IBTA

Ibotta Inc-cl A

+$65.7M

Net Activity

Institutions Holding

132

Popularity Rank

#3847

Avg Weight

0.28%

Total Value

$419.2M

Ownership Trend

132 institutions currently hold IBTA, with 64 net buyers and 61 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

61

Net Buying Institutions

64

Key Holders

Key Holders

Top 5 by Value

KI
Koch, Inc.
$131.5M
DE
D. E. Shaw & Co., Inc.
$50.7M
HH
Hsbc Holdings PLC
$30.6M
BI
BlackRock, Inc.
$28.9M
CI
Citigroup INC
$19.2M

Top 5 by Conviction

NC
Notable Capital Management, L.l.c.
20.60%
KI
Koch, Inc.
14.27%
SC
Saybrook Capital /nc
0.49%
FW
ForthRight Wealth Management, LLC
0.26%
VC
VARCOV Co.
0.25%
View all 132 holding institutions

Quarterly Activity

Recent Activity

+$99.2M

Total Buy Value

$126.5M

Total Sell Value

New buy24
Trim42
Add40
Sold out19

64

Net Buyers

61

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

5

Filings (90d)

$7.66M

Total Est. Value

237K shares

Planned Shares

Last Filed 2026-07-01
FilerFiling DateEst. Value
Swanson Luke Roy2026-07-01$206K
Swanson Luke Roy2026-07-01$206K
Leach Bryan2026-06-08$6.86M
Swanson Luke Roy2026-06-04$194K
Swanson Luke Roy2026-06-04$194K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding IBOTTA INC-CL A (IBTA)?
Major stakeholders currently include Koch, Inc. ($131.5M), D. E. Shaw & Co., Inc. ($50.7M), Hsbc Holdings PLC ($30.6M). Based on the latest 13F filings, there are a total of 132 tracked investment funds and institutions maintaining positions in IBTA.
What is the overall institutional sentiment toward IBTA recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $65.7M, driven by 64 managers accumulating shares while 61 reduced their exposure.
Which institutions have been selling or reducing their IBTA positions?
In the latest period, 42 funds trimmed their holdings, and 19 managers completely exited their positions. The aggregate reported sell value was $126.5M.
Are there any notable investors adding IBTA to their portfolios?
Yes, buying activity remains notable. 24 institutions opened new positions in {ticker}, and 40 existing holders added to their shares. The total reported buy value for the quarter amounted to $99.2M.

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