Ibotta Inc-cl A (IBTA) Institutional Ownership & 13F Filings (Q2 2026)

IBTA ranks #3723 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

IBTA is a disclosed holding of David Shaw (D. E. Shaw & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

IBTA is a top-conviction position for Notable Capital Management, L.L.C. — at 22.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in IBTA belongs to Koch, Inc., but the position matters far more to Notable Capital Management, L.L.C., who has 22.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Koch, Inc. has added to its IBTA position for two straight quarters, increasing it by $50.2M to reach $149.9M today.

Ameriprise Financial Inc has trimmed its IBTA position for two straight quarters, cutting it by $4.1M while still holding $356.4K.

IBTA is up 0.4% today, and institutions have been net buyers of $17.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

IBTA reported a net loss of $11.0M over the trailing twelve months.

• Not yet profitable — net loss of $11.0M over the trailing twelve months
• Revenue declined 6.6% year over year
• Net income declined year over year, from $96.5M to -$11.0M
• Generated $95.3M in positive operating cash flow
• Current ratio of 1.96x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.83x equity — within a conventional range