Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Class A common stock, $0.00001 par value
-
Shares outstanding
-
25,091,275
-
Total 13F shares
-
48,654
-
Share change
-
+15
-
Total reported value
-
$1,106,367
-
Price per share
-
$22.74
-
Number of holders
-
12
-
Value change
-
-$311
-
Number of buys
-
5
-
Number of sells
-
5
Institutional Holders of Ibotta, Inc. - Class A common stock, $0.00001 par value (IBTA) as of Q4 2025
As of 31 Dec 2025,
Ibotta, Inc. - Class A common stock, $0.00001 par value (IBTA) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
48,654 shares.
The largest 10 holders included
ForthRight Wealth Management, LLC, Fermata Advisors, LLC, SG Americas Securities, LLC, Versant Capital Management, Inc, Abound Wealth Management, Blue Trust, Inc., HARBOR CAPITAL ADVISORS, INC., GAMMA Investing LLC, SIGNATUREFD, LLC, and SJS Investment Consulting Inc..
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.