IBTA
Ibotta, Inc. · Technology · Software - Application
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +5.0% ·
net new positions -10.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | D. E. Shaw & Co. ✦ | 2.81M | +2.0% | $183.01M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 297.84K | — | $19.38M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Capital World Investors ✦ | 250.00K | 0.0% | $16.27M | 0.0% | Held | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 247.46K | +59.0% | $16.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 247.46K | +59.0% | $16.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | ARK Investment Management ✦ | 176.16K | +115.8% | $11.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | PRIMECAP Management ✦ | 127.34K | -11.4% | $8.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 116.30K | +7.7% | $7.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 53.75K | -35.2% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 30.64K | +114.9% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 30.64K | +114.9% | $2.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Norges Bank ✦ (passive) | 15.52K | 0.0% | $1.01M | 0.0% | Held | 3 | 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
| Citadel Advisors | $1.39M | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director, 10% owner · 877 sh · $32,099
Officer, Director, 10% owner · 1.43K sh · $53,348
Officer, Director, 10% owner · 2.31K sh · $82,924
Officer, Director, 10% owner · 610 sh · $22,717
Officer, Director, 10% owner · 2.30K sh · $82,813
Officer, Director, 10% owner · 24.02K sh · $855,982
Officer, Director, 10% owner · 613 sh · $22,828
Officer, Director, 10% owner · 3.46K sh · $127,058
Director · 5.33K sh · $198,405
Director · 12.22K sh · $454,468
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology