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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
0Δ holders
4.45MShares held
$187.61MReported value
+1New positions
−1Exits
Rising Conviction score 48/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +7.7% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

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 · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 D. E. Shaw & Co. 2.60M -7.6% $109.62M 0.1% ▼ Trim 4 SEC ↗
2 ARK Investment Management 704.31K +299.8% $29.72M 0.3% ▲ Add 4 SEC ↗
3 State Street Global Advisors (passive) 295.79K -0.7% $12.48M 0.0% ▼ Trim 2 SEC ↗
4 Geode Capital Management (passive) 252.82K +2.2% $10.67M 0.0% ▲ Add 4 SEC ↗
5 Geode Capital Management (passive) 252.82K +2.2% $10.67M 0.0% ▲ Add 4 SEC ↗
6 Capital World Investors 250.00K 0.0% $10.55M 0.0% Held 4 SEC ↗
7 PRIMECAP Management 124.67K -2.1% $5.26M 0.0% ▼ Trim 4 SEC ↗
8 Renaissance Technologies 81.70K -29.8% $3.45M 0.0% ▼ Trim 4 SEC ↗
9 Citadel Advisors 78.87K New $3.33M 0.0% New 1 SEC ↗
10 T. Rowe Price 38.50K +25.6% $1.63M 0.0% ▲ Add 4 SEC ↗
11 T. Rowe Price 38.50K +25.6% $1.63M 0.0% ▲ Add 4 SEC ↗
12 Norges Bank (passive) 21.34K +37.5% $900,675 0.0% ▲ Add 4 SEC ↗

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

New buyers

Citadel Advisors $3.33M 0.0%

Exited

Millennium Management $3.50M 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.

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: Q1 2025 · Methodology · Get this via the API