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Security record · archived quarter

IBTA

Ibotta, Inc. · Technology · Software - Application

37.98 -2.0% mkt cap $965.11M quote delayed (FMP) · as of Aug 26 15:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
17Tracked holders
+4Δ holders
6.89MShares held
$252.18MReported value
+5New positions
−1Exits
Strongly Rising Conviction score 65/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +3.1% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 D. E. Shaw & Co. 1.45M -44.2% $53.05M 0.1% ▼ Trim 5 SEC ↗
2 The Vanguard Group (passive) 1.34M $49.00M 0.0% n/c 1 SEC ↗
3 The Vanguard Group (passive) 1.34M $49.00M 0.0% n/c 1 SEC ↗
4 The Vanguard Group (passive) 1.34M $49.00M 0.0% n/c 1 SEC ↗
5 The Vanguard Group (passive) 1.34M $49.00M 0.0% n/c 1 SEC ↗
6 The Vanguard Group (passive) 1.34M $49.00M 0.0% n/c 1 SEC ↗
7 Citadel Advisors 1.07M +1258.0% $39.20M 0.0% ▲ Add 2 SEC ↗
8 Citadel Advisors 1.07M +1258.0% $39.20M 0.0% ▲ Add 2 SEC ↗
9 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
11 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
12 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
13 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
14 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
15 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
16 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
17 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
18 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
19 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
20 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
21 BlackRock (passive) 895.08K $32.76M 0.0% n/c 1 SEC ↗
22 ARK Investment Management 651.49K -7.5% $23.84M 0.2% ▼ Trim 5 SEC ↗
23 State Street Global Advisors (passive) 294.04K -0.6% $10.76M 0.0% ▼ Trim 3 SEC ↗
24 Renaissance Technologies 244.00K +198.7% $8.93M 0.0% ▲ Add 5 SEC ↗
25 Marshall Wace 229.42K New $8.40M 0.0% New 1 SEC ↗
26 Marshall Wace 229.42K New $8.40M 0.0% New 1 SEC ↗
27 Marshall Wace 229.42K New $8.40M 0.0% New 1 SEC ↗
28 Geode Capital Management (passive) 225.99K -10.6% $8.27M 0.0% ▼ Trim 5 SEC ↗
29 Geode Capital Management (passive) 225.99K -10.6% $8.27M 0.0% ▼ Trim 5 SEC ↗
30 Millennium Management 213.38K New $7.81M 0.0% New 1 SEC ↗
31 PRIMECAP Management 119.97K -3.8% $4.39M 0.0% ▼ Trim 5 SEC ↗
32 Two Sigma Investments 52.73K New $1.93M 0.0% New 1 SEC ↗
33 T. Rowe Price 41.84K +8.7% $1.53M 0.0% ▲ Add 5 SEC ↗
34 T. Rowe Price 41.84K +8.7% $1.53M 0.0% ▲ Add 5 SEC ↗
35 Point72 Asset Management 27.80K New $1.02M 0.0% New 1 SEC ↗
36 Norges Bank (passive) 21.34K 0.0% $781,154 0.0% Held 5 SEC ↗
37 AQR Capital Management 12.45K New $455,524 0.0% New 1 SEC ↗
38 AQR Capital Management 12.45K New $455,524 0.0% New 1 SEC ↗
39 AQR Capital Management 12.45K New $455,524 0.0% New 1 SEC ↗
40 AQR Capital Management 12.45K New $455,524 0.0% New 1 SEC ↗
41 Fidelity (FMR) 1.01K $36,929 0.0% n/c 1 SEC ↗
42 Fidelity (FMR) 1.01K $36,929 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

Marshall Wace $8.40M 0.0%
Marshall Wace $8.40M 0.0%
Marshall Wace $8.40M 0.0%
Millennium Management $7.81M 0.0%
Two Sigma Investments $1.93M 0.0%
Point72 Asset Management $1.02M 0.0%
AQR Capital Management $455,524 0.0%
AQR Capital Management $455,524 0.0%
AQR Capital Management $455,524 0.0%
AQR Capital Management $455,524 0.0%

Exited

Capital World Investors $10.55M 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: Q2 2025 · Methodology · Get this via the API