| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Clark Jermoluk Founders Fund I LLC | 15% | $142,781,418 | 3,841,308 | Clark Jermoluk Founders Fund I LLC | 30 Sep 2024 | |||
| D. E. SHAW & CO, L.P. | 7.2% | +25% | $37,192,012 | +$5,302,484 | 1,690,546 | +17% | D. E. Shaw & Co., L.P. | 31 Dec 2025 |
| VANGUARD GROUP INC | 5% | -12% | $26,486,278 | -$8,888,742 | 1,164,995 | -25% | The Vanguard Group | 31 Dec 2025 |
| Sumitomo Mitsui Trust Group, Inc. | 1.5% | -72% | $7,758,694 | -$21,339,847 | 341,265 | -73% | Sumitomo Mitsui Trust Group, Inc. | 31 Dec 2025 |
| Amova Asset Management Americas, Inc. | 1.5% | -72% | $7,507,830 | -$20,644,580 | 341,265 | -73% | Amova Asset Management Americas, Inc. | 31 Dec 2025 |
| Southpoint Capital Advisors LP | 1.1% | -78% | $9,936,333 | -$40,337,667 | 276,701 | -80% | Southpoint Master Fund, LP | 30 Jun 2025 |
As of 31 Dec 2025, 119 institutional investors reported holding 14,848,193 shares of Ibotta, Inc. - Class A common stock, par value $0.00001 per share (IBTA). This represents 63% of the company’s total 23,479,806 outstanding shares.
The largest institutional shareholders of Ibotta, Inc. - Class A common stock, par value $0.00001 per share (IBTA) together control 58% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Koch, Inc. | 19% | 4,389,129 | 0% | 14% | $99,764,902 |
| D. E. Shaw & Co., Inc. | 7.2% | 1,690,546 | +31% | 0.03% | $38,426,111 |
| VANGUARD GROUP INC | 5% | 1,164,995 | -26% | 0% | $26,480,337 |
| BlackRock, Inc. | 4.5% | 1,051,720 | +1.6% | 0% | $23,905,597 |
| CITIGROUP INC | 2.7% | 644,552 | +0.5% | 0.01% | $14,650,667 |
| Sumitomo Mitsui Trust Group, Inc. | 1.7% | 389,463 | -70% | 0.01% | $8,852,494 |
| DEUTSCHE BANK AG\ | 1.6% | 369,890 | +3450% | 0% | $8,407,600 |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. | 1.6% | 367,032 | 0% | 11% | $8,342,637 |
| Amova Asset Management Americas, Inc. | 1.5% | 341,265 | -73% | 0.09% | $7,739,890 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4% | 327,479 | +0.92% | 0% | $7,444,826 |
| BNP PARIBAS FINANCIAL MARKETS | 1.4% | 325,046 | 0% | 0% | $7,388,296 |
| STATE STREET CORP | 1.3% | 305,137 | -1.1% | 0% | $6,935,764 |
| MORGAN STANLEY | 0.97% | 227,070 | -30% | 0% | $5,161,323 |
| JANE STREET GROUP, LLC | 0.96% | 224,529 | +1898% | 0.01% | $5,103,543 |
| RENAISSANCE TECHNOLOGIES LLC | 0.87% | 203,308 | +38% | 0.01% | $4,621,191 |
| BANK OF AMERICA CORP /DE/ | 0.86% | 202,944 | +261% | 0% | $4,612,917 |
| AMERIPRISE FINANCIAL INC | 0.83% | 194,052 | +1.8% | 0% | $4,410,803 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.81% | 189,954 | +237% | 0.02% | $4,317,654 |
| GOLDMAN SACHS GROUP INC | 0.75% | 175,612 | -62% | 0% | $3,991,660 |
| UBS Group AG | 0.63% | 148,420 | -35% | 0% | $3,373,587 |
| CITADEL ADVISORS LLC | 0.63% | 148,257 | -9.9% | 0% | $3,369,881 |
| NORTHERN TRUST CORP | 0.6% | 141,345 | -8% | 0% | $3,212,772 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.51% | 119,625 | +15% | 0% | $2,719,076 |
| PRIMECAP MANAGEMENT CO/CA/ | 0.37% | 87,635 | -42% | 0% | $1,991,944 |
| MILLENNIUM MANAGEMENT LLC | 0.37% | 86,921 | 0% | $1,975,714 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 14,848,193 | $337,465,252 | -$67,839,636 | $22.73 | 119 |
| 2025 Q3 | 18,389,115 | $512,136,580 | -$20,713,570 | $27.85 | 118 |
| 2025 Q2 | 18,504,961 | $677,279,760 | +$8,257,315 | $36.60 | 129 |
| 2025 Q1 | 18,207,647 | $768,369,087 | -$52,243,024 | $42.20 | 108 |
| 2024 Q4 | 18,230,625 | $1,186,448,821 | +$243,173,232 | $65.08 | 115 |
| 2024 Q3 | 10,136,569 | $624,517,267 | -$272,507,143 | $61.61 | 107 |
| 2024 Q2 | 13,477,001 | $1,012,931,782 | +$1,012,417,497 | $75.16 | 91 |