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Ibotta, Inc. (IBTA) institutional ownership

Latest close $26.29 Jul 23, 2026
Market cap$886M 52-week range SectorTechnology
Funds holding · Q1 2026
122
reported IBTA position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
61 buyers · 61 sellers

Ibotta, Inc. (IBTA) price and institutional activity

Dates

Q1 2026

$0 bought by 61 investors
Hotchkis & Wiley Capital Management LLCPoint72 Asset Management, L.P. +59 more
$0 sold by 61 investors
VanguardSumitomo Mitsui Trust Group, Inc. +59 more
Bought Sold Totals per quarter; hover a bar for the names.

Ibotta, Inc. (IBTA) institutional activity · 122

Investor Type Est. change Change Δ Own Date
Vanguard · Reduced
Change −411K Date Q1 2026
Vanguard Reduced· Q1 2026 −411K Q1 2026
Sumitomo Mitsui Trust Group, Inc. · Exited
Change −389K Δ Own −100.0% Date Q1 2026
Sumitomo Mitsui Trust Group, Inc. Exited· Q1 2026 −389K −100.0% Q1 2026
Amova Asset Management Americas, Inc. · Exited
Change −341K Δ Own −100.0% Date Q1 2026
Amova Asset Management Americas, Inc. Exited· Q1 2026 −341K −100.0% Q1 2026
Ameriprise Financial Inc · Reduced
Change −178K Date Q1 2026
Ameriprise Financial Inc Reduced· Q1 2026 −178K Q1 2026
Hotchkis & Wiley Capital Management LLC · New
Change +154K Date Q1 2026
Hotchkis & Wiley Capital Management LLC New· Q1 2026 +154K Q1 2026
Jacobs Levy Equity Management, Inc · Reduced
Change −104K Date Q1 2026
Jacobs Levy Equity Management, Inc Reduced· Q1 2026 −104K Q1 2026
Deutsche Bank AG · Reduced
Change −98K Date Q1 2026
Deutsche Bank AG Reduced· Q1 2026 −98K Q1 2026
Jane Street Group, LLC · Reduced
Change −96K Date Q1 2026
Jane Street Group, LLC Reduced· Q1 2026 −96K Q1 2026
BlackRock · Reduced
Change −89K Date Q1 2026
BlackRock Reduced· Q1 2026 −89K Q1 2026
Brooklyn Investment Group · Exited
Change −73K Δ Own −100.0% Date Q1 2026
Brooklyn Investment Group Exited· Q1 2026 −73K −100.0% Q1 2026
Goldman Sachs Group Inc · Reduced
Change −65K Date Q1 2026
Goldman Sachs Group Inc Reduced· Q1 2026 −65K Q1 2026
Point72 Asset Management, L.P. · New
Change +64K Date Q1 2026
Point72 Asset Management, L.P. New· Q1 2026 +64K Q1 2026
JPMorgan Chase & Co · Reduced
Change −57K Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −57K Q1 2026
Hrt Financial LP · Added
Change +49K Date Q1 2026
Hrt Financial LP Added· Q1 2026 +49K Q1 2026
AQR Capital Management LLC · New
Change +48K Date Q1 2026
AQR Capital Management LLC New· Q1 2026 +48K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 122

Famous investor activity in Ibotta, Inc. (IBTA)

