IBTA

Ibotta Inc-cl A

-$418.9M

Net Activity

Institutions Holding

4

Popularity Rank

#4050

Avg Weight

0.02%

Total Value

$323.1K

Ownership Trend

4 institutions currently hold IBTA, with 1 net buyers and 1 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

1

Net Buying Institutions

1

Key Holders

Key Holders

Top 5 by Value

FA
Fermata Advisors, LLC
$291.9K
AW
Abound Wealth Management
$20.6K
GI
GAMMA Investing LLC
$9.7K
LI
LRI Investments, LLC
$854.0

Top 5 by Conviction

FA
Fermata Advisors, LLC
0.06%
AW
Abound Wealth Management
0.00%
GI
GAMMA Investing LLC
0.00%
LI
LRI Investments, LLC
0.00%
View all 4 holding institutions

Quarterly Activity

Recent Activity

+$9.7K

Total Buy Value

$312.0K

Total Sell Value

New buy0
Trim1
Add1
Sold out0

1

Net Buyers

1

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 Fermata Advisors, LLC ($291.9K), Abound Wealth Management ($20.6K), GAMMA Investing LLC ($9.7K). Based on the latest 13F filings, there are a total of 4 tracked investment funds and institutions maintaining positions in IBTA.
What is the overall institutional sentiment toward IBTA recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $418.9M, driven by 1 managers accumulating shares while 1 reduced their exposure.
Which institutions have been selling or reducing their IBTA positions?
In the latest period, 1 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $312.0K.
Are there any notable investors adding IBTA to their portfolios?
Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $9.7K.

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