Ibotta, Inc. - Class A common stock, $0.00001 par value (IBTA)

Historical Holders from Q2 2024 to Q4 2025

Type / Class
Equity / Class A common stock, $0.00001 par value
Symbol
IBTA on NYSE
Shares outstanding
25,091,275
Price per share
$22.74
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
18,389,115
Total reported value
$512,136,580
% of total 13F portfolios
0%
Share change
-192,681
Value change
-$20,713,565
Number of holders
118
Price from insider filings
$22.74
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Ibotta, Inc. - Class A common stock, $0.00001 par value (IBTA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Clark Jermoluk Founders Fund I LLC 15% $189,606,963 3,841,308 Clark Jermoluk Founders Fund I LLC 30 Sep 2024
VANGUARD GROUP INC 5.7% $71,636,629 1,555,965 The Vanguard Group 31 Dec 2024
D. E. SHAW & CO, L.P. 5.7% -42% $36,919,376 -$29,239,993 1,449,524 -44% D. E. Shaw & Co., L.P. 30 Jun 2025
Sumitomo Mitsui Trust Group, Inc. 5.1% $35,645,076 1,279,895 Sumitomo Mitsui Trust Group, Inc. 30 Sep 2025
Amova Asset Management Americas, Inc. 5.1% $35,638,392 1,279,655 Amova Asset Management Americas, Inc. 30 Sep 2025
Southpoint Capital Advisors LP 1.1% -78% $7,047,574 -$28,610,426 276,701 -80% Southpoint Master Fund, LP 30 Jun 2025
As of 30 Sep 2025, Ibotta, Inc. - Class A common stock, $0.00001 par value (IBTA) has 118 institutional shareholders filing 13F forms. They hold 18,389,115 shares. of 25,091,275 outstanding shares (73%) .

Top 25 institutional shareholders own 69% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Koch, Inc. 17% 4,389,129 0% 16% $122,237,243
VANGUARD GROUP INC 6.3% 1,570,896 +17% 0% $43,749,453
D. E. Shaw & Co., Inc. 5.1% 1,290,546 -11% 0.03% $35,941,706
Sumitomo Mitsui Trust Group, Inc. 5.1% 1,281,219 +15% 0.02% $35,681,949
Amova Asset Management Americas, Inc. 5.1% 1,279,652 +16% 0.34% $35,599,919
BlackRock, Inc. 4.1% 1,035,409 +16% 0% $28,836,141
ARK Investment Management LLC 3.6% 907,386 +39% 0.15% $25,270,700
HSBC HOLDINGS PLC 3.1% 767,956 +695% 0.01% $21,425,972
CITIGROUP INC 2.6% 641,337 +90% 0.01% $17,861,235
JPMORGAN CHASE & CO 2.3% 572,090 -13% 0% $15,932,706
GOLDMAN SACHS GROUP INC 1.8% 456,680 +697% 0% $12,718,537
BNP PARIBAS FINANCIAL MARKETS 1.6% 407,936 0% 0.01% $11,361,018
NOTABLE CAPITAL MANAGEMENT, L.L.C. 1.5% 367,032 -9.5% 13% $10,221,841
MORGAN STANLEY 1.3% 326,561 +174% 0% $9,094,724
GEODE CAPITAL MANAGEMENT, LLC 1.3% 324,479 +44% 0% $9,038,330
STATE STREET CORP 1.2% 308,472 +4.9% 0% $8,590,945
UBS Group AG 0.91% 227,901 -17% 0% $6,347,043
AMERIPRISE FINANCIAL INC 0.76% 190,612 -41% 0% $5,308,544
CITADEL ADVISORS LLC 0.66% 164,556 -85% 0% $4,582,884
NORTHERN TRUST CORP 0.61% 153,678 +56% 0% $4,279,931
PRIMECAP MANAGEMENT CO/CA/ 0.6% 150,165 +25% 0% $4,182,096
RENAISSANCE TECHNOLOGIES LLC 0.59% 147,800 -39% 0.01% $4,116,230
MARSHALL WACE, LLP 0.5% 125,165 -45% 0% $3,485,846
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.42% 104,227 +51% 0% $2,902,722
Susquehanna Portfolio Strategies, LLC 0.35% 88,641 0.04% $2,468,652

Institutional Holders of Ibotta, Inc. - Class A common stock, $0.00001 par value (IBTA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 17,267 $392,849 -$7,201 $22.74 4
2025 Q3 18,389,115 $512,136,580 -$20,713,565 $27.85 118
2025 Q2 18,504,961 $677,279,760 +$8,257,319 $36.60 129
2025 Q1 18,207,647 $768,369,307 -$52,242,947 $42.20 108
2024 Q4 18,230,625 $1,186,448,969 +$244,183,015 $65.08 115
2024 Q3 10,121,053 $623,561,335 -$275,156,896 $61.61 108
2024 Q2 13,477,002 $1,012,931,892 +$1,012,417,608 $75.16 92