Ibotta, Inc. (IBTA) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Leach Bryan · Director Sell −$33K
Price $31.83 Qty −1K Owned 866K ΔOwn −0.1% Trade date Jul 21, 2026 Filed date Jul 22, 2026
Leach Bryan Director Sell $31.83 −1K −$33K 866K −0.1% Jul 21, 2026 Jul 22, 2026
Leach Bryan · Director 2 operations 0
Price $3.99 Owned 135K Trade date Jul 21, 2026 Filed date Jul 22, 2026
Leach Bryan Director 2 operations $3.99 0 135K Jul 21, 2026 Jul 22, 2026
Leach Bryan · Director 2 operations −$448K
Price $31.44–$32.20 Qty −14K Owned 866K ΔOwn −1.6% Trade date Jul 20, 2026 Filed date Jul 22, 2026
Leach Bryan Director 2 operations $31.44–$32.20 −14K −$448K 866K −1.6% Jul 20, 2026 Jul 22, 2026
Leach Bryan · Director 2 operations 0
Price $3.99 Owned 136K Trade date Jul 20, 2026 Filed date Jul 22, 2026
Leach Bryan Director 2 operations $3.99 0 136K Jul 20, 2026 Jul 22, 2026
Clark Jermoluk Founders Fund I LLC · 10% Owner Sell −$15M
Price $30.15 Qty −500K Owned 3.3M ΔOwn −13.0% Trade date Jul 6, 2026 Filed date Jul 8, 2026
Clark Jermoluk Founders Fund I LLC 10% Owner Sell $30.15 −500K −$15M 3.3M −13.0% Jul 6, 2026 Jul 8, 2026
Leach Bryan · Director 6 operations −$311K
Price $32.67–$35.24 Qty −9K Owned 0 Trade date Jul 6, 2026 Filed date Jul 8, 2026
Leach Bryan Director 6 operations $32.67–$35.24 −9K −$311K 0 Jul 6, 2026 Jul 8, 2026
Leach Bryan · Director 6 operations 0
Price $3.99 Owned 117K Trade date Jul 6, 2026 Filed date Jul 8, 2026
Leach Bryan Director 6 operations $3.99 0 117K Jul 6, 2026 Jul 8, 2026
Leach Bryan · Director 6 operations −$291K
Price $35.30–$35.79 Qty −8K Owned 0 Trade date Jul 2, 2026 Filed date Jul 6, 2026
Leach Bryan Director 6 operations $35.30–$35.79 −8K −$291K 0 Jul 2, 2026 Jul 6, 2026
Leach Bryan · Director 6 operations 0
Price $3.99 Owned 117K Trade date Jul 2, 2026 Filed date Jul 6, 2026
Leach Bryan Director 6 operations $3.99 0 117K Jul 2, 2026 Jul 6, 2026
Leach Bryan · Director 6 operations −$703K
Price $34.62–$35.35 Qty −20K Owned 0 Trade date Jul 1, 2026 Filed date Jul 6, 2026
Leach Bryan Director 6 operations $34.62–$35.35 −20K −$703K 0 Jul 1, 2026 Jul 6, 2026
Leach Bryan · Director 6 operations 0
Price $3.99 Owned 118K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Leach Bryan Director 6 operations $3.99 0 118K Jul 1, 2026 Jul 6, 2026
Swanson Luke Roy · Officer 4 operations −$417K
Price $34.77–$35.44 Qty −12K Owned 273K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Swanson Luke Roy Officer 4 operations $34.77–$35.44 −12K −$417K 273K Jul 1, 2026 Jul 6, 2026
Leach Bryan · Director Sell −$120K
Price $30.31 Qty −4K Owned 866K ΔOwn −0.5% Trade date Jun 23, 2026 Filed date Jun 24, 2026
Leach Bryan Director Sell $30.31 −4K −$120K 866K −0.5% Jun 23, 2026 Jun 24, 2026
Leach Bryan · Director 2 operations 0
Price $3.99 Owned 182K Trade date Jun 23, 2026 Filed date Jun 24, 2026
Leach Bryan Director 2 operations $3.99 0 182K Jun 23, 2026 Jun 24, 2026
Leach Bryan · Director Sell −$342K
Price $30.56 Qty −11K Owned 866K ΔOwn −1.3% Trade date Jun 22, 2026 Filed date Jun 24, 2026
Leach Bryan Director Sell $30.56 −11K −$342K 866K −1.3% Jun 22, 2026 Jun 24, 2026
15 of 87
15 of 87 Sign in to continue to older insider transactions.

Ibotta, Inc. (IBTA) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Walmart Inc. 3.5M
% of shares outstanding 11.3% Filing date Oct 16, 2024
Walmart Inc. 3.5M 11.3% Oct 16, 2024
Ibotta, Inc. 3.2M
% of shares outstanding 10.4% Filing date Nov 14, 2024
Ibotta, Inc. 3.2M 10.4% Nov 14, 2024
D. E. Shaw & Co, L.P. 2.0M
% of shares outstanding 7.3% Filing date Sep 30, 2024
D. E. Shaw & Co, L.P. 2.0M 7.3% Sep 30, 2024
Kdt Ibotta Holdings, LLC 4.4M
% of shares outstanding 0.0% Filing date Aug 9, 2024
Kdt Ibotta Holdings, LLC 4.4M 0.0% Aug 9, 2024
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Ibotta, Inc. (IBTA) ownership FAQ

Who owns IBTA?

122 reporting institutions disclosed IBTA position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.