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Security record · archived quarter

IBTA

Ibotta, Inc. · Technology · Software - Application

38.74 +0.8% mkt cap $984.42M quote delayed (FMP) · as of Aug 25 22:08 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 ↗
5 T. Rowe Price 166.82K $12.54M 0.0% n/c 1 SEC ↗
6 Geode Capital Management (passive) 153.65K $11.55M 0.0% n/c 1 SEC ↗
7 Geode Capital Management (passive) 153.65K $11.55M 0.0% n/c 1 SEC ↗
8 Norges Bank (passive) 125.00K $9.39M 0.0% n/c 1 SEC ↗
9 PRIMECAP Management 122.83K $9.23M 0.0% n/c 1 SEC ↗
10 Millennium Management 57.67K $4.33M 0.0% n/c 1 SEC ↗
11 Renaissance Technologies 36.80K $2.77M 0.0% n/c 1 SEC ↗
12 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)

Aug 18 Leach Bryan

Officer, Director, 10% owner · 877 sh · $32,099

Aug 17 Leach Bryan

Officer, Director, 10% owner · 1.43K sh · $53,348

Aug 17 Leach Bryan

Officer, Director, 10% owner · 2.31K sh · $82,924

Aug 17 Leach Bryan

Officer, Director, 10% owner · 610 sh · $22,717

Aug 17 Leach Bryan

Officer, Director, 10% owner · 2.30K sh · $82,813

Aug 17 Leach Bryan

Officer, Director, 10% owner · 24.02K sh · $855,982

Aug 17 Leach Bryan

Officer, Director, 10% owner · 613 sh · $22,828

Aug 17 Leach Bryan

Officer, Director, 10% owner · 3.46K sh · $127,058

Aug 13 Lehrman Thomas D

Director · 5.33K sh · $198,405

Aug 13 Lehrman Thomas D

Director · 12.22K sh · $454,468

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