct 05 Leach Bryan

Officer, Director, 10% owner · 63 sh · $2,648

Oct 05 Leach Bryan

Officer, Director, 10% owner · 10.05K sh · $415,580

Sep 22 Leach Bryan

Officer, Director, 10% owner · 1.72K sh · $70,929

Sep 22 Leach Bryan

Officer, Director, 10% owner · 7 sh · $294

Sep 21 Leach Bryan

Officer, Director, 10% owner · 13.42K sh · $554,759

Sep 10 Swanson Luke Roy

Officer · 20.10K sh · $804,856

Sep 10 Swanson Luke Roy

Officer · 3.60K sh · $143,640

Sep 10 Swanson Luke Roy

Officer · 16.50K sh · $661,228

Sep 09 Leach Bryan

Officer, Director, 10% owner · 5.10K sh · $192,563

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2024 · Methodology · Get this via the API