IBTA
Ibotta, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +3.1% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | D. E. Shaw & Co. ✦ | 1.45M | -44.2% | $53.05M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 1.34M | — | $49.00M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Citadel Advisors ✦ | 1.07M | +1258.0% | $39.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | BlackRock ✦ (pasivo) | 895.08K | — | $32.76M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 5 | ARK Investment Management ✦ | 651.49K | -7.5% | $23.84M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (pasivo) | 294.04K | -0.6% | $10.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 244.00K | +198.7% | $8.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Marshall Wace ✦ | 229.42K | Nuevo | $8.40M | 0.0% | New | 1 | SEC ↗ ×3 |
| 9 | Geode Capital Management ✦ (pasivo) | 225.99K | -10.6% | $8.27M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 10 | Millennium Management ✦ | 213.38K | Nuevo | $7.81M | 0.0% | New | 1 | SEC ↗ |
| 11 | PRIMECAP Management ✦ | 119.97K | -3.8% | $4.39M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 52.73K | Nuevo | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 41.84K | +8.7% | $1.53M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 14 | Point72 Asset Management ✦ | 27.80K | Nuevo | $1.02M | 0.0% | New | 1 | SEC ↗ |
| 15 | Norges Bank ✦ (pasivo) | 21.34K | 0.0% | $781,154 | 0.0% | Held | 5 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 12.45K | Nuevo | $455,524 | 0.0% | New | 1 | SEC ↗ ×4 |
| 17 | Fidelity (FMR) ✦ | 1.01K | — | $36,929 | 0.0% | n/c | 1 | SEC ↗ ×2 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| 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% |
Posición cerrada
| Capital World Investors | $10.55M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 131 tenedores, 14.19M acciones, $419.34M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director, 10% owner · 5.03K acc. · $209,076
Officer, Director, 10% owner · 63 acc. · $2,648
Officer, Director, 10% owner · 10.05K acc. · $415,580
Officer, Director, 10% owner · 1.72K acc. · $70,929
Officer, Director, 10% owner · 7 acc. · $294
Officer, Director, 10% owner · 13.42K acc. · $554,759
Officer · 20.10K acc. · $804,856
Officer · 3.60K acc. · $143,640
Officer · 16.50K acc. · $661,228
Officer, Director, 10% owner · 5.10K acc. · $192,563
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